# Coefficient Reviews **Vendor:** Coefficient **Category:** [Marketing Analytics Software](https://www.g2.com/categories/marketing-analytics) **Average Rating:** 4.7/5.0 **Total Reviews:** 184 ## About Coefficient 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. ## Coefficient Pros & Cons **What users like:** - Users appreciate the **seamless ease of use** of Coefficient, enjoying its reliable data integration and friendly setup. (72 reviews) - Users appreciate the **seamless automation** of Coefficient, highlighting its simplicity, efficiency, and unlimited data integration. (42 reviews) - Users appreciate the **seamless integrations** of Coefficient, praising its simplicity and efficiency in connecting with reports. (42 reviews) - Users value the **time-saving** benefits of Coefficient, enabling quick data imports and effortless refreshing in one click. (36 reviews) - Users praise Coefficient for its **easy integrations** , enabling seamless connections and automation with various data sources. (31 reviews) - Users find the **easy setup** of Coefficient enhances functionality, streamlining data handling significantly for better productivity. (29 reviews) - Users appreciate the **seamless data integration** capabilities of Coefficient, enhancing efficiency and automating reports effortlessly. (27 reviews) - Efficiency (26 reviews) - Simple (26 reviews) - Time-Saving (26 reviews) **What users dislike:** - Users express frustration over **limited features** , particularly with filtering options and plan cost discrepancies. (18 reviews) - Users note the **feature limitations** of Coefficient, particularly lacking bulk updates and multiple filter options. (17 reviews) - Users find the **limitations on data processing and bulk updates** to be inconvenient for their tasks. (13 reviews) - Users note the **missing features** , like bulk updates and connectors for social media ads, limit usability. (12 reviews) - Users experience **integration issues** with Coefficient, particularly with Salesforce and Google Sheets connections. (11 reviews) - Users report **data management issues** in Coefficient, including limitations with data range and performance slowdowns. (9 reviews) - Users experience **slow loading times** , especially with large data sets, leading to frequent freezes and interruptions. (9 reviews) - Slow Performance (9 reviews) - Users find Coefficient **expensive** , especially for non-profits, and desire a more capable free version. (8 reviews) - Slow Data Loading (7 reviews) ## Coefficient Reviews ### 1. Super easy setup, saves a ton of time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2024 **What do you like best about Coefficient?** Incredibly easy to get setup - most connections I need are pre-built making it only a few clicks of a button to get the data I need. Coefficient saves me a ton of time where I would ordinarily need to export data from a source, import to a sheet, and then clean it up. With this tool that happens dynamically so I'm able to quickly analyze data from multiple sources without all the back and forth. **What do you dislike about Coefficient?** Honestly, it does exactly what I expected it to do. I needed a way of pulling multiple sources of data into a google sheet dynamically and it does exactly that. No complaints. **What problems is Coefficient solving and how is that benefiting you?** I frequently need to pull data from sources like QuickBooks and HubSpot, organize it, and then analyze it. Instead of having to download CSVs and then import into google on a frequent basis and as the data updates, I simply have the up-to-date data in realtime directly in my google sheet. ### 2. Coefficient makes checking reports faster and easier **Rating:** 5.0/5.0 stars **Reviewed by:** Juliet K. | Marketing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2024 **What do you like best about Coefficient?** I love that I get all of my most important reporting sent to my email when I need it. It saves me the time of logging in and navigating each platform separately. Such a great way to stay updated on the data I need. Their customer service is great and always willing to help. **What do you dislike about Coefficient?** It can take a bit of trial and error to get the reports set up and delivering snapshots the way you want. **What problems is Coefficient solving and how is that benefiting you?** Saves me time and keeps me updated on the data that I need. ### 3. Saving time and making my workflow more efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Jati M. | Campaign manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Coefficient?** Coofeciien has been extremely helpful with my digital advertising reports. It automates the entire process, saving time and making my workflow more efficient. The user interface is smooth and user-friendly. I highly recommend it to anyone managing digital campaign reports. **What do you dislike about Coefficient?** Currently, there is no feature to refresh all reports at once. Furthermore, the Google Ads integration is missing important segments, such as demographics. **What problems is Coefficient solving and how is that benefiting you?** It automates the reports, saving time and making my workflow more efficient. **Official Response from Hannah Recker:** > Thanks for the great review, Jati! We’re thrilled to hear Coefficient is making your digital advertising reports faster and easier and helping streamline your entire workflow. It’s awesome to know the automation and user-friendly interface are saving you so much time! I use our Google Ads connector as well. At the Object level, you can search and find an age range, parental status, income, and gender views for example. Maybe this might be helpful? To refresh all of your imports at once, you can do so in a couple of ways! When you select the extension from the dropdown menu, you'll see an option to refresh all imports. Or on the homescreen, you'll see the imports section, and you'll see an option to click the refresh button and select Refresh all now! Thanks again for recommending Coefficient and sharing your experience! -Hannah ### 4. Seamless imports for all! