Coefficient is a Google Sheets and Excel add-on that connects live data from Salesforce, HubSpot, and other business systems directly into spreadsheets — eliminating the manual export-and-paste workflow that makes spreadsheet-based reporting stale the moment it's created. It turns spreadsheets into real-time dashboards that refresh automatically, giving RevOps and sales ops teams the flexibility of Excel/Sheets with live CRM data.
Product Overview
The fundamental problem Coefficient solves is the export cycle: every time a RevOps analyst needs updated pipeline data, they export from Salesforce, paste into a spreadsheet, rebuild the formulas that broke during the paste, and send it out — only for the data to be out of date within hours. Coefficient replaces this with a live connection: Salesforce reports, HubSpot objects, or database queries are linked directly to spreadsheet ranges that refresh on a schedule or on demand. Analysts build their models once, and the data stays current automatically. Coefficient's reverse sync capability pushes data changes made in the spreadsheet back to Salesforce — allowing bulk CRM updates from a spreadsheet interface that sales ops teams find more efficient than the Salesforce UI for mass edits.
Key Features
- Live Data Import: Connect Salesforce, HubSpot, and databases directly to spreadsheet ranges — data refreshes automatically on schedule.
- Reverse Sync: Push changes made in the spreadsheet back to Salesforce or HubSpot — bulk CRM updates without the Salesforce UI.
- Auto-Refresh Scheduling: Set refresh intervals from every 15 minutes to daily — keep dashboards current without manual re-pulls.
- Snapshot & History: Capture point-in-time snapshots of live data — build historical trend analysis that Salesforce reports cannot do natively.
- Slack Alerts: Send scheduled spreadsheet snapshots or alerts to Slack — automate reporting distribution without manual screenshots.
Best For
RevOps and sales operations teams that live in spreadsheets for reporting and analysis — and want live CRM data without the manual export cycle that makes spreadsheet reports stale.
Pricing
Starter: Free (3 imports). Professional: $49/month. Team: $99/month. Business: $249/month. Enterprise: custom.
Key Integrations
Salesforce, HubSpot, Google Sheets, Excel, Snowflake, BigQuery, MySQL, PostgreSQL, Slack, Looker
Pros
- Eliminates the manual export-paste cycle that plagues spreadsheet reporting
- Reverse sync enables bulk CRM updates from a familiar spreadsheet interface
- Snapshot feature enables historical trend analysis native tools lack
- Accessible pricing — meaningful free tier for small RevOps teams
Cons
- Value limited to teams that use spreadsheets as a primary analytics tool
- Complex models with many live imports can slow spreadsheet performance
- Dependent on Salesforce/HubSpot API limits — high-refresh schedules can hit rate limits
