Master Coefficient with our step-by-step tutorial, detailed feature walkthrough, and expert tips.
Sign up for a free account at coefficient.io, install the Google Sheets add
on or Excel add
in, and connect your first data source to start pulling live data into your spreadsheet.
💡 Quick Start: Follow these 3 steps in order to get up and running with Coefficient quickly.
Explore the key features that make Coefficient powerful for data & analytics workflows.
Pulls live data from 150+ business systems directly into Google Sheets and Excel with scheduled automatic refreshes as frequent as every 15 minutes.
A sales manager sets up a Salesforce pipeline dashboard in Google Sheets that auto-refreshes every 15 minutes, eliminating manual CSV exports.
AI-powered assistant that generates formulas, builds pivot tables, and answers questions about spreadsheet data using natural language prompts.
Marketing analyst asks 'What was our best-performing campaign last quarter?' and gets an auto-generated pivot table with channel breakdown.
No-code interface for building integrations with any REST API, extending Coefficient's reach beyond the 150+ pre-built connectors.
Operations team connects an internal inventory management API to Google Sheets without writing code or involving engineering.
Extracts data from web applications that lack formal APIs by automating browser interactions and scraping structured data into spreadsheets.
Business development team pulls competitor pricing data from web portals into a tracking spreadsheet on a daily schedule.
Enables writing SQL queries directly within Google Sheets or Excel to manipulate and transform data from connected sources.
Data analyst runs SQL joins across Salesforce and HubSpot data directly in a spreadsheet without switching to a separate query tool.
Monitoring Agent tracks data changes and sends Slack or email notifications when metrics cross defined thresholds.
Finance controller sets up alerts for when monthly burn rate exceeds budget by more than 10%, receiving instant Slack notifications.
Coefficient installs as a Google Sheets add-on or Excel add-in and connects directly to your business systems via secure API integrations. It supports 150+ pre-built connectors including Salesforce, HubSpot, Google Analytics, Stripe, and Snowflake. Data is pulled on-demand or on automated schedules without storing your underlying data on Coefficient servers.
Coefficient offers a Custom Connector builder that allows you to connect to any system with a REST API. This no-code builder lets you configure authentication, endpoints, and data mapping without writing code, extending Coefficient's reach beyond the 150+ pre-built integrations.
As of 2026, Coefficient offers four tiers: Free (2 data sources, manual refreshes), Starter at $49/month per user (scheduled refreshes, 10+ connectors), Pro at $99/month per user (all 150+ connectors, advanced AI features), and Enterprise with custom pricing (dedicated support, custom SLAs, SSO). Annual billing discounts are available.
Coefficient maintains SOC 2 Type II and ISO 27001 certifications. Security features include single sign-on (SSO), encryption in transit and at rest, role-based access controls, and audit logging. Coefficient operates as a pass-through connector and does not store your underlying business data on its servers.
The GPT-powered AI assistant in Coefficient allows users to ask questions about their spreadsheet data in natural language. It can generate formulas, build pivot tables, create charts, and surface insights without requiring SQL or technical expertise. AI features are available on all plans, with advanced capabilities on Pro and Enterprise tiers.
Now that you know how to use Coefficient, it's time to put this knowledge into practice.
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Tutorial updated March 2026