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica R. | PD Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2025 **What do you like best about Coefficient?** Coefficient has allowed me to transform some of my Google sheets with seamless imports from Salesforce. **What do you dislike about Coefficient?** Sometimes when loading in Google Sheets it freezes and I have to close the window multiple times. **What problems is Coefficient solving and how is that benefiting you?** time efficient for report buidling **Official Response from Hannah Recker:** > Really appreciate your review, Jessica! So happy to hear you've simplified your workflows! -Hannah ### 5. Coefficient allows me to have an efficient workflow! **Rating:** 5.0/5.0 stars **Reviewed by:** Ani A. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Coefficient?** I love how it syncs data across multiple tools. My team likes to see similar data across mutliple tools in different reports and this makes it very seamless so I don't have to complete redundant work. **What do you dislike about Coefficient?** The onboarding was slightly confusing but after short back and forth with support it all was resolved! **What problems is Coefficient solving and how is that benefiting you?** I work a lot out of Hubspot and was able to pull data into Google Sheets for my leadership team to review data easily. ### 6. Helps very much to connect different data sources into one Report **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Coefficient?** Love the user-friendly tool and how easy is to actually implement it. **What do you dislike about Coefficient?** Still in need of more available connectors **What problems is Coefficient solving and how is that benefiting you?** Use different data sources into one unique Report and beign able to check if somehow any of the data from the platforms are not functioning and not having to check each an every one **Official Response from Hannah Recker:** > Really appreciate your review. So glad to hear Coefficient has been both helpful for data consolidation and automation workflows needed for reporting and easy to implement! You're always more than welcome to request new connectors by using the button on our integrations page I've shared as a resource URL. We continue to build based on our users reported needs! -Hannah ### 7. Easy to use and saves a ton of time **Rating:** 4.5/5.0 stars **Reviewed by:** John R. | Manager, Go-To-Market Reporting & Analytics, Enterprise (> 1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Coefficient?** It's quick, straightfoward, and just works. I use it nearly every time I create a report in Google Sheets. Customer support has been great as well. **What do you dislike about Coefficient?** No complaints, it's great for what is is. **What problems is Coefficient solving and how is that benefiting you?** It removes the need to manually update Google Sheets - which can be a huge pain. It makes it easy to maintain reports in Google Sheets and makes sure they are up to date. **Official Response from Hannah Recker:** > Awesome to hear Coefficient is helping to save you time. Sounds like it's fitting right into your workflow, helping a ton but not distracting and great help when you need! We love to hear that! -Hannah ### 8. Amazing Efficiency Gains! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2024 **What do you like best about Coefficient?** Gone are the days that I will struggle with IMPORTRANGE() on Google Sheets to import a set of data! Coefficient has sped up my data analysis workflows and allowed me to make better decisions, quicker. It is INCREDIBLY easy to use! It can be taught to someone who is new to spreadsheets and doesn't have the best knowledges of formulas/scripting yet. I have shown MANY coworkers this tool! **What do you dislike about Coefficient?** Depending on the size of the dataset, filtering and loading can substantial time. This can be mitigated by separating a dataset into smaller "chunks" across sheets though. **What problems is Coefficient solving and how is that benefiting you?** • Importing 20K - 100K row datasets • Quick filtering • Data analysis + pivot tables that are pulling off Coefficient that UPDATE AUTOMATICALLY! ### 9. Great easy to use tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2024 **What do you like best about Coefficient?** Easy to use and set up Helpful for key business problems Integration is great Implementation was easy to follow Non technical stakeholders can use the product which is a win for our team **What do you dislike about Coefficient?** At this point, I have nothing I dislike about Coefficient **What problems is Coefficient solving and how is that benefiting you?** Pulling in data for stakeholders so they can explore the data in google sheets to help solve their business problems. We use Powe BI as our BI tool, but it's been having a few issues so Coefficient has been a great way to give data to our stakeholders who prefer to see data in a Google Sheet format. Some of our stakeholders then create their own charts / exploration from the data. **Official Response from Hannah Recker:** > So glad to hear Coefficient has been a win for your team! Thanks for your review! ### 10. Great for automated dashboard **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer Q. | Capital Markets Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2024 **What do you like best about Coefficient?** API connection to hubspot makes my life so much easier! **What do you dislike about Coefficient?** we need more IF logic ability. i wish that i could use an if or in my categories for selection **What problems is Coefficient solving and how is that benefiting you?