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Coefficient — Analytics & Data

Free · from $49/mo

About Coefficient

Coefficient connects your CRM, database, and ad platforms directly to Google Sheets and Excel — no CSV downloads or API coding required. Users install the add-on, pick a data source (Salesforce, HubSpot, SQL, and more from 150+ integrations), and choose the fields to pull. Data refreshes automatically on a schedule or on demand, keeping spreadsheets current without manual work.

What it does

Beyond syncing, Coefficient brings agentic analytics into the spreadsheet: AI-assisted data cleaning, pivots and analyses, dashboard building, and monitoring agents that alert you when your numbers change. A browser agent can even scrape sites without an API.

Best for

Trusted by 700,000+ teams, Coefficient suits sales ops building live pipeline reports, marketing analysts blending ad-spend data, finance teams pulling real-time revenue into budget models, and data teams enabling secure self-serve access.

Key features

  • Live data sync — Pull data from Salesforce, HubSpot, SQL databases, and 150+ sources into Sheets and Excel
  • Automated refresh — Schedule updates hourly, daily, or weekly
  • Write-back — Update CRM records directly from your spreadsheet
  • Blended queries — Combine data from multiple sources in one sheet
  • AI Sheets Assistant — Clean messy data, build pivots, and run analyses with AI
  • Dashboards & monitoring — Build BI-quality dashboards and get alerts when conditions are met
  • Row-level security — Restrict access to sensitive fields per user

Coefficient Pricing

Coefficient pricing: Free · from $49/mo. Billing model: Freemium.

Free — $0/month

For individuals exploring live data in Sheets. Includes 3 data sources, 5,000-row import size, 50 import refreshes/mo (manual), 50 export runs/mo, 30 alerts/mo, AI functions, and email support.

Starter — $49/month

For solo builders operationalizing manual workflows. Everything in Free plus daily auto data refresh, 500 import refreshes/mo, data snapshots, SQL/chart/pivot builders, 50K OpenAI API calls/mo, and chat support.

Pro — $99/user/month

For small teams needing automation and larger pulls. Everything in Starter plus 6 data sources, unlimited row import/export size, hourly auto refresh, 5,000 import/export refreshes/mo, 300 alerts/mo, multi-user support (up to 10), shared connections, and priority support.

Enterprise — Custom pricing

For large teams needing advanced control. Everything in Pro plus unlimited refreshes and alerts, admin controls, custom SSO, consolidated billing, security review & MSA, and dedicated support.

Free trial: Try Pro free for 30 days — no credit card required. After the trial you can upgrade or stay on the free plan. Annual billing saves 17%.

See current Coefficient pricing and plans →

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