Introduction to Coefficient
Coefficient is a powerful data automation platform designed to bridge the gap between your spreadsheets and your business systems. It provides seamless, live data connectors that sync information from over 100 popular business applications—such as Salesforce, HubSpot, SQL databases, and many more—directly into Google Sheets and Microsoft Excel. This eliminates the need for manual data exports and copy-pasting, empowering users to work with real-time data in the familiar environment of their spreadsheets.
Key Features
- Live Data Sync: Automatically pull live data from your business systems into your spreadsheets on a schedule you define.
- Broad Connectivity: Access pre-built connectors for CRM, ERP, marketing, finance, and database platforms.
- Two-Way Sync (Excel): In Microsoft Excel, Coefficient allows you to push data back to your source systems, enabling updates and edits.
- No-Code Automation: Set up automated data pipelines without writing a single line of code.
- Centralized Data Management: Manage all your data connections, schedules, and queries from a single, intuitive dashboard.
Unique Advantages
Coefficient stands out by transforming spreadsheets from static documents into dynamic, connected data hubs. Unlike traditional API integrations that require developer resources, Coefficient is built for business users, analysts, and operations teams. It ensures your spreadsheet reports, dashboards, and models are always powered by the latest data, drastically reducing errors and saving countless hours of manual work. Its user-friendly interface makes complex data integration accessible to everyone.
Who Should Use Coefficient?
Coefficient is an ideal solution for professionals and teams who rely on spreadsheets for data analysis and decision-making. This includes:
- Financial Analysts & Accountants: For building real-time financial reports and forecasts.
- Sales & Marketing Operations: For syncing CRM data to track performance and pipeline.
- Business Analysts & Consultants: For creating dynamic dashboards and models with live data.
- Operations & IT Teams: For providing business teams with self-service data access without compromising security.
Frequently Asked Questions
Q: Do I need coding skills to use Coefficient?
A: No. Coefficient is a no-code platform designed for business users. You can set up data connections through a point-and-click interface.
Q: Is my data secure with Coefficient?
A: Yes. Coefficient uses enterprise-grade security, including OAuth authentication and encrypted connections, and is SOC 2 Type II compliant. Your data credentials are never stored in your spreadsheet.
Q: Can I automate data refreshes?
A: Absolutely. You can schedule automatic data syncs—hourly, daily, weekly, or on a custom schedule—so your sheets are always up-to-date.
Q: Does it work with both Google Sheets and Excel?
A: Yes. Coefficient offers full-featured add-ons for both Google Sheets and Microsoft Excel, with live data sync available on both platforms.
