What is Equals?
Equals is a connected spreadsheet that integrates live data from various sources, allowing real-time analytics and reporting. It functions like traditional spreadsheets but connects directly to databases, CRMs, and financial tools. Businesses can use Equals to track key metrics, analyze SaaS performance, and create dashboards without manual data exports.
Features & Benefits
- Live Data Connections – Connects to Stripe, Salesforce, HubSpot, SQL databases, and more.
- SQL Querying – Pull data directly into spreadsheets using SQL or a query builder.
- Standard Spreadsheet Functions – Supports formulas, pivot tables, conditional formatting, and more.
- Data Visualization – Create charts, scatter plots, and other visual reports.
- Real-time Collaboration – Work with teams using comments and shared access.
- Automated Dashboards – Build polished reports with auto-updating data.
- AI Assist – Helps generate SQL queries, formulas, and summaries.
- Scheduled Queries – Automate data retrieval at set intervals.
- Access Controls – Restrict access to data and dashboards as needed.
- Embeddable Dashboards – Share reports on websites with HTML snippets.
Real-World Applications
Equals helps businesses manage subscription analytics, CRM analytics, and business intelligence without the need for CSV exports. Companies tracking ARR, revenue retention, and SaaS growth metrics can pull live data from Stripe, Salesforce, HubSpot, and SQL databases directly into their spreadsheet. This eliminates the need for manual data transfers and ensures that reports are always up to date.
Sales teams use Equals for CRM analytics to monitor their sales pipeline, lead conversions, and performance trends in real time. The ability to query data directly from a database, CRM, or financial tool allows teams to make decisions based on the latest insights without switching between multiple apps.
The AI Assist feature simplifies complex spreadsheet tasks. It helps with SQL query generation, formula writing, and AI-powered summaries of data. This is useful for finance teams that need to generate reports quickly without deep SQL knowledge. AI-generated text summaries of charts and tables make reports easier to understand, reducing time spent on manual analysis.
Equals is also a strong alternative to traditional business intelligence tools. It lets teams create automated dashboards, schedule reports to be sent via Slack or email, and control access to sensitive data. By embedding dashboards into internal sites, businesses can provide real-time reporting across teams without additional setup.
