If you're using Pipedrive and looking to build reliable sales forecasts, you've probably run into a few roadblocks.
Pipedrive is known for its ease of use and clean pipeline views, but when it comes to forecasting sales, it falls short of what most sales managers and RevOps teams need.
Here's a closer look at how sales forecasting works in Pipedrive today, why many teams end up exporting to spreadsheets, and how to build accurate, real-time Pipedrive forecast dashboards without the manual work.
Why Sales Forecasting Matters
Forecasts aren’t just about numbers — they guide hiring, budgeting, investor updates, and team accountability. A weak forecast means missed targets or wasted resources.
Yet many Pipedrive users struggle to build forecasts they actually trust. Why?
Common Forecasting Challenges in Pipedrive
While Pipedrive offers a basic forecast view based on deal probabilities, many growing teams run into these issues:
Forecasts based only on deal probability
No predictive insights based on activity or pipeline health
No visibility into pacing (how we’re trending vs. target)
No historical comparison or forecast accuracy tracking
No segmentation by team, market, or product line
That often leads to:
Manual spreadsheet models
Custom CRM fields and workarounds
Little confidence in the forecast
Smarter Pipedrive Forecasting with Dear Lucy
Dear Lucy reads your Pipedrive pipeline and activities to generate a real-time forecast dashboard — based on how your deals actually behave.
You get:
Smart deal scoring (based on deal stage, activity, age, size, and more)
Weighted forecasts that reflect true pipeline momentum
Long-term forecasts based on historical performance
Visual pacing against targets
Team-level forecasting
Forecast accuracy tracking over time
Forecast vs actual reporting
Example: Forecast by Business Unit
Let’s say your business has separate teams in EMEA and the US.
With Dear Lucy:
You can split the forecast by region, team, or market
Set team-specific targets
See how each unit is pacing against monthly or quarterly goals
Drill down into hot, cold, or at-risk deals by team
No spreadsheet models. No merging exports. Just clear visibility.
Built for Pipedrive Users
Whether you manage new business, recurring revenue, or hybrid deal types, Dear Lucy turns your Pipedrive data into forecasting dashboards that:
Update automatically
Work across currencies
Require no technical setup
📦 Dear Lucy in the Pipedrive Marketplace
Frequently Asked Questions (FAQ)
Can you forecast sales in Pipedrive? Yes, Pipedrive has a basic forecasting view using deal probabilities, but it lacks predictive insights or real pacing data. That’s where tools like Dear Lucy come in.
How is Dear Lucy better for forecasting? Dear Lucy uses activity data, pipeline behavior, deal changes, historical performance data and more to calculate a more realistic win probability. It shows your forecast vs. actual, pacing, accuracy over time, and more.
How easy is it to test Dear Lucy for Pipedrive forecasting? Super easy. Just start a free trial and connect your Pipedrive — you'll get working forecasts and dashboards in minutes, no setup required.
Can I forecast by rep, team, or business unit? Yes. Dear Lucy allows segmentation by rep, team, product, country, or other custom fields.
Who can use these forecasts in the organization? Forecasts created in Dear Lucy can be used by sales reps, managers, RevOps, and even executive leadership or the board. You get tailored dashboards for each level — whether you’re tracking performance, calling the number, or updating investors.
TL;DR
Pipedrive’s native forecast tools are limited. If you want real forecasting based on pipeline momentum, deal scoring, historical performance and pacing — Dear Lucy delivers it inside your CRM.
No spreadsheets. No waiting. Just clean, automated sales forecasts.
About Dear Lucy
Dear Lucy is a certified Pipedrive partner offering next-level reporting, forecasting, and goal tracking — all powered by your real CRM data. Used by sales and RevOps teams around the world, Dear Lucy turns Pipedrive into a performance engine with real-time dashboards, predictive insights, and role-based views for reps, managers, and leadership.