Live CRM data in Sheets
Pull Salesforce or HubSpot pipeline into a spreadsheet that refreshes itself, so your forecast is never out of date.
Coefficient
Analytics
Verified ANALYTICS
Coefficient deal: Free plan (3 data sources) + 30-day full Pro trial — Starter from $49/mo
Live business data inside Google Sheets and Excel — no CSVs, auto-refreshed on a schedule.
- Real free plan
- Auto-refresh saves hours
- Two-way sync
- Flat-rate pricing
SaaSTweaks Score
74/100Solid — with caveats★★★★★
Coefficient offers a strong extended trial and flat-rate pricing for a capable, easy-to-use spreadsheet data connector, though trust signals are limited.
- Deal Strength8.0/10
Verified extended free trial: Free plan (3 data sources) + 30-day full Pro trial. This is a strong, verified discount/credits/extended free offer.
- Value for Money8.0/10
Flat-rate pricing ($49/mo Starter, $99/mo Pro) vs per-connection rivals; Free plan is genuinely usable; editorial summary rates Value at 8.0, indicating clearly better value than category norm.
- Capability8.0/10
70+ data sources, scheduled auto-refresh, two-way sync, SQL/chart/pivot builders, AI functions, data alerts. Editorial summary highlights broad features with few gaps (Connectors 8.5, Auto-refresh 9.0).
- Time to Value8.0/10
No-code add-on for Sheets/Excel; editorial summary emphasizes ease of use (9.0) and meeting non-technical teams where they work, suggesting usable within hours.
- Trust & Reliability5.0/10
Editorial summary provides positive signals (polished tool, high ease-of-use scores) but lacks uptime/SLA, support details, or review consensus with counts; score conservatively at generally positive.
- Flexibility & Exit5.0/10
Free plan exists; pricing tiers are clear; no mention of lock-in or export difficulties, but also no explicit details on cancellation or data portability; assume standard terms+basic export.
Scored 2026-07-08 · How we score →
About Coefficient
Quick answer: Coefficient connects 70+ data sources such as Salesforce, HubSpot, and your data warehouse directly into Google Sheets and Excel, then keeps them refreshed on a schedule so your reports never go stale. It is built for revenue, finance, and ops teams that want live data in spreadsheets without writing SQL or copying CSVs. There is a genuinely usable free plan, with paid tiers starting at $49/month.
- What it is: A spreadsheet add-on that syncs live data from business apps into Sheets and Excel.
- Best for: RevOps, finance, and analytics teams who report in spreadsheets.
- Standout: Two-way sync and scheduled auto-refresh with flat-rate pricing.
- Pricing: Free plan, then Starter $49/mo and Pro $99/mo.
- Rivals: Supermetrics, Coupler.io, Census.
What is Coefficient?
Coefficient is a no-code data connector that installs as an add-on for Google Sheets and an add-in for Microsoft Excel. It links your spreadsheet to the systems your business already runs on, including CRMs like Salesforce and HubSpot, marketing and ads platforms, databases, and data warehouses such as Snowflake and BigQuery, then imports the records you choose. Once a query is set up, Coefficient keeps it fresh on a schedule, so a dashboard you built once updates itself daily or hourly instead of forcing someone to re-export CSVs.
The appeal is that it meets non-technical teams where they already work. Analysts, RevOps, and finance staff can build live reports, pivots, and charts in a tool they know, and some sources support write-back so you can push edits from the sheet back into the source system. Coefficient also includes alerts, AI spreadsheet functions, and SQL, chart, and pivot builders on paid plans for people who want more power without leaving the grid.
Key features
70+ data sources
Connect CRMs, ad platforms, databases, and warehouses, with every plan including a set of standard sources you pull from directly.
Scheduled auto-refresh
Set imports to update daily or hourly so reports stay current without anyone touching them.
Two-way sync
Supported sources allow write-back, so edits made in the spreadsheet can flow back to the source system.
Builders for power users
SQL, chart, and pivot builders on paid plans help you shape data without leaving Sheets or Excel.
Data alerts
Trigger Slack or email alerts when metrics cross thresholds, with monthly alert allowances by plan.
AI and snapshots
On-sheet AI functions plus data snapshots let you capture point-in-time data and automate analysis.
