Real-time Sales Reporting to Board & Investors
Sales reporting and forecasting solution for growth companies running on Salesforce, HubSpot or Pipedrive
Why Dear Lucy?
RELIABLE, REAL-TIME
Transparent, unbiased view to key sales data helps the board make the smart decisions your company needs to grow faster.
FOCUS ON the FUTURE, not the past
With real-time view on sales and forecasts, the board can focus on discussing the future instead of spending time on outdated reports of historical performance.
board reporting. DONE.
Core sales metrics and forecasts are always available with Dear Lucy. No need for clumsy and expensive BI-tools or hours spent on crafting board or investors reports before the meetings.
Designed for Board Use
INSTANT view to goals & performance
Compare sales goals and actuals quickly in one view and easily see performance across pipelines or business areas. No navigation or scrolling required.
Live, data-driven sales forecasts
No “guesstimates”. Dear Lucy calculates a live sales forecast based on pipeline probabilities or sales activities on your CRM.
trends & details in one view
Drill-downs show deal-level data and provide answers to key questions immediately, saving time from everyone.
USE IN MEETINGS & IN-betweeN
Personal, password-protected access to board members to selected reporting views to stay on track between meetings, too.
What Do Our Customer Say?
Ken Liebkind, Partner & CFO, Alfvén & Didrikson
“As an investor, my biggest challenge is time management and there is no time to learn complicated reporting systems. Real-time dashboards are the modern way, and they save time – from everyone!”
Maximillian LeRoux, CEO, Aina Wireless
“The visual side of Dear Lucy is very nice and the data is well prepared. I don’t have to spend time selecting a graph to see where my business is going, because it’s already there. Instead, I can focus on analyzing the data and monitoring our key performance indicators together with the board of directors.”