Coefficient

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.

Free API 70/100
#231 in Business Intelligence (231 tools)
Added 5 months ago
30061 directory views this week

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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Key Features

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

Free Tier Available

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

Unify live data from multiple systems into Sheets or Excel to eliminate manual exports and reduce errors.
Speed up reporting and analysis with AI-powered tools that clean, transform, and model data inside spreadsheets.
Automate recurring reports, alerts, and dashboards to save time and improve decision velocity.
Enable business users to self-serve with governed access to warehouse and BI data while maintaining security controls.
Quick onboarding with prebuilt templates, calculators, and dashboard playbooks to get started rapidly.

Limitations

Detailed pricing tier features and limits are not listed on the provided content; users must view pricing or contact sales for specifics.
For niche or internal apps without a prebuilt connector, building a connector via the API Agent is required (additional setup effort).

Frequently Asked Questions

Which spreadsheet platforms does Coefficient support?
Coefficient supports Google Sheets and Microsoft Excel to bring live data and AI tools into both spreadsheet environments.
Can I connect to custom or internal applications?
Yes — Coefficient provides an API Agent to build custom connectors to internal tools or niche apps via their APIs.
Is there a free trial or free tier?
Yes — the site advertises a free start: 'Try in 60 seconds. No credit card required.' Exact plan limits are not listed on the provided page.
How does Coefficient handle security and governance?
Coefficient supports enterprise controls including SSO and governance to provide secure, governed access for business users; additional security documentation is not provided on the page.

Getting Started

  1. 1 Step 1: Sign up and open Google Sheets or Microsoft Excel with the Coefficient add-in or integration.
  2. 2 Step 2: Connect your spreadsheet to systems using prebuilt connectors (or use the API Agent to build a custom connector).
  3. 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

Available: Yes

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