AI TOOL PROFILE
Equals: GTM Analytics Spreadsheet
- Data and Analytics
- Analytics and Reporting
- RevOps teams
- Company founders
- Finance professionals
- Sales operations managers
Pricing
Plans start at $1,250 per month for the Essential tier and $2,000 per month for the Business tier. Additional connection fees start at $199 per month for databases and $699 per month for CRM and warehouse integrations.
At a glance
- Best for
- RevOps teams, Company founders, Finance professionals, Sales operations managers
- Key use cases
- ARR and Revenue Tracking, Sales Pipeline Management, Customer Health Scoring, Retention and Cohort Analysis
- Integrations
- Salesforce, HubSpot, Stripe, BigQuery, Snowflake
- Official website
- Visit Equals tools official website
How AI is used
Equals is a business intelligence spreadsheet designed for Go-To-Market (GTM) analytics. It connects directly to live data sources, which helps users build reports and dashboards that update without manual data entry.
The platform is designed for RevOps, finance leads, and founders who need visibility into sales pipelines, ARR, and customer retention. It combines a spreadsheet interface with a backend data warehouse, supporting both standard formulas and SQL queries.
Capabilities include an AI agent that can build spreadsheet models from natural language questions and a writeback feature to push calculated values back into a CRM. Users can also schedule automated dashboard updates to Slack to share daily metrics.
Buyers should confirm the pricing structure, as there are monthly base fees for the software plus additional monthly fees for each data connection used.
Key Features
Connected BI Spreadsheet
A spreadsheet interface that connects directly to live data sources instead of relying on static file imports.
AI-powered Analyst
An agent that answers business questions by pulling data and writing spreadsheet formulas.
CRM Writeback
The ability to push edited data or calculated values from the spreadsheet back into a connected CRM.
Dashboards
Visual dashboards based on spreadsheet flexibility that can be shared or pushed to Slack.
Forward Deployed Analyst
A service where a dedicated analyst helps configure data syncs and builds initial reports.
Automated Data Refresh
Scheduled syncing of data sources, with refresh rates of every 6 hours or every hour depending on the plan.
Use Cases
ARR and Revenue Tracking
Supports the creation of ARR dashboards and daily pulse reports for finance and leadership.
Sales Pipeline Management
Supports monitoring pipeline movement, conversion rates, and pacing against historical data.
Customer Health Scoring
Helps track customer risk and engagement by combining usage, spend, and product data.
Retention and Cohort Analysis
Supports building net revenue retention dashboards and analyzing customer retention cohorts.
Integrations
- Salesforce
- HubSpot
- Stripe
- BigQuery
- Snowflake
- MySQL
- Postgres
- SQL Server
- Google Analytics
- Mixpanel
- PostHog
- Segment
- NetSuite
- Quickbooks
- Xero
- Slack
FAQ
How does Equals handle data updates?
- The platform syncs data automatically from connected sources. The Essential plan refreshes data every 6 hours, while the Business plan refreshes every hour.
Do I need to know SQL to use Equals?
- No, the tool is designed for those familiar with Excel or Google Sheets. While SQL is available, it is not required for standard reporting.
What is the cost of Equals?
- Monthly platform fees start at $1,250 for the Essential plan. Additionally, connection fees apply, such as $199/mo for databases or $699/mo for CRM and warehouse integrations.
Does Equals offer help with setup?
- Yes, plans include access to a Forward Deployed Analyst who helps configure data syncs and build initial reports tailored to the business.
Source category: Data & Analytics
Source subcategory: Analytics & Reporting
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