Visual Sales Insights for Microsoft Dynamics CRM
Struggling to build sales reports and forecasts for top management and sales teams? Tired on slow development of BI tools? Dear Lucy offers you powerful sales insights to ensure informed decision-making and timely actions across the organization from top management to sales teams.
Pipeline Trends
Personal Sales Insights
Sales Performance Top Lists
Customer Sales Insights
Group sales reporting with multiple CRMs
Sales KPIs (Key Performance Indicators)
Team and Business Unit Performance
Sales and Revenue Forecasting
Conversion funnel from marketing to sales
Trusted by high performing B2B sales teams
Why Dear Lucy?
Instant view to status
See how you are performing in one view - the actuals, the goals and the forecasts. No searching, no scrolling, it’s all in one view.
Live sales forecasts
Dear Lucy calculates the expected monthly sales for the year and compares actuals to goals, to forecast and the same period last year.
Full mobile experience
Dear Lucy is the one thing you want to open first thing in the morning or last thing at night to stay on top of your sales.
Live TV dashboards
Boost team performance by displaying selected dashboards on the office TV or info screens. Spice up with colours, images or videos.
Top management and board reporting
Automate regular reporting to top management and the board with interactive dashboards that can be used both during meetings and in-between.
Set up in minutes with pre-built dashboards
Our popular pre-built dashboards help you set up your entire sales reporting in minutes. Give it a go!
Interested in Learning More?
Dear Lucy provides powerful sales and revenue insights for companies running their sales on Microsoft Dynamics CRM. Schedule an online demo with our expert to discuss your needs in more detail.
Andreas Sjölund, Co-Founder & CRO, Quinyx
"Dear Lucy Dashboards Give Us Focus And Clarity.
Dear Lucy’s Real-time dashboards help keep everyone focused on the right sales priorities and have cut down on time spent on manual reporting.”
Examples of Popular Microsoft Sales Dashboards
Use our popular “plug & play” performance dashboards or easily create your own.
EXECUTIVES & BOARD
Live KPIs and forecasts for informed, timely decisions:
Live, databased forecasts
Business unit performance
Average deal size and winrates
Offer base size and growth
Sales LEADERSHIP
Sales KPIs and forecasts for timely actions:
Growth performance for teams and reps
Recurring/one-off revenue forecasting
Reverse conversion funnel for coaching
Pipeline trends
SALES REP PERFORMANCE
Personal sales goals and hottest sales cases for sharp focus and hitting quota:
Actionable goals
Hottest deals closing
Deals at risk
Competitions
SALES ENABLEMENT, REVOPS
Sales analytics for boosting efficiency and effectiveness:
Pipeline analytics and trends
Sales efficiency
Conversion funnel from marketing to sales results
Spotting opportunities and challenges
Like To See Our Demo First?
Click below to tour our product for examples of our most popular metrics for sales performance, sales pipeline management, recurring revenue, and sales forecasting.