**Equals** is the connected spreadsheet you’ve always wanted. It’s designed to make data analysis, reporting, and collaboration easier by connecting directly to your data sources like Stripe, Salesforce, HubSpot, and SQL databases. No more CSV exports or app switching—just real-time insights in a familiar spreadsheet format.

What are the features of Equals?

* **Live Data Connections**: Pull data directly from Stripe, Salesforce, HubSpot, and SQL databases. * **Pivot Tables & Charts**: Explore and visualize data with drag-and-drop ease. * **AI Assist**: Generate SQL queries and formulas effortlessly. * **Scheduled Queries**: Automate updates to your analyses hourly, daily, or weekly. * **Real-Time Collaboration**: Work with your team in the same workbook simultaneously. * **Dashboards**: Turn spreadsheets into polished dashboards with filters and AI summaries.

What are the use cases of Equals?

* **Subscription Analytics**: Track ARR, MRR, and other SaaS metrics with CFO-grade clarity. * **CRM Analytics**: Visualize your sales pipeline, leads, and performance in real time. * **Business Intelligence**: Analyze data from your warehouse in a spreadsheet format.

1. Connect your data sources (Stripe, Salesforce, HubSpot, SQL). 2. Use SQL or the query builder to pull live data into your spreadsheet. 3. Create pivot tables, charts, and dashboards to visualize your data. 4. Share dashboards with your team via Slack or email.

How is Equals different from Excel or Google Sheets?

Equals connects directly to your data sources, so your data updates in real time—no CSV exports needed.

Does Equals have all the spreadsheet features I expect?

Yes, it has pivot tables, charts, over 100 formulas, and real-time collaboration.

How do you keep my data secure?

Equals is SOC 2 Type II certified, with data encrypted at rest and restricted access to credentials.

Can I use Equals for subscription analytics?

Absolutely. You can customize how metrics like ARR and MRR are calculated and visualized.

Can I use Equals for CRM analytics?

Yes, it integrates with Salesforce, HubSpot, and more for real-time CRM insights.

Is Equals a replacement for my BI tool?

It depends on your needs. Many teams find Equals’ dashboards and reporting powerful enough to skip traditional BI tools.

Do you offer pre-built templates for ARR or sales forecasting?

Yes, we provide CFO-grade templates for ARR, cohort analyses, and sales forecasting.

Equals

5.0

37.65%

Equals is a connected spreadsheet that simplifies data analysis, reporting, and collaboration with live data connections and powerful features.

Added on: 2025.03.07

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