** allows me to refresh my datasets for anlaytics automatically **Official Response from Hannah Recker:** > Thank you for your review and feedback, Jennifer! So happy to hear your life is easier with Coefficient! -Hannah ### 11. So far this is the best connector I've used to pull data in Googlesheet **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Coefficient?** Ease of use, implementation, and integration. Scheduled runs. Support **What do you dislike about Coefficient?** Some dimensions and metrics could not be pulled/seen by the app. Also, there are cases when it would not pull the data on the dates as indicated in the app despite having no filters. Thus, some reports are fine but some aren't and I couldn't figure out the cause. **What problems is Coefficient solving and how is that benefiting you?** I'm using Looker Studio for reports and since it has limitations on custom formulas, I need to do it in Googlesheet, and then move it back to Looker Studio. Thus I used Coefficient to pull data to Googlesheet **Official Response from Hannah Recker:** > Thanks for sharing more about your experience with Coefficient. Awesome to hear we've made a great impression! Support is always here on the other side if you need us! Always great to hear you've had a good support experience as well. You can reach out to us at any time by clicking on the chat icon at the top of the opened sidebar if you run into any issues! -Hannah ### 12. The Best SFDC Data to Sheets Import Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Travis S. | Senior Manager, Digital & Web, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2024 **What do you like best about Coefficient?** The interface is super easy to use, reliable, and has a number of integrations that I use heavily in my daily line of work. Implementing it into your workflow is super simple, since it pops directly into the sheet you're working on. I love the auto-refresh feature, which allows me to keep my spreadsheets, pivot tables, charts, and other ETLs up to date with the latest data. **What do you dislike about Coefficient?** I have no complaints. The tool is bulletproof and works daily for my needs. **What problems is Coefficient solving and how is that benefiting you?** Importing data into Google Sheets ### 13. Perfect for syncing Stripe and Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Ben S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2024 **What do you like best about Coefficient?** It's the perfect tool for syncing Stripe and Salesforce. We needed to pull together these two sources of information to calculate commissions, and Coefficient made that process very easy. It's easy to get started, and their support is world class if you ever have questions. **What do you dislike about Coefficient?** n/a - it's a great product, but I have to put something here. **What problems is Coefficient solving and how is that benefiting you?** We use Coefficient to pull Stripe and Salesforce data into Google Sheets to calculate commissions. **Official Response from Hannah Recker:** > It's been incredible hearing more about your experience with Coefficient, Ben! Really appreciate the review. Always here if you need us! -Hannah ### 14. Makes my life 10x easier **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan H. | Director of Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** September 03, 2024 **What do you like best about Coefficient?** I can update all of my data automatically, saves me and my team 10 hours a week at least **What do you dislike about Coefficient?** Keep connecting to more sources, would love to see if keep adding to the list. **What problems is Coefficient solving and how is that benefiting you?** flowing our data into our spreadsheets and presentations ### 15. Perfect tool for Salesforce Data Analysis **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2024 **What do you like best about Coefficient?** Easy imports of Salesforce Dashboards for analysis within Google Sheets **What do you dislike about Coefficient?** Combining imports into one google sheet (extending columns) would be very powerful for lookup formulas! **What problems is Coefficient solving and how is that benefiting you?** Insights into Sales (product SKUs, what is selling) and Pipeline generation **Official Response from Hannah Recker:** > So happy to hear how you've amplified your Salesforce data analysis with Coefficient! We are working on more advanced append import options like combining imports as we speak. We'll announce via LinkedIn and our product update email once it's live! -Hannah ### 16. Coefficient has streamlined my workload **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel G. | Client Success Manager ll, Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2024 **What do you like best about Coefficient?** The ability to automatically set up data pulls from Tableau into google sheets. On top of this it is also extremely easy to make adjustments to those data pulls without having to redo them. **What do you dislike about Coefficient?** I cannot use the date filter on my data pulls **What problems is Coefficient solving and how is that benefiting you?** Its helping me pull data automatically on a schedule which allows me to save time during my day to day **Official Response from Hannah Recker:** > Thanks for your review Daniel! So happy to hear Coefficient has been easy to implement into and optimize your workflows between Tableau and Google Sheets! For the date filter issues you mentioned, have you tried reaching our support team? They'll always available under the chat icon at the top of your opened sidebar. We'd be happy to help! ### 17. User friendly, efficient, great level of customisation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2024 **What do you like best about Coefficient?** It's much better than native Connectors, and the list of integrations to choose from is ever growing **What do you dislike about Coefficient?