Last updated 08-31-2026
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Coefficient
Coefficient is a spreadsheet add-on for Google Sheets and Microsoft Excel that connects live business data from CRMs, warehouses, marketing platforms, and accounting tools without SQL or engineering tickets. It installs as a sidebar inside your spreadsheet and lets you pull, refresh, and write data back to systems like Salesforce, HubSpot, Snowflake, and QuickBooks. GPT Copilot adds plain-English tools for cleaning data, building pivot tables, generating charts, and connecting new sources by description.
Where dedicated BI tools like Tableau or Looker need trained developers and charge per viewer, Coefficient keeps the build surface in the spreadsheet your team already uses. The newer AI Dashboards feature turns any sheet into a shareable web dashboard with prompt-based editing, drill-down to source records, and row-level security, all without a separate BI license for viewers.
Finance, revenue operations, marketing, and analytics teams use Coefficient to replace copy-paste reporting with scheduled refreshes, Slack alerts, and two-way sync. The company reports 700,000 users and integration with 150+ business systems. Excel support covers data imports across connectors, while Alerts and GPT Copilot are still rolling out on the desktop add-in.
Pull live data from 150+ connectors including Salesforce, Snowflake, HubSpot, and NetSuite into Google Sheets or Excel
Build shareable AI Dashboards from any spreadsheet with prompt editing, drill-down to source records, and row-level security per viewer
Use =GPTX() functions and GPT Copilot to clean, query, and analyze spreadsheet data in plain English
Schedule hourly or daily data refreshes and write changes back to CRMs and databases with two-way sync
Publish web dashboards and send Slack or email alerts on metrics; viewer access requires no separate license
Connects 150+ business systems to spreadsheets without code or engineering help
AI Dashboards and GPT Copilot let business users build reports without BI developer tickets
Two-way sync writes spreadsheet edits back to CRMs, databases, and accounting tools
Scheduled refreshes, alerts, and web dashboards keep teams on current data
Free plan and 30-day Pro trial lower the barrier to testing integrations
GPT Copilot and Alerts are not yet fully available on Excel
Free plan limits you to three data sources and manual refreshes only
Pro plan caps team size at five users; larger teams need Enterprise pricing
How do I install Coefficient in Google Sheets?
Coefficient installs as a Google Sheets add-on from coefficient.io. Click Get Started Free, enter your work email, install from the Getting Started spreadsheet, then open Extensions > Coefficient > Launch in any spreadsheet.
Does Coefficient work with Microsoft Excel?
Yes. Coefficient offers an Excel add-in through Microsoft AppSource with data imports for all connectors. Alerts and GPT Copilot are still rolling out for the Excel add-in.
What does the Coefficient free plan include?
Coefficient's Free plan supports three standard data sources, imports up to 5,000 rows, 50 monthly import refreshes, on-sheet AI functions, and help center access. Paid plans add automated refreshes, larger imports, and team features.
Does Coefficient offer a free trial on paid plans?
Yes. Coefficient includes a full-featured 30-day free trial on the Pro plan at $99 per user per month. After the trial, you can upgrade or move to the Free plan at $0 per month.
What data sources does Coefficient connect to?
Coefficient supports 150+ integrations across CRM, marketing, finance, databases, and project management. Popular connectors include Salesforce, HubSpot, Snowflake, QuickBooks, NetSuite, Shopify, and Tableau.
Can unlicensed teammates view Coefficient-connected spreadsheets?
Yes. Coefficient lets anyone with spreadsheet access view imported data through a shared link. Only licensed Coefficient users can edit imports or schedule automated refreshes.
What is Coefficient AI Dashboards?
Coefficient AI Dashboards turns any connected spreadsheet into a shareable web dashboard built from plain-English prompts. Viewers get drill-down to source records, row-level security by email, and scheduled Slack previews without buying viewer licenses.