Customer story · Invicti Security
Invicti chose to buy Coefficient's AI Dashboards instead of building them in Claude
What’s the logic? How do you know it’s right? And how do you audit it?
Michael Adams
Head of RevOps, Invicti Security
Michael Adams runs revenue operations at Invicti, an application security company trusted by 4,000+ organizations worldwide. Like a lot of RevOps leaders right now, he looked hard at building the dashboards himself in Claude. The output is fast and it looks convincing. Three things stopped him.
Fast output, 3 dealbreakers
The numbers were hard to check
A dashboard that renders in seconds is impressive until someone asks where a figure came from. There was no way to trace the logic, confirm it was right, or audit it later.
The spend had no ceiling
Credits scale with how much you use them, and reporting is not a one-time job. The open question was what a price change would do to a cost that recurs every week and every quarter, indefinitely.
Every new cut meant another build
The point of a dashboard is that people ask it new questions. Each answer was a rebuild, and only the person who built it could do the rebuilding.
“A lot of people love showing decks with numbers an AI tool built. It looks great. But how did you get there? What made up those numbers? In Coefficient I can click in and show you exactly.”Michael Adams · Head of RevOps, Invicti
Same speed, with the work showing
Invicti runs Coefficient Dashboards on the Snowflake tables and CRM data the team already had. The build is just as fast. What changed is everything that happens after the dashboard renders.
Every number drills through to its source record
When someone questions a figure in a QBR, you click it in the meeting.
Priced per builder, not per query
Asking more questions does not move the bill.
The explain button shows the prompt behind any chart
A new cut is a prompt edit rather than a rebuild, and the person who wants it can make it themselves.
“The time to market is much quicker. I don’t need to go write a query, then go to a data source, extract it and manipulate the data. I can do it all in one spot.”Michael Adams · Head of RevOps, Invicti
That is why the executive team, product and sales engineers read these dashboards directly instead of filing a request.
For any team running the same evaluation
The three objections to building in Claude
The numbers were difficult to verify and audit
A dashboard that renders in seconds is impressive until someone asks where a figure came from. There was no way to see the logic behind a number, no way to confirm it was right, and no way to audit it afterwards.
The cost had no ceiling
What happens if the credits go up five times in price? They scale with how much you use them, and reporting is not a one-time job. It runs every week, every quarter, forever.
Every changed view meant rebuilding
The point of a dashboard is that people ask it new questions. Each new cut is another build, and the person who built it is the only one who can do it.
“What’s the logic? How do you know it’s right? And how do you audit it?Michael Adams · Head of RevOps, Invicti
How the team stress-tested Coefficient before committing
RevOps did not take our word for it either. Before committing, the team set out to break Coefficient Dashboards.
“I became very wary of people who come to me and say you don’t have to do that anymore. So I tried to break it. I tried to make it not work. I threw 100,000 rows of data at it. And it did what I asked it to do.Michael Adams · Head of RevOps, Invicti
It held, and it answered all three objections. Every number drills through to the record it came from. The explain button shows the logic and the prompt behind any chart, so changing a view is a prompt rather than a rebuild, and the person who needs the new cut can make it themselves.
Why handover was the deciding factor
A dashboard only one person can maintain is a dependency rather than an asset. What made the difference was that the reasoning behind every chart stays visible and reusable after whoever built it moves on.
“If I win the lottery tomorrow and quit, someone can open Coefficient Dashboard, hit the button, see how it was built, copy the prompt and change what they need.Michael Adams · Head of RevOps, Invicti
That plays out day to day. Invicti’s executive team, product and sales engineers now read these dashboards directly. When someone wants a cut that is not on the page, they ask for it themselves. No ticket, no queue, no data engineer.
“If I win the lottery tomorrow and quit, someone can open Coefficient Dashboard, hit the button, see how it was built, copy the prompt and change what they need.”Michael Adams · Head of RevOps, Invicti
What buying it gave the team back
“The commissions tracker alone probably saved me 35, 36 hours of work at the end of a quarter.”Michael Adams · Head of RevOps, Invicti