Equals

Pull all deals with a close date in the current month from Salesforce.

Add an 'expected amount' column using stage data and historical win rates.

Summarize the end-of-month pipeline forecast based on the weighted amounts.

Compare the forecast with historical data and adjust as needed.

Connect Equals to Salesforce and other relevant data sources.

Create a dashboard with key sales metrics such as sales by rep, conversion rates, and pipeline velocity.

Set up automated data refresh to ensure the dashboard is always up-to-date.

Distribute the dashboard to sales managers and executives via Slack or email.

Connect Equals to billing systems and CRMs.

Use the ARR Build feature to automate the creation of ARR reports.

Customize the reports to include relevant metrics and visualizations.

Export the reports as PDF for presentation to the board.

Connect Equals to marketing automation platforms and advertising platforms.

Analyze campaign data to track key metrics such as cost per lead, conversion rates, and customer acquisition cost.

Create a dashboard to visualize campaign performance and identify areas for improvement.

Adjust marketing spend based on the insights gained from the dashboard.

Connect Equals to product analytics platforms.

Analyze product usage data to identify popular features, areas of friction, and opportunities for improvement.

Create a dashboard to track key product metrics and visualize usage patterns.

Use the insights to inform product development decisions.