** It can sometimes be a bit slow/laggy but often due to the level of data you're refreshing. **What problems is Coefficient solving and how is that benefiting you?** Live financial / data reporting that is otherwise inaccessible or requires a lot of time to keep copy and pasting reports. **Official Response from Hannah Recker:** > So happy to hear you're finding everything you need! Isn't it so nice to have the opportunity to connect to whatever data source you need with one tool?! But, even nicer that you're not breaking your wrists copy/pasting reports! We're always working to ensure our product is making magic happen as quickly as it possible can, so if you ever feel things you need to reach out, just hit on the chat icon at the top of the add on, and we'll be here to help! Thanks so for your review! -Hannah ### 18. Saves Time to import heavy reports save your manual time **Rating:** 4.0/5.0 stars **Reviewed by:** Shan M. | Revenue Operations Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Coefficient?** Easy to operate Saves time Informative Saves Manual Efforts **What do you dislike about Coefficient?** I did not face any drawbacks or faced any issued while operating on CO efficient **What problems is Coefficient solving and how is that benefiting you?** We operate in Sales Forc e and have a very huge data base with our reports and Dashboards. Coefficient helps us to get access these reports without waiting too long ### 19. Game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Mohammad Abdullah A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2024 **What do you like best about Coefficient?** My works involves updating Google Sheets with daily data from postgresql database. Previously I had to manually run the SQL query everyday and then update the sheet but now coefficient has made this task easy by automation and connectivity to different data sources. **What do you dislike about Coefficient?** Nothing as such so far but I am on a free plan so there are some limitations **What problems is Coefficient solving and how is that benefiting you?** The problem Coefficient is solving is updation of Google sheets with new data everyday at fixed intervals. It is benefitting me by saving time. ### 20. Coefficient makes importing data and making reports accessible to the rest of the team easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Coefficient?** Coefficient makes importing data and making reports accessible to the rest of the team easy. It is easy to use and edit data imports. In particular, the automatic refreshing of data and the alerts has saved my team hours of work. **What do you dislike about Coefficient?** One area of improvement I would like to see is the pre-built template dashboards. I mainly use Redshifts imports, and Coefficient currently does not have any templates for this kind of data. Additionally, the data types are finicky when imported in Google Sheets: if the Google Sheet is preset to a different data type, the imported data will automatically convert to the Google Sheet data type. **What problems is Coefficient solving and how is that benefiting you?** Coefficient makes the importing and sharing of data (to team members who don't have the skills or resources to access necessary data) simple. Additionally, there are daily checks we must make on our data, and the automatic refresh and alerts reduce the amount of work for the team. ### 21. Revenue Operations Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Yassine M. | Revenue Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Coefficient?** The simplicity and the flexibility of the tool **What do you dislike about Coefficient?** When the automatisation crash of course, but it doesnt happen that much so it's ok **What problems is Coefficient solving and how is that benefiting you?** Bringing a clear view of our business perfomance **Official Response from Hannah Recker:** > Really appreciate the review, Yassine! If you ever need any help, we're always here on the other side. You can click the chat icon in the top of the opened sidebar. So glad to hear you've been able to use Coefficient to support providing your team with a clear view of your business performance, that's incredible! ### 22. A analytical tool which is a game changer. **Rating:** 4.5/5.0 stars **Reviewed by:** Sagar K. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2023 **What do you like best about Coefficient?** So, here's the deal with Coefficient – it's been a total game-changer for me. Importing data is a breeze; it's like the shortcut I never knew I needed. The best part? It's so flexible with queries. Seriously, whether you're a data whiz or just starting out, it's got you covered. Now, the interface – oh, it's a lifesaver. Easy to use, easy on the eyes. I'm all about simplicity, and Coefficient gets it right. But what really blows my mind is the analytics part – tons of functions and algorithms. I feel like a data superhero making decisions backed by solid insights. And let's talk reliability. Handling big datasets? No problem for Coefficient. It's like having a trusty sidekick in the world of data. Overall, it's become my go-to for everything data-related. Coefficient – making data cool and accessible! **What do you dislike about Coefficient?** Don't get me wrong, Coefficient has been a game-changer, but it's not without its quirks. Importing data, while efficient, can feel a bit rigid at times. The flexibility in queries is there, but some might find the learning curve a tad steep. As much as I love the interface, it could use a bit more customization options. Sometimes, I wish the analytics offered more tailored features – it's powerful, but not always as granular as I'd like. And, let's be real, with any tool, occasional glitches or hiccups can happen, even with Coefficient. Despite these minor hitches, Coefficient remains a go-to for me. It's just fair to know the nuances before diving in. **What problems is Coefficient solving and how is that benefiting you?