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Coefficient Reviews & Product Details

Colleen F.
CF
VP Revenue Operations
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Coefficient?

1- Easy to use (the extension in Google Sheets is very intuitive)

2- Flexible settings to schedule updates (regular updates on set days or every few hours, also includes a snapshots option for historical purposes)

3- Report connections and settings can easily move to new sheets if you copy the sheet or tab, making it easy to keep what you've set up if you need the data in another sheet

4- Customer support is great Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

1- Cannot use 'POST' method in the connect any API tool

2- Can only schedule writebacks to Salesforce for updates, cannot do this for inserts (yet!)

3- not much else to dislike, great product! Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

Streamlines reporting by removing manual steps needed in other platforms. Other solutions typically require a manual action to update data sets, but with Coefficient we can set up scheduled updates on Salesforce records based on set criteria. The reporting itself is more flexible and very intuitive, and ensures we have the data we need available in sheets for teams to view and update. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

We really appreciate the review, Colleen! So happy to hear the tool has been simple to use and flexible for your needs! Our support team is great, aren't they?! We will continue to add new functionality at a rapid pace in our product, hopefully we'll catch all of your needs very soon! -Hannah

Coefficient Overview

What is Coefficient?

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

Coefficient Details
Product Website
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Product Description

Coefficient is a sidebar app for Google Sheets. Coefficient connects to any data source, imports live data into Google Sheets, automates spreadsheet workflows, and exports data into your business systems.


Seller Details
Company Website
Year Founded
2020
HQ Location
Palo Alto, CA
Twitter
@coefficient_io
308 Twitter followers
LinkedIn® Page
www.linkedin.com
62 employees on LinkedIn®
Description

Coefficient is a no-code solution that allows business teams to work with real-time data directly in their spreadsheets, automate spreadsheet workflows, and use AI and GPT to build pivots, charts, SQL, and more for them.Sync Google Sheets or Excel to your company systems such as Salesforce, Hubspot, Outreach, Snowflake, Tableau, Zendesk, Shopfiy, Airtable, Google Analytics, Google Search Console, Google Ads, Facebook Ads, Looker, Stripe, MySQL, PostgreSQL, Notion, Quickbooks, Chargebee and more.Live data in spreadsheets empowers GTM teams to build reports and analyses that are real-time, flexible and accurate without any knowledge of SQL or other advanced tools. A native Slack integration coupled with a powerful business rule engine enables you to keep the right people up-to-date at the right time.


Hannah R.
HR
Overview Provided by:

Recent Coefficient Reviews

Verified User
A
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"Helps very much to connect different data sources into one Report"
Love the user-friendly tool and how easy is to actually implement it.
Sandro B.
SB
Sandro B.Small-Business (50 or fewer emp.)
5.0 out of 5
"Sleek Integration from Postgres to Google Sheets"
Coefficient makes it incredibly easy to set up seamless integrations between Postgres and Google Sheets. The setup process is quick and intuitive, ...
Hoang N.
HN
Hoang N.Small-Business (50 or fewer emp.)
5.0 out of 5
"Improve my daily routine significantly."
It stands out for its simplicity and efficiency.
Security Badge
Coefficient Security
Get security information from Coefficient to help you buy the right software. View Security Information

Coefficient Media

Coefficient Demo - One-Click Connectors
Connect Google Sheets to your business systems and apps one-click data connectors.
Coefficient Demo - Automatic Data Refreshes
Always work with live data. Schedule data updates hourly, daily, or weekly, or automatically refresh data in a single click.
Coefficient Demo - Align Data from Multiple Systems
Combine your data from multiple systems in Google Sheets. Blend and harmonize your metrics & KPIs to produce powerful new insights.
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Have you used Coefficient before?
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106 out of 107 Total Reviews for Coefficient

4.7 out of 5
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Coefficient Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for CoefficientQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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JP A.
JA
Marketing Operations
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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.

What problems is Coefficient solving and how is that benefiting you?

Coefficient is the best way to send data from a CRM to a Google sheet and keep it up to date. We use it only for that purpose and it works better than any alternative we've considered. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient
(Original )

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

Sandro B.
SB
CTO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Coefficient?

Coefficient makes it incredibly easy to set up seamless integrations between Postgres and Google Sheets. The setup process is quick and intuitive, allowing for smooth data syncing without the need for complex configurations. So far, everything works perfectly, and I haven’t encountered any issues. Highly recommend for anyone looking for a hassle-free data integration solution! Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

For now everything looks and works great. Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

Coefficient makes it incredibly easy to set up seamless integrations between Postgres and Google Sheets. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Thanks so much for your review, Sandro! It's awesome to hear your setup was quick and easy and you haven't had any issues! Hassle comes with a big price tag for our time, so I'm happy to hear it's been hassle-free! -Hannah

Eric B.
EB
Marketing Ops
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Coefficient?

