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

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

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Coefficient Integrations

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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

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How Cross-Department Teams Leverage Coefficient

Coefficient Reviews (153)

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Verified User in Computer Software

Mid-Market (51-1000 emp.)

4/29/2025

"Great for interdepartamental excel sheets - bit annoying to sort it out"

4/5

What do you like best about Coefficient?

I've been using Coefficient for collaboration across departments, and it's been really helpful. Having all our data in a single Excel sheet that's always updated makes it easy for different teams to stay aligned (marketing-sales mostly). It’s simple to use, and the automatic updates save a lot of time Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

While Coefficient is great for centralizing data, it does have a bit of a downside. The data comes in a format that’s not always ideal, so you end up needing quite a few formulas to rearrange it into the structure you want—whether that's adjusting columns, rows, or KPIs. Review collected by and hosted on G2.com.

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

Coefficient solves a big issue of having a clear overview of data across all departments. Instead of having data scattered in different places, it brings everything together in one spot, making it easier to track performance and keep everyone on the same page. It's a useful tool for getting a comprehensive view of how different teams are performing. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks so much for the thoughtful review! We love hearing how Coefficient is helping you keep marketing and sales aligned and making your cross-team collaboration smoother.

Appreciate you sharing some detail around the formatting quirks you've experience. We just launched a user community and it's very likely someone has run into this before and has worked through it and landed on a better experience. At minimum, if it's something that is 100% on our end that can't be worked around, we also have a feature request channel in the community as well!

We'd love for you to pop in and join; we'd be happy to provide useful tips and tricks to help smooth your workflows as best as we can. Dropping our community link join here.

-Hannah

See how Coefficient improved

Yann Herve Francois d.

Sales Operation Specialist

Mid-Market (51-1000 emp.)

9/15/2025

"Amazingly useful and easy to use"

5/5

What do you like best about Coefficient?

It simplifies complex actions and guides you, shows you best practices and much more Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Nothing ! I can just say its not free but the price is totally worth it Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Hi Yann, I'm super happy to hear you've simplified some of our sales ops data workflows and are able to collaborate more effectively with your team! Thanks so much for taking the time to leave a review. -Hannah

Kevin M.

Logistics Coordinator

Small-Business (50 or fewer emp.)

9/25/2025

"Great quick connection for Smartsheet report and sheet export"

4/5

What do you like best about Coefficient?

Being able to use on the free version and ease of use. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Somewhat expensive for our non-profit team to use. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks so much for the review! We’re glad to hear Coefficient is making it easy to export Smartsheet reports into Google Sheets with the right formatting and that even the free version has been useful for your team.

We completely understand the budget considerations for nonprofits and appreciate you sharing that perspective. We do offer a non-profit discount that our sales team can add to your account if you reach out to sales@coefficient.io.

Thanks again for taking the time to share your experience!

-Hannah

Ryan M.

Head of Finance

Small-Business (50 or fewer emp.)

9/17/2025

"Great Product!"

5/5

What do you like best about Coefficient?

It connects from so many different data sources across our company. Every department uses it! Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I can't think of any at this time. Really a great tool. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks for the great feedback, Ryan! 🙌 Very cool to hear Coefficient is powering data workflows across your entire org. Sounds like it's a go-to tool for your team, and that makes us super proud. Let us know if you ever have any feedback. We're always here on the other side. -Hannah

Verified User in Electrical/Electronic Manufacturing

Enterprise (> 1000 emp.)

10/28/2025

"Automation Features Make This a Standout Tool"

4.5/5

What do you like best about Coefficient?

all the manual update work is automated and it is super friendly Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I would prefer more flexibility, on the refresh option. It is great that data can be updated hourly. But for some reports I would like to have end date of the updates, like for Quarterly data. So I can set up the last working day of the Q, and allow for the data to not get changed any more. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks for the review! We’re so glad to hear Coefficient’s automation is saving you from all that manual updating, literally music to our ears. 🙌

We can actually support your need for flexibility with our Snapshots functionality. If you click on Automations on your home screen and then Data Snapshots, you can automatically store historical snapshots of data in your sheet! Hope this helps.

Thanks again for sharing your experience - we’re thrilled Coefficient is helping streamline your reporting!

JP A.

Marketing Operations

Mid-Market (51-1000 emp.)

12/20/2024

"Makes life easier: fills the gaps in the Sheets API"

5/5

What do you like best about Coefficient?

