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Coefficient

The fastest way to connect your spreadsheet to live data from business systems and automate your reporting workflow without code.

Product Introduction

What is Coefficient?

Coefficient is an advanced no-code data integration platform designed specifically for spreadsheet power users in Google Sheets and Microsoft Excel. It bridges the gap between static spreadsheets and live business systems by establishing high-speed, bi-directional connections to CRMs, databases, and marketing platforms. By automating data extraction and synchronization, Coefficient transforms spreadsheets into dynamic dashboards that reflect real-time business performance. It features built-in AI capabilities, powered by GPT models, to assist in formula generation and data manipulation, ensuring professional-grade data analysis with minimal technical overhead.

Key Features

Live Bi-Directional Sync

Connect to Salesforce, HubSpot, Snowflake, and SQL to import data and write updates back to your source systems directly from your cells.

Automated Data Refreshes

Schedule automatic updates for your spreadsheet data on an hourly, daily, or weekly basis to ensure your reports are never stale.

GPT-Powered Spreadsheet Functions

Leverage integrated AI to clean messy data, summarize records, and generate complex spreadsheet formulas using natural language.

Real-Time Slack & Email Alerts

Set automated triggers based on data changes, such as a drop in inventory or a new high-value lead, to notify team members instantly.

SQL-to-Sheet Connector

For technical users, execute custom SQL queries directly within the interface to pull precise datasets from BigQuery, Redshift, or PostgreSQL.

Snapshotting & Historical Tracking

Automatically capture snapshots of your data at specific intervals to build historical trend reports and perform time-series analysis.

Use Cases

Live Sales Pipeline Forecasting

Sales ops teams can sync live Salesforce opportunity data to Google Sheets to build collaborative, real-time revenue forecasts without manual exports.

SaaS Churn and Retention Analysis

Product managers can pull user activity data from Snowflake and combine it with subscription data from Stripe to calculate real-time churn metrics.

Automated Marketing ROI Dashboards

Performance marketers can aggregate spend data from Facebook Ads and Google Ads alongside conversion data from HubSpot for instant ROI visualization.

Enterprise Resource Planning (ERP) Updates

Finance teams can use the write-back feature to update inventory records or ledger entries in their ERP system directly from an Excel-based reconciliation sheet.

Frequently Asked Questions

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