What is Coefficient?

Section header image mobile

Coefficient is a no-code data connector that brings your business data directly into Google Sheets or Excel. Instead of downloading CSVs or manually exporting reports, you can connect your spreadsheets to your data sources and always work with live, refreshable information.

Why Use Coefficient?

How Coefficient Works

Who Uses Coefficient?

What is Next?

Why use Coefficient?

Coefficient helps you:

  • Connect your spreadsheets to live data sources, including Salesforce, HubSpot, Snowflake, Looker, MySQL, and more.

  • Keep data up-to-date automatically with scheduled refreshes.

  • Build reports, dashboards, and workflows in the tools your team already uses every day.

  • Save time and reduce errors by eliminating manual copy and paste.

How Coefficient works

Getting started with Coefficient is quick and straightforward:

  1. Install Coefficient as a Google Sheets add-on or Excel add-in.

  2. Connect to your data source from the Coefficient sidebar.

  3. Import live data into your spreadsheet with just a few clicks.

  4. Build reports and dashboards using the formulas and tools you already know.

Who uses Coefficient?

Coefficient is designed for anyone who needs fast, accurate, and refreshable data inside a spreadsheet. Common users include:

  • Sales & RevOps teams building pipeline and forecasting dashboards.

  • Finance teams monitoring budgets, spend, and revenue.

  • Marketing teams tracking campaigns and performance.

  • Analysts & operations specialists who want to automate reporting.

What’s next?

To help you get started, check out these resources:

 

Was this article helpful? 5 out of 6 found this helpful