CRM Analytics
Understand pipeline, close rates, deal velocity, and more with rich spreadsheet and dashboard templates, powered by live data from Salesforce and HubSpot.
Visualize your data exactly how you want with an easy-to-use spreadsheet.
Schedule your dashboards and spreadsheets to update every hour or day.
Keep everyone aligned with dashboards delivered to Slack each morning.
Drill down by sales rep, territory, or plan. Whatever matters to your team.
Collaborate to understand the daily movements in the business.
Restrict access to specific people or allow anyone with a link to view.
Query right from your sheet. Use our query builder to dive deep into opportunities, leads, or whatever you need.
Go deep with a tool you already know. If you know how to use a spreadsheet, you know how to use Equals.
12+ years of experience, most recently as a Director of Finance at Intercom.
12+ years of analytics experience at Stripe, Atlassian, and Box.
9+ years of analytics engineering experience, most recently at Dyson.
“Equals gives us an understanding of pipeline coverage that we could never get from Salesforce. Helping us better anticipate quarter performance.”
Cameron Huang
Head of Finance, Eppo
“Within a week, we had a pipeline performance dashboard up and running. Building something similar ourselves would have taken 3+ months.”
Read case study →
Joe Ryan
VP of Revenue Strategy, LaunchDarkly
“Equals let us replace our error-prone, manual workflows with automated, scalable reporting. In just weeks, we had the tools we needed to make data-driven decisions.”
Read case study →
Pavan Manoj
Strategic Finance Analyst, Deepscribe
“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
Get the clarity you need to grow your pipeline, track close rates, and drive more revenue.
CRM analytics looks at your entire sales funnel—new leads, opportunities, and closed deals—to pinpoint where you’re winning and where you’re losing. By examining pipeline this way, you can spot trends, plug gaps, and ultimately close more deals.
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 offers the spreadsheet freedom to build any analysis you want (e.g., custom formulas, pivot tables, new columns) on top of live data. It’s the best of both worlds: the flexibility and familiarity of a spreadsheet plus automated data syncing from Salesforce or HubSpot. You’ll get set up faster and won’t hit any limits in how you can look at your data.
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 Equals Experts 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 purpose-built for three core use cases, including CRM analytics. We also have best-in-class subscription analytics and business intelligence capabilities, powered by your Stripe data and/or SQL database. That way, you can combine multiple data sources for a full 360° view.