Coefficient

Coefficient

Freemium

Agentic analytics platform connecting Google Sheets and Excel to 150+ live data sources with AI dashboards and automated alerts.

AI Spreadsheet and Excel ToolsAI DataAI ProductivitySmall BusinessDeveloper
Visit Website ↗

What is Coefficient?

Coefficient is a no-code data platform trusted by 700,000+ teams at Netflix, Anthropic, Cursor, Miro, and Uber. It connects Google Sheets and Excel to 150+ live data sources including Salesforce, HubSpot, Snowflake, QuickBooks, and more. AI agents sync data, clean it, build BI-quality dashboards, and send Slack or email alerts when a number hits a threshold. Winner of multiple G2 awards including Grid Leader and Best Estimated ROI.

Key Features

150+ Live Data ConnectorsAI Spreadsheet AssistantAI Dashboard BuilderAutomated Data SyncSlack & Email Monitoring AlertsBrowser-based Web ScraperCustom API AgentData Cleaning AIPivot Table AIFinancial Forecasting ModelsSalesforce ConnectorHubSpot ConnectorSnowflake ConnectorGPT Functions for SheetsG2 Grid Leader

Integrations

CRM
SalesforceHubSpot
Database
SnowflakeBigQuery
Other
QuickBooksNetSuite
E-commerce
Stripe
Analytics
Google Analytics
Marketing
Facebook Ads
Communication
Slack

How to Use Coefficient

1Install the Coefficient add-on for Google Sheets or Excel
2Connect your first data source (Salesforce, HubSpot, Snowflake, etc.)
3Import live data with one click
4Ask the AI assistant to clean, model, or visualize the data
5Set up monitoring alerts or schedule a dashboard refresh

✅ Best For

  • Revenue operations, finance, and marketing teams at growing companies who need live business data from tools like Salesforce, HubSpot, and Snowflake to flow directly into Google Sheets or Excel for reporting, without waiting on a data engineer to build a pipeline.

❌ Not For

  • Individual users or very small teams who only need basic formula help and do not have live business data sources to connect, as Coefficient's core value is its integration depth and automated sync rather than standalone AI analysis.

Reviews

0/500

No reviews yet. Be the first to review Coefficient!

Pricing

Free$0
  • ✓Up to 5000 rows
  • ✓no auto-refresh
Starter$49/mo
  • ✓5 data sources
  • ✓auto-refresh
Pro$99/mo
  • ✓6 sources
  • ✓5000 refreshes/month
EnterpriseCustom
  • ✓Unlimited
  • ✓SSO
  • ✓governance

Prompts to Try

Sync my Salesforce pipeline data to this sheet and refresh it daily

Build an AI dashboard from my HubSpot marketing data

Alert me on Slack when monthly revenue drops below $100K

Clean this messy CRM export and remove duplicate contacts

Use Cases

A RevOps manager at a SaaS company connects Coefficient to Salesforce and builds a live pipeline dashboard in Google Sheets that every AE can check without a Salesforce license, cutting the number of one-off data requests by 80%.
A finance team at a hospitality group uses Coefficient to pull QuickBooks P&L data into Excel daily and auto-generate a month-end variance report, cutting their close process from 10 days to 3 days.
A marketing ops lead sets up a Coefficient monitoring alert that pings the Slack channel the moment their Google Ads cost-per-lead exceeds the target threshold, allowing the team to pause campaigns before overspending.
A data analyst at a scale-up uses the custom API agent to build a connector to an internal tool that has no native integration, pulling proprietary operational data into Google Sheets for the leadership team.
A Klaviyo data team member uses Coefficient to sync email campaign metrics into a Google Sheet, enabling the entire marketing team to self-serve data without filing data requests.

Frequently Asked Questions