Equals for RevOps
Break up with your CRM dashboards.
Equals gives you real-time clarity on pipeline—and a clear playbook when forecasts slip. Powered by live data from Salesforce, HubSpot, Stripe, and more.
1. Reports
The hard stuff your CRM can’t deliver.
Understand where your pipeline went, monitor pacing, build cohorted funnels, and more—no exports, just one BI spreadsheet.
(not possible in your CRM)
Pipeline movement
Understand where your pipeline shifted to.
Pacing vs. historicals
Compare your current pace to forecast and historicals.
(unlike your spreadsheet)
Cohorted sales funnels
View your funnel cohorted by opp creation date.
Cross-datasource views
Join product usage and deal data to understand customer health.
2. Analyst
The spreadsheet agent for GTM.
Delegate your everyday RevOps reporting and analysis.
See Analyst in action
No AI math
Analyst avoids hallucinations by never doing math. It only pulls data and writes formulas.
Tuned for B2B
Designed for how RevOps teams report on pipeline, funnel, and performance.
I'll pull all booked meetings from Salesforce for the last three full months, and include the meeting booked owner.
Now I'll build a monthly summary broken down by SDR. I'll include total pipeline generated, in addition to number of meetings booked.
3. Publish
Daily metrics in Slack—automatically.
Scheduled Slack (or email) push keeps everyone updated in real time, freeing you from last-minute screenshot duty.
4. Writeback
Trust your CRM again (by keeping it clean).
Fix input errors, add missing details, and push calculated values into your CRM from Equals. Every edit flows back instantly.
5. Platform
All-in-one GTM analytics.
With just one tool, you can sync your data, analyze it, and share insights with your team.
Analyst
Trained to answer questions about SaaS and AI.
Spreadsheet
All answers calculated in a spreadsheet.
Warehouse
All your GTM data synced and cleaned in a Snowflake instance we run for you.
Analyst
Trained to answer questions about SaaS and AI.
Spreadsheet
All answers calculated in a spreadsheet.
Warehouse
All your GTM data synced and cleaned in a Snowflake instance we run for you.
6. Testimonials
Gain the visibility you’ve been missing.
Join forward thinking teams switching to Equals for GTM analytics.
“Building all our GTM metrics in Equals unlocked insights we never had. With a clear view of our funnel, we can identify levers that get us to goal.”
Carmen Yam
Revenue Operations, Sightline Climate
“The sales dashboard is exactly what our team needs to see—it helps us quickly identify areas for improvement. Everything is embedded in Notion, keeping the whole company on the same page.”
Kenzo Hirakawa-Wong
VP of Finance, Thanx
“Every day, I open Equals and know exactly what’s working and what’s not. It’s the heartbeat of how we run the business.”
Nico Ferreyra
Co-founder & CEO, Default
Stop selling in the dark.
Guide your team with next-level clarity on pipeline coverage and funnel conversion.
Frequently asked questions
All you need to do is connect your CRM. Our Forward Deployed Analysts team will handle the rest: cleaning your data, modeling it, and tailoring everything to your business.
Yes. Equals gives you the flexibility of a spreadsheet plus live data connections to Salesforce and HubSpot. You can replicate (and often improve) anything you do in CRM reports, from funnel breakdowns to forecasting, and share them in real-time dashboards.
Equals gives you the best of both worlds: the flexibility and familiarity of a spreadsheet, with live data from Salesforce and HubSpot. Allowing you to report on your business in real-time. Your team will be excited.
Two reasons.
First, Coefficient is limited to reports that your CRM produce. In contrast, Equals is backed by a full data warehouse, with the ability to construct any report from the constituent data. This means Equals can report on things like historical pipeline, using snapshot data, that is unavailable to tools like Coefficient.
Second, Equals has deeper consideration for sharing analyses than Google Sheets with features like dashboards and push to Slack.
You just authenticate your CRM in the Equals setup process—it only takes a few clicks. We handle all syncing and warehousing, no CSVs required. Once it’s set up, query your CRM directly in a full-featured spreadsheet, or jump right in with our RevOps templates.
Yes. We also support Attio through our Forward Deployed Analysts team. If there’s another CRM you’d like to connect, reach out to discuss options.
No. If you can use Excel or Google Sheets, you can use Equals. SQL is available but never required. Our query builder makes pulling CRM data straightforward for non-technical folks. And if you need a hand, our finance and RevOps experts can help tailor your reports to fit your exact needs.
Data security is a top priority. We’re SOC 2 Type II certified. All data is encrypted at rest, and any credentials you provide are locked down with restricted access. Our team brings years of engineering experience from companies like Meta, Amazon, Google, and Intercom—so you can trust we’ve built Equals with security and reliability at its core. Additionally, you can restrict access to specific dashboards or spreadsheets, making sure your data is only shared with the right people.
Absolutely. We offer templates to get you started—like a sales funnel template or pipeline analysis. Then you can easily layer in your own formulas or pivot tables to tailor it to your team’s needs.
Of course. Each template in Equals is a real spreadsheet—just add columns, build custom formulas, or tweak the design to view your data exactly how you want.
Yes. Equals is designed to combine multiple data sources for a full 360° view, including Stripe, SQL, and more.