Spreadsheet analytics · Coefficient

Coefficient

No-code add-on that syncs live business data from CRMs, warehouses, and ad platforms into Google Sheets and Excel.

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Coefficient is a no-code add-on that connects Google Sheets and Excel to live business data, aimed at finance, RevOps, marketing, and data teams who want to keep spreadsheets current without manual exports. Its Import Agent pulls data from CRMs, data warehouses, accounting systems, ad platforms, and other tools directly into a spreadsheet, and can refresh it on a schedule ranging from manual to hourly depending on plan. A Sheets Assistant cleans data, builds pivots, and formats cells from natural-language prompts, while a Dashboard Agent turns spreadsheet data into shareable, BI-style dashboards. A Monitoring Agent watches specified cells or ranges and sends Slack or email alerts when values change. Coefficient is delivered entirely as a cloud service layered on top of existing spreadsheets rather than as a standalone spreadsheet application.

At a glance

Vendor Coefficient
Pricing model Free tier + paid plans
Free tier Yes
Deployment Cloud
Open source No
Best for Finance, RevOps, and marketing teams who want live business data inside Google Sheets or Excel without manual exports.

Pricing

Free plan covers one data source with manual refresh; paid Starter and Pro plans add more sources, automation, and multi-user support.

Plan Price Notes
Free $0/month 3 standard data sources, 1 account/source, manual refresh only, 5,000 row import limit
Starter $49/month Single user; daily auto refresh, data snapshots, chat/email support
Pro $99/user/month 6 data sources, hourly auto refresh, multi-user support (up to 5 users), priority support
Enterprise Custom quote Volume discounts; unlimited refreshes, custom SSO, dedicated support

Prices read from the vendor's own page on September 21, 2026. Vendors change prices; check the source before you budget.

Features

  • Live import from CRMs, warehouses, and ad platforms into spreadsheets
  • Scheduled auto-refresh from manual to hourly
  • AI Sheets Assistant for cleaning, pivoting, and formatting data
  • Dashboard Agent for BI-style shareable dashboards
  • Monitoring Agent with Slack/email alerts on data changes
  • Two-way export back to source systems
  • 150+ supported integrations

Integrations

Profile last reviewed September 21, 2026

Head to head

Alternatives

Google Sheets Google's cloud spreadsheet app for collaborative reporting and analysis, with a live BigQuery connection via Connected Sheets. Microsoft Excel Microsoft's spreadsheet application for data analysis, modeling, and reporting, used across finance, ops, and analytics teams. Equals Cloud analytics spreadsheet with a managed data warehouse for RevOps, finance, and GTM teams to build a shared source of truth.

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Terms to know

Self-service BI BI tooling that lets business users build their own reports and explore data without waiting on IT or analytics teams. Data pipeline The automated sequence of steps that moves data from source systems to a destination, transforming it along the way. Dashboard A visual display of the metrics a team needs to monitor, usually updated on a schedule or in real time. KPI (key performance indicator) A measurable value tracked over time to show whether a team or process is on track toward a goal.

Related guides

How to choose a spreadsheet analytics tool Spreadsheets remain the default analytics tool — choose by where the data comes from, who edits it, and how far you need to push beyond formulas.