Skip to main content

Changelog

Follow new updates and improvements to Equals.

Meet the ARR Build Blueprint

The ARR Build Blueprint for Stripe solves the biggest limitations of existing solutions. It gives you the control to tailor your ARR reports based on your revenue logic. It handles all the heavy lifting, like writing complex SQL.

And because Stripe data is imperfect, it has an easy review system where you can make invoice corrections and define exclusions.

No more need to to manually track corrections in another place.

And you'll never need to question if your ARR is "right" again.

Designed based on everything we learned building tailor-made ARR reports for the likes of Descript, Attio, and Intercom, it's the fastest way to get the most accurate view of your ARR.

Here’s what you get (in a nutshell) and a quick demo by Bobby:

  1. Auto-generated clean views of your Stripe data

  2. Tailored to your unique revenue logic

  3. Made right with invoice corrections

  4. Kept clean with domain and customer exclusions

  5. Always available to query for always accurate reports

Tailored to your revenue logic

Start by answering some simple questions to configure the Blueprint, such as when you count new, churned, and restarted ARR and whether you want to include paid trials.

Based on your answers, Equals will transform the raw Stripe data synced and stored in your Equals Warehouse into a series of clean views. These analysis-ready tables of your Daily ARR and Daily ARR by Customer stay in sync with your Stripe data as it updates.

Views build on each other—in the right order—without DBT pipelines or data engineers. They can be queried in any workbook in your workspace, enabling your team to build precise analyses and reports that accurately reflect your ARR.

Override invoice data with corrections

It's never been easier to handle all the inevitable imperfections in your Stripe data. With the ARR Build Blueprint you can review and make any necessary corrections to customer invoices. For example, you might need to change the date ARR was earned for when an annual contract is signed well before you invoiced the customer.

Omit Stripe data with exclusions

For those times you need to completely omit revenue–real or not–from your ARR reporting, it's easy to do so with exclusions. You can create simple rules to exclude entire domains and customers.

This is the first of many Blueprints to help you report on your SaaS business in the fastest, most flexible, and most accurate way.

To get started, simply send us a message via the messenger in the bottom-right corner of your workspace home.

New

Introducing Equals Warehouse & Views

You can now sync, store, and transform data from Stripe, HubSpot, Salesforce, and more without the cost or complexity of implementing your own data warehouse. Equals is now the only tool that lets you go from raw data to beautiful dashboard–all in one place. Watch Bobby give a quick demo of how it all works, and keep reading for full details.

Sync with Equals Warehouse (powered by Snowflake)

When you have multiple supported datasources connected to your Equals workspace, we automatically set up an Equals Warehouse for you. Powered by Snowflake, tables from the connected datasources in your Equals Warehouse are easy to join, transform, and query from connected sheets in your workbooks.

Transform and clean with Views

Defined with SQL, views are clean tables of the raw data in connected datasources in your Equals Warehouse. Complete with auto-syncing and support for dependencies, views can build on each other—in the right order—without DBT pipelines or data engineers.

Once you define a view with SQL, it's available to connect to and query in any workbook by anyone with permission to view the underlying datasources. This enables your team to easily and safely query the (clean) data they need for analysis and report generation.

Get started today

With Equals Warehouse and Views, you can avoid the cost and complexity of implementing your own data warehouse and instead focus on acting on insights from your analyses and reports in Equals.

Learn more in our help docs and get started by creating a view.

If you don't yet have a supported datasource, send us a message and we'll get you up and running with your own Equals Warehouse.

Happy viewing.

New

Dashboard filters, custom branding, links, and more

Following the release of Dashboards V2 in July, we are happy to share that our most requested dashboard feature - filters - is now available in your workspace.

But that’s not all. With filters come some additional new features to customize the appearance of dashboards and to improve the experience for dashboard viewers. Let’s break it all down.

1. Dashboard View & Edit mode

A dashboard can now be opened in one of two states:

  1. Edit mode
    Users with the right permissions can create and edit the dashboard and modify its settings.

  2. View mode
    People with the right permissions can view the dashboard and apply filters but not edit it.

For full details, see our help doc, Dashboard Edit and View modes.

2. Dashboard filters

You can add filters to a dashboard when in Edit mode. When applied in View mode, these filters change the data displayed in a dashboard's cells, charts, and tables.

What filters are available?

Columns from tables queried in connected sheets in the same workbook can be added as dashboard filters. At this stage, columns with a date format cannot be used as a filter.

Learn more, including how to combine multiple columns into a single filter, in our help doc, Dashboard filters.

3. Custom branding and appearance

When in Edit mode, you can change the appearance of the logo and name that appear at the top left of a dashboard when people view it.

Additionally, you can choose whether viewers can see when a dashboard's contents were last updated or when the least frequent scheduled query is set to run.

4. Custom links for sharing

Lastly, under Dashboard settings you can create a custom, cleaner-looking link for sharing dashboards with anyone who has access to them.


That’s it. We have more improvements to dashboard filters coming later this year with the planned release of another hotly requested feature, Data Validation. Until then, give these new features a try and let us know what you think.

New

Earlier updates