Sales funnel reporting
Sales funnel reporting
A complete picture of sales. Past, present, and future.
When out-of-the-box reports don't cut it, get a holistic view of your sales funnel — from historical snapshots to future forecasts.
“Equals allows us to blend our sales goals with Salesforce data to provide an up-to-date picture of our progress against targets.”
Manaan Alexander
Operations Lead, Command Bar
Quotas can't flex but your reporting should
All-in-one
Create dashboards, conduct analysis, and build forecasts all in one place.
Connected
Query your source of truth in Salesforce or Hubspot. No CSV exports or downloads required.
Flexible
View your funnel your way — from past performance to current progress and future outcomes.
Familiar
If your team can use a spreadsheet, they'll know how to share and interact with your reports in Equals.
Your sales funnel, live and loaded
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1. Connect to Salesforce or Hubspot
Our Fivetran-powered connectors makes it easy to query your CRM data securely–with or without SQL.
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2. Compare performance, past and present
From MQLs to closed won/lost, Equals helps you paint a complete picture of performance — past and present.
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3. View your pipeline in real-time
Quickly see the big picture of net pipeline change with deal-level detail to see which opportunities had the biggest impact on results.
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4. Forecast with complete confidence
Go into any month knowing you'll close a certain percentage of the pipeline you enter with based on historical win rate analysis.
