Coefficient is a no-code spreadsheet automation platform that connects Google Sheets and Excel to 100+ business systems including Salesforce, HubSpot, QuickBooks, NetSuite, Snowflake, MySQL, Looker and more. It enables live data sync, automated refreshes, two-way data integration, and AI-powered insights without any coding required. Over 700,000 users trust Coefficient to automate their spreadsheet workflows.

How much does Coefficient cost?

Coefficient offers 4 pricing tiers: Free Plan (3 connectors, forever free), Starter Plan ($59/user/month for individual users), Pro Plan ($99/user/month for 5 users), and custom Enterprise pricing. All paid plans include a 30-day free trial. Our Free trial let's you leverage our Pro plan at no cost so you can test the product with every feature available.

Does Coefficient work with both Google Sheets and Excel?

Yes, Coefficient supports both Google Sheets and Microsoft Excel. You can install Coefficient from the Google Workspace Marketplace for Sheets or from Microsoft AppSource for Excel.

What is Coefficient's AI Sheets Assistant?

AI Sheets Assistant is Coefficient's AI-powered feature that helps you build formulas, create charts, generate pivot tables, and build entire dashboards using natural language commands in Google Sheets. Unlike generic AI assistants, it's context-aware and creates native Google Sheets objects that are live and editable. It understands your spreadsheet's layout and data structure to provide accurate, actionable results.

Which business systems does Coefficient integrate with?

Coefficient integrates with 100+ systems across multiple categories: CRMs (Salesforce, HubSpot), databases (MySQL, PostgreSQL, Snowflake), accounting software (QuickBooks, Xero, NetSuite), BI systems (Looker, Tableau), marketing platforms (Google Analytics, Facebook Ads), payment systems (Stripe), ecommerce (Shopify), and more. Popular integrations include Salesforce, HubSpot, QuickBooks, Google Analytics, Snowflake, Airtable, and Notion.

Can I export data back to my business systems with Coefficient?

Yes, Coefficient supports two-way data sync. You can not only import live data from your business systems but also export updated data back to them. Supported export actions include UPDATE (modify existing records), INSERT (create new records), UPSERT (update or insert), and DELETE operations. This works with systems like Salesforce, HubSpot, QuickBooks, Snowflake, and databases.

How does Coefficient's automated refresh work?

Coefficient allows you to schedule automatic data refreshes at intervals you choose: hourly (1, 2, 4, or 8 hours), daily, weekly, or monthly. Once scheduled, your spreadsheet data automatically updates from your connected systems without any manual work. You can also trigger manual refreshes anytime with an on-sheet button or through the sidebar.

Is there a free trial for Coefficient?

Yes, Coefficient offers a 30-day free trial of the Pro plan with full-featured access. Additionally, there's a completely free plan available forever that includes one data source connector, making it easy to get started with no credit card required. The free plan is perfect for individuals who want to automate a single data connection.

Blog - Coefficient

How to Use IMPORTDATA in Google Sheets

Read the following guide for a full overview of how to use IMPORTDATA in Google Sheets. According to recent data, 90% of data entry and extraction are still done...

How to Use Salesforce Bucket Column

Salesforce reporting allows SalesOps users to efficiently understand and analyze their data across a number of use cases. However, for SalesOps with large volumes of data, reporting can...

How to Connect Mailchimp to Google Sheets

Mailchimp serves as an email marketing and automation platform for brands of all sizes. The Mailchimp platform helps generate more opens, clicks, and sales for email marketing campaigns...

How to Connect Airtable to Google Sheets

Airtable is a low-code, spreadsheet-database platform for building apps. The Airtable platform allows marketing, sales, finance, and many other teams to create applications for business use cases with...

Salesforce Sales Leaderboard: Free Google Sheets Template

For over 70% of companies, sales gamification increases new revenue by 11% to 50%. That’s one of the reasons why team leaderboards are so popular among sales teams....

How to Freeze a Row in Google Sheets

Are you tired of constantly scrolling to the top of your Google spreadsheet to check the column headers? If so, you need to learn how to freeze rows...

Salesforce Dashboard Examples: Top 6 for Sales Leaders

For sales leaders, dashboards allow them to make sense of the performance of their sales orgs and chart strategy for the sales cycle. Sales dashboards are often built...

Salesforce KPI Dashboard Examples: Every Sales Leader must use in 2024

For sales leaders, KPI dashboards allow them to make sense of the sales performance and chart strategy for the sales cycle. Sales dashboards are often built in Salesforce...

How to Sort by Date in Google Sheets

Here’s how to sort by date in Google Sheets, based on the four methods detailed below. Sorting by date in Google Sheets helps you find and organize your data...

How to Lock Cells in Google Sheets

If you want to learn how to lock cells in Google Sheets, this guide will show you everything you need to know. Locked cells protect data or formulas...

How to Add Drop Down List in Google Sheets

The following guide will show you how to add a drop-down list in Google Sheets with ease. Drop-down lists simplify and streamline repetitive data entry tasks. They make data...

Shopify Sales Dashboard: Visualize Store Metrics in Google Sheets

With over $61 billion in gross merchandise volume, Shopify is one of the largest e-commerce platforms for online retailers. Millions of companies and entrepreneurs leverage Shopify daily for...

Blog