Coefficient Demo

Demo Summary

In this video, you’ll see how Coefficient turns Google Sheets or Excel into live reports by linking to business tools like Salesforce, CRMs, and data warehouses. You’ll learn how to install Coefficient in under a minute, pull in sales data, set up automatic or on-demand updates, and use AI features to build a win-loss report. You’ll also see how to share your sheet, send Slack or email alerts, and keep your team current without ever leaving your spreadsheet.

AI-Detected Features

Welcome & MissionIntroduction to Coefficient and its mission to let spreadsheet users build live-data reports and dashboards without leaving Google Sheets or Excel.
00:01
Advantages of Connected SpreadsheetsDiscover how connected spreadsheets help you move fast, iterate quickly, and create powerful analyses directly in your native spreadsheet.
00:05
Trusted by Thousands & Quick SetupLearn that over 20,000 teams at companies like Miro, Klaviyo, and Spotify trust Coefficient, and see how you can connect in under a minute.
00:19
Wide Range of IntegrationsOverview of Coefficient's integrations with CRMs, BI systems, data warehouses, and SaaS apps, giving you easy access to data wherever it lives.
00:29
Seamless Spreadsheet IntegrationOnce installed, Coefficient works natively in your spreadsheet so you can pull in data or update workflows with a single click.
00:45
Two-Way Data IntegrationLearn about Coefficient's robust two-way integrations that support various data types and feel like an extension of your source system.
00:55
Win-Loss Analysis ExampleSee a real-world example of creating a Win-Loss Analysis dashboard on your Salesforce sales pipeline.
00:59
Automated Data RefreshesSchedule hourly, daily, or weekly data refreshes or refresh on demand to ensure your team always has up-to-date information.
01:17
Building Dashboards & TrendsBuild custom analyses or use pre-built dashboards, and snapshot historical trends all within your spreadsheet.
01:31
AI-Powered Dashboard BuildingUse Coefficient's embedded AI tools to help you build dashboards faster and guide your analysis with win-loss metrics.
01:42
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Live data from any data source in Google Sheets or ExcelLearn more about Coefficient

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