Custom filters for quickly customising entire dashboards

We are happy to introduce new custom filters! You can now quickly build new custom tiles and add custom filters to your dashboards. Read on to learn how to easily customize your dashboards with our new self-service features.

Dear Lucy team has always loved simplicity when it comes to creating new insights. We are thrilled to announce that you are now able to easily customize your dashboards with just a few clicks.

Extensive tile gallery to quickly design new dashboards

Your Dear Lucy contains an extensive gallery of prebuilt tiles and with our drag-and-drop dashboard builder you can easily create new dashboards for various use cases like weekly team meetings, management reporting or board calls.

A single prebuilt tile contains the actual visualization in a number or graph format, but also includes drill-downs for more details and trends to give you more detailed insights.

Designing a new interactive dashboard only takes a few minutes and it instantly works with all your favorite devices from mobile and laptop to tv infoscreens.

Custom filters to create new tiles and dashboard filters

You can now quickly create new tiles by leveraging the existing tile gallery and just quickly adding filters to your tiles. Like won deals or the number of employees for a particular business unit. 

CREATING A CUSTOM TILE

1. Pick the tile you want to customise

2. Name your new tile and add a description

3. Add custom filters by choosing the data source and data field

4. Save as new tile to your tile gallery

More detailed instructions on How can I build my own tiles in Dear Lucy?

You can also create custom filters for entire dashboards to allow viewing the dashboard from various perspectives. Like by country or by team.

CREATING A CUSTOM DASHBOARD FILTER

1. Add custom filter

2. Name your new filter

3. Choose the data source and data field

4. Add new filter to the dashboard

More detailed instructions on How can I add a custom field as a filter in Dear Lucy?

Create new tiles and add filters to your dashboard in the editing view

Learn more about How to customize the look & feel of your dashboards.

How to get started?

Custom filters are now available right inside your Dear Lucy for all admin users. Just head over to the dashboard editing view. For more detailed instructions, please visit our support site or contact us at support@dearlucy.co.

Visual Sales Insights with Microsoft Dynamics CRM

Are you running your sales on Microsoft CRM and looking for more visual sales insights? Dear Lucy now integrates seamlessly with Microsoft CRM solutions. 

Best performing companies are today leveraging live, AI-based sales insights to drive predictable revenue growth. Live insights offer a “one company truth” for informed decision-making and timely actions across the organization from top management to sales teams.

Sales Insights with Microsoft Dynamics 365

Robust integration with your Microsoft CRM

With our Microsoft CRM integrations, you can now choose your preferred option for connecting your sales data into Dear Lucy’s powerful sales insights. 

Azure Synapse Analytics allows you to bring an extensive set of sales and revenue data into Dear Lucy platform for advanced analytics on sales KPIs, pipeline trends and revenue forecasting.

Microsoft Dynamics 365 Business Central integration is a plug&play connector covering the most popular sales KPIs.

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Seamless user experience with Microsoft solutions

Dear Lucy’s sales insights can be accessed via your preferred devices from mobile and laptop to TV screens at the office. Dear Lucy supports Microsoft Azure SSO (Single Sign-on), allowing user access with the existing set of Microsoft login credentials.

You can also view the dashboards right inside your Microsoft solutions: CRM, Power BI, OneDrive and Sharepoint.

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Interested?

Dear Lucy offers powerful sales insights across sales solutions like Salesforce, Microsoft, HubSpot and Pipedrive. Book a session with our expert to learn more!