Let’s be honest.
Dashboards don’t drive revenue.
Visibility does.
And visibility usually breaks at the exact moment you need it most:
Your CEO wants “the latest forecast” five minutes before the call.
Your CRO hasn’t logged into the CRM this week (maybe this month).
RevOps is exporting dashboards into PDFs, slides, or screenshots like it’s their side hustle.
Pipeline reviews start with “wait, which version are we looking at?”
That’s not a tooling issue.
That’s a distribution issue.
So we built something simple that fixes a big part of the chaos:
Email Reports are now live in Dear Lucy.
Your sales dashboards (forecast, pipeline, goals, hygiene, rep scorecards — all of it) can be sent automatically to the right inboxes, on the schedule you choose. Daily, weekly, or monthly. In the recipient’s time zone.
Set it once. Delivered forever.
TL;DR
Email Reports let you schedule any Dear Lucy dashboard to be sent automatically by email. Set daily/weekly/monthly delivery to the right people and time zones so forecast, pipeline, and board insights show up in inboxes without manual exports.
Here’s what a Monday Forecast Kickoff email looks like in real life:
Example: Weekly forecast dashboard emailed automatically to leadership before the forecast call.
Why automated email reporting matters (the real problem)
Most sales dashboards die quietly inside a CRM.
Not because they’re bad — but because:
Executives don’t live in CRMs. They live in meetings and inboxes.
Managers are drowning in context switching.
Reps don’t need more tabs. They need clarity.
RevOps shouldn’t be a human mail merge tool.
When dashboards aren’t automatically shared:
Visibility gets patchy.
Forecast rhythm gets inconsistent.
People cherry-pick snapshots.
Meetings start from different realities.
Email reporting fixes the rhythm.
It makes sure everyone sees the same view, at the same time, without anyone babysitting the process.
Built based on how revenue teams actually run forecast calls and board reporting — not how CRMs wish they did.
What Email Reports in Dear Lucy do
Email Reports in Dear Lucy are scheduled emails that send a snapshot of your sales dashboards to chosen recipients at set times (daily, weekly, or monthly). They ensure stakeholders see the same trusted dashboard view without logging into tools or exporting reports manually.
With Email Reports, you can:
send any Dear Lucy dashboard by email
schedule it daily, weekly, or monthly
choose recipients per report
add multiple schedules per dashboard (different teams, different moments)
preview before sending
hit “Send now” any time
So your dashboards stop being static artifacts and start being active communication.
5 ways teams use scheduled email reports (steal these)
This feature shines in real-world “recipes,” not button talk. Here are the top ones we’re seeing already.
1) Monday Forecast Kickoff (leadership)
Who gets it: CRO, CEO, RevOps
When: Weekly, Monday morning
Dashboard: Predictive Forecast / Forecast vs Target / Pacing
Why it matters: Your forecast call starts with action, not hunting numbers.
No more:
last-minute exports
“is this the latest view?”
five different pipelines in five different decks
Just one trusted snapshot, in everyone’s inbox, before the call.
2) Pipeline Hygiene Nudge (Wall of Shame)
Who gets it: managers + reps
When: Weekly
Dashboard: CRM hygiene / Wall of Shame
Why it matters: Bad data doesn’t fix itself. But nobody wants to nag reps all week either.
A weekly pipeline hygiene email:
keeps standards visible
sets expectations quietly
creates accountability without drama
It’s basically a non-annoying automation for better CRM habits.
3) Monthly Board Pack Auto-Delivery
Who gets it: CEO, CFO, board stakeholders
When: Monthly, a few days before the meeting
Dashboard: Exec summary / revenue + forecast / goals pacing
Why it matters: Board reports shouldn’t be a late-night scramble.
This gives you a clean, repeatable rhythm:
same view
same logic
delivered automatically
zero “special formatting” heroics required
Board-ready insights on autopilot.
