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.

Product Website

Seller

Coefficient

Product Description

Coefficient is a sidebar app for Google Sheets. Coefficient connects to any data source, imports live data into Google Sheets, automates spreadsheet workflows, and exports data into your business systems.

Overview by

Hannah Recker

Pricing

Pricing provided by Coefficient.

Free

View More Pricing Information

Coefficient Integrations

(59)

Verified by Coefficient

Coefficient Media

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.

Official Downloads

(2)

edit

How Cross-Department Teams Leverage Coefficient

Coefficient Reviews (153)

G2 reviews are authentic and verified.

Here's how.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

7/14/2025

"Coefficient has been a career builder."

5/5

What do you like best about Coefficient?

I have been using coefficient as long as I have been in Revenue Operations. It is a tool that I lean on and up levels my ability to access salesforce data. I am such a strong champion of this tool I bring it to ever organization I have joined. Its ease of use, functionality and strong integration with salesforce helps turn the RevOps role into a powerhouse. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Coefficient is a great tool and is excellent when using it to quickly access and connect data from Salesforce. I have found that data updates into salesforce can be inconsistent. Otherwise this is still a great tool for an data analytics role. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

edit

This means the world to us, thank you for sharing your story! Hearing that Coefficient has been a career builder and a go-to tool throughout your RevOps journey is incredibly rewarding. We’re honored to be part of your journey!

Also appreciate you flagging the update consistency. Please do pass over any specific instances when you come across them to our support team. Writebacks should definitely be reliable, and your feedback will help us perfect the functionality.

Thanks again for being such a strong champion of Coefficient! -Hannah

Verified User in Construction

Mid-Market (51-1000 emp.)

10/8/2025

"Game Changer!"

5/5

What do you like best about Coefficient?

Our team runs most of our reporting out of Google Sheets, and Coefficient has completely streamlined that process. The setup is simple, the automation works flawlessly, and scheduled refreshes keep our numbers always current. From vital everyday reporting to adhoc analysis and everywhere in between - I couldn't live without it! Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

We pull and refresh 100s of thousands of rows daily. Once you hit this scale, you may need to hard code baked data to reduce tax on API. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

edit

Thank you for the incredible review! 🙌 We love hearing how Coefficient has become such a game changer for your team - streamlining reporting, keeping everything up to date, and powering everything from sales spifs to forecasting. That’s exactly the kind of impact we're shooting for!

Running hundreds of thousands of rows daily is no small feat, and your note on hard coding baked data to reduce API load is great feedback for users and our product team.

It’s awesome to know Coefficient is helping you handle the complex reporting HubSpot can’t, and that it’s become such a vital part of your workflow. Thanks again for sharing your experience! -Hannah

Meenakshi P.

Strategy & Operations Analyst

Mid-Market (51-1000 emp.)

5/14/2025

"Best and fastest way to sync databases or tools with Google Sheets."

5/5

What do you like best about Coefficient?

I like the idea of having a tool which automatically sync data between databases and Google Sheets. No more downloading/ Uploading, spending time on analysing or manipulating data. I directly linked it to Looker, and the time I used to spend without using Coefficient for my tasks has been reduced by 5 times. It automatically links and provides many more customisation features. I can setup sync schedule and also alerts, which is great. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

So far, there is nothing that I dislike. It's just that under sync schedule, we can add more options like sync every month/quarter. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

edit

Thank you for the awesome review, Meenakshi! 🙌 I love hearing how Coefficient is saving you some serious time and extending features like alerts to you that weren't possible with your existing tech stack.

Sounds like you’re putting Coefficient to work exactly as intended! I'll pass your note on expanding the sync schedule options to the product team.

Would love for you to join us in our community at coefficient.io/community 🌀 -Hannah

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.

Response from Hannah Recker of Coefficient

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

Eric R.

Club Secretary and IT Administrator

Small-Business (50 or fewer emp.)

3/17/2025

"Easy to set-up, powerful to use"

5/5

What do you like best about Coefficient?

We looked at Coefficient because the Membership system we are using for the Cambridge 50+ Woodworkers club is great but is very weak on reporting, and we need a fast way to get our data out of our MySQL Db and into Excel. We were impressed with what we found.

