Coefficient

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