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Coefficient Reviews & Product Details - Page 2

Coefficient Product Details

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Coefficient Media

Coefficient Demo - Data Connectors for Google Sheets & Excel
Skip exports forever. Connect Salesforce, HubSpot, NetSuite, QuickBooks, Snowflake, and 100+ apps once. Blend data as you need. Refresh data on any schedule you set.
Coefficient Demo - Slack & Email Alerts
Get Slack or email notifications the instant a deal closes, a budget spikes, or a goal is hit.
Coefficient Demo - Data Writebacks
Make bulk edits fast. Change any row and push the updates straight to Salesforce, HubSpot, QuickBooks, or your data warehouse.
Coefficient Demo - AI Sheets Assistant
Ask a question and Coefficient builds the formula, chart, or summary before you finish your coffee.
Coefficient Demo - 100+ Pre-built Dashboards
Launch reports and sync data in one click. Choose a pipeline, forecast, or lead-scoring template.
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Coefficient Reviews (145)

Reviews

Coefficient Reviews (145)

4.7
145 reviews

Pros & Cons

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ER
Club Secretary and IT Administrator
Small-Business (50 or fewer emp.)
"Easy to set-up, powerful to use"
What do you like best about Coefficient?

We looked at Coefficient because the Membership system we are using for the Cambridge 50+ Woodworkers club is great but is very weak on reporting, and we need a fast way to get our data out of our MySQL Db and into Excel. We were impressed with what we found.

The installation was seamless. Once we entered our Db credentials, we connected securely and could see our tables. Once we selected our tables, the import into Excel was very efficient. Our Db is small, the largest table only has about 5,000 rows, but we were still surprised that the import time just took just a few seconds.

With the tables in Excel, we were now able to create the relationships we needed and start developing our reports. The process from getting set up to seeing our first report took less than a day.

We scheduled daily refreshes so that we knew that our reports would be accurate up to the day prior which is more than adequate for our needs.

Before retirement I worked in the design and development of enterprise e-commerce systems. There were times we could have really used a product like Coefficient to be able to produce ad-hos reports quickly. I highly recommend this product. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

As with any product, there are downsides, but I can honestly say that to date, we have not found any . I suspect we might run into something, but for now it's up and running smoothy and have had no issues. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Eric, it's so great to hear you've had such a good experience with our MySQL connector for Excel! Thanks for sharing your story. I also WISH that something like Coefficient had been around my entire career. It's definitely one of those... "where has this been all my life" kind of tools! -Hannah

Cyrus S.
CS
FP&A Associate
Enterprise (> 1000 emp.)
"Really helpful for big data. Easy to refresh data."
What do you like best about Coefficient?

Able to pivot the data and pull 100K rows within google sheets. And once its set up you can easily refresh. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Ran into some bugs, but the Coefficient team was very responsive and was able to fix the bugs. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Love to hear Coefficient has been super helpful for your FP&A workflows, Cyrus! Our support team always impresses me, so not surprised to hear they were able to help you out quickly! Appreciate your review, always here on the other side if you ever have any product feedback or requests! -Hannah

Ashley R.
AR
Director Project Management
Mid-Market (51-1000 emp.)
"Consistent performance improving analytics efficiency for my team"
What do you like best about Coefficient?

Coefficient allows me to link data across different platforms enabling real-time analytics. It is user friendly and the performance is consistent which gives me more time to focus on other tasks, not having to repair data linkers that break intermittently. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

It would be nice if data refresh could go down to 30min or even 15min intervals. I currently only see options to the hour, but this is not a deal breaker. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Thank you Ashley for the great review! We’re thrilled Coefficient is helping streamline your analytics and saving you time. Appreciate the suggestion on shorter refresh intervals. We’ve noted this to our product team. So glad to hear the consistent performance is making a difference for your team!

Verified User in Information Technology and Services
UI
Mid-Market (51-1000 emp.)
"Coefficient is your best friend for working out of sheets"
What do you like best about Coefficient?

Love that it maintains the setup of a sheet as you add in additional columns for formulas and will carry the formulas to any additional lines that get added as you refresh your data. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

We have had issues with the formulas carrying into all of the lines on some sheets, but they are rather large data sets, and it has not been a consistent problem. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Thanks so much for the thoughtful review! We’re glad to hear Coefficient has become your go-to sidekick in Sheets, especially for keeping formulas intact and automating data refreshes.

We really appreciate the note about formula carryover with large datasets. That kind of feedback is exactly what helps us keep improving.

It’s awesome to hear Coefficient is helping you run major reporting workflows without the need for a full BI tool atm. Thanks for being part of the journey! 🌀 -Hannah

Verified User in Computer Software
UC
Mid-Market (51-1000 emp.)
"Great for interdepartamental excel sheets - bit annoying to sort it out"
What do you like best about Coefficient?