** Coefficient is tackling some major headaches in my data game. First off, it's streamlining data import, saving me from the usual time-consuming hassle. The flexibility in crafting queries is a godsend, addressing the pain points of both beginners and seasoned data nerds like me. The user-friendly interface is a breath of fresh air, making navigation and visualization a breeze. It's basically solving the "I need this data, and I need it now" dilemma. Plus, the robust analytics are unlocking insights I never thought possible, solving the age-old problem of turning raw data into actionable decisions. But here's the real deal: Coefficient's reliability with large datasets is solving the anxiety around handling big data. No more worrying about crashes or delays – it's a smooth ride. In a nutshell, Coefficient is tackling data chaos ### 23. Powerful tool for streamlining data management **Rating:** 4.0/5.0 stars **Reviewed by:** Mahendra S. | Lead - Sales Ops, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Coefficient?** It excels at seamlessly integrating spreadsheets with data sources like Salesforce and MySQL, providing real-time data syncing, automation of repetitive tasks, and a user-friendly interface. **What do you dislike about Coefficient?** If spreadsheet becomes too large or complex, performance slows down, and managing large datasets become cumbersome. **What problems is Coefficient solving and how is that benefiting you?** It's solving the problem of manually transferring and updating data between different platforms by integrating spreadsheets. ### 24. Automation of recurring tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2024 **What do you like best about Coefficient?** Coefficient has improved our productivity by automating hubspot exports. **What do you dislike about Coefficient?** In my opinion it is too for for many users **What problems is Coefficient solving and how is that benefiting you?** Coefficient automates the extraction of data from our CRM. **Official Response from Hannah Recker:** > Thanks so much for your review! We're so happy to hear you're more productive with your HubSpot workflows and appreciate the feedback! -Hannah ### 25. Easy to use, super reliable, major impact. **Rating:** 5.0/5.0 stars **Reviewed by:** Bob K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Coefficient?** With a small amont of SQL knowledge, Coefficient can automate almost any manual data pull you are currently doing. **What do you dislike about Coefficient?** I would love to be able to trigger refreshes based on other activity. **What problems is Coefficient solving and how is that benefiting you?** We utilize Coefficient to help us Automate the data pullls for our Product Prototypes. Coefficient has eliminated manual labor hours to move this data and enables more up to date data with hourly refreshes. ### 26. Excellent Product **Rating:** 5.0/5.0 stars **Reviewed by:** Sai K. | Salesforce Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Coefficient?** Automation to get the records or update the records **What do you dislike about Coefficient?** To be frank there's nothing. It just makes our life a lot easier **What problems is Coefficient solving and how is that benefiting you?** Save time by pulling the data and updating the data in Salesforce **Official Response from Hannah Recker:** > Sai, so happy to hear we're saving you and your team time in your workflows. When a tool "just works" that's always the best feeling. -Hannah ### 27. Problems Solved **Rating:** 5.0/5.0 stars **Reviewed by:** Noah S. | Sales Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Coefficient?** Coefficient's easy user experience and quick refresh capabilities are beneficial to my job's constant need for fast data. **What do you dislike about Coefficient?** Up until this point, I have not found a downside. Granted, I have been utilizing the lower tier plan, but the limits have been manageable given my responsibilities. **What problems is Coefficient solving and how is that benefiting you?** Saves both time and effort importing reports from our main CRM platforms ### 28. A time saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Diana G. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Coefficient?** Super user-friendly extension for Google sheets that I use every day to automatically refresh data and it has been such a time saver. **What do you dislike about Coefficient?** nothing so far, I just started using it after a co-worker recommended it from our Salesforce team. **What problems is Coefficient solving and how is that benefiting you?** Instead of manually going into Salesforce to download and export multiple reports I have them synced to automatically refresh. ### 29. Co-efficient makes life in sales sooo much better! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 07, 2024 **What do you like best about Coefficient?** Quick and easy to use bringing so many systems together. I also love the many automations available to the user. It is also so easy to implement. It takes like less than 5 minutes. **What do you dislike about Coefficient?** I use it mostly to bring my salesforce reports into Excel and if the underlying report is structured in a certain way, I have to go back to SFDC to move things around (or rename my collumns if I need them to create a Pivot or another form of table). I feel that if there was bi-directional communication between the connected tools, that would have been so much handier. **What problems is Coefficient solving and how is that benefiting you?** helps manage large volumes of data with ease. Eliinates the need to copy/paste between sources. ### 30. Solved numerous data challenges **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Coefficient?** Has solved numerouse cases of shuttling data between systems effortlessly. **What do you dislike about Coefficient?