Coefficient is the right fit for my needs. It's fast, efficent and super simple to use. The free version isn't heavily gated with limited functionality so I could test many use cases before recommending to other in the organization. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

The Append New Data for Salesforce is a bit confusing. When you check the box, it looks like you need to "save and run" which basically duplicates the report you already ran underneath. Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

Data consolidation and limitations of Salesforce report creation knowledge. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Really appreciate the review, Eric! So glad to hear Coefficient has been super easy and efficient to plug into and optimize your Salesforce workflows. We launched Append New Data about a month ago by user demand! If you keep it unchecked, when your import refreshes, your data will simply update and overwrite historical values and append any new rows of data that fall into your query. With it checked, it allows for simplified historical data tracking by placing current and timestamped data below your initial import. I've added a link to our help center if you'd like to learn more! Really appreciate this feedback, because I can see how Append "New" Data could be a bit confusing. Will send it over to our product team! -Hannah

See how Coefficient improved
Priyanshu M.
PM
Software Developer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Coefficient?

Honestly, Coefficient has been a lifesaver! It's incredibly easy to use - I was able to connect to my Mongo database and automate data imports into Google Sheets in just a few clicks. No more messy manual exports or complicated scripts! It's a huge time-saver and lets me focus on what really matters. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

To be honest, I haven't found anything major to dislike yet. It just works! Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

Coefficient solves the problem of easily and automatically getting data from MongoDB into Google Sheets. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

So happy to hear we've helped you clean up your Mongo workflows, Priyanshu! "It just works" is always a good feeling! -Hannah

Floyd R.
FR
Data MAnager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Coefficient?

It is very easy and it has cut my work by about 50%. I am so happy i discovered it. It is able to update and integrate my spreadsheets and I am able to do so much in so little time. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I think so far I am liking everything. There can be slight improvements in terms of automation. Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

They are helping me linked a google sheet and excel spreadsheet Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

So happy to hear we're speeding up your workflows, Floyd! And, really appreciate your review. -Hannah

Sebastián B.
SB
Growth Product Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Coefficient?

Coefficient is easy to use, implement and integrate. Even my grandma could do it. The interface is intuitive; you can take snapshots of your data and save them by date, week, or month. Of course, you can autorefresh data daily (or at other periods). I use it with Facebook Ads, Google Ads, GA4 and Hubspot. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

In the 3 months I was using this tool I didn´t find anything to complain about. Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

I needed to integrate Hubspot and Meta Ads data with Looker Studio to build reports to my company. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Funny thing, my MIL does use it - not my grandma, but my kiddo's grandma. LOL. Really appreciate the review, Sebastián. So happy to hear Coefficient has made your data workflows between systems more seamless than ever! As a growth marketer myself, I actually don't know what I would do without it at this point. Have a happy holiday season! -Hannah

Fabien R.
FR
Global Sales Finance - Cross Channel Analytics Lead at Logitech
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Coefficient?

really cut repetitive updates, enabling custom reports for ad-hoc analytics, while still using the data viz system for everyday reporting. A really important gap bridging between the two needs!

and added features are a plus! really useful!

I use it almost daily, weekly for sure! Easy to implement & use Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Just the limit of Google sheet (# of cells) is a limitation for now. Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

bridging between Tableau data viz & ad-hoc requests & analytics Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Really appreciate the review, Fabien. This is awesome to hear you've found even more than you were looking for in Coefficient. I feel the same about it myself every day, don't know what I'd do without it now! -Hannah

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Coefficient?

Coefficient simplifies the process of importing, managing, and analyzing data from various sources without requiring extensive technical expertise. It is a great tool for businesses and individuals who need to consolidate data from multiple platforms directly into Google Sheets. It enables efficient automation of reports and documents by automatically updating data, copying down any formulas added to the data and importing multiple datasets seemlessly. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Basic finctionalities are user-friendly and easy to learn, the more complex features require some additional learning. Importing data from a CRM system is seamless however, integrations with other tools such as google analytics is not as logical. The added row at the top of each dataset imported by coefficient, above the heading row is very frustrating when it comes to filtering data. Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

Coefficient eliminates the manual aspect of data management and automatically updates large datasets and copies down formulas which has made reporting a lot easier and more efficient. Review collected by and hosted on G2.com.

Syed Aale A.
SA
Financial Controller
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Coefficient?

Ease of Use

Ease of implementation

Ease of Integration

Customer Suport Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

The cost and feature difference in starter and enterprise plan

Since trail is given for the enterpise plan, so the first time user start buidling expectation around the same.

for small organizations, the budget is limiting factor Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

Since we have the multiple entities from a legal stand, but for management point of review, they want to see reports in a consilidatated way. so either is aging analysis or sales analysis, coefficient help to get all in googlesheets, upon which we buid a consolidated version. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Thanks for the review, Syed! Really glad to hear everything has been smooth sailing for your use case as far as usage and support goes! Awesome to have an easy way your management team can view your reports in one spot. Appreciate the feedback as well on pricing and trial structure. Our trial is on the Pro plan as a reference. Thanks again! -Hannah

Joey G.
JG
Data Analyst | Software Developer | DBA
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
What do you like best about Coefficient?

The feeds are incredibly easy to setup.

And formula columns can be added next to the feed and your references don't break if columns are add/deleted from the feed! Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

The only thing I wish Coefficient had was a way to APPEND feeds to an existing table. Allowing, for example, the ability to keep snapshot data and a live feed in a single table. Not a huge deal though, you can query your way to a workaround. Review collected by and hosted on G2.com.

What problems is Coefficient solving and how is that benefiting you?

Coefficient let us connect live data from Facebook Ads to google sheets. Without them, I would've had to build an API connector myself! Review collected by and hosted on G2.com.