Coefficient Reviews (195)

Reviews

Coefficient Reviews (195)

4.7
195 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and seamless integration with various data sources, particularly Salesforce and Google Sheets. The product simplifies data management and automates workflows, significantly reducing manual work and saving time. However, some users note limitations with handling large datasets and occasional performance issues.

Pros & Cons

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Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"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

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

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"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.

Response from Hannah Recker of Coefficient

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.
YD
Yann Herve Francois d.
Sales Operation Specialist
Mid-Market (51-1000 emp.)
"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

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.
KM
Kevin M.
Logistics Coordinator
Small-Business (50 or fewer emp.)
"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

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.
RM
Ryan M.
Head of Finance
Small-Business (50 or fewer emp.)
"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

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 Information Technology and Services
AI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"Easy HubSpot Data Management in Google Sheets"
5/5
What do you like best about Coefficient?

Primarily getting data from HubSpot with Coefficient. Absolute game changer being able to add/remove new data columns directly in Gsheets without needing to perform a HubSpot export each time.

Highly recommend if building live dashboards in Gsheets for whatever reason. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Pushing data back into HubSpot is a little less straightforward. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Thanks so much for the review! We’re glad Coefficient has made working with HubSpot data in Google Sheets easier and more flexible. Appreciate the feedback on pushing data back into HubSpot too, that’s a core feature we’re always looking to improve. Thanks again for the recommendation! -Hannah

Verified User in Electrical/Electronic Manufacturing
UE
Verified User in Electrical/Electronic Manufacturing
Enterprise (> 1000 emp.)
"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

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.
JA
JP A.
Marketing Operations
Mid-Market (51-1000 emp.)
"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

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
UM
Verified User in Motion Pictures and Film
Enterprise (> 1000 emp.)
"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.

Response from Hannah Recker of Coefficient

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
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"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

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