** Can't pull custom QBO reports from that system **What problems is Coefficient solving and how is that benefiting you?** Getting automatic data pulls between systems **Official Response from Hannah Recker:** > Thank you so much for your review, we're so happy to hear we're solving workflow bottlenecks for your effortlessly. Appreciate the product feedback as well! Enjoy the holidays! -Hannah ### 31. A connector for all products **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Coefficient?** What I like the most about Coefficient is the number of databases I can connect to. My organization uses multiple products such as Salesforce, Greenhouse, Tableau and Google Sheets and this connector does it all! **What do you dislike about Coefficient?** So far, I have no complaints. The connector does everything it is intended to do. **What problems is Coefficient solving and how is that benefiting you?** Coefficient is solving the problem of using mutliple products that may not connect to eachother, but Coefficient allows them to. For example, bringing data from Salesforce into a Google Sheet and then using that data to send an email using AppScripts. ### 32. Coeffecient is Efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Sayan K. | Marketing Analytics Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2024 **What do you like best about Coefficient?** I think it has helped me with the ai powered Pivot table a lot and the fact that I can schedule pulls from GA4 on sheets is amazing. **What do you dislike about Coefficient?** I think the pull load time could be reduced, even with a small pull it takes a lot of time. **What problems is Coefficient solving and how is that benefiting you?** I can pull data into looker or sheets easily and automate through pivot tables. ### 33. Amazing tool for sharing updates to spreadsheet automatically **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica H. | Director of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Coefficient?** building formulas, email alerts on updated data, spreadsheet sharing **What do you dislike about Coefficient?** would like more options One thing that would be nice is if I could share (Import) a spreadsheet range and have the ability to update the shared information and edits on both sheets. **What problems is Coefficient solving and how is that benefiting you?** sending email alerts when certain information is adjusted in a spreadsheet. Building formulas ### 34. Tool to Import Google Network Data **Rating:** 4.5/5.0 stars **Reviewed by:** Nishant M. | SEO Head, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2024 **What do you like best about Coefficient?** It can help you import data from Gooogle network ie. YouTube, Google Analytics and Google Search Console **What do you dislike about Coefficient?** Guides should be easily accessbile to use the tool **What problems is Coefficient solving and how is that benefiting you?** Help me pull out the data from Google Analytics ### 35. Good, but still have some area for improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Maria Alejandra M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Coefficient?** What I like best about Coefficient is its ability to automate processes. **What do you dislike about Coefficient?** Coefficient is great for automating processes, but it still has some coding limitations. **What problems is Coefficient solving and how is that benefiting you?** I automate the reports sent to clients periodically, so I only need to set the parameters, and the report is ready. ### 36. Easy. Fast. Beautiful. **Rating:** 5.0/5.0 stars **Reviewed by:** Gareth M. | Director of Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Coefficient?** I am able to automatically pull in data from my various platforms to normalize, control and automate effortlessly into Excel. **What do you dislike about Coefficient?** It is a bit funny that there is no user portal and how the sign in is connected to the excel account sign in but once you get over that, you enjoy the perfection that the rest is. I have a paid license. **What problems is Coefficient solving and how is that benefiting you?** I have several platforms to operate my business. Coefficent helps me tie them together quickly for reports, controls and automations. ### 37. Great, smooth & does what it promises **Rating:** 4.5/5.0 stars **Reviewed by:** Niranjan S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Coefficient?** Easy to set-up, no hassles! Great customer support. Use it daily :) **What do you dislike about Coefficient?** Nothing comes to mind right now. While duplicating tempalte requests, the template feature is not doing what it promises fully (or maybe I don't understand) **What problems is Coefficient solving and how is that benefiting you?** Integrating Airtable & Google Sheets ### 38. Works really well and is super helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2024 **What do you like best about Coefficient?** I like that it will auto-populate information from different platforms into one spot **What do you dislike about Coefficient?** I had trouble initially getting it set up **What problems is Coefficient solving and how is that benefiting you?** I needed to be able to share information from airtable with people who did not have access to the Airtable bases. This works great! **Official Response from Hannah Recker:** > Super happy to hear Coefficient has been helpful for your workflows and sharing information with your stakeholders! If you ever need us, you can click on the chat icon at the top of your opened sidebar and we'll be here to help. :) -Hannah ### 39. Best Report Daily basis **Rating:** 5.0/5.0 stars **Reviewed by:** K A. | Automobile, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Coefficient?** Best Report Daily basis to take meeting on this reprt **What do you dislike about Coefficient?** not yet found till date its usefull lotcv **What problems is Coefficient solving and how is that benefiting you?