What do you like best about Equals?
We are a growing firm but our analytics team has limited resources. We looked at other BI tools but the lift to get them properly functioning and the maintenance required was prohibitive for us. We also found that the majority of our ad hoc anlysis was still happening in excel, therefore inneficient and not scaleable as the team grew and analysis became more complex.
Equals is built like a spreadsheet, its as easy to use as Excel or Sheets but made for the way businesses work today. You can easily connect multiple data sources and automate reports/dashboards to be sent to executive steams, stakeholders etc. The implementation is seamless and takes seconds, we mainly use the Hubspot and Salesforce connectors but they have many more and can connect to data warehouses too.
The customer support has been incredible, they have consistently responded in seconds with help and have offered to let us participate in the roadmap of the product. Product fixes are very quick.
The new Dashbaording features are fantasic, it's great to have both the feel of a spreadsheet combined with the capability to make the views you build self update on one presentable tab that can easily be exported to sheets,slack,email etc. For tables especially, which are very hard to dashboard for us in other products, Equals saves us a tremendous amount of time fiddling with Excel screenshots and powerpoint.
The prodcuct is incredibly well designed and made for finance/ops teams. Equals will save any team (especially resource limited ones) hours a week. For the first time in my career, I have pretty much all the data I need at my fingertips in one product and I can pre-build self-updating presentable views for the most important pieces. I rarely am caught unable to quickly respond to questions by our exec team because of Equals. I don't think I'll ever leave Equals for another BI-Tool.... We may even get rid of Excel (the idea of which still shocks me). Review collected by and hosted on G2.com.
What do you dislike about Equals?
At times it can be a little glitchy and there are still functions found in Excel and Sheets that don't exist yet in Equals. You will immediately see the great work they've done to match Equals and Excel's capabilities in terms of formulas but some key formulas/functions are missing... I've been able to find workarounds to many of these issues but not ideal. Sometimes randomly there will be some glitchyness but so far it has not been an issue (with the exception of the Query builder).
They definitely built the product to be SQL first so their non SQL query builder is slow and hard to use. This has forced us to get better at SQL (definitely not a bad thing) but the AI enabled helper has been a very valuable resource for us when we get stuck. Our team has had no major problems with speed when we use the SQL editor.
Currently the product can do about a quarter million rows... we have only tested this a couple times with activity data from Salesforce but have had no major issues. Our company rarely needs this amount of compute power but they did say they are in the process of bringing the limit to a million rows I believe. Review collected by and hosted on G2.com.