Make confident decisions.
Accurate, real-time insights without spreadsheets or manual work. Identify risks early and and focus on what drives results.
Up and running in minutes
Just connect your CRM — your dashboards appear automatically.
No code, no setup projects, no manual reporting.
All the sales insights your company needs — in one place.
From weekly pipeline reviews and forecast calls to board reporting and rep 1:1s, Dear Lucy helps sales teams run every key moment with clear, real-time CRM data.
Sales Forecasting
Run forecast calls and pipeline reviews on facts — not opinions
Accurate sales forecasting starts with clean, real-time CRM data. Dear Lucy turns your pipeline into a clear, data-backed view with commit, best-case, and risk insights — so weekly pipeline reviews and forecast calls focus on decisions, not debates.
Board & Executive Reporting
Board-ready sales reporting — without the prep work
Give leadership and investors a clear, trusted view of revenue, pipeline health, and progress toward targets. Dear Lucy delivers board-ready dashboards that answer follow-up questions instantly — without slides, spreadsheets, or endless email threads.
Sales Rep Dashboards & 1:1s
Turn CRM data into focused weekly execution
Personal dashboards for sales reps and managers show exactly where to focus — pipeline health, deal risk, activity quality, and progress toward quota. Perfect for 1:1s, coaching, and performance conversations that lead to action.
Office TV Dashboards
Make sales performance visible to the whole team
Show live sales targets, forecasts, pipeline health, and wins on office screens. Office TV dashboards keep revenue top of mind, create shared accountability, and align teams — without adding more meetings.
“With Dear Lucy, our entire sales org is aligned on goals and focused on performance. It’s become a key part of how we run sales — from weekly pipeline reviews to board reporting.” ”
Visual sales dashboards and insights from board to reps.
Real-time access to:
Sales KPIs and performance dashboards
Revenue and MRR forecasts
Pipeline visibility and deal progress
Goals, pacing, and target tracking
Team performance
Board-ready reporting
Everything in one place, instantly available when you need it.
No spreadsheets. No manual work.