For RevOps
Your CRM stops at what.
Equals shows you why.
Equals syncs, cleans, and models your GTM data in a connected spreadsheet, giving you real-time clarity on pipeline—and a clear playbook when forecasts slip.
For RevOps
Equals syncs, cleans, and models your GTM data in a connected spreadsheet, giving you real-time clarity on pipeline—and a clear playbook when forecasts slip.
Pipeline movement
Understand where your pipeline shifted to.
Pacing vs. historicals
Compare your current pace to forecast and historicals.
Cohorted sales funnels
View your funnel cohorted by opp creation date.
Query product usage, alongside your CRM. Connect Segment or any SQL source and pull into any workbook.
And build views that blend it all together. This renewal-scorecard, for example, blends usage and deal data.
“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
“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
“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
“Equals let us replace our error-prone, manual workflows with automated reporting. In just weeks, we had the tools to make data-driven decisions.”
Read case study →
Pavan Manoj
Strategic Analyst, Deepscribe
“The sales dashboard is exactly what our team needs to see – it helps us quickly identify areas for improvement.”
Kenzo Hirakawa-Wong
VP of Finance, Thanx
Guide your team with next-level clarity on pipeline coverage and funnel conversion.
All you need to do is connect your CRM. Our Equals Experts 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 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 designed to combine multiple data sources for a full 360° view, including Stripe, SQL, and more.