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Coefficient Analytics & Data β—†

Free Β· from $49/mo

About Coefficient

What is Coefficient?

Coefficient is a data connector and AI analytics add-on for Google Sheets and Excel. It replaces manual CSV exports and API coding by letting users pull live data from 150+ sources β€” including Salesforce, HubSpot, SQL databases, and premium sources like Snowflake and BigQuery β€” directly into spreadsheets. Data refreshes automatically on your schedule, so reports stay current without repeated exports.

Who is it for?

Coefficient is built for sales ops, marketing analysts, finance teams, and data teams who need real-time pipeline reports, blended ad-spend data, revenue models, or secure self-serve data access. It's trusted by 700,000+ teams and suits both individual builders and small-to-medium teams (5 users max on Pro). It is NOT ideal for enterprises needing unlimited users or advanced admin controls beyond what Enterprise offers.

Key use cases

Revenue ops teams build live pipeline forecasts and KPI dashboards; marketing analysts blend ROAS from multiple ad platforms; finance teams automate month-end consolidation; data teams provide governed self-serve access. Beyond syncing, AI agents clean data, build pivots, create BI-quality dashboards, and alert you when numbers change.

Key features

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

Coefficient Pricing

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

Free β€” $0/month

For individuals exploring live data. Includes 3 standard data sources, 1 account/source, 5,000 row import size, 50 import refreshes/month (manual), 50 export runs/month, 30 alerts/month, on-sheet AI functions, help center access, and email support.

Starter β€” $49/month

For solo builders operationalizing workflows. Everything in Free, plus 1 account/source, 500 import refreshes/month (daily auto refresh), data snapshots, 500 row export size, 500 export refreshes/month (daily auto exports), 100 alerts/month, SQL/Chart/Pivot builders, and chat/email support.

Pro β€” $99/user/month (most popular)

For small teams (5 users max). Everything in Starter, plus 6 standard data sources, 3 accounts/source, unlimited row import size, 5,000 import refreshes/month (hourly auto refresh), unlimited row export size, 5,000 export refreshes/month (hourly auto exports), 300 alerts/month, dynamic recipients, shared connections, shared import templates, and priority chat/email support. Try Pro free for 30 days.

Enterprise β€” custom pricing

For large teams needing advanced control and security. Everything in Pro, plus AI Dashboards, unlimited import/export refreshes, standard and premium data sources, unlimited alerts, admin controls, custom SSO, consolidated billing, security review & MSA, and dedicated chat/email support. Contact for a demo.

See current Coefficient pricing and plans →

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Frequently asked questions

Is Coefficient free?
Yes, Coefficient has a Free plan ($0/month) for individuals with 3 standard data sources, 50 manual import refreshes/month, and 30 alerts/month. Pro comes with a 30-day free trial.
How much does Coefficient cost?
Coefficient pricing starts free. Paid plans: Starter at $49/month, Pro at $99/user/month (up to 5 users), and Enterprise with custom pricing. Annual billing saves 17%.
Who is Coefficient best for?
It's best for sales ops, marketing analysts, finance teams, and data teams who need live data synced into spreadsheets from CRMs (Salesforce, HubSpot), databases (SQL, Snowflake), and ad platforms. It's not ideal for enterprises requiring unlimited users without the Enterprise plan.
What are the top alternatives to Coefficient?
Top alternatives include Zapier (for general automation), Supermetrics (for marketing data), and Google Sheets native connectors. Coefficient stands out for its deep spreadsheet integration, AI agents, and write-back to CRM.
Can Coefficient write data back to Salesforce?
Yes. Coefficient's write-back feature lets you update CRM records (including Salesforce and HubSpot) directly from your spreadsheet, eliminating manual data entry.
What data sources does Coefficient support?
Coefficient supports 150+ integrations including Salesforce, HubSpot, SQL databases, Snowflake, BigQuery, Tableau, Looker, Databricks, NetSuite, Sage Intacct, and many more. It also has a Browser Agent to scrape websites without an API.
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