Coefficient

What is Coefficient?

Coefficient is a no-code data platform that connects live business data to Google Sheets and Microsoft Excel for real-time reporting, AI dashboards, and automated workflows. It targets revenue operations, marketing, finance, and analytics teams working with over 150 integrations. Users can start building without a credit card.

What are the features of Coefficient?

• Data connectors

  Imports live data into spreadsheets from over 150 systems, including CRM, marketing, BI, database, and finance platforms like Salesforce, Snowflake, and QuickBooks.
• Custom API integration

  Builds connections from scratch for internal tools and niche applications lacking pre-built integrations.
• Web scraping

  Extracts data from websites that do not offer an API.
• Spreadsheet assistant

  Cleans messy data, applies AI modeling, creates pivots and analyses, and formats cells within the spreadsheet.
• Dashboard builder

  Generates BI-tool quality dashboards directly inside the spreadsheet environment.
• Monitoring alerts

  Watches spreadsheet numbers and triggers notifications when specific conditions are met.

What are the use cases of Coefficient?

• Finance month-end close

  Automates multi-entity consolidation and financial forecasting using live data synced to spreadsheets.
• Revenue operations pipeline management

  Tracks sales pipelines, generates KPI dashboards, and performs sales forecasting.
• Marketing performance reporting

  Calculates return on ad spend, enriches lead generation data, and builds full-funnel reports.

Coefficient Pricing Information:

• Free access

  Start building without a credit card; specific feature quotas or limits for this tier are not detailed in the source.
• Paid plans

  Mentioned via "Contact Sales" and "Get a Demo" options; pricing details are not provided in the source.