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

Overview by

Hannah Recker

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Pricing provided by Coefficient.

Free

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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

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How Cross-Department Teams Leverage Coefficient

Coefficient Reviews (154)

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Juliet K.

Marketing Director

Small-Business (50 or fewer emp.)

8/2/2024

"Coefficient makes checking reports faster and easier"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jati M.

Campaign manager

Small-Business (50 or fewer emp.)

8/21/2024

"Saving time and making my workflow more efficient"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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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

Jessica R.

PD Operations Manager

Mid-Market (51-1000 emp.)

1/15/2025

"Seamless imports for all!"

5/5

What do you like best about Coefficient?

Coefficient has allowed me to transform some of my Google sheets with seamless imports from Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Sometimes when loading in Google Sheets it freezes and I have to close the window multiple times. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Really appreciate your review, Jessica! So happy to hear you've simplified your workflows! -Hannah

Ani A.

Customer Success Manager

Small-Business (50 or fewer emp.)

8/12/2024

"Coefficient allows me to have an efficient workflow!"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

The onboarding was slightly confusing but after short back and forth with support it all was resolved! Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

2/21/2025

"Helps very much to connect different data sources into one Report"

3.5/5

What do you like best about Coefficient?

Love the user-friendly tool and how easy is to actually implement it. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Still in need of more available connectors Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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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

See how Coefficient improved

John R.

Manager, Go-To-Market Reporting & Analytics

Enterprise (> 1000 emp.)

8/20/2024

"Easy to use and saves a ton of time"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

No complaints, it's great for what is is. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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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

Verified User in Accounting

Mid-Market (51-1000 emp.)

7/17/2024

"Amazing Efficiency Gains!"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/7/2024

"Great easy to use tool"

4.5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

At this point, I have nothing I dislike about Coefficient Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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So glad to hear Coefficient has been a win for your team! Thanks for your review!

Jennifer Q.

Capital Markets Analyst

Mid-Market (51-1000 emp.)

12/23/2024

"Great for automated dashboard"

4/5

What do you like best about Coefficient?

API connection to hubspot makes my life so much easier! Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thank you for your review and feedback, Jennifer! So happy to hear your life is easier with Coefficient! -Hannah

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

8/19/2024

"So far this is the best connector I've used to pull data in Googlesheet"

4.5/5

What do you like best about Coefficient?

Ease of use, implementation, and integration. Scheduled runs. Support Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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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