Insight Assist & Performance

RevOps AI Enablement: Insight Assist & Performance

The Challenge

RevOps operation teams rely on a growing stack of sales and analytics tools to understand performance, forecast outcomes, and identify bottlenecks. However, most existing RevOps platforms overwhelm users with dense dashboards, fragmented metrics, and complex workflows. Extracting meaningful insights often requires manual effort, cross tool comparisons, and deep analytical expertise.

Mid-level sales management and roles like Channel Managers and SDR management remain underserved, with existing tools failing to address their unique needs.

Design Goals

Our primary goal was to simplify decision making for RevOps and sales leadership without sacrificing depth or accuracy. The product needed to surface insights quickly, reduce manual analysis, and adapt to different management roles across the GTM organization.

The Solution

A next-generation RevOps tool that combines AI expertise with intuitive dashboards to simplify GTM performance analysis.

An AI enhanced insight layer continuously analyzes performance signals across pipeline stages, channels, and teams. It surfaces trends, anomalies, risks, and opportunities in plain language, allowing users to make informed decisions without deep analytical effort.

Impact

The resulting experience transforms how RevOps teams interact with performance data. Users gain faster visibility into issues, clearer explanations behind trends, and practical guidance on what to do next.
We helped build the UX and backend of a next-generation RevOps tool that combines AI expertise with intuitive dashboards to simplify GTM performance analysis. With its AI-first approach, the platform delivers relevant insights, helps make data-driven decisions, and redefines RevOps efficiency.

By combining AI intelligence with thoughtful UX design, the platform redefines RevOps efficiency, empowering teams to focus less on analysis and more on execution.