Insightiva — B2B Revenue Intelligence
A revenue-intelligence platform that connects to a sales team's CRM, surfaces what needs attention today, and runs what-if scenarios — built to replace the spreadsheet pile and fragmented dashboards.
The Problem
Sales leaders open Monday with five tabs: the CRM, a forecast spreadsheet, last week’s QBR deck, a homemade scorecard, and Slack. They don’t open them to learn — they open them to stitch a story together for the call at 9am. The actual insight lives in their head and gets re-derived every week.
Insightiva was the attempt to put that stitched story on one screen.
What It Was
A full B2B SaaS attempt — Next.js 15 (App Router), Prisma on PostgreSQL via Supabase, Stripe for subscription billing, Supabase Auth for multi-tenant role-based access, Salesforce + HubSpot integrations on the read side, and a what-if engine for revenue planning.
The mission line: See what matters. Plan with confidence. Act on insights.
The promise to the executive: from login to actionable insight in under 30 seconds.
What I Learned
The hard part wasn’t the UI or the integrations — it was the trust handshake. A CEO will not act on a number they didn’t compute themselves until the tool has been right enough, often enough, for long enough. The first version made everything beautiful but skipped the cost-of-confidence math that the spreadsheet world provides for free.
This is the lesson I now apply everywhere: a dashboard that the user can’t audit is a dashboard the user will not act on. I wrote it up in /writing/ai-that-measures-accuracy after working through the same failure mode a year later.
Insightiva is shelved. The product taught me more than the next two would have if it had succeeded.