Equals

Be wary of benchmarks. Why? Because every business is different. Different business models, sales motions, ICPs, churn dynamics. The list goes on. What's true for one business may not apply to yours—so use benchmarks as a sanity check, not a blueprint. For more from Bobby on benchmarking your ARR the smart way, dive into the latest (and final) installment of The Ultimate Guide to ARR on WrapText ↩️ Link in the comments. 

The fireworks may be over, but we’re just getting started. It's time for your Wrap of what's new in Equals: New As promised, Dashboards V2 is now live! Some highlights: • Add cell comparisons to highlight absolute or relative differences • Fine-tune tables with better resizing and rich formatting options • Tailor AI summaries with custom instructions • Use Markdown to format text and reference cells • Embed dashboards in tools like Notion and Coda For a walkthrough of all that's new, check out Bobby's demo. Fixed • Connection strings can now be modified after save during datasource setup • Charts automatically re-render on scroll That's all for now. Watch this space for more Dashboards improvements shipping soon!

The more successful something is, the more improvements it needs. Dashboards was our most successful new feature in Equals. And it because of that, it's also been the area we've gotten the most feedback and requests. This week we took a big step forward improving dashboards. We launched over the course of the week: 1) Major design improvements. Dashboards are a heck of a lot nicer to view now. 2) Improvements to our AI summaries, and elements like cells which now include comparisons. 3) Embeds! Embed a dashboard in Notion, Coda, and any other tool that supports embeds. Here's a little walk through of me working with a dashboard to run a startup. It's got an ARR build, a funnel view, product engagement stats, and financials. All in the same place. Fully automated. Built in a spreadsheet. ⚡️

Operationalizing your ARR is where the rubber meets the road. Without a regular reporting rhythm for stakeholders to consume, understand, and act on ARR, your business will stay at a standstill. When done right, it ensures everyone is steering towards the same goal. Check out the latest installment of the Ultimate Guide to ARR for a crash course on setting up a great ARR reporting system, with lessons learned from early Intercom and Facebook. Link in comments 👇

Dashboards V2, Day 2 ✨ Today a few elegant and powerful improvements. 1. Fine-tune dashboards with custom formatting options 2. Add context to cells with absolute/relative comparisons 3. Custom AI prompts allow you to create more pointed summaries All from a dashboard that lives within a spreadsheet. This builds on yesterday's set of design changes. Tomorrow, our biggest update coming. Stay tuned.

Welcome back to your Wrap of what we shipped in Equals! This week, we doubled down on quality-of-life updates that add up to make a big difference: • Abbreviated data labels on charts are consistently uppercased for better readability • Your scrolling experience is now smoother and more responsive • Existing query filters are now updated for better compatibility with the new query experience P.S. Love Equals Dashboards? Soon you'll love them even more. Until next week — happy building!

Building ARR reporting is like constructing a house. It takes time and doesn't come easy. It starts with a solid foundation — the raw subscription data that powers everything. Then, layer on the business logic that governs how you'll recognize revenue. Finally, roll it all up into a single source of truth that breaks out every revenue movement by customer and day. This is the cornerstone of your reporting system: A one-stop-shop that answers 90%+ of ARR questions. Want to demystify the process? Check out the latest installment of our Ultimate Guide to ARR (SQL queries included). Link in the comments.