--- title: Coefficient Reviews meta\_title: 'Coefficient Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 195 reviews by the users' company size, role or industry to find out how Coefficient works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 195 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Marketing url: https://www.g2.com/categories/marketing --- # Coefficient Reviews & Product Details Visit Website 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. * * * Product Website Coefficient Seller [Coefficient](https://www.g2.com/sellers/coefficient) Discussions [Coefficient Community](https://www.g2.com/products/coefficient/discuss) Solution Type All-in-One Overview by Hannah Recker Show More ## Pricing Pricing provided by Coefficient. ### Free Free [ View More Pricing Information ](https://www.g2.com/products/coefficient/pricing) ## Coefficient Integrations (62) What do users say about integrations? 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](https://www.g2.com/products/zoho-crm/reviews) Show More ![Lauren B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren B.") LB Lauren B. SVP of Corporate Strategy Mid-Market (51-1000 emp.) 6/6/2024 "Experiencing challenges I didn't have before" 3.5/5 What do you like best about Coefficient? It's easy to set up/launch the connection, but I find that a lot of my programmed refreshes aren't actually happening at the cadence I set. ex: I'll visit a file that should be refressehed daily, and it's multiple days old since the last refresh, and when I hit refresh, it hangs awhile, and sometimes errors out. I've set up a lot of coefficients lately, but some of them have just...tired-out or something. I also have noticed that we get emails from you guys saying that we need to re-do or refresh all our coefficients because of an update on your side or something. Don't want to sound like a brat, but I don't want to have to do that. I used to love how it was a "set it and forget it" product for me. Review collected by and hosted on G2.com. What do you dislike about Coefficient? I don't know if it's a Google setting or Coefficients setting, but at times when I need a SF report to push to Gsheets, there are too many rows I think (it can't go higher than 50-60K it seems) which isn't helpful for me, because we have a lot of data. I love the free T-shirt you sent me awhile back. The blue one. Can you send me a new T? I like repping the brand. Review collected by and hosted on G2.com. What problems is Coefficient solving and how is that benefiting you? Enabling the latest calculations and refreshes of our Salesforce reports populating external dashboards and resources used by our sales team, ops team and executive team Review collected by and hosted on G2.com. Show More Response from Hannah Recker of Coefficient [Editedit](https://www.g2.com/survey_responses/coefficient-review-9760655/official_response/edit) Thank you for the updated review, Lauren, and for trusting Coefficient to power the dashboards your sales, ops, and exec teams rely on. You should be experiencing much better refresh times now. We've had a few very big releases and have since made improvements on our core as well. Another blue tee is on the way. Thanks for repping us! -Hannah 3/17/2026 Current UserValidated ReviewerSource: Organic ![Laura C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura C.") LC 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. What problems is Coefficient solving and how is that benefiting you? Coefficient is a huge time saver - I no longer have to pull each saved search or reporting to dump into the tool manually, Coefficient does it automatically based on the parameters I've selected. Review collected by and hosted on G2.com. Show More Response from Hannah Recker of Coefficient [Editedit](https://www.g2.com/survey_responses/coefficient-review-12176035/official_response/edit) 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 Current UserValidated ReviewerSource: Organic ![Verified User in E-Learning](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in E-Learning") UE Verified User in E-Learning Small-Business (50 or fewer emp.) 3/4/2026 "This product has revolutionized our data-driven no-code solutions." 4/5 What do you like best about Coefficient? The way it has revolutionized the usage of no-code solutions at my organization by creating opportunities to utilize live data. Additionally, I have had really great experiences with the customer support team! Review collected by and hosted on G2.com. What do you dislike about Coefficient? A lack of notifications around when my syncs do not refresh. I normally only find out about data not syncing when there is a breakdown in the data flow, which can be problematic when we are using the feature to support live solutions. Review collected by and hosted on G2.com. What problems is Coefficient solving and how is that benefiting you? Coefficient has helped support the need for live data to inform the usage of the no-code solutions our organization uses. These scheduled syncs ensure data is live and that no-code solutions can trigger without the time needing to manually supply data, freeing up capacity for our team to work on more strategic projects. Review collected by and hosted on G2.com. Show More Response from Hannah Recker of Coefficient [Editedit](https://www.g2.com/survey_responses/coefficient-review-12438242/official_response/edit) Thank you so much for sharing this! It means a lot to hear how the team is using live