Coefficient Reviews & Product Details

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

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Coefficient

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Hannah Recker

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Coefficient Demo - Data Connectors for Google Sheets & Excel

Skip exports forever. Connect Salesforce, HubSpot, NetSuite, QuickBooks, Snowflake, and 100+ apps once. Blend data as you need. Refresh data on any schedule you set.

Get Slack or email notifications the instant a deal closes, a budget spikes, or a goal is hit.

Make bulk edits fast. Change any row and push the updates straight to Salesforce, HubSpot, QuickBooks, or your data warehouse.

Ask a question and Coefficient builds the formula, chart, or summary before you finish your coffee.

Coefficient Demo - 100+ Pre-built Dashboards

Launch reports and sync data in one click. Choose a pipeline, forecast, or lead-scoring template.

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Coefficient Reviews (158)

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Laura C.

Contractor

Mid-Market (51-1000 emp.)

1/5/2026

"Effortless File Management and Timely Notifications"

4/5

What do you like best about Coefficient?

The platform makes it simple to upload files from various sources. I appreciate how easy it is to locate a file by its name and set up a regular update schedule, whether that's daily or weekly. The notifications about coefficient updates and failures are also helpful, as they let users quickly see which files need attention and when each file was last updated. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

It would be beneficial to have more options for update frequency, such as the ability to schedule monthly updates. The current requirement to reconnect with major platforms like Netsuite every seven days makes automation challenging, as it requires frequent maintenance. Additionally, I would appreciate it if importing Netsuite reports were more straightforward and user-friendly, since at the moment, only Netsuite Saved Searches can be pulled in. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Hi Laura, thanks so much for the detailed feedback! We’re really glad to hear Coefficient is helping you stay organized with file management, scheduled updates, and clear notifications. Thanks for the nudge on additional alert options, that's something we've been thinking about!

For NetSuite, we do have several other import options, including the ability to import by a URL (whether from a report, saved search, dataset, etc.) with our NetSuite Agent. It's only been available for a couple of months, but you can connect to it by clicking on Import From and searching for NetSuite Agent.

Additionally, our traditional NetSuite connector allows you to pull from saved searches, datasets, reports, via SuiteQL query, or from Records and Lists. I'm positive with all of these options, you will land on something that works a best for your workflow!

Feel free to reach out if we can ever help! We'd love to have you in our community: https://coefficient.io/community

-Hannah

Verified User in Computer Software

Mid-Market (51-1000 emp.)

12/31/2025

"Seamless Reporting Made Effortless and Stress-Free"

5/5

What do you like best about Coefficient?

Seamless has truly changed the way I handle recurring reports. I no longer need to export Salesforce reports and then spend time pasting them elsewhere or stressing over column formatting. This improvement has made a significant difference for me. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

There is a limitation on the number of rows—if my base report contains too many rows, even when I apply filters using coefficient, it still doesn't process the entire dataset. What's more, it doesn't notify me that some data is missing. Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

What I value most are the ongoing dashboards and reports I create for management and external stakeholders. The ability to control precisely what my stakeholders see, and to refresh these reports regularly with minimal effort, is truly impressive. Previously, we spent a significant amount of time exporting reports and copying them into old templates. The roll-forward process was always tedious and stressful, as we had to ensure everything was done correctly before starting any analysis. I especially appreciate how dynamic the reporting is now, allowing us to easily adjust the structure with filters and by including specific columns. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks so much for sharing your experience! We’re really glad to hear Coefficient has taken the stress out of recurring Salesforce reporting and eliminated all the manual exporting and formatting. That’s exactly the pain we aim to remove. 🙌

We also appreciate you calling out the row-limit behavior and lack of notification when datasets are too large. That’s important feedback, and we agree that clearer visibility and messaging around partial data is critical when specific APIs have limitations that we have to abide by. We’ll be sharing this with the team as we continue improving how Coefficient handles large reports.

Thanks again for the thoughtful review! -Hannah

Lovita F.

Digital Marketing

Small-Business (50 or fewer emp.)

