Coefficient
About CoefficientCoefficient is a tool that connects your spreadsheets to live business apps so your data updates itself automatically. It helps you build real-time reports and dashboards without needing to copy-paste or write complex code.
What is Coefficient?
Coefficient is a no-code data connectivity platform designed to transform Google Sheets and Microsoft Excel into live, automated dashboards. Instead of manually exporting CSV files or copying-and-pasting data from CRMs and databases, Coefficient creates a two-way sync between your spreadsheet and your tech stack like Salesforce, HubSpot, or Snowflake. It essentially acts as a live pipeline, ensuring that your spreadsheet data is always current without requiring any manual updates or complex SQL knowledge.
Key Features of Coefficient
- Live Data Connectors: Connects spreadsheets to 100+ platforms including Salesforce, HubSpot, Shopify, SQL databases, and Slack.
- Automated Data Refreshes: Schedule data updates hourly, daily, or weekly so your reports never go stale.
- AI Sheets Assistant: A built-in GPT-powered co-pilot that writes formulas, generates charts, and builds pivot tables using plain English prompts.
- Write-Back Capability: Allows users to edit data directly in the spreadsheet and push those changes back to the source system (e.g., updating a Salesforce lead status).
- Automated Alerts: Set triggers to send Slack or Email notifications when specific cell values change or targets are met.
Who Can Use Coefficient?
- Sales Operations: To track live pipelines and sync quota attainment data.
- Marketing Teams: To pull real-time ad performance and lead generation metrics.
- Finance Managers: For automated P&L reporting and budget vs. actual tracking.
- Data Analysts: To quickly prototype reports without waiting for IT to build BI dashboards.
- Founders & Small Business Owners: To get a “bird’s eye view” of their business metrics in a familiar environment.
Why Is It Better Than Competitors?
- Native Spreadsheet Experience: Unlike BI tools (Tableau/Looker) that require learning a new interface, Coefficient lives entirely inside the spreadsheet you already know.
- Speed of Implementation: Most users can set up their first live sync in under two minutes, whereas enterprise ETL tools often take weeks of IT configuration.
- Two-Way Synchronization: Many competitors only “pull” data; Coefficient allows you to “push” data back, making it a functional data management tool, not just a viewer.
- Lower Technical Barrier: It replaces the need for Apps Script or complex Power Query setups with a simple, point-and-click sidebar.
English
Coefficient is an enterprise-grade spreadsheet automation tool that eliminates manual data entry. By embedding directly into Google Sheets and Excel, it allows users to build live reports that pull data from various SaaS tools and databases. The product focuses on democratizing data, giving non-technical business users the power to perform complex data analysis and visualization through its AI-driven interface and robust integration library.
2020
San Francisco Bay Area
Private
Coefficient was founded in 2020 by a team of experienced entrepreneurs from Y Combinator-backed startups. The company is backed by major venture capital firms like Battery Ventures and Foundation Capital. Their mission is to empower business teams to become builders by providing them with the tools to manage real-time data without the friction of traditional IT bottlenecks.
Free
$0
MonthlyStarter
$59
MonthlyPro
$119
MonthlyEnterprise
Custom
Does Coefficient work with both Excel and Google Sheets?
Yes, it offers dedicated extensions for both Google Sheets and Microsoft Excel.
Is my data secure?
Yes, Coefficient is SOC 2 Type II compliant and uses encryption to ensure your business data remains private.
Do I need to know SQL to use it?
No, you can use the visual UI to filter data, though advanced users have the option to write custom SQL.
Can I automate Slack alerts with Coefficient?
Yes, you can trigger Slack messages based on specific data conditions directly from your sheet.
How often does the data refresh?
Depending on your plan, you can schedule refreshes hourly, daily, or weekly, or trigger them manually.
Can I use it for free?
Yes, there is a free tier that allows for basic data imports, though it lacks automated refreshes.
Coefficient successfully bridges the last mile of data analysis. While big-box BI tools are great for static reporting, Coefficient recognizes that most business decisions still happen inside a spreadsheet. It is the most seamless way to turn a Google Sheet into a professional-grade operational tool.
Pros
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Zero-Coding Required: Perfect for users who aren’t comfortable with SQL or Python.
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Bi-directional Sync: Updating your CRM directly from a cell is a massive productivity win.
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Intuitive UI: The sidebar navigation is clean and doesn’t clutter the workspace.
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Excellent AI Integration: The “text-to-formula” feature works remarkably well for complex tasks.
Cons
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Costly for Small Teams: The jump from Free to Pro can be a significant budget increase.
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Row Limits: Lower-tier plans can be restrictive for businesses with large datasets.
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Spreadsheet Dependency: If your spreadsheet becomes too large, performance can lag.
Final Verdict
Coefficient is the premier choice for teams that live in spreadsheets but are tired of manual data exports. If you need a set-it-and-forget-it way to keep your reports live and collaborative, it is easily the most user-friendly tool on the market today.
CA Tushar Makkar