Coefficient
Coefficient connects Google Sheets and Microsoft Excel to 100+ live data sources (CRMs, marketing platforms, databases, finance systems) and adds AI-powered spreadsheet tools to build dashboards, automations, and data apps without code.
Coefficient is business intelligence software teams evaluate for business intelligence. Use this page to review pricing, integration signals, and the best alternatives before you commit.
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Quick Overview
Best for: Business Intelligence
What it does
Business Intelligence software for decision-makers comparing workflow fit and alternatives.
Best fit
Business Intelligence
Pricing snapshot
Free
Next step
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Coefficient
Coefficient is a no-code platform that powers Google Sheets and Microsoft Excel with live data integrations, AI assistants, and automation to build dashboards, reporting, and data apps. It targets revenue, marketing, finance, and analytics teams who want to unify data from CRMs, marketing stacks, databases, and finance systems into spreadsheets and publish dashboards or alerts. The product provides 100+ prebuilt connectors, browser scraping agents, and tools to build custom connectors via APIs, combined with AI features (Sheets Assistant, SQL Query Builder, GPT Functions) to clean, model, enrich, and analyze data directly in spreadsheets.
Coefficient connects Google Sheets and Microsoft Excel to 100+ live data sources (CRMs, marketing platforms, databases, finance systems) and adds AI-powered spreadsheet tools to build dashboards, automations, and data apps without code.
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Prebuilt Connectors
100+ prebuilt connectors to popular systems (Salesforce, HubSpot, QuickBooks, Snowflake, Looker, Tableau, GA4, Facebook Ads, etc.) to pull live data into Sheets or Excel.
API Agent (Build Custom Connectors)
Build connectors to internal tools or niche apps with an API using AI to create custom integrations when a prebuilt connector is not available.
Browser Agent (Web Scraping)
Use browser agents to scrape live data from websites (e.g., LinkedIn, G2) and bring it into spreadsheets.
AI Tools for Spreadsheets
Sheets Assistant, SQL Query Builder, GPT Functions, and GPT Prompt Builder to clean, transform, model, and analyze data faster using AI inside spreadsheets.
Data Cleaning & Transformation
Tools to clean messy data, transform datasets, and prepare models directly in Sheets or Excel.
Dashboard Builder & Publishing
Create web dashboards from spreadsheets, publish them, and distribute via Slack or email notifications.
Alerts & Automations
Get alerts when numbers change and automate reports and notifications to keep teams updated.
Templates & Calculators
Pre-built dashboard templates, calculators, and ready-made spreadsheet templates to accelerate common workflows.
Enterprise Controls
Support for SSO and governance controls to secure access and manage self-serve data access for business users.
Pricing
Get Started Free — try in 60 seconds with no credit card required (free plan / trial available).
Use Cases
Revenue Operations
Pipeline management, sales forecasting, and KPI dashboards powered by live CRM and analytics data.
Marketing Reporting
Full-funnel reporting, ROAS analysis, and automated marketing reports by connecting ad platforms, analytics, and email tools.
Finance & Strategy
Automate month-end processes, multi-entity consolidation, and financial forecasting with live finance system data.
BI & Analytics
Enable self-serve access to governed data warehouses and BI tools (Snowflake, Looker, Tableau) through spreadsheets for analysts and business users.
Lead Gen & Enrichment
Find and enrich qualified leads by combining CRM, enrichment sources, and web research in spreadsheets.
Custom Data Apps
Build commission trackers, financial forecasts, and marketing dashboards as spreadsheet-based apps without coding.
Integrations
Salesforce
Live CRM data sync for pipeline, forecasting, and sales reports.
HubSpot
Marketing and sales data integration for reporting and lead management.
QuickBooks
Financial data connections to automate accounting reports and month-end processes.
NetSuite
ERP integration for financial consolidation and forecasting.
Snowflake
Connect governed data warehouse tables to spreadsheets for analytics and self-serve reporting.
Looker
BI tool integration to pull governed metrics and datasets into spreadsheets.
Tableau
Integration to combine Tableau-sourced data with spreadsheet analysis.
GA4 / Search Console / Facebook Ads / LinkedIn Ads / Mailchimp
Marketing and analytics platform connectors to centralize campaign and website metrics.
Benefits
Limitations
Frequently Asked Questions
Which spreadsheet platforms does Coefficient support?
Can I connect to custom or internal applications?
Is there a free trial or free tier?
How does Coefficient handle security and governance?
Getting Started
- 1 Step 1: Sign up and open Google Sheets or Microsoft Excel with the Coefficient add-in or integration.
- 2 Step 2: Connect your spreadsheet to systems using prebuilt connectors (or use the API Agent to build a custom connector).
- 3 Step 3: Use AI tools (Sheets Assistant, SQL Query Builder, GPT Functions) to clean and model your data, then publish dashboards and set alerts.
Support
Help Center / Docs
Search the help center for guides, tutorials, and troubleshooting resources.
Contact Sales / Demo
Request a product demo or contact sales for enterprise or discounted startup pricing.
Community / Blog
Access product updates, case studies, and community resources via the blog and community pages.
Support Team
Connect with Coefficient's support team for help; specific contact methods are provided on their site.
API
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