Coefficient

What is Coefficient?

Coefficient is a no-code platform designed for business users to seamlessly connect spreadsheets like Google Sheets and Excel with CRMs, databases, BI tools, and popular SaaS applications. Its mission is to empower teams to automate data imports, exports, reporting, and workflows using familiar spreadsheet environments, reducing manual effort and eliminating the need for advanced technical skills. With Coefficient, users can build unified dashboards, clean and deduplicate data, perform custom calculations, and even write results back into business systems. The platform includes AI features to generate, fix, and explain spreadsheet formulas, making complex analytics accessible to everyone. Coefficient offers over 70 pre-built connectors for popular systems and supports automations, multi-source reporting, and live refreshes for up-to-date insights. It has earned the trust of thousands of teams and is SOC 2 Type II compliant, ensuring security for sensitive business operations.

How to use Coefficient?

To use Coefficient, sign up and install the sidebar app or add-on for Google Sheets or Excel, then select and connect your desired data source from over 70 available integrations. Use intuitive point-and-click tools to import data directly into your spreadsheet, automate data refresh schedules, and leverage AI-powered assistants to create, fix, or explain formulas. Employ built-in features to clean, deduplicate, and process data, set up automated dashboards, and, when needed, push updated records back to integrated business systems. The platform can be used by individuals and teams for both simple and advanced analytics, all from their native spreadsheet interface.

Coefficient's Core Features

• Connect spreadsheets to CRMs, databases, and 70+ SaaS apps via pre-built connectors.

• Import and export live business data into Google Sheets or Excel with point-and-click simplicity.

• Automate data refresh schedules for hourly, daily, or one-click updates.

• Leverage AI-powered assistants to write, fix, and explain complex spreadsheet formulas.

• Deduplicate and clean records directly in spreadsheets before syncing changes.

• Create custom calculations and metrics beyond native system capabilities.

• Enable two-way sync for updating business systems from within spreadsheets.

• Centralize multi-source data for unified dashboards and reporting.

• Push live spreadsheet data to external BI tools like Looker, Tableau, and Power BI.

• Support ad hoc reporting and rapid data exploration via spreadsheet filters and pivots.

• SOC 2 Type II compliance for enterprise-grade security.

• No-code setup for ease of use by non-technical business users.

• Compatible with both Google Sheets and Excel (Excel support expanding).

• Share automated reports and dashboards across teams securely.

• Directly run operational workflows (scorecards, trackers, commissions) inside spreadsheets.

Coefficient's Use Cases

• #1

  Import CRM lead data into Google Sheets for analysis.

• #2

  Automate live updating sales commission dashboards for sales teams.

• #3

  Clean and deduplicate contact records before exporting updates back to HubSpot.

• #4

  Centralize data from ad platforms, financial software, and billing tools for unified reporting.

• #5

  Run pipeline meetings using up-to-date Salesforce data in spreadsheets.

• #6

  Automate quarterly revenue performance snapshots for leadership.

• #7

  Answer ad hoc analytics questions using filtered, pivoted spreadsheet data.

• #8

  Supercharge external BI dashboards like Looker and Tableau through Google Sheets staging.

• #9

  Support data migrations and audits for CRM transitions.

• #10

  Generate custom metrics, forecasts, and operational metrics using spreadsheet formulas.