Coefficient — Analytics & Data ◆

What is Coefficient?

Coefficient is a data connector and AI analytics add-on for Google Sheets and Excel. It eliminates manual CSV exports and API coding by letting users pull live data from 150+ sources — including Salesforce, HubSpot, SQL databases, Snowflake, and BigQuery — directly into spreadsheets. Data refreshes automatically on your schedule, so reports stay current without repeated exports. It also offers AI agents that clean data, build pivots, create BI-style dashboards, and alert you when key numbers change.

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 is trusted by over 700,000 teams and suits individual builders as well as small-to-medium teams (5 users max on Pro). It is NOT ideal for large enterprises that require 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 messy data, build pivots, create BI-quality dashboards, and send alerts when conditions are met.

• Live data sync — Pull data from Salesforce, HubSpot, SQL, 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: from $49/mo. Billing model: Freemium.

Free — $0/month

For individuals exploring live data in sheets. Includes 3 standard data sources, 5,000 row import size, 50 import refreshes/month (manual), 100 row export size, 50 export runs/month, 30 alerts/month, on-sheet AI functions, help center access, email support.

Starter — $49/month

For solo builders operationalizing manual workflows. Adds 1 account per source, 500 import refreshes/month (daily auto refresh), data snapshots, 500 row export size, 500 export runs/month (daily auto exports), 100 alerts/month, SQL/Chart/Pivot builders, chat+email support.

Pro — $99/user/month

For small teams needing automation and larger data pulls. Includes 6 standard data sources, 3 accounts per source, unlimited row import size, 5,000 import refreshes/month (hourly auto refresh), unlimited row export size, 5,000 export runs/month (hourly auto exports), 300 alerts/month, dynamic recipients, multi-user support (5 users max), shared connections and import templates, priority chat+email support.

Enterprise — Volume pricing

For large teams needing advanced control, security, and dedicated support. Includes unlimited import refreshes, standard and premium data sources, unlimited export refreshes, unlimited alerts, admin controls, custom SSO, consolidated billing, security review & MSA, dedicated chat+email support. Contact for quote. All plans offer a 30-day free trial on Pro. No credit card required to start.

See current Coefficient pricing and plans →