Freemium
All-in-one productivity platform for tasks, docs, goals, and team collaboration
project managementtask managementcollaboration
View detailsKey facts
Pricing
Freemium
Use cases
Finance teams generating board-ready sales and ARR reporting through automated data connections and spreadsheet formulas (verified: 2026-01-29), Revenue operations managers analyzing pipeline and funnel performance with real-time data from Salesforce and HubSpot (verified: 2026-01-29), Founders tracking customer retention and daily ARR pulses to evaluate the performance of specific business bets (verified: 2026-01-29)
Strengths
The platform integrates directly with Postgres, MySQL, Salesforce, HubSpot, and Stripe to automate data retrieval (verified: 2026-01-29), Users access a full suite of GTM analytics templates including sales velocity, pipeline movement, and waterfall charts (verified: 2026-01-29), All subscription tiers include unlimited viewers, which facilitates organization-wide access to dashboards without additional per-user fees (verified: 2026-01-29)
Limitations
The Simple BI plan limits users to one database connection and excludes CRM or billing integrations (verified: 2026-01-29), Access to CRM and billing connections requires a minimum monthly commitment of six hundred and ninety-nine dollars (verified: 2026-01-29)
Last verified
Jan 29, 2026
Strengths
- The platform integrates directly with Postgres, MySQL, Salesforce, HubSpot, and Stripe to automate data retrieval (verified: 2026-01-29)
- Users access a full suite of GTM analytics templates including sales velocity, pipeline movement, and waterfall charts (verified: 2026-01-29)
- All subscription tiers include unlimited viewers, which facilitates organization-wide access to dashboards without additional per-user fees (verified: 2026-01-29)
Limitations
- The Simple BI plan limits users to one database connection and excludes CRM or billing integrations (verified: 2026-01-29)
- Access to CRM and billing connections requires a minimum monthly commitment of six hundred and ninety-nine dollars (verified: 2026-01-29)
FAQ
Which specific data sources and integrations does Equals support for automated reporting?
Equals connects to databases such as Postgres and MySQL, alongside GTM platforms including Salesforce, HubSpot, and Stripe. The Simple BI plan provides one database connection, while the GTM Analytics plan offers unlimited connections for comprehensive visibility (verified: 2026-01-29).
How does the platform handle seat-based pricing for editors and viewers?
Each plan includes five editors in the base price, with additional editors billed at nineteen dollars per month each. Every plan provides unlimited viewers, ensuring that reports and dashboards remain accessible to the entire organization (verified: 2026-01-29).
What types of GTM and financial reports are available within the spreadsheet interface?
The platform supports the creation of ARR daily pulses, customer health scores, sales commission calculators, and net revenue retention cohorts. These tools enable finance and RevOps teams to build board-ready reporting and sales forecasts (verified: 2026-01-29).
