Equals

Equals is a revolutionary analytics platform designed to be the spreadsheet that modern businesses have always needed. It bridges the critical gap between the flexibility of traditional spreadsheets and the power of live, connected data. By providing an all-in-one Go-to-Market (GTM) analytics solution within a familiar spreadsheet environment, Equals empowers teams to make faster, more informed decisions that directly impact revenue. The platform's mission is to enhance the spreadsheet, not replace it, by solving its core imperfections: being disconnected from data, brittle, and difficult to share.

With Equals, you can connect directly to all your critical business systems, from databases like Postgres and Snowflake to CRMs like Salesforce and HubSpot, and billing platforms like Stripe. This eliminates the tedious and error-prone process of manually exporting and importing CSVs, ensuring your analysis is always based on the most current information. The platform is built for the key decision-makers in a company, offering tailored solutions for different departments to achieve full visibility from lead to annual recurring revenue (ARR).

How to use Equals

Getting started with Equals is a straightforward process designed for immediate impact:

1. Connect Your Data Sources: Securely link Equals to your databases (Postgres, MySQL, BigQuery), CRM (Salesforce, HubSpot), or billing systems (Stripe) in just a few clicks.
2. Query and Analyze in a Spreadsheet: Once connected, you can query your data directly using SQL or leverage the AI Assist feature to generate queries and formulas. All data populates into the familiar grid of a spreadsheet.
3. Build Reports and Dashboards: Use standard spreadsheet functions, pivot tables, and charts to build dynamic, board-ready reports and dashboards for pipeline analysis, funnel conversion, and ARR tracking.
4. Collaborate in Real-Time: Invite team members to view or edit your workbooks. Real-time collaboration ensures everyone is on the same page, working from a single source of truth.
5. Automate and Share Insights: Schedule your workbooks to refresh automatically at any interval. You can also schedule automated pushes of your reports and key metrics to Slack channels or email inboxes to keep the entire organization informed.

Core Features of Equals

• Direct Data Connections: Live connections to dozens of databases, CRMs, and business applications, eliminating manual data entry.
• The BI Spreadsheet: A full-featured spreadsheet interface with charts, pivot tables, and all the functions you know and love.
• AI Assist: An AI-powered assistant to help write complex formulas, generate SQL queries from plain English, and debug your analysis.
• Real-time Collaboration: Work together with your team in the same spreadsheet at the same time, just like in Google Sheets.
• Scheduled Refreshes & Pushes: Automate data refreshes and schedule regular updates to be sent to Slack or email.
• Equals Infinity: Analyze unlimited rows of data without the performance limitations of traditional spreadsheet software.
• Dashboards: Combine multiple charts, tables, and metrics into a single, shareable dashboard for a high-level overview of your business.
• Implementation Support: Get expert help from the Equals team to build out your initial reports and dashboards for key use cases like CRM and ARR reporting.

Use Cases for Equals

Equals is versatile and provides immense value across different functions:

• For RevOps: Gain next-level clarity into your sales pipeline and marketing funnel. Track lead velocity, conversion rates, and sales performance in real-time to identify bottlenecks and opportunities.
• For Founders: Get a live pulse on the business. Track key metrics and get real-time feedback on how every strategic bet is playing out, from product launches to marketing campaigns.
• For Finance: Stand up board-ready sales and ARR reporting in hours, not weeks. Automate complex financial models and ensure accuracy by connecting directly to your billing and accounting systems.
• For Data Teams: Empower business stakeholders with a self-service analytics tool they can easily use, reducing the burden of ad-hoc reporting requests and fostering a data-driven culture.

Advantages of Equals

Equals offers a unique combination of power and simplicity. Its primary advantage is retaining the intuitive, flexible interface of a spreadsheet while infusing it with the capabilities of a modern BI tool. This approach makes sophisticated data analysis accessible to everyone, not just data analysts. By providing a single source of truth with live data, it fundamentally changes how teams operate, making them more agile, aligned, and effective. Companies like Notion, Intercom, and Pylon use Equals to save hours of manual work, increase data engagement across teams, and uncover the insights that drive revenue growth.

Pricing and Plans

Equals offers structured plans tailored to different analytics needs, with all plans including 5 editors and unlimited viewers.

• Simple BI: $99/month. Includes all BI spreadsheet features and 1 database connection (e.g., Postgres, MySQL).
• CRM or ARR Reporting: $599/month. Includes all features, 1 CRM or billing connection (e.g., Salesforce, HubSpot, Stripe), and 1 implementation by the Equals team.
• GTM Analytics: $1,499/month. The complete solution with unlimited connections and 3 implementations.
• Custom Enterprise Plan: Available for larger organizations needing features like SSO, custom builds, and dedicated support.

Additional editors can be added for $19/month per seat. An early-stage discount of 50% is available for companies with under $2M in ARR.