Overview
Equals is a next-generation, spreadsheet-style business intelligence platform that connects live data—from Salesforce, HubSpot, Stripe, SQL databases, and more—directly into a collaborative sheet interface. Combining AI-assisted formula generation, real-time queries, and built-in ARR and pipeline dashboards, Equals empowers RevOps, Finance, and executive teams to track key metrics without manual CSV exports or separate BI tools .
Key Features
- Live Data Connectivity: One-click connections to Postgres, MySQL, Salesforce, HubSpot, Stripe, and arbitrary SQL sources for up-to-the-minute data Equals.
- AI Assist: Natural-language prompts generate formulas, SQL snippets, and charts automatically—no deep formula expertise required Toolify.
- BI Spreadsheet: Build dashboards and pivot tables alongside your sheet calculations; schedule queries and push results via email or Slack Equals.
- Real-Time Collaboration: Multi-user editing, comments, and version history ensure teams stay aligned on models and reports.
- Prebuilt GTM Dashboards: Out-of-the-box templates for pipeline, funnel, ARR reporting, and executive scorecards—customizable in minutes Equals.
- Scheduled Refresh & Alerts: Automate data refreshes and set threshold-based alerts to monitor anomalies or KPI shifts in real time.
How It Works
- Sign Up & Connect: Create an account and link your data sources (CRM, billing, database).
- Design Your Sheet: Use the spreadsheet canvas to query tables, write or AI-generate formulas, and visualize results.
- Use Templates: Deploy GTM analytics templates for immediate insights on pipeline, bookings, and ARR.
- Collaborate & Share: Invite teammates to edit, comment, or view dashboards; embed live sheets in docs or wikis.
- Automate & Monitor: Schedule query refreshes, export snapshots, or receive alerts for key metric changes.
Benefits of Using Equals
- Speed to Insight: Replace manual data exports and complex BI setups—get actionable dashboards in hours, not weeks Equals.
- Accuracy & Consistency: Live connections eliminate stale exports; centralized sheets prevent version drift.
- Empowered Teams: Non-technical users leverage AI-assisted formulas; analysts build advanced models without SQL expertise.
- Scalability: From a single editor to unlimited viewers, scale your analytics without friction.
- Cost Efficiency: Consolidate BI, dashboarding, and spreadsheet use under one subscription, reducing tool sprawl.
Pros and Cons
| Pros | Cons |
| Seamless live data integration from multiple sources | Editor seats limited per plan; extra seats incur additional cost turn0search2 |
| AI-powered formula and SQL assistance reduces complexity | Learning curve in mastering AI prompts for edge-case queries |
| Built-in GTM analytics templates speed up pipeline reporting | No self-serve trials for larger connector bundles; demos required |
| Collaborative, versioned spreadsheets with dashboarding | Web-only interface; no desktop offline client |
| Automated refreshes, alerts, and scheduling built-in | Premium features (custom SLAs, implementation support) on higher tiers |
Use Cases
- RevOps Teams: Drill into lead-to-revenue funnels with live pipeline and conversion dashboards.
- Founders & Executives: Monitor strategic OKRs (ARR, churn, LTV) via a single, shareable spreadsheet.
- Finance Departments: Generate board-ready financial reports and KPI scorecards without custom BI builds.
- Sales Operations: Track quota attainment and forecast accuracy with real-time data feeds.
- Data Analysts: Build complex models with hybrid AI-SQL assistance, then share insights with non-technical stakeholders.
Case Studies / Impact Examples
- Pylon CEO Testimonial: “Equals has fundamentally changed how we operate. The ability to get real-time revenue insights has been a game changer for our growth.” —Marty Kausas, Co-founder & CEO, Pylon turn0search0
- Early-Stage Startup Discount: Companies under $2M ARR unlock 50% off while spend exceeds $100/month, accelerating adoption for high-growth teams turn0search2.
Pricing Information
| Plan | Monthly Price | Includes |
| Simple BI | $99/mo | 1 DB connection, BI spreadsheet features, 5 editors (additional $19/mo each), unlimited viewers turn0search2 |
| CRM or ARR Reporting | $599/mo | 1 connector (Salesforce, HubSpot, Stripe), 1 implementation by Equals, 5 editors, unlimited viewers turn0search2 |
| GTM Analytics | $1,499/mo | Unlimited data connections, 3 implementations, 5 editors, unlimited viewers |
Annual billing available; early-stage startups under $2M ARR get 50% off above $100/mo.
FAQs
Do I need to write SQL?
No—AI Assist can generate SQL queries or formulas from plain English prompts, though power users can write custom SQL turn0search3.
What data sources are supported?
Postgres, MySQL, AWS Redshift, Snowflake, Salesforce, HubSpot, Stripe, and any SQL-accessible database turn0search0.
Can I collaborate with non-technical viewers?
Yes—viewers have unlimited, read-only access; editors can modify sheets and dashboards.
Is there a free trial?
Equals provides demos rather than a self-serve trial for higher tiers; contact sales to schedule a live demonstration.
How secure is my data?
Equals uses encrypted connections, SOC-2 compliance, and role-based access controls to protect sensitive business data.
Call-to-Action
Ready to transform your GTM analytics with live, AI-powered spreadsheets? Get a demo of Equals today and start unlocking real-time revenue insights!
