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Equals Documentation

Query, analyze, and report live data with the flexibility of a spreadsheet and the power of BI. Get started quickly with guides, tutorials, and reference documentation.

Analyst

Forecast how much of our open pipeline we’re going to close this month.

2 of 3 steps completed
Pull all deals with a close date in January
Add an expected amount column using stage data
Summarize end of month pipeline forecast

Fetching this month’s open opportunities from Salesforce.

Queried Salesforce data in January Deals
Added “Expected Amount” to January Deals

I also added an “expected amount” calculated column to the open deals sheet, which weights how much pipeline each deal will actually close based on historical win rates for each deal’s stage.

Now I’ll summarize what we’re tracking towards by the end of the month.

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Get Up and Running

Follow these steps to start analyzing your data in minutes.

1

Create your workspace

Your Equals workspace is home to all your workbooks, datasources, queries, and views. Enable auto-join under Settings > Workspace to automatically add team members with matching email domains.
2

Connect your datasources

Connect to databases and warehouses like PostgreSQL, Snowflake, and BigQuery, or SaaS tools like Stripe, Salesforce, and HubSpot. Data syncs automatically to your Equals Warehouse powered by Snowflake.
3

Query your data

Use the SQL editor or drag-and-drop query builder to explore your data. Schedule queries to run automatically on a fixed cadence.
-- Example: Query your synced Stripe data
SELECT customer_id, SUM(amount) as total_revenue
FROM stripe.charges
WHERE status = 'succeeded'
GROUP BY customer_id
ORDER BY total_revenue DESC
4

Build analyses

Create powerful analyses with spreadsheet functions, pivot tables, and charts. Press Cmd/Ctrl + J to open AI Assist for help writing formulas and SQL. For SaaS companies, check out the ARR Build for automated revenue reporting.
5

Share dashboards

Transform your analysis into live, board-ready dashboards. Distribute to Slack or email on a custom schedule, or export as PDF.

Explore the Documentation

Discover how to connect, transform, explore, and analyze your data.

Connect Data

Connect to databases, data warehouses, and SaaS tools. Sync data to your Equals Warehouse powered by Snowflake.

Transform Data

Use Views to transform raw data into clean, analysis-ready tables with SQL. Build dependencies like DBT pipelines.

Explore Data

Query data with the SQL editor or drag-and-drop query builder. Schedule queries and create saved queries.

Analyze Data

Use spreadsheet fundamentals, pivot tables, charts, and AI Assist to build powerful analyses.

Connect Your Data

Equals connects directly to your databases, data warehouses, and frequently used apps.

AWS RDS

AWS Redshift

BigQuery

Snowflake

PostgreSQL

Supabase

PlanetScale

Azure SQL

View all datasources →

Learn to Build Analyses

Whether you’re new to spreadsheets or a seasoned pro, learn best practices for building powerful analyses.

Organizing Workbooks

Structure workbooks for clarity.

Preparing Data

Clean and transform your data.

Building Analyses

Create and share with your team.

Frequently Asked Questions

Common questions about security, datasources, and the Equals platform.

All sensitive credentials (passwords, SSH keys, OAuth tokens) are stored encrypted in our database with keys only accessible to necessary production servers. Equals is SOC 2 Type II certified.
Yes, we always connect from the static IP address 54.68.61.53. You may need to allowlist this IP in your database firewall.
Equals supports SQL databases (PostgreSQL, MySQL, Redshift, BigQuery, Snowflake), and SaaS tools including Stripe, Salesforce, HubSpot, Intercom, Zendesk, Shopify, and more.
When you connect multiple supported datasources, they automatically sync to your own Equals Warehouse powered by Snowflake. This allows you to join, transform, and query data across sources.

Need help?

Join our Slack community, watch tutorials, or contact support directly.

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