Equals: GTM Analytics Spreadsheet
Equals helps RevOps teams, founders, and finance professionals track revenue and pipeline metrics. It is designed for companies looking to replace manual CSV exports with connected reporting.
At a glance
- Category
- Data & Analytics
- Best for
- 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.
- 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
- www.equals.com
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
A spreadsheet interface that connects directly to live data sources instead of relying on static file imports.
An agent that answers business questions by pulling data and writing spreadsheet formulas.
The ability to push edited data or calculated values from the spreadsheet back into a connected CRM.
Visual dashboards based on spreadsheet flexibility that can be shared or pushed to Slack.
A service where a dedicated analyst helps configure data syncs and builds initial reports.
Scheduled syncing of data sources, with refresh rates of every 6 hours or every hour depending on the plan.
Use Cases
Supports the creation of ARR dashboards and daily pulse reports for finance and leadership.
Supports monitoring pipeline movement, conversion rates, and pacing against historical data.
Helps track customer risk and engagement by combining usage, spend, and product data.
Supports building net revenue retention dashboards and analyzing customer retention cohorts.
Best For
Integrations
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.
FAQ
The platform syncs data automatically from connected sources. The Essential plan refreshes data every 6 hours, while the Business plan refreshes every hour.
No, the tool is designed for those familiar with Excel or Google Sheets. While SQL is available, it is not required for standard reporting.
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.
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
