Visual sales insights for HubSpot
Dear Lucy is an intelligent sales analytics platform that creates a unified view of sales to create alignment and accountability in your team. You always know which actions drive growth and can be confident in forecasting sales and predicting revenues.
Features ✅
Actionable Goals
Custom property and line item reporting
Sales by product
Subscriptions
Sales Velocity
Combined data sources like Salesforce and HubSpot
Multiple currencies
Pipeline Trends, Snapshots and Coverage
Deal Slippage
Conversion Funnel and Reverse Funnel
Top-rated by HubSpot customers
Trusted by high performing B2B sales teams
Smart Sales Reporting for HubSpot
Dear Lucy plugs into HubSpot, calculates all the most relevant sales and revenue KPIs, and visualizes pipeline trends and forecasts. You instantly know when your team is on target and when the team is lagging behind. In one view that everyone can access and understand.
Use HubSpot Sales to
Add new contacts, companies, and deals
Record interactions with prospects and clients
Update and manage deals
Maintain and update customer information
Use Dear Lucy to
Monitor sales performance against targets on personal, team, or company level
Monitor pipeline development week-over-week
Report and forecast recurring revenue (ARR & MRR)
Monitor historical trends over time and identify opportunities and challenges early
Identify low activity levels before it’s too late
Get accurate sales forecasts based on data
Ensure data quality and improve CRM adoption
Why Dear Lucy?
We know sales & HubSpot
We are the only dashboard solution that is focused solely on sales. We know HubSpot’s data inside out, and know what sales teams like to see.
Built with customers
Hundreds of client projects have helped us design the best ways to visualise sales and create dashboards that are truly relevant for modern-day sales teams.
Visual sales management
Dear Lucy is not a static dashboard image but a comprehensive sales management solution that helps you run and grow your sales with business critical data.
quOTA, PERFORMANCE, hiSTORICAl trends, forecasts
Dear Lucy brings everything you need to the same platform: sales targets, performance, long-term trends, and sales forecasts. Easily build views for the team or for each sales rep.
Flexible & easy to use
Dear Lucy has been designed for busy sales executives and it provides everything at a glance. We provide lots of customization options, custom properties from HubSpot, and the ability to combine data across CRMs.
AGILE IMPLEMENTATION
Our “out-of-the-box” dashboards give you the most popular sales metrics from HubSpot within minutes you sign-up. During the set-up, we help you customize them to your business needs.
Interested in Seeing Examples?
For practical examples of HubSpot sales and revenue dashboards, visit our online demo.
You get access to our live online demo that you can browse around on your own.
Matt Ellis, CRO, Apiture
“If the CEO wants to know how we're doing, or the board wants to know, or the CFO wants to know, or an engineer who's sitting down in Austin wants to know, the truth is right there in Dear Lucy.”
Examples of HubSpot Sales Dashboards
Here are some examples of the sales dashboards you can create with Dear Lucy. For more examples, tour our product.
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 It First?
Click below to explore a live demo of our sales and revenue dashboards that you can tour on your own.