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AI-assisted workflow

Coefficient

Live data from business systems inside Google Sheets and Excel.

Details checkedReviewed 2026-09-27

Is it a fit?

Best for

Teams keeping live business data in spreadsheets.

Think twice if

Ad-hoc file analysis with no connectors.

What it can help you do

Analyze a spreadsheet and explain the results

Coefficient states it puts live data in spreadsheets and dashboards from connected systems.

Prepare: Google Sheets or Excel · Connected systems such as CRM, ads, BI, databases, and finance
Get: Live spreadsheet data · Refreshed dashboards · Alerts and reports
Your part: Install the add-on · Connect sources · Import and refresh data · Build dashboards in the sheet

Analyze a spreadsheet →

Where you still take over

  • Install the add-on
  • Connect sources
  • Import and refresh data
  • Build dashboards in the sheet

Limits to know

  • Requires connecting external systems
  • Advanced automation is paid
  • Spreadsheet-bound

From input to output

What you provide

  • Google Sheets or Excel
  • Connected systems such as CRM, ads, BI, databases, and finance

What you get

  • Live spreadsheet data
  • Refreshed dashboards
  • Alerts and reports

How to start

Have these ready

  • Google Sheets or Excel add-on
  • Account
  • Credentials for source systems
  1. Install the Coefficient add-on.
  2. Connect your data sources.
  3. Import and refresh live data.
  4. Build dashboards and alerts in the sheet.

Pricing, with context

Free plan plus Starter/Pro and Enterprise; a Pro trial is mentioned.

Usage caps, taxes, regional availability and plan features may change. Confirm the current terms before subscribing.

Check official pricing

Pricing category: Free plan · 2026-09-27

Evidence & sources

This is an official-source review, not a hands-on test of Coefficient. Vendor descriptions and demos are evidence of advertised features, not independent proof of results. “Best for” and review guidance are editorial judgments based on those sources.
  • Live data in spreadsheets and dashboards ↗https://coefficient.io/

    Coefficient describes Google Sheets and Excel connectors to CRM, marketing, BI, database, and finance systems plus AI tools such as a Sheets assistant and SQL query builder.

  • Coefficient Pricing ↗https://coefficient.io/pricing

    Pricing lists a Free plan, Starter and Pro tiers, an Enterprise option, and a 30-day Pro trial.

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Why it fits Hex states it offers agentic data notebooks where everyone can ask questions and build with data.

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Compare their inputs, outputs and setup requirements before choosing.