Coefficient has given me hours of my life back. I handle Marketing Ops at my company, which involves a good deal of ensuring that partners within the company and outside of it have the data they need in the tools they already use. An agency partner needed data in a spreadsheet; where we used to use clunky workarounds, Coefficient has enabled us to sync data from the CRM to the spreadsheet for the agency with a miniscule amount of setup. Worth every penny. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Tiny quibble, may be impossible to resolve: I wish Coefficient could create sheets synced from another tool (e.g., a CRM) without the blue Coefficient banner as the first row. Some products look for column headers in the first row, and they won't find them with the Coefficient banner there. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks a ton for your review! It's incredible to hear you've gotten hours back with your new Coefficient-powered workflows! Appreciate the feedback as well. You can always manually remove the banner row if you'd like for now! -Hannah

Verified User in Motion Pictures and Film

Enterprise (> 1000 emp.)

5/21/2025

"Great for Teams — Simple, Fast, and No Heavy Setup Needed"

4/5

What do you like best about Coefficient?

Even if you're already familiar with spreadsheet formulas, Coefficient is super easy to pick up. It doesn’t take long to get used to, and it runs really smoothly even on laptops that aren't super powerful. I also like that you can keep everything in one file instead of juggling multiple tools. It’s a great way to get your team up and running without needing a lot of training or onboarding time. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

The auto-refresh feature doesn’t always work when you use certain filters, and there’s no clear message explaining why it failed. It’d be helpful to have more detailed error messages so users aren’t stuck guessing. Also, I tend to build similar Looker setups across different spreadsheets, so having a way to copy and paste configurations or create reusable templates would save a lot of time. Review collected by and hosted on G2.com.

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

I use Coefficient to pull in data and quickly create summaries that are easy to share with other teams. It helps centralize everything in one place, so I don’t have to jump between tools or manually update reports. It saves time, reduces errors, and makes it easier to share clear insights across the company. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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We really appreciate your review and feedback! For the error messaging, our Dev team is currently focused on leveling up there, so you should be experiencing improvements soon! If you're mentioning similar setups of your imports, you are able to save your imports as import templates. You can find the documentation here: https://help.coefficient.io/hc/en-us/articles/19984355531547-Import-Templates Thanks again for your thoughtful review! -Hannah

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/29/2025

"Makes linking Salesforce data extremely easy"

5/5

What do you like best about Coefficient?

Automatic linking between Salesforce and Google sheets means it is easy to undertake analysis on Salesforce data that is continually updated Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Not everyone at our organization is familiar with Coefficient and so when handing over analysis files it can be a pain to train them up on the software Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks so much for the review! We're glad Coefficient is making it easy to keep your Salesforce data live and ready for analysis in sheets!

Totally understand the challenge of getting new teammates up to speed. For most that are just viewing reports based on Coefficient imports, they won't even need to know it's there, but it sounds like your team members are wanting to do some last mile analysis and other data pulls and workflows on their own?

I'd definitely recommend having them join the Coefficient user community on Slack: https://coefficient.io/community It's a great resource for folks just getting started as well. We have users in the community that have built out internal documentation for their teams so they don't have to go through how their team leverages Coefficient over an over! We'd love to see you there! -Hannah

Verified User in Accounting

Mid-Market (51-1000 emp.)

11/25/2025

"Automated Reports and Stunning Dashboards Made Easy"

4/5

What do you like best about Coefficient?

It helps me create automated reports connected to my business system, and it can also generate super useful dashboards to visualize numbers in an incredible way. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Sometimes he makes mistakes when passing on information or creating things. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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

Appreciate you mentioning the occasional data hiccup, too. While those moments are rare, your feedback helps us continue tightening accuracy.

Thanks again for sharing your experience!

-Hannah

Ana A.

Accounting Assistant

Mid-Market (51-1000 emp.)

8/1/2025

"User Friendly"

4/5

What do you like best about Coefficient?

It was user friendly and customer support is very responsive. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Limited number of rows to import and sometimes when the data is large, it gets stuck. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks for the review, Ana! We’re glad to hear Coefficient has been a user-friendly alternative to IMPORTRANGE, and that our support team has been helpful along the way. Appreciate the heads-up on row limits and large imports getting stuck, we’re always working to improve performance for bigger datasets and have a big push on that this quarter. Thanks for sharing your experience! -Hannah