10/14/2025

"Seamless Live Data Integration with Coefficient, Minor Setup Hurdles"

4/5

What do you like best about Coefficient?

What I like best about Coefficient is how seamlessly it connects my spreadsheets to live data sources. It eliminates manual data entry and ensures my reports are always up to date, which saves a lot of time and reduces errors Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

There isn’t much to complain about, although the initial setup and authentication with some data sources can occasionally be a little challenging. However, after everything is configured, the system operates smoothly. Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

Coefficient solves the problem of manual data collection and outdated reports. It automatically pulls live data from multiple sources into Google Sheets, which means my reports and dashboards are always up to date. This saves me hours of manual work each week and allows me to focus more on analysis and decision-making instead of data maintenance. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks for the thoughtful review! We’re so glad Coefficient is saving you hours of manual work and keeping your reports up to date with live data. This is the kind of efficiency boost we want to deliver. 🙌

We also appreciate you pointing out the initial setup and authentication hurdles. Once things are connected, it’s great to hear everything runs smoothly, but your feedback helps us continue to make that first step easier for everyone.

Thanks again for sharing your experience and for trusting Coefficient to power your reporting! -Hannah

Abinaya G.

Lead Generation Specialist

12/30/2025

"Effortless HubSpot to GSheet Integration"

4/5

What do you like best about Coefficient?

I like using Coefficient to import data from HubSpot directly into Google Sheets, which is convenient and saves me the hassle of exporting and importing between platforms. The tool itself is doing wonders for me. I also enjoy the scheduling and automation features, which allow me to set up workflows that refresh every hour. Additionally, I found the initial setup of Coefficient to be easy, which made getting started a breeze. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I dislike how filters work because when I open the sidebar, it doesn't redirect to the subsheets I use. This makes a mess. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks so much for the detailed review, Abinaya! We’re glad to hear Coefficient is making it easy to bring HubSpot data straight into Google Sheets and that scheduling and hourly refreshes are saving you a ton of manual work. It’s great to hear setup was smooth and that the automation is doing the heavy lifting for you.

We also appreciate the note about filters and the sidebar behavior with subsheets. That kind of workflow feedback is incredibly helpful, and we’ll share it with the team as we continue improving the experience.

Thanks again for sharing how you’re using Coefficient. We’re happy it’s making your reporting easier and more efficient! -Hannah

Luis C.

Financial Analyst

Mid-Market (51-1000 emp.)

10/21/2025

"Great for Integration, But Struggles with Large Data Sets"

3.5/5

What do you like best about Coefficient?

It integrates several databases quite effectively for our internal reports. Additionally, it has the potential to streamline some of the manual processes we currently handle in Excel, making them more efficient. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

What I find most frustrating about Coefficient is its limited data processing capabilities. When I try to use it for reports that involve large amounts of data, it can actually be slower than simply downloading the data from Metabase and handling it ourselves. There are also times when it bugs out, making it unusable for hours at a time. I really think it needs to improve its capacity to handle more demanding workloads. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks for sharing your experience, Luis! We’re glad to hear Coefficient is helping integrate your databases and streamline some of those manual Excel workflows.

We also hear you loud and clear on large datasets and bugs. Have you tried our Cloud Dataset functionality? It can help alleviate the size limitations of a spreadsheet and load time lags.

https://help.coefficient.io/hc/en-us/articles/21740229148059-Cloud-Datasets

Thanks again for your feedback and review! It helps us focus on the areas that matter most!

Jose T.

Marketing Data Analyst

Small-Business (50 or fewer emp.)

1/6/2026

"Effortless Live Data Sync with Seamless Google Sheets Integration"

5/5

What do you like best about Coefficient?

what i like best about coefficient is how easy it makes to work with live data. integration ion google sheet is perfect allowing data to sync automatically without manually updating it. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

i don't have any negative feedback so far Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks so much for the review, Jose! We’re glad to hear Coefficient is making it easy to work with live data from multiple sources to support your teams' marketing analytics and workflows. Definitely a convenience I don't think I could live without at this point either! -Hannah

Aditya K.

Sr. Manager Data Analytics

Mid-Market (51-1000 emp.)

