Coefficient for Excel - Sync live data into Excel from SaaS systems & DBs in seconds

With over 300,000 installs of Coefficient for Google Sheets and a consistent 5-star rating across the board, weโ€™re excited to announce that Coefficient is now available for Excel.

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Navneet Loiwal
Hello Hunters ๐Ÿ‘‹ We are excited to launch Coefficient for Excel today! Our original product for Google Sheets has seen over 300,000 users with consistent 5-star ratings, so we are naturally excited for this next big leap. ๐Ÿ’กHereโ€™s the problem We live in spreadsheets every day, but we are almost always using them in full manual mode. Stale, copy-pasted data. No automations. Weโ€™ll spend hours doing repetitive work to keep our reports up to date. ๐Ÿ™‹โ€โ™‚๏ธHereโ€™s the Coefficient Solution Our mission is to empower every spreadsheet user worldwide to power their spreadsheets with live data, automation, and custom workflows. Get Coefficient for Excel and sync your workbooks with company systems like Salesforce, HubSpot, QuickBooks, Tableau, Snowflake, MySQL, Google Analytics, Google Ads, and many other SaaS tools and databases. https://coefficient.io Key Features: ๐ŸŒŸ Plug into your existing spreadsheets, Excel or Sheets ๐ŸŒŸ Connect & keep your spreadsheet automatically in sync with company systems so your dashboards and reports are always fresh ๐ŸŒŸ Add filters and dynamic filters (via references to spreadsheet cells) to import only the data relevant to your analysis ๐ŸŒŸ Data refreshes preserve formula references and copy-down formulas so your sheet continues to work with ever-changing data ๐ŸŒŸ Deliver insights from your spreadsheet reports directly into Slack or email (coming soon) ๐ŸŒŸ Sync data back from Excel to your source systems (coming soon) Embed the power of data connectivity and automation into Excel in 60 seconds! https://coefficient.io Thank you @hamza_afzal_butt for hunting us.
Iaroslav Morgunov
Huge shoutout to @navneet_loiwal and the team for launching Coefficient for Excel! ๐ŸŽ‰ You guys are making spreadsheets way cooler and way easier to use. With your tool, all that boring, repeat stuff we do in Excel can now run on autopilot. Plus, being able to pull in data from places like Salesforce and Google Analytics straight into our sheets - Game-changer!
Ghost Kitty
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Vivek Jain
@hamza_afzal_butt @navneet_loiwal Finally an essential tool is getting the superpower it deserves. Keep rocking team Coefficient!
Hannah Recker
@ really appreciate the support, Shruti!
Hannah Recker
@shruti_tripathi3 thank you so much!
Dave Costello
Really nice product. As a marketer, I can definitely see the value in something like this as a timesaver for what can be tedious and repetitive work. I look forward to trying it out @navneet_loiwal. Nice work!
Hannah Recker
@dave_costello so happy to hear it can help, Dave! We look forward to your feedback along the way!
Rukhsar Amjad
Congrats, Coefficient team! Huge fan. If you deal with spreadsheets daily, I canโ€™t think of a single reason not to try it. Honestly, the slickest spreadsheet extension Iโ€™ve ever used.
Hannah Recker
@rukhsar_amjad this makes us super proud, Rukhsar! Isn't is so beautiful and intuitive?! Thank you for your support.
Nuno Reis
Syncing data to sheets is no easy task, that is for sure. Good to see that coming to Excel as well. ๐Ÿ™‚
Hannah Recker
@nuno_ms_reis we really appreciate the support, Nuno! Glad we can help with your daily tasks!
Hai Ta
This video is so complete! It explains the best and fastes way to use this tool. There should be more tools like this. I definitely love it. Great job guys!
Hannah Recker
@hai_ta1 so glad you like the video, Hai! It's meant to be quick and helpful. Thanks for the kudos!
Andy Wong
This is really cool and helpful! Where can I find the products you integrate with?
Hannah Recker
@andy_wong4 so happy to hear this, Andy! Appreciate the feedback. You can check out our full list of current integrations here: https://coefficient.io/integrations
Ivy Compeh
Key solution by far. We all use excel and our dream is to connect everything with it. Thanks for helping on that. All the best here!
Hannah Recker
@ivy_compeh YESSS! This is exactly how we feel. It's one of those core principles things that was overlooked for so many years! We're happy to be a part of the Connected Spreadsheet revolution!