data to power your no-code workflows. Your feedback on sync failure notifications has been shared with our product team - we're always working to improve. Enjoy the freed up capacity to focus on higher-leverage work! Thanks again! -Hannah Current UserValidated ReviewerSource: Organic ![John P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John P.") JP John P. Underwriter Mid-Market (51-1000 emp.) 2/19/2026 "Quick Setup and a Straightforward UI with Clear Features" 4/5 What do you like best about Coefficient? Quick setup, clear features, and straightforward UI Review collected by and hosted on G2.com. What do you dislike about Coefficient? Little customizability for use with Salesforce from what I have used. Pulling data from multiple reports into Google Sheets would be nice. Review collected by and hosted on G2.com. What problems is Coefficient solving and how is that benefiting you? I can complete super-fast data analysis by pulling Salesforce reports in Google. This also speeds up sheet creation when combining existing data with new manual data. The same workflow applies to many of our tasks so really just need to change the source and select which columns to pull. Review collected by and hosted on G2.com. Show More Response from Hannah Recker of Coefficient [Editedit](https://www.g2.com/survey_responses/coefficient-review-12385222/official_response/edit) Thanks for the review! Glad the quick setup and straightforward UI made it easy to get started, and that pulling Salesforce data into Google Sheets is speeding up your analysis. Appreciate the feedback on customization and combining multiple reports, too. Have you tried pulling from Objects & Fields or with SOQL? Those import types provide a lot more flexibility than pulling from just reports you've already built in SFDC. -Hannah Current UserValidated ReviewerSource: Organic ![Lovita F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lovita F.") LF 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. Show More Response from Hannah Recker of Coefficient [Editedit](https://www.g2.com/survey_responses/coefficient-review-11802362/official_response/edit) 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 Current UserValidated ReviewerSource: Organic ![Abinaya G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Abinaya G.") AG 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. What problems is Coefficient solving and how is that benefiting you? I use Coefficient to import from HubSpot into Google Sheets directly, avoiding manual exporting. I like that I can schedule workflows to refresh every hour, and it supports scheduling and automations. Review collected by and hosted on G2.com. Show More Response from Hannah Recker of Coefficient [Editedit](https://www.g2.com/survey_responses/coefficient-review-12162398/official_response/edit) 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 Validated ReviewerIncentivizedSource: G2 invite ![Luis C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luis C.") LC 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. What problems is Coefficient solving and how is that benefiting you? It makes the extraction of some data bases more quick Review collected by and hosted on G2.com. Show More Response from Hannah Recker of Coefficient [Editedit](https://www.g2.com/survey_responses/coefficient-review-11843868/official_response/edit) 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! Current UserValidated ReviewerSource: Organic ![Joseph T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joseph T.") JT Joseph T. Chief Revenue Officer Mid-Market (51-1000 emp.) 2/10/2026 "Google Sheets Connection Makes Manipulating and Sharing Data Easy" 4/5 What do you like best about Coefficient? google sheet connection allows me to manipulate and share Review collected by and hosted on G2.com. What do you dislike about Coefficient? unsupportive in figuring out correct fields to use (particularly iun hubspot) - itss our fault, but hiopefully you can figure out how to imprfve Review collected by and hosted on G2.com. What problems is Coefficient solving and how is that benefiting you? sharing information to less techncial internal customers Review collected by and hosted on G2.com. Show More Response from Hannah Recker of Coefficient [Editedit](https://www.g2.com/survey_responses/coefficient-review-12337398/official_response/edit) Thanks for your review, Joseph! We’re glad the Google Sheets connection makes it easier to manipulate and share data with less technical teammates. We appreciate the feedback on navigating HubSpot fields, too. And, are definitely looking to improve field discovery this year in those instances where the user might not be certain exactly what they're looking for. In the meantime, we’d love to have you in our community - lots of users share tips and use cases there that can jump in to help! https://coefficient.io/community -Hannah Current UserValidated ReviewerSource: Organic ![Verified User in Commercial Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Commercial Real Estate") UC Verified User in Commercial Real Estate Small-Business (50 or fewer emp.) 7/1/2026 "Ad Hoc Analysis Without Snowflake Exports" 4/5 What do you like best about Coefficient? Not having to export from snowflake into a google sheet ad hoc analysis which has the opportunity to get used again Review collected by and hosted on G2.com. What do you dislike about Coefficient? No materializations in the google sheet like other BI tools Review