** Team report ### 40. The Best Data Connecting Partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Jaco C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Coefficient?** functionality, user interface and customer support **What do you dislike about Coefficient?** I have had no problems working with coefficient **What problems is Coefficient solving and how is that benefiting you?** They are helping me import my amazon redshift data into google sheets, and then connecting it to google data studio in order to build insightful business reports. ### 41. Clean UI **Rating:** 4.0/5.0 stars **Reviewed by:** Akshay R. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Coefficient?** The number of connectors and their ease of use is the best thing about Coefficient. I like the refresh scheduling system, which is helpful in building reports which needs to be real time. **What do you dislike about Coefficient?** I don't find anything to dislike in using the product. The cost is a bit high, though. **What problems is Coefficient solving and how is that benefiting you?** The SFDC Connector from google is a bit clunky and that's the main problem Coefficient helps me solve. ### 42. Very Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Coefficient?** What I like best is that I can set a specific time for automatic update and I dont have to update the file manually everyday. It's very efficient. **What do you dislike about Coefficient?** Perhaps the pricing seems expensive for me right now. **What problems is Coefficient solving and how is that benefiting you?** Extracting report from Salesforce is now easier and more efficient for me. ### 43. Great product, easy to use & solves a lot of inefficiencies **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Coefficient?** I found Coefficient extremely user friendly, easy to set up and easy to manage. Where I have a lot of different data sources, Coefficient was great at centralizing key data points to create and update daily reporting. **What do you dislike about Coefficient?** I wish there was a free version with more capabilities. **What problems is Coefficient solving and how is that benefiting you?** Centralizing data sets from various different data platforms, to create cohesive reporting - automatically. ### 44. Great tool and fast support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Coefficient?** Very helpful staff and easy to use. Communicates well with Tableau a little slow on the connection but maybe it has to do with the queries on Tableaus side **What do you dislike about Coefficient?** Would like for it it be faster than it is but again must have to do with the amount of queries to Tableau **What problems is Coefficient solving and how is that benefiting you?** Ease of access to sheets for my team without having to purchase multiple licenses from other software companies which tend to get costly ### 45. Best Helping Apps for transitioning to google sheet from excel **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan B. | Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Coefficient?** Make thing so much easier to trasitioning to google sheet from excel since i was new at google sheet. Also able to import a lot of apps that company use it plus **What do you dislike about Coefficient?** So far nothing. everything has been great. **What problems is Coefficient solving and how is that benefiting you?** being able to import excel with lots of tabs with ease ### 46. Great way to build reports quickly **Rating:** 4.5/5.0 stars **Reviewed by:** Zach W. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Coefficient?** I like how easy it is to build reports from multiple sources. We use salesforce and outreach. The reports in Outreach aren't great so Coefficient allows me to build more custom reports and dashboards. **What do you dislike about Coefficient?** I wish there were more templates to choose from. It would save alot of time. **What problems is Coefficient solving and how is that benefiting you?** It is an easy way to pull data from various sources into one google sheet. ### 47. A thoroughly enabling experience **Rating:** 4.5/5.0 stars **Reviewed by:** Hammad R. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Coefficient?** The ease of implementation and and usage is something I really liked. **What do you dislike about Coefficient?** The speed at which the data is extracted sometimes gets slower. **What problems is Coefficient solving and how is that benefiting you?** I can use to integrate data and develop dashboards to extract insights which enable core decision making. ### 48. The issue with update **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Coefficient?** I like how easy is to work with coefficient **What do you dislike about Coefficient?** Coefficient cannot handle large data. Also when you want to use a G-sheet as template for a similar project but with different data, the data on copied G-sheet is linked to the previous document and there is no clear way to unlink it until it pops-up. **What problems is Coefficient solving and how is that benefiting you?** How we can create reports linked to the data and update reports when data updates. ### 49. Great tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2024 **What do you like best about Coefficient?** Amazing tool. Needs very little inputs to start **What do you dislike about Coefficient?** It would be great if the metadata information could point to some details **What problems is Coefficient solving and how is that benefiting you?** I am using it to source data from another tool. Its working great till now. ### 50. Its best way to backup your data **Rating:** 5.0/5.0 stars **Reviewed by:** Deeksha B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Coefficient?** YOu can backup your data by using their filter conditions its great. **What do you dislike about Coefficient?