Coefficient pricing explained
Coefficient uses flat-rate plans rather than per-connection pricing, which keeps costs predictable as you scale usage. The Free plan is genuinely useful for small jobs: it includes 3 standard data sources, scheduled imports, and basic export and alert allowances. Starter at $49/month raises refresh limits, adds daily auto-refresh, data snapshots, and the SQL, chart, and pivot builders. Pro at $99/month unlocks unlimited row sizes, hourly auto-refresh, higher refresh caps, shared connections, and multi-user support. Enterprise adds SSO, admin controls, premium sources, and a security review on a custom quote. Limits and inclusions change over time, so confirm current pricing at signup.
Free
3 sources + scheduled imports
$49
Starter, per month
$99
Pro, per month (up to 5 users)
70+
Connectable data sources
Coefficient vs Supermetrics vs Coupler.io
| Tool | Best for | Pricing | Standout |
|---|---|---|---|
| Coefficient | RevOps and finance in Sheets and Excel | Free, then $49/$99/mo flat | Two-way sync and auto-refresh |
| Supermetrics | Marketing and ads reporting | From ~$29/mo per data source | Deep marketing connector library |
| Coupler.io | Multi-destination data automation | From ~$24/mo | Sheets, BI tools, and warehouse outputs |
✓ Use it if you
- Build reports in Google Sheets or Excel
- Want live CRM, ads, or warehouse data on auto-refresh
- Need write-back to push edits to source systems
- Prefer flat-rate pricing over per-connection fees
✗ Skip it if you
- Already standardize on a full BI tool like Looker or Power BI
- Only need one marketing source (a cheaper single connector may do)
- Require an on-premise, no-cloud data path
- Have no need for live data and one-off exports are fine
✓ Verified · 2026
Coefficient — live data in your spreadsheet
Connect your CRM, ads, and warehouse to Sheets or Excel and keep reports refreshed automatically. Start free.
Get started with Coefficient →Is Coefficient worth it?
Coefficient is worth it if your team genuinely reports in spreadsheets and is wasting hours on manual exports. The free plan lets you prove the value before paying, the flat-rate paid tiers are predictable, and two-way sync plus auto-refresh remove the most painful part of spreadsheet reporting. Teams that have already invested in a dedicated BI platform, or that only need a single marketing connector, may find a narrower or cheaper tool fits better, but for spreadsheet-first RevOps and finance teams it is a strong, time-saving buy.
Capabilities
- • 70+ connectors to CRMs, ads, databases, and warehouses
- • Google Sheets add-on and Excel add-in
- • Scheduled daily and hourly auto-refresh
- • Two-way sync and write-back to sources
- • SQL, chart, and pivot builders
- • Data alerts to Slack and email
- • On-sheet AI functions
- • Data snapshots for point-in-time analysis
What's included
What SaaSTweaks members actually get with Coefficient.
Automate recurring reports
Connect billing and warehouse data and let scheduled refreshes rebuild your monthly model without manual exports.
Consolidate ad metrics
Combine ad and analytics sources in one sheet with auto-refresh and alerts when key metrics move.
How to claim
-
Click claim
Hit the button on this page — opens the partner site in a new tab.
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Sign up through the partner link
No code needed — the offer applies automatically when you register through our Coefficient link.
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Offer applies automatically
No surcharge to you — verified by the SaaSTweaks Deal Desk, not the vendor.
Frequently asked
Does Coefficient have a free plan?
Yes. The free plan includes 3 standard data sources, scheduled imports, basic export and alert allowances, and on-sheet AI functions. Paid plans add higher limits and more connectors.
How much does Coefficient cost?
After the free plan, Starter is $49/month and Pro is $99/month (up to 5 users), with custom Enterprise pricing. Limits and inclusions change, so confirm current pricing at signup.
Which data sources does Coefficient support?
It connects to 70+ sources including Salesforce, HubSpot, ad platforms, databases, and warehouses like Snowflake and BigQuery. Each plan includes a set number of standard sources.
Does Coefficient work with Excel as well as Google Sheets?
Yes. Coefficient offers a Google Sheets add-on and a Microsoft Excel add-in, so you can use it in either spreadsheet environment.
Can Coefficient write data back to my CRM?
For supported sources, yes. Two-way sync lets you edit records in the spreadsheet and push those changes back to the source system, subject to the source connector capabilities.
SaaSTweaks members
Ready to claim the Coefficient deal?
What you get Free plan (3 data sources) + 30-day full Pro trial — Starter from $49/mo
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