Coeff IQ connects the tools you already use — analytics, search, advertising, and social platforms — into a single set of dashboards and reports. This page is a quick orientation to the core concepts before you dive into setup.
The core pieces
Workspaces are your paying account. Clients are the container for a single business or client account within your workspace — data sources, dashboards, and users live inside a client, and accounts managing multiple brands or clients use multiple clients within one workspace.
Data sources are the tools you connect, like GA4, Search Console, or an ad platform. Once connected, use "Sync Now" to pull in data so your dashboards stay current.
Dashboards are collections of widgets built from your connected data sources. You can use a prebuilt template or build one from scratch.
Reports turn a dashboard into a shareable export — on demand or on a recurring schedule — as PDF, CSV, or XLSX.
A typical first session
- Create your account and your first workspace.
- Connect at least one data source.
- Explore a prebuilt dashboard template, or build your first dashboard.
- Export or schedule a report to share with your team.
Each of these steps has its own article in this section if you want more detail before getting started.