6/25/2025

"Probably the only smartest Way to Link Data Sources in Google Sheets"

5/5

What do you like best about Coefficient?

What stands out most about Coefficient is its effortless ability to weave together diverse data sources directly into Google Sheets, creating a dynamic, unified workspace. It transforms complex, multi-platform data juggling into a smooth, almost invisible process- freeing me to focus on insights rather than imports. Its real-time synchronization feels like having a live data assistant embedded in my spreadsheet, making collaboration and decision-making feel incredibly fluid and intuitive. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

While Coefficient offers incredible functionality and ease of use, the pricing can feel a bit steep for smaller teams or individual users. It’s a powerful tool, but those on tighter budgets might find the cost a barrier to fully leveraging its potential. Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

Coefficient solves the challenge of seamlessly connecting complex data sources like Postgres and Tableau directly into Google Sheets without manual exports or tedious setups. This connectivity lets me pull live, accurate data into one place instantly, streamlining my workflows and eliminating errors from manual transfers. The benefit is huge—real-time insights at my fingertips, faster decision-making, and a more efficient way to blend data from multiple platforms without juggling different tools. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Wow—what a review, Aditya! Thank you for such a thoughtful breakdown. We’re thrilled to hear Coefficient is helping you cut through the noise and turn your spreadsheet into a real-time command center. That’s exactly the kind of impact we aim for.

We also hear you on pricing for smaller teams or solo users. It’s helpful feedback, and it’s something we’re always thinking about as we continue to grow and improve.

Thanks again for sharing your experience and for trusting Coefficient to power your insights!

-Hannah

Peter L.

Chief of Staff

Small-Business (50 or fewer emp.)

10/15/2025

"Automatic Updates Save Time for Operators"

5/5

What do you like best about Coefficient?

Automatic updates from HubSpot has saved us so much time and ensures our data is accurate. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Honestly, coefficient has been a great tool for us -- at times it takes a while to load but that's only when we are pulling in large swaths of data. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks for the great review, Peter! We’re so glad to hear Coefficient is saving your team time on your HubSpot data workflows. 🙌 Pretty cool that we're helping power your performance tracking and goal setting!

Appreciate you noting the load times on larger data pulls too. That’s helpful feedback and something our team continues to optimize as we support bigger and bigger datasets.

-Hannah

Charlie M.

Consultant

Mid-Market (51-1000 emp.)

9/29/2025

"A great solution for presenting lots of data"

5/5

What do you like best about Coefficient?

It plugs into Salesforce and many other applications with very little effort. Implementation is easy and support is responsive. It presents data in Google Sheets, which is easy for everybody to use and access. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

We use Intacct for accounting. Coefficient works with Intacct, but the integration is costly—and worth every penny. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks for the thoughtful review, Charlie! We’re so glad Coefficient is helping your team unlock Salesforce data (and more) in Google Sheets with ease. It’s awesome to hear your implementation was smooth, the value for the cost is there, and that our support team has been there when needed.

My fav thing to hear is that Coefficient is opening up new ways to present data and build workflows across your organization. That's an incredible win! -Hannah

Brendan S.

Account Executive

Small-Business (50 or fewer emp.)

7/28/2025

"Finally a connector tool that delivers!"

5/5

What do you like best about Coefficient?

I am constantly finding myself in a situation where I need data from Hubspot, and end up creating workarounds, Hubspot lists and half baked workflows to try and extract the data i need. I downloaded Coefficient on a whim and it changed everything. I can now extract the data i need.

The big takeaway though is how functional it is. I can drill down into every property, object etc. and filter and sort before extracting. I tried so many data connectors and they were also too basic until I found Coefficient. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Nothing. It delivers what so many other tools try and fail to do. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Brendan, this is music to our ears. Thank you! 🙌 We know the pain of clunky workarounds and limited connectors, so it’s awesome to hear Coefficient has been the game-changer you needed. Really appreciate you calling out the depth of functionality too. It means a lot coming from someone who’s tried it all. We'd love to have you in our Slack user community. You can join us at: https://coefficient.io/community - Hannah