Coefficient
3 Case Studies
A Coefficient Case Study
Solv, a healthcare company that connects patients to a national provider network, needed a faster way to manage FP&A reporting. The team was manually exporting data from Salesforce, Looker, and QuickBooks into Google Sheets, which consumed significant time, caused spreadsheet issues, and left dashboards outdated for leadership.
With Coefficient, Solv automated real-time data pulls and refreshes from Salesforce, Looker, and QuickBooks directly into Google Sheets. The FP&A team saved 364 hours per year, kept reports and dashboards current, and made faster, better-informed decisions; Christian Budnik also noted that Coefficient’s support was excellent and that the improved workflow helped him advance in his role.
Christian Budnik
FP&A Analyst