Mohit Garg
Congratulations @navneet_loiwal! This is an incredible tool for connecting spreadsheets to live data. I can see how this could eliminate hours of repetitive tasks for my sales ops team as they generate and merge data from mutiple sources to create monthly pipeline reports, and even better the data is live and never stale. Kudos to the team!
Hannah Recker
@mohit_garg this makes us super happy to hear! If your ops team ever has any questions, we're here on the other side! Really appreciate your support!
Milton Line
Hey Navneet! I just saw your creation and let me tell you, it is pure genius! Syncing live data into Excel from is a dream come true. You've truly outdone yourself! Keep up the amazing work. ๐Ÿ˜‰
Hannah Recker
@milton_line Thank you for your support, Milton! So glad to hear the tool can be useful for you!
Gurudath B H
Coefficient for Excel is a must-have tool for anyone who relies on Excel for data analysis and reporting. Your job will be so much easier.
Hannah Recker
@gurudath_b_h a job being easier and more productive?! You don't have to tell us twice! Thanks for your support, Gurudath!
Emerson McCuin
Coefficient is the little tool that could. I have been so surprised with what I've been able to do with it. At first I built some automated dashboards in Google sheets to overcome the limitations of HubSpot reporting -- eventually I realized it was so much more powerful. Now I use Coefficient to update properties, line items, etc. back to HubSpot, which has allowed me to clean up a lot of data issues that have existed in our HubSpot portal from years ago. Lately, I have been using Coefficient to pull data from HubSpot to connect that data to Tableau. There's no inexpensive way to have hourly updated reports in Tableau from data in HubSpot -- until Coefficient.
Hannah Recker
@emerson_mccuin you absolutely rock, Emerson! It's incredible to see all of the use cases you've come up with as you've gotten more familiar with the tool. You've completely unlocked all of your data workflows! Looking forward to hearing more stories. Thank you for your continued support!
Billz Billz
Good job
Ghost Kitty
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Hannah Recker
@noelle_w you can set a refresh schedule hourly, daily, or weekly! You can also click on the refresh icon at the top of your import tab to refresh the data anytime you need!
Amber Paige
Please donโ€™t tell me Iโ€™m the only one here that thought the problems Iโ€™ve been dealing with in spreadsheets were unsolvable? Thankfully my team uses Excel, otherwise Iโ€™d be kicking myself for not finding this sooner.
Hannah Recker
@amberpaige YES! So glad to hear this is helpful!
Florence Zara
Does it support multiple connections? I have two Salesforce instances from a merger weโ€™re still dealing with. This might actually help with syncing and an eventual consolidation.
Hannah Recker
@zara34 it does, Florence! We recently launched the ability to sync multiple instances for many of our connectors including Salesforce! Glad to hear it can help!
Maxwell Rubber
I donโ€™t use Excel but Iโ€™m a huge fan of your Google Sheets extension. Congrats on the growth Iโ€™ve noticed recently. ๐Ÿ‘
Hannah Recker
@maxwellr really glad to hear you're enjoying the Google Sheets extension! Thanks for all of your support!
Jasmine Maxwell
Is it possible to look at data overtime? Iโ€™m trying to build a historical trending report in Salesforce and hitting a few blockers.
Hannah Recker
@jasmine232 We have a feature called snapshots that allows you to take snapshots of your data every day, week, or month to build your historical trending reports! This feature is currently still in progress of being built for our new Excel extension, but is currently available in Google Sheets to try out. Coming soon! Glad to hear it will be useful for your team!
Kintan Brahmbhatt
Coefficient saves so much time for our teams. Kudos for building a product that is useful, usable and delightful!
Hannah Recker
@kintan really appreciate the comment, Kintan! Glad to hear it's been useful for you and your team thus far!
Kurt Heinrich
@kintan thanks for your support!
Aayush Chhabra
Really great product, the testimonials speak for themselves! I use sheets and excel on a regular basis to measure and track KPIs amongst others and I'm sure Coefficient for Excel will really help me save time which I can better utilise for building Kniru
Hannah Recker
@aayush_kniru we look forward to Coefficient making a big impact on your workflows!
Sahukari Bhargavi
congratulations on your launch ๐ŸŽ‰ it's a very helpful tool in Excel!!!