** The sheet has limitation otherwise its good to have your data in a single sheet. **What problems is Coefficient solving and how is that benefiting you?** Backuping up the data. - [View Coefficient pricing details and edition comparison](https://www.g2.com/products/coefficient/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-05-30+16%3A50%3A28+-0500&secure%5Bsession_id%5D=b2767959-3144-4a82-b548-8bdcac13dfbb&secure%5Btoken%5D=4e42045ae0b335dbb6400df6b11ac077d62875f3b06f0d3628a15b44708373f8&format=llm_user) ## Coefficient Integrations - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - 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Retention - Return - Conversions - Funnels **Data Management** - Data Import - Data Consolidation - Data Validation **Functionality** - Diverse Extraction Points - Data Structuring - Consolidation - Data Cleaning - Cloud Extraction - Visualization **Management** - Reporting - Auditing **Calculating** - Functions - Auto Recalculation **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Data Preparation** - Connectors - Data Governance **Financial Planning** - Extended Planning - Reporting - Integration **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Reports** - Reports Interface - Share Reports - Steps to Answer **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Google Workspace for Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration **Agentic AI - Google Workspace for Sales** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Data Connectivity and Prep - Agentic Analytics** - Data Source Connectivity - Automated Data Preparation **Reporting** - Real-Time Reporting - Trending - Retroactive Reporting - Segmentation - Mobile Reporting - Unification Across Devices - Custom Reports and Dashboards **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Marketing Operations** - ROI Tracking - Data Collection - Customer Insights - Multi-User Access - Spend Management - White Label **Financial Insight** - Budgeting - Forecasting - Planning **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Functionality** - Extraction - Transformation - Loading - Automation - Scalability **Insights** - Charts and Graphs - Tables **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Data Modeling and Blending** - Data Querying - Data Filtering - Data Blending **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Visualization** - Graphs and Charts - Score Cards - Dashboards - Formats **Diverse Extraction Points** - Diverse Extraction Points **Autonomous Insight Generation - Agentic Analytics** - Continuous Pattern Detection - Multi‑Step Reasoning - Predictive & Prescriptive Analytics **Other** - User Data - Site Search Reporting - Load Time Monitoring - Campaign Tracking - E-Commerce - Promotional Messages - Administration Alerts **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Editing** - Templates - Collaborative Editing - Filtering **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Data Updates** - Historical Snapshots - Real-Time Updating **Generative AI** - AI Text Generation - AI Text Summarization **Interaction and Workflow - Agentic Analytics** - Natural Language Query and Conversational Analytics - Action Triggering & Workflow Orchestration - Explainability & Audit Trails **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Campaign Activity** - Campaign Insights - Reports and Dashboards - Campaign Stickiness - Multichannel Tracking - Brand Optimization - Predictive Analytics **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Functionality** - Addons - Multi Device Functionality - Importing and Exporting - Autosave **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Collaboration** - Sharing - Co-Editing - Devices **Agentic AI - Marketing Analytics** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Digital Analytics** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance - Decision Making **Agentic AI - Analytics Platforms** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **AI Agent Management - Agentic Analytics** - Agent Configuration & Goals - Continuous Learning & Feedback **Self Service ** - Calculated Fields - Data Column Filtering - Data Discovery - Search - Collaboration / Workflow - Automodeling **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Deployment & Integration - Analytics Platforms** - No-code Dashboard Builder - Report Scheduling and Automation - Embedded Analytics and White-labeling - Data Source Connectivity **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **Advanced Analytics** - Predictive Analytics - Data Visualization - Big Data Services **Performance & Scalability - Analytics Platforms** - Large data handling and Query Speed - Concurrent User Support **Advanced Analytics & Modeling - Analytics Platforms** - Data Modeling and Governance - Notebook and Script Integration - Built-in Predictive and Statistical Models **Agentic AI Capabilities - Analytics Platforms** - Auto-generated Insights and Narratives - Natural Language Queries - Proactive KPI Monitoring and Alerts - AI Agents for Analytical Follow-ups **Administration** - API / Integrations - QA Testing - Performance and Reliability - User, Role, and Access Management **Personalized Intelligence - Analytics Platforms** - Behavioral Learning for Contextual Query Refinement - Role-based Insight Personalization - Conversational and Prompt-based Analytics **Building Reports** - Data Transformation - Data Modeling - WYSIWYG Report Design - Integration APIs **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Breadth of Partner Applications **Data Updates** - Historical Snapshots - Real-Time Updating - Email Reports ## Top Coefficient Alternatives - [Google Cloud BigQuery](https://www.g2.com/products/google-cloud-bigquery/reviews) - 4.5/5.0 (1,147 reviews) - [Supermetrics](https://www.g2.com/products/supermetrics/reviews) - 4.4/5.0 (816 reviews) - [Data Studio](https://www.g2.com/products/data-studio/reviews) - 4.4/5.0 (455 reviews)