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)

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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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Travis S.

Senior Manager, Digital & Web

Mid-Market (51-1000 emp.)

6/24/2024

"The Best SFDC Data to Sheets Import Tool"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I have no complaints. The tool is bulletproof and works daily for my needs. Review collected by and hosted on G2.com.

Ben S.

CEO

Small-Business (50 or fewer emp.)

9/30/2024

"Perfect for syncing Stripe and Salesforce"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

n/a - it's a great product, but I have to put something here. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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It's been incredible hearing more about your experience with Coefficient, Ben! Really appreciate the review. Always here if you need us! -Hannah

Jordan H.

Director of Revenue Operations

Mid-Market (51-1000 emp.)

9/3/2024

"Makes my life 10x easier"

5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Keep connecting to more sources, would love to see if keep adding to the list. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/20/2024

"Perfect tool for Salesforce Data Analysis"

4.5/5

What do you like best about Coefficient?

Easy imports of Salesforce Dashboards for analysis within Google Sheets Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Combining imports into one google sheet (extending columns) would be very powerful for lookup formulas! Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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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

Daniel G.

Client Success Manager ll

Mid-Market (51-1000 emp.)

9/24/2024

"Coefficient has streamlined my workload"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I cannot use the date filter on my data pulls Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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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!

Verified User in Health, Wellness and Fitness

Mid-Market (51-1000 emp.)

10/1/2024

"User friendly, efficient, great level of customisation"

4.5/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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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

Shan M.

Revenue Operations Associate

Mid-Market (51-1000 emp.)

7/8/2024

"Saves Time to import heavy reports save your manual time"

4/5

What do you like best about Coefficient?

Easy to operate

Saves time

Informative

Saves Manual Efforts Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I did not face any drawbacks or faced any issued while operating on CO efficient Review collected by and hosted on G2.com.

Mohammad Abdullah A.

Small-Business (50 or fewer emp.)

5/6/2024

"Game changer"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Nothing as such so far but I am on a free plan so there are some limitations Review collected by and hosted on G2.com.

Lauren B.

SVP of Corporate Strategy

Mid-Market (51-1000 emp.)

6/6/2024

"Makes life easier"

5/5

What do you like best about Coefficient?

Automatic data refreshes for our teams to constantly have the latest analyses from Salesforce data populate charts, external dashboards, update our sales priorities and scoring sales opportunities Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Not having enough integrations with other databases (like Netsuite, Paylocity, Workfront, Active Campaign) Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

5/15/2024

"Coefficient makes importing data and making reports accessible to the rest of the team easy."

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.