Equals
UnclaimedSurface the exact levers to grow faster with GTM analytics powered by live data.
Visit WebsiteTL;DR - Equals
- Provides real-time GTM analytics through a live-data connected spreadsheet.
- Features an AI 'Analyst' that automates data pulling and formula writing for GTM questions.
- Integrates with CRM, billing, accounting, analytics, and data warehouse systems for comprehensive insights.
Pricing: Paid only
Best for: Enterprises & pros
4.8/5 across review platforms
Pros & Cons
Pros
- Provides real-time GTM insights by connecting directly to live data sources.
- AI Analyst automates complex data analysis and formula creation, reducing manual effort and potential for errors.
- Combines the familiarity and flexibility of a spreadsheet with powerful BI capabilities.
- Offers extensive integration options with various CRM, billing, accounting, and data warehouse systems.
- Supports large datasets with no row limits, ensuring scalability for growing businesses.
Cons
- Requires a significant monthly investment, starting at $1,250/month, which may be prohibitive for smaller businesses.
- Additional connections for data sources incur extra monthly costs.
- The AI Analyst feature is an add-on, increasing the overall cost.
Ratings Across the Web
4.8(39 reviews)
Ratings aggregated from independent review platforms. Learn more
Preview
Key Features
BI Spreadsheet directly connected to live data sourcesDashboards backed by spreadsheet flexibilityAutomated dashboard pushes to SlackAI-powered 'Analyst' for answering GTM questions and building spreadsheet modelsForward Deployed Analyst for initial report buildingConfigurable data refresh rates (every 6 hours or every hour)Infinity mode for working with large datasets without row limitsEnterprise SSO support (Okta, Azure AD)
Pricing Plans
Free TrialEssential
$1,250/mo
- BI Spreadsheet
- Dashboards
- Push to Slack
- Forward Deployed Analyst
- Data refresh: Every 6 hours
- Unlimited viewers
- Unlimited editors
- Included connections (your choice): Unlimited CRM and Billing or 1 Warehouse
Business
$2,000/mo
- BI Spreadsheet
- Dashboards
- Push to Slack
- Forward Deployed Analyst
- Data refresh: Every hour
- Enterprise SSO
- Infinity Work with large data sets with no row limits
- Writeback Push data from Equals back to your CRM
- Unlimited viewers
- Unlimited editors
- Included connections (your choice): Unlimited CRM and Billing or 1 Warehouse
What is Equals?
Equals is a GTM analytics platform that transforms raw data from various business systems into actionable insights within a spreadsheet interface. It connects directly to sources like Salesforce, HubSpot, and Stripe, providing real-time data for Go-To-Market (GTM) teams, founders, and finance professionals. The platform aims to provide clarity on pipeline, funnel conversion, and overall business performance.
The core of Equals is its BI Spreadsheet, which functions like a traditional spreadsheet but is directly connected to live data. It includes an AI-powered 'Analyst' feature that can answer GTM questions and build spreadsheet models without hallucinating, as it only pulls data and writes formulas. This enables users to forecast pipeline, analyze historical win rates, and generate board-ready reports, fundamentally changing how teams operate by providing real-time revenue insights.
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Equals FAQ
How does the AI Analyst feature ensure accuracy and avoid hallucinations when generating insights?
The AI Analyst avoids hallucinations by strictly adhering to a process where it only pulls data from connected sources and writes formulas. It does not perform mathematical calculations itself but rather constructs the spreadsheet logic, ensuring that the results are based directly on the underlying data and user-defined formulas.
What is the role of the 'Forward Deployed Analyst' included in the pricing plans?
The Forward Deployed Analyst is a dedicated expert provided by Equals who assists in building your initial reports. This ensures a smooth onboarding process and helps users quickly leverage the platform's capabilities to generate relevant GTM insights tailored to their specific business needs.
Can Equals push analyzed data back into our existing CRM or other business systems?
Yes, Equals includes a 'Writeback' feature that allows users to push data and insights generated within the Equals BI Spreadsheet back into their CRM or other integrated systems. This facilitates a closed-loop analytics process and ensures data consistency across platforms.
How does Equals handle large volumes of data, especially for companies with extensive historical records?
Equals is designed to handle large datasets through its 'Infinity' feature, which allows users to work with unlimited rows. This ensures that even companies with extensive historical data or high transaction volumes can perform comprehensive analysis without encountering performance limitations.
What is the difference in data refresh rates between the Essential and Business plans, and how does it impact real-time analysis?
The Essential plan refreshes data every 6 hours, while the Business plan offers a more frequent refresh rate of every hour. The more frequent refresh in the Business plan provides closer to real-time feedback on GTM performance, allowing for quicker identification of trends and more agile decision-making compared to the Essential plan's longer refresh interval.
Beyond standard CRM and billing, what types of less common data sources can Equals integrate with?
In addition to common CRM (Salesforce, HubSpot) and billing (Stripe, Paddle) platforms, Equals offers integrations with various other data sources. These include accounting systems like NetSuite and QuickBooks, analytics platforms such as Mixpanel and PostHog, and a range of databases including MySQL, Postgres, and various data warehouses like BigQuery and Snowflake.
Source: equals.com