One trusted view of your sales performance.
Run your sales organization with a clear view of performance, predictive forecasts and target attainment. Give every team the right insights with role-based dashboards and access controls.
From board meetings and forecast calls to pipeline reviews and sales 1:1s, get the insights you need to make better decisions.
Ready out of the box. Adaptable simply by asking.
Advanced sales analytics, ready from day one.
Connect your CRM and instantly access predictive forecasting, live target tracking and 500+ prebuilt sales metrics, powered by sophisticated algorithms.
Have a question? Just ask. Analyze sales performance, uncover insights, and create and customize reports with AI, all powered by Dear Lucy's proprietary sales intelligence engine and consistent metric definitions.
10-day free trial · No credit card required
FROM YOUR CRM TO LIVE SALES INTELLIGENCE.
Run every sales leadership meeting with confidence.
From weekly pipeline reviews and forecast calls to board reporting and sales 1:1s, Dear Lucy gives every sales leader one trusted view of pipeline, forecasts and goals.
Sales Forecasting
Run data-driven forecast calls and pipeline reviews.
Turn your pipeline into a trusted sales forecast with commit, best-case and risk insights. Dear Lucy helps sales leaders spot issues early, improve forecast accuracy and keep forecast calls focused on decisions—not debates.
Board & Executive Reporting
Board-ready sales reporting without the prep work.
Give leadership and investors a clear, trusted view of revenue, pipeline health, and progress toward targets. Dear Lucy delivers board-ready dashboards that answer follow-up questions instantly — without slides, spreadsheets, or endless email threads.
Sales Rep Dashboards & 1:1s
Keep every sales rep focused on what matters most.
Personal dashboards for sales reps and managers show exactly where to focus — pipeline health, deal risk, activity quality, and progress toward quota. Perfect for 1:1s, coaching, and performance conversations that lead to action.
Office TV Dashboards
Make sales performance visible to the whole team
Show live sales targets, forecasts, pipeline health, and wins on office screens. Office TV dashboards keep revenue top of mind, create shared accountability, and align teams — without adding more meetings.
“With Dear Lucy, our entire sales org is aligned on goals and focused on performance. It’s become a key part of how we run sales — from weekly pipeline reviews to board reporting.” ”
Everything from forecast calls to board reporting.
Run your entire sales operating cadence from one place
Forecast calls
Pipeline reviews
Pipeline health
Sales rep 1:1s
Sales goals & pacing
Revenue forecasting
Board reporting
Executive dashboards
Always up to date. No spreadsheets. No manual reporting.
Frequently Asked Questions
What is sales reporting software?
Sales reporting software helps businesses track sales performance, pipeline, forecasts, revenue and goals in one place. Advanced sales reporting platforms like Dear Lucy go beyond traditional CRM reports with predictive forecasting, automated KPI tracking, historical pipeline analytics and AI-powered insights.
How is Dear Lucy different from CRM reports?
CRMs are primarily designed to manage customer relationships and sales activities. Dear Lucy is an agentic sales analytics platform built for sales performance management. It provides 500+ prebuilt metrics, advanced forecasting, pipeline analytics and goal tracking, ready out of the box. You can also analyze performance and create or customize reports simply by asking AI.
Can Dear Lucy improve sales forecasting?
Yes. Dear Lucy combines predictive forecasting, deal scoring, pipeline analytics, commit and best-case forecasts, and goal tracking to help sales leaders improve forecast accuracy, identify risks and understand where they're likely to land against targets.
Can I track sales goals and KPIs?
Yes. Dear Lucy lets you set and track sales goals and KPIs across companies, business units, teams, sales reps, regions and sales types. Monitor actual performance, forecasts, pacing and gaps to target with automatically updated dashboards.
Can I analyze sales performance with AI?
Yes. Dear Lucy lets you ask questions about your sales data, analyze performance and uncover insights using AI. Its proprietary sales intelligence engine provides access to advanced sales metrics and consistent metric definitions, going beyond basic AI-generated charts and dashboards.
Can I create custom sales reports with AI?
Yes. Simply describe what you want to see. Dear Lucy's Agentic Report Builder creates and customizes sales reports, charts and metrics using your CRM data and its proprietary sales intelligence engine, without complex BI tools or manual report building.
Which CRMs does Dear Lucy integrate with?
Dear Lucy integrates with HubSpot, Salesforce, Microsoft Dynamics 365 and Pipedrive. Connect your CRM to access 500+ prebuilt sales metrics and dashboards in minutes. Integrations automatically sync standard and custom CRM fields, keeping your sales analytics and forecasts up to date without manual data exports.
Does Dear Lucy provide real-time sales analytics?
Dear Lucy automatically refreshes CRM data throughout the day, keeping sales dashboards, forecasts and KPIs up to date. Unlike static spreadsheets or one-time data exports, it continuously updates your sales intelligence as CRM information changes.
Who is Dear Lucy built for?
Dear Lucy is built for CROs, sales leaders, RevOps teams, CEOs and executives who need reliable sales reporting, forecasting and performance insights. Role-based dashboards and access controls give everyone the right visibility, from individual sales reps to executive leadership and boards.