Equals

At Equals, we don't just track DAUs or WAUs—we focus on A3×7. What's A3×7? It tracks users returning to your product 3 or more times a week. Why does it matter? Because it's a higher bar for engagement: less spiky, higher signal-to-noise ratio, and tougher to game. You can spike WAUs with a newsletter, but you can't fake consistent, meaningful engagement. For more on measuring, interpreting, and acting on the SaaS metrics that really matter: equals.com/saas-metrics

Is your CRM reporting one-dimensional? You can see a perfect snapshot of where your sales pipeline stands today but have no context on how you got there or what the future might look like. Sound familiar? Good news: You can unlock its power by shifting from static snapshots to a deal-based lifecycle view. This enables you to: ? Track week-over-week pipeline changes ? Gauge intra-month pacing ? Spot shifts in conversion rates ? Understand deal velocity & bottlenecks Today, Chris Burgner breaks down how we made this shift at Equals—and how we're helping our customers do the same: https://lnkd.in/ekQpZ-Rt

Welcome back to this week's Wrap of what's new in Equals. This week, we're powering up your pivot tables: ? You can now create multiple pivot tables in the same worksheet ? Editing and filtering pivot tables based on very large datasets is now faster For more on what's new, improved and fixed ?? updates.equals.com

Intercom was one of the first to ride the PLG wave with a viral, self-serve flywheel. But when it came time for their Series C, they faced a new challenge: They needed a new strategy to land larger, more complex customers. Enter Kevin Kooi, who joined in 2016 to build out the FP&A function. His top priority: Build sales efficiency reporting to reveal how GTM investments translated into future returns—empowering the team to scale their new sales motion sustainably. Curious how he did it? Today we’re revisiting his original model, line-by-line ?? https://lnkd.in/eSg4dPQU

A year ago, we killed Equals' free plan. And then we turned off self-serve. Since then, our thinking has evolved. Turns out, the real issue was expecting users to find value on their own. We went back to basics: manually onboarding every customer and digging deep in to their needs. Now, we're exploring reintroducing self-serve, this time with an offering that provides a path to immediate value. Sometimes, doing things that don't scale is exactly what you need to scale. Get the full story from Bobby Pinero ?? https://lnkd.in/e5mSjrGB

Welcome back to your Wrap of what's new in Equals! This week, we're focused on making your Equals experience smoother (so you can stay focused on the fun stuff): ? Apply query filters faster by clicking the "Only" button next to a searched filter ? A new "Unhide" icon makes it easier to manage the visibility of columns ? You can now move pivot tables without leftover text cluttering your cells Until next week!

What’s in a cohort? The way you view your cohorts can reveal crucial insights about the dynamics of churn and expansion across the customer lifecycle. A left-justified view lines up cohorts based on their subscription start date and month since acquisition, making it easy to compare cohorts at a given stage in their lifecycle. A right-justified view aligns customers based on calendar month rather than start date. This allows you to quickly diagnose changes that happened at a single point in time, but that impact all cohorts, like pricing changes, feature launches, and market changes. For more on calculating, interpreting, and acting on the SaaS metrics that mater to you: equals.com/saas-metrics

Sales is confident they're crushing targets, while Finance isn't seeing the numbers add up. Who's right? They both are. And that's because both teams see performance differently. Sales tracks bookings (contracts signed), while Finance measures billings (invoices generated). Rather than wait until the end of quarter to bridge this gap, you can tackle it early and often to: ? Course correct any performance issues ? Avoid the chaos of last-minute reconciliation ? Proactively build partnerships across teams For more on bridging the gap from bookings to billings, check out Chris Burgner's breakdown on Wrap Text: https://lnkd.in/gDR2nZii

Welcome back to this week's Wrap of what's new in Equals. This week we're focused on fine-tuning your experience to keep you in the flow: ? Run queries faster by hitting CMD + Enter from the SQL editor. ? Enjoy improved focus when editing formulas from workbook cells. ? AI Assist now consistently displays a loading state when generating a suggestion. Until next week!?