Goal setting

HubSpot Leads Dashboard: Track, Convert, and Improve Sales Pipeline Performance

HubSpot Leads Dashboard: Track, Convert, and Improve Sales Pipeline Performance

HubSpot helps you manage leads — but not always measure what matters. This post breaks down what HubSpot’s lead reporting can (and can’t) do, and how Dear Lucy’s HubSpot Leads Dashboard turns raw lead data into real-time insights on conversion, pacing, and performance.

Scaling Sales Across Europe & North America: Syncle’s Data-Driven Playbook with Dear Lucy

Scaling Sales Across Europe & North America: Syncle’s Data-Driven Playbook with Dear Lucy

Syncle scaled its international sales team across Europe and North America while keeping every rep, manager, and investor aligned. With Dear Lucy’s real-time dashboards and predictive forecasting, Syncle gained clear visibility into pipeline health, performance, and revenue pacing — all without manual reporting or scattered tools.

Setting Sales Targets in Salesforce: Two Competing Approaches to Managing Goals

Setting Sales Targets in Salesforce: Two Competing Approaches to Managing Goals

Data-driven B2B sales leaders know that their teams can’t score if they don’t have a goal. In this blog post, we discuss what effective goal setting and tracking looks like in Salesforce, and how data-driven sales teams can overcome the limitations of Salesforce’s native goal and target tracking functionality.