I've been using Coefficient for collaboration across departments, and it's been really helpful. Having all our data in a single Excel sheet that's always updated makes it easy for different teams to stay aligned (marketing-sales mostly). It’s simple to use, and the automatic updates save a lot of time Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

While Coefficient is great for centralizing data, it does have a bit of a downside. The data comes in a format that’s not always ideal, so you end up needing quite a few formulas to rearrange it into the structure you want—whether that's adjusting columns, rows, or KPIs. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Thanks so much for the thoughtful review! We love hearing how Coefficient is helping you keep marketing and sales aligned and making your cross-team collaboration smoother.

Appreciate you sharing some detail around the formatting quirks you've experience. We just launched a user community and it's very likely someone has run into this before and has worked through it and landed on a better experience. At minimum, if it's something that is 100% on our end that can't be worked around, we also have a feature request channel in the community as well!

We'd love for you to pop in and join; we'd be happy to provide useful tips and tricks to help smooth your workflows as best as we can. Dropping our community link join here.

-Hannah

See how Coefficient improved
Yann Herve Francois d.
YD
Sales Operation Specialist
Mid-Market (51-1000 emp.)
"Amazingly useful and easy to use"
What do you like best about Coefficient?

It simplifies complex actions and guides you, shows you best practices and much more Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Nothing ! I can just say its not free but the price is totally worth it Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Hi Yann, I'm super happy to hear you've simplified some of our sales ops data workflows and are able to collaborate more effectively with your team! Thanks so much for taking the time to leave a review. -Hannah

Kevin M.
KM
Logistics Coordinator
Small-Business (50 or fewer emp.)
"Great quick connection for Smartsheet report and sheet export"
What do you like best about Coefficient?

Being able to use on the free version and ease of use. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Somewhat expensive for our non-profit team to use. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Thanks so much for the review! We’re glad to hear Coefficient is making it easy to export Smartsheet reports into Google Sheets with the right formatting and that even the free version has been useful for your team.

We completely understand the budget considerations for nonprofits and appreciate you sharing that perspective. We do offer a non-profit discount that our sales team can add to your account if you reach out to sales@coefficient.io.

Thanks again for taking the time to share your experience!

-Hannah

Ryan M.
RM
Head of Finance
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Great Product!"
What do you like best about Coefficient?

It connects from so many different data sources across our company. Every department uses it! Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I can't think of any at this time. Really a great tool. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Thanks for the great feedback, Ryan! 🙌 Very cool to hear Coefficient is powering data workflows across your entire org. Sounds like it's a go-to tool for your team, and that makes us super proud. Let us know if you ever have any feedback. We're always here on the other side. -Hannah

JP A.
JA
Marketing Operations
Mid-Market (51-1000 emp.)
"Makes life easier: fills the gaps in the Sheets API"
What do you like best about Coefficient?

Coefficient has given me hours of my life back. I handle Marketing Ops at my company, which involves a good deal of ensuring that partners within the company and outside of it have the data they need in the tools they already use. An agency partner needed data in a spreadsheet; where we used to use clunky workarounds, Coefficient has enabled us to sync data from the CRM to the spreadsheet for the agency with a miniscule amount of setup. Worth every penny. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Tiny quibble, may be impossible to resolve: I wish Coefficient could create sheets synced from another tool (e.g., a CRM) without the blue Coefficient banner as the first row. Some products look for column headers in the first row, and they won't find them with the Coefficient banner there. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

Thanks a ton for your review! It's incredible to hear you've gotten hours back with your new Coefficient-powered workflows! Appreciate the feedback as well. You can always manually remove the banner row if you'd like for now! -Hannah

Verified User in Motion Pictures and Film
UM
Enterprise (> 1000 emp.)
"Great for Teams — Simple, Fast, and No Heavy Setup Needed"
What do you like best about Coefficient?

Even if you're already familiar with spreadsheet formulas, Coefficient is super easy to pick up. It doesn’t take long to get used to, and it runs really smoothly even on laptops that aren't super powerful. I also like that you can keep everything in one file instead of juggling multiple tools. It’s a great way to get your team up and running without needing a lot of training or onboarding time. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

The auto-refresh feature doesn’t always work when you use certain filters, and there’s no clear message explaining why it failed. It’d be helpful to have more detailed error messages so users aren’t stuck guessing. Also, I tend to build similar Looker setups across different spreadsheets, so having a way to copy and paste configurations or create reusable templates would save a lot of time. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

We really appreciate your review and feedback! For the error messaging, our Dev team is currently focused on leveling up there, so you should be experiencing improvements soon! If you're mentioning similar setups of your imports, you are able to save your imports as import templates. You can find the documentation here: https://help.coefficient.io/hc/en-us/articles/19984355531547-Import-Templates Thanks again for your thoughtful review! -Hannah

Pricing Options

Pricing provided by Coefficient.

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Starter

Starting at $49.00
Per Month

Pro

Starting at $99.00
1 User Per Month
Coefficient Features
Data Sourcing
Exporting & Sharing Data
Multi-Device Data Visualization
Lead Scoring
Live Pipeline Management
Activity Tracking
Diverse Extraction Points
Data Structuring
Consolidation
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