1-Minute Setup. Sales Analytics Ready.
Connect your CRM and Dear Lucy automatically creates best-practice dashboards for sales leadership, forecast calls, pipeline reviews, rep 1:1s and executive reporting.
No data modelling. No metrics to define. No dashboards to build.
Start with best-practice dashboards and 500+ ready-made sales metrics, calculations and predictive forecasting models. When you need something different, adapt your reporting simply by asking.
Connect CRM → Sales analytics ready → Adapt with AI
How Can It Be Ready in Minutes?
Dear Lucy doesn't start from a blank canvas. The sales data model, metrics, calculations, forecasting models and best-practice dashboards are already built.
Sales-Specific Data Model
The structure and logic for turning CRM data into meaningful sales analytics is already in place. Connect your CRM and Dear Lucy applies the data model automatically.
500+ Ready-Made Metrics & Calculations
Start with 500+ proven sales KPIs, calculations and metrics covering pipeline, revenue, goals, activities and sales performance. No need to define and maintain the calculations yourself.
Predictive Forecasting Models
Ready-to-use forecasting models help you understand where sales are heading, from pipeline-based forecasts and deal scoring to forecast accuracy and expected performance.
Best-Practice Dashboards
Your dashboards don't start from a blank canvas. Dear Lucy automatically creates ready-to-use dashboards for sales leadership, forecast calls, pipeline reviews, sales goals, rep 1:1s and executive and board reporting.
Adaptable with AI
Ready-made doesn't mean rigid. Modify an existing dashboard, add metrics or build entirely new reporting simply by asking. Dear Lucy combines AI with the context of your sales data and data model to create the reporting you need.
You don't start by building. You start ready.
Everything You Need to Run Sales with Data
Sales Reporting & Dashboards
Get clear, consistent sales reporting without building dashboards from scratch.
See actuals, trends, pipeline, activities and performance across your sales organization, from day-to-day sales management to executive and board reporting.
Sales leadership dashboards
Executive and board reporting
Team and rep performance
Historical trends and comparisons
Product, region and segment reporting
Drill-down to underlying sales data
Sales Forecasting
Know where you're going to land before the period ends.
Dear Lucy combines actuals, pipeline data and predictive models to give you a continuously updated view of expected sales performance.
Predictive sales forecasting
Forecast vs. actual
Pipeline-based forecasting
Deal scoring
Forecast accuracy
Early gap detection
Forecasts by team, rep, product or territory
Sales Goals & Live Goal Pacing
Turn sales targets into something your organization can manage against every day.
Set goals across your sales organization and continuously compare targets with actual performance and forecasts.
Company, team and individual goals
Goals for virtually any sales KPI
Target vs. actual vs. forecast
Live goal pacing
Traffic-light indicators
Goals across teams, regions, products and business units
Pipeline Analytics
Know whether you have enough pipeline, how efficiently it converts and where deals are getting stuck.
Pipeline coverage
Pipeline creation
Win and conversion rates
Sales velocity
Stage conversion
Deal movement
Pipeline by team, rep, segment or product
Sales Performance Analytics
Understand what's working, what's changing and where attention is needed.
Compare sales performance across reps, teams, products, markets and time periods using consistent metrics from your CRM.
Rep and team performance
Win-rate trends
Sales cycle analysis
Activity and outcome metrics
Performance comparisons
Leaderboards and recognition
Revenue, MRR & ARR Reporting
Track recurring and one-time revenue without maintaining separate spreadsheets and calculations.
MRR and ARR
New and expansion revenue
Recurring and one-time revenue
Revenue trends
Actual vs. target
Revenue forecasting
CRM Data Quality
Reliable sales reporting starts with reliable CRM data.
Dear Lucy highlights issues that can distort your pipeline, forecasts and reporting, so your sales team can identify and fix them.
Stale deals
Ghost pipeline
Missing values
Overdue deals
Missing activities
CRM data quality dashboards
Alerts & Insights
Know what needs attention without constantly checking your CRM.
Dear Lucy surfaces important changes and exceptions, from stalled opportunities and pipeline drops to performance gaps and high-value deals requiring attention.
Built for the Entire Sales Organization
Board & Executives
See actuals, goals, forecasts, pipeline and sales performance in clear, board-ready views.
CRO & Sales Leadership
Know where you're going to land, whether you have enough pipeline and where management attention is needed.
Sales Managers
Run forecast calls, pipeline reviews and rep 1:1s using consistent, up-to-date sales data.
RevOps
Give the organization trusted metrics and reporting without maintaining endless spreadsheets, calculations and dashboards.
Sales Reps
See goals, pipeline and personal performance in clear dashboards that keep attention on what matters.
Connect the CRM You Already Use
Dear Lucy connects directly to your CRM and turns the sales data you already have into ready-to-use reporting, forecasting, goals and analytics.
HubSpot
Ready-to-use HubSpot sales reporting, forecasting, goals, pipeline analytics and performance dashboards.
Salesforce
Turn Salesforce data into ready-to-use sales dashboards, forecasts, goals and management reporting.
Pipedrive
Extend Pipedrive with sales reporting, dashboards, forecasting, goals and pipeline analytics.
Microsoft Dynamics 365
Turn Dynamics 365 sales data into clear reporting, forecasts, goals and sales performance insights.
Why Dear Lucy?
1-Minute Setup
Connect your CRM and get started in minutes. No long implementation project.
Best-Practice Dashboards from Day One
Sales leadership, forecast calls, pipeline reviews, rep 1:1s and executive reporting are ready automatically.
500+ Ready-Made Sales Metrics
Start with proven sales KPIs, calculations and predictive forecasting models instead of defining and building everything yourself.
Built Specifically for Sales
Dear Lucy understands pipeline, forecasts, goals, revenue and sales performance, not just data and charts.
Adaptable with AI
Modify existing dashboards or build new reporting simply by asking.
One Trusted View
From the board to sales reps, everyone can work from the same sales data.
Unlimited Users & Dashboards
Give everyone the reporting and insights they need.
Frequently Asked Questions
What is Dear Lucy?
Dear Lucy is a sales analytics platform that turns CRM data into ready-to-use sales reporting, dashboards, forecasts, goals and performance insights.
How quickly can I get started?
Connect your CRM in about a minute. Dear Lucy automatically applies its sales data model and creates best-practice sales dashboards using your CRM data, without a traditional BI implementation project.
Which CRMs does Dear Lucy support?
Dear Lucy connects with HubSpot, Salesforce, Pipedrive and Microsoft Dynamics 365.
Do I need to build the dashboards myself?
No. Dear Lucy automatically creates best-practice dashboards for sales leadership, forecast calls, pipeline reviews, sales goals, rep 1:1s and executive reporting. You can then customize them or create new reporting with AI.
What can I report on with Dear Lucy?
Dear Lucy includes 500+ ready-made sales metrics and calculations covering sales performance, pipeline, forecasting, goals, revenue, activities, CRM data quality and more.
Can I customize the reporting with AI?
Yes. You can use AI to modify dashboards, add metrics and build new reporting. Dear Lucy combines your request with the context of your sales data and sales data model, so you don't have to start from scratch.
How many users and dashboards can I have?
Dear Lucy includes unlimited users and dashboards, so you can provide reporting for everyone from individual sales reps and managers to sales leadership and the board.
Your CRM Already Has the Data. Dear Lucy Does the Rest.
Connect your CRM. Get your sales dashboards. Adapt them to your business.