4) Rep Personal Scorecard
Who gets it: each rep (or their manager too)
When: Weekly, Friday or Monday
Dashboard: Personal performance + goals + pipeline
Why it matters: Reps don’t need a motivational poster. They need clarity on where they stand.
A weekly sales report email can include:
goals vs actual
pipeline health / deal priorities
activity and momentum
wins and risks
The rep sees exactly what matters without digging.
5) Territory / BU Updates
Who gets it: BU heads, regional leaders, KAMs
When: Monthly or weekly
Dashboard: Territory performance / team goals / conversion funnel
Why it matters: Distributed teams need shared visibility without shared spreadsheets.
Email dashboards let each leader get:
their own filtered view
in their own time zone
on a predictable schedule
No manual slicing and forwarding required.
How to set up Email Reports (60 seconds)
The deep step-by-step lives in our support guide, but here’s the short version:
Open the dashboard you want to send
Click Edit (pen icon)
Click the Email icon (top-right)
Choose recipients, subject, body
Pick your schedule: daily / weekly / monthly
Save
That’s it. Your dashboard is now scheduled as an email report.
Full setup instructions: How to set up Email Reports in Dear Lucy.
Best practices (so your emails get opened, not ignored)
A few simple rules we recommend:
Don’t oversend.
Weekly > daily noise for most teams.
Make it meaningful, not spammy.Match the schedule to the meeting rhythm.
Forecast dashboards before forecast calls.
Hygiene dashboards before pipeline reviews.
Board dashboards a few days before board meetings.Use time zones properly.
Especially for global teams. Small detail, big trust builder.Keep subject lines simple and human.
“Weekly Forecast Snapshot – EMEA” beats “Automated Dashboard Report.”Start with leadership + managers first.
When they’re looping in the dashboards, adoption spreads naturally.
Explore best practice sales dashboard templates.
The real payoff
When dashboards show up automatically in inboxes:
Forecast calls get sharper
Pipeline reviews get faster
CRM hygiene improves quietly
Exec visibility becomes consistent
RevOps gets time back
Everybody works from the same reality
Less chasing. More action.
Works across HubSpot, Salesforce, Pipedrive, Severa and Microsoft Dynamics 365 dashboards — so the right people see the right numbers without logging in.
Want help choosing what to send?
If you’re unsure which dashboards should be emailed to whom, we’ll help you pick the right “recipes” for your org.
Set up one or two core Email Reports and you’ll feel the difference immediately.
FAQ
Can I schedule email reports from any Dear Lucy dashboard?
Yes. Any dashboard you have access to can be sent as an email report.
How often can email reports be sent?
You can schedule them daily, weekly, or monthly.
Can I send the same dashboard to different people on different schedules?
Yep. You can create multiple schedules per dashboard with different recipients and send times.
Do recipients need a Dear Lucy login to view the report?
No — they receive the dashboard snapshot by email.
Can I choose the time zone for each report?
Yes. Each schedule has its own time zone so global teams get emails at the right local time.
Can I send a report immediately?
Yes, use Send now in the Email Report settings.
Will reports arrive exactly at the scheduled time?
They may arrive a few seconds after the scheduled time.
How do I avoid emails going to spam?
Make sure subject and body meet the minimum length requirements and add recipients correctly.
Can I edit or delete a schedule later?
Yes. You can edit or delete any report in Email Reporting under Settings.
Where can I see all my scheduled email reports?
Go to Settings → Users → Email reporting to review and manage them.
Can I send a weekly forecast or pipeline snapshot to leadership automatically?
Yes. Schedule weekly email reports for your forecast, pipeline, or goals dashboards so leadership gets the latest view before meetings.
Bottom line: dashboards only help if people see them. Email Reports make that automatic — so your forecast, pipeline, and goals stay visible without manual work.
If you want to try this with your own data, start a free Dear Lucy trial and set up your first Email Report in minutes. And if you want a hand picking the right dashboards to send (forecast, hygiene, board pack, rep scorecards), just book a quick walkthrough — we’ll help you get the rhythm right.