The installation was seamless. Once we entered our Db credentials, we connected securely and could see our tables. Once we selected our tables, the import into Excel was very efficient. Our Db is small, the largest table only has about 5,000 rows, but we were still surprised that the import time just took just a few seconds.

With the tables in Excel, we were now able to create the relationships we needed and start developing our reports. The process from getting set up to seeing our first report took less than a day.

We scheduled daily refreshes so that we knew that our reports would be accurate up to the day prior which is more than adequate for our needs.

Before retirement I worked in the design and development of enterprise e-commerce systems. There were times we could have really used a product like Coefficient to be able to produce ad-hos reports quickly. I highly recommend this product. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

As with any product, there are downsides, but I can honestly say that to date, we have not found any . I suspect we might run into something, but for now it's up and running smoothy and have had no issues. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

edit

Eric, it's so great to hear you've had such a good experience with our MySQL connector for Excel! Thanks for sharing your story. I also WISH that something like Coefficient had been around my entire career. It's definitely one of those... "where has this been all my life" kind of tools! -Hannah

Alberto C.

Semi senior IT Analyst

Mid-Market (51-1000 emp.)

12/10/2025

"Super easy to use, I love it!"

5/5

What do you like best about Coefficient?

It’s very easy for new users to adopt. It solves complex Salesforce query problems in an impressive way, and it allows me to work seamlessly between Salesforce and Excel. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I don’t like that it’s a paid tool, and sometimes it doesn’t clearly show the exact Salesforce error message. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

edit

Really appreciate your review, Alberto! Thank you for your support. Awesome to see you're seeing big value in the tool! -Hannah

Cyrus S.

FP&A Associate

Enterprise (> 1000 emp.)

9/11/2025

"Really helpful for big data. Easy to refresh data."

4.5/5

What do you like best about Coefficient?

Able to pivot the data and pull 100K rows within google sheets. And once its set up you can easily refresh. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Ran into some bugs, but the Coefficient team was very responsive and was able to fix the bugs. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

edit

Love to hear Coefficient has been super helpful for your FP&A workflows, Cyrus! Our support team always impresses me, so not surprised to hear they were able to help you out quickly! Appreciate your review, always here on the other side if you ever have any product feedback or requests! -Hannah

Verified User in Logistics and Supply Chain

Enterprise (> 1000 emp.)

12/1/2025

"Effortless Salesforce Integration and Data Import"

4/5

What do you like best about Coefficient?

It is a very easy way to push data into salesforce and import reports from Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Sometime it does not work and you have to start it all over again which wastes time Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

edit

Thanks so much for the great review! We’re thrilled to hear Coefficient is helping you automate reports and create dashboards that bring your Salesforce data to life. 🙌

Appreciate you mentioning the occasional hiccup, too. We are actively working to make these moments more rare!

Thanks again for sharing your experience! -Hannah

Ashley R.

Director Project Management

Mid-Market (51-1000 emp.)

6/9/2025

"Consistent performance improving analytics efficiency for my team"

5/5

What do you like best about Coefficient?

Coefficient allows me to link data across different platforms enabling real-time analytics. It is user friendly and the performance is consistent which gives me more time to focus on other tasks, not having to repair data linkers that break intermittently. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

It would be nice if data refresh could go down to 30min or even 15min intervals. I currently only see options to the hour, but this is not a deal breaker. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

edit

Thank you Ashley for the great review! We’re thrilled Coefficient is helping streamline your analytics and saving you time. Appreciate the suggestion on shorter refresh intervals. We’ve noted this to our product team. So glad to hear the consistent performance is making a difference for your team!

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

7/16/2025

"Coefficient is your best friend for working out of sheets"

4/5

What do you like best about Coefficient?

Love that it maintains the setup of a sheet as you add in additional columns for formulas and will carry the formulas to any additional lines that get added as you refresh your data. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

We have had issues with the formulas carrying into all of the lines on some sheets, but they are rather large data sets, and it has not been a consistent problem. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

edit

Thanks so much for the thoughtful review! We’re glad to hear Coefficient has become your go-to sidekick in Sheets, especially for keeping formulas intact and automating data refreshes.

We really appreciate the note about formula carryover with large datasets. That kind of feedback is exactly what helps us keep improving.

It’s awesome to hear Coefficient is helping you run major reporting workflows without the need for a full BI tool atm. Thanks for being part of the journey! 🌀 -Hannah