collected by and hosted on G2.com. What problems is Coefficient solving and how is that benefiting you? It mostly optimizes for speed on our end Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Enterprise (\> 1000 emp.) 12/9/2025 "Seamless Salesforce-Gsheet Integration with Outstanding Support" 4/5 What do you like best about Coefficient? Seamless integration between Salesforce and Gsheet Customer support is fast, friendly and very helpful! Really easy to use and adopt! Review collected by and hosted on G2.com. What do you dislike about Coefficient? I would really appreciate having some data transformation features, such as the ability to automatically convert imported data into a preferred format. For example, it would be helpful if I could change date formats from MM/DD/YYYY to DD/MM/YYYY without having to manually adjust this in the destination source. Review collected by and hosted on G2.com. What problems is Coefficient solving and how is that benefiting you? This is a detailed review focusing on sales performance and tracking. I examine how effectively the system monitors sales activities and provides insights into performance metrics. Review collected by and hosted on G2.com. Show More Response from Hannah Recker of Coefficient [Editedit](https://www.g2.com/survey_responses/coefficient-review-12062681/official_response/edit) Thanks for the thoughtful review! We’re so glad to hear Coefficient has made your Salesforce-to-Google Sheets workflow seamless and that our support team has been quick and helpful along the way. 🙌 We also really appreciate your suggestion about built-in data transformation options like automatic date formatting. That’s great feedback and something we might just have something coming for to help! -Hannah Validated ReviewerSource: Organic ## Pricing Options Pricing provided by Coefficient. ### Free Free ### Starter Starting at $49.00 Per Month ### Pro Starting at $99.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/coefficient/pricing) ##### ##### Coefficient Features Data Sourcing Data Sourcing Exporting & Sharing Data Multi-Device Data Visualization Sales Management Live Pipeline Management Campaign Activity Reports and Dashboards Functionality Diverse Extraction Points Data Structuring Consolidation [ View More Features ](https://www.g2.com/products/coefficient/features) ## Top-Rated Alternatives [ ![Google Cloud BigQuery](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Google Cloud BigQuery") Google Cloud BigQuery 4.5/5(1,224) ](https://www.g2.com/products/google-cloud-bigquery/reviews) [ ![Supermetrics](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Supermetrics") Supermetrics 4.4/5(823) ](https://www.g2.com/products/supermetrics/reviews) [ ![Data Studio](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Data Studio") Data Studio 4.4/5(476) ](https://www.g2.com/products/data-studio/reviews) [ View All Alternatives ](https://www.g2.com/products/coefficient/competitors/alternatives) ##### Categories on G2 [Sales Analytics](https://www.g2.com/categories/sales-analytics)[Revenue Operations & Intelligence (RO&I)](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps) [Sales Analytics](https://www.g2.com/categories/sales-analytics)[Revenue Operations & Intelligence (RO&I)](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[Marketing Analytics](https://www.g2.com/categories/marketing-analytics)[Spreadsheets](https://www.g2.com/categories/spreadsheets)[Digital Analytics](https://www.g2.com/categories/digital-analytics)[Analytics Platforms](https://www.g2.com/categories/analytics-platforms)[Data Visualization](https://www.g2.com/categories/data-visualization-tools)[ETL Tools](https://www.g2.com/categories/etl-tools)[FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Google Workspace for Sales](https://www.g2.com/categories/google-workspace-for-sales)[Big Data Integration Platforms](https://www.g2.com/categories/big-data-integration-platforms)[Financial Analysis](https://www.g2.com/categories/financial-analysis)[Data Extraction](https://www.g2.com/categories/data-extraction-tools)[Agentic Analytics](https://www.g2.com/categories/agentic-analytics)[Cash Flow Management](https://www.g2.com/categories/cash-flow-management)[Google Workspace for Marketing](https://www.g2.com/categories/google-workspace-for-marketing) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What's the best provider data management software for healthcare systems managing multi-state provider networks?](https://www.g2.com/discussions/what-s-the-best-provider-data-management-software-for-healthcare-systems-managing-multi-state-provider-networks)[Which AI legal tool is best for case law analysis?](https://www.g2.com/discussions/which-ai-legal-tool-is-best-for-case-law-analysis)[What are the highest rated public records management platforms for agencies processing over 1,000 FOIA requests monthly?](https://www.g2.com/discussions/what-are-the-highest-rated-public-records-management-platforms-for-agencies-processing-over-1-000-foia-requests-monthly) [Which app is best for employee time tracking](https://www.g2.com/discussions/which-app-is-best-for-employee-time-tracking)[Which encryption software combines email encryption with secure file sharing capability for teams?](https://www.g2.com/discussions/which-encryption-software-combines-email-encryption-with-secure-file-sharing-capability-for-teams)[Pros and Cons Details](https://www.g2.com/products/coefficient/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)