HubSpot Sales Reporting, Forecasting & Dashboards
Purpose-built for revenue teams — and embedded directly in your HubSpot CRM.
Real-Time Dashboards That Drive Sales Performance
No more spreadsheets. No more guesswork.
Track pipeline health, goal pacing, and rep performance in real time — without ever leaving HubSpot.
→ How to build a HubSpot sales dashboard (with real examples)
Set and Track Sales Goals That Drive Performance
Layered sales goals for reps, teams, regions, and BUs — all tracked in real time.
Set sales goals across roles and segments
Visualize performance vs. target
Use traffic lights to drive action
Track MRR and Recurring Revenue Automatically
Get clear visibility into MRR, ARR, churn, and one-off revenue — no spreadsheets needed.
Turn Line Items into clean revenue dashboards
Separate recurring and one-time fees
Built for SaaS, services, and subscriptions
Forecast Sales with Confidence
Replace manual forecasts with predictive models and pacing insights.
Forecast by team, rep, or business unit
Track Commit, Best Case, and Stretch
Monitor forecast vs. actual in real time
See What’s Working with Sales Analytics
Move beyond basic dashboards. Uncover trends, gaps, and what’s driving results.
Spot win rate drops and funnel leaks
Analyze activity impact on pipeline
Compare performance across teams
Track Data Quality with the “Wall of Shame”
Get ahead of bad data — and protect your forecast — with automated hygiene tracking.
Flag missing values and ghost pipeline
Catch stale deals and overdue tasks
Review before forecast calls or pipeline reviews
Why Revenue Teams Trust Dear Lucy for HubSpot Reporting
Dear Lucy is a certified HubSpot App Partner — trusted by B2B sales teams worldwide to simplify reporting, improve forecast accuracy, and turn messy CRM data into actionable insights.
Get Tailored Dashboards for Every Level of Your Sales Organization
Whether you're running board reports or coaching sales reps, Dear Lucy gives you tailored dashboards at every level — all embedded in HubSpot.
Board & management
Track revenue performance across business units and countries. Use executive dashboards during and between meetings to align on targets, risks, and growth plans.
Chief Revenue Officer (CRO)
See forecast accuracy, goal attainment, and revenue risks across teams — all in one view, powered by clean HubSpot data.
Sales Managers
Track quotas, deal activity, CRM hygiene, and pipeline health to coach reps and drive team performance.
Sales Reps
Stay focused with dashboards that surface your pipeline, upcoming meetings, and targets — right inside HubSpot.
Revenue Operations (RevOps)
Say goodbye to spreadsheet hacks. Automate hygiene, forecasting, goal tracking, and pipeline reviews in one clean view.
FAQ
Can I see my Dear Lucy dashboards directly in HubSpot?
Yes. Your dashboards are fully embedded inside your HubSpot portal — no tab switching.
What revenue types does it support?
Recurring revenue (MRR, ARR), one-time sales, upsells, and cross-sells — all supported out-of-the-box.
Who uses Dear Lucy with HubSpot?
Sales leaders, RevOps, and CFOs across SaaS, services, and agency teams.
How easy is it to try Dear Lucy with HubSpot?
Start a free trial, connect HubSpot, and see your real data in dashboards in under 5 minutes.
HubSpot Certified. Trusted by Global Teams.
Dear Lucy is a HubSpot Certified App Partner offering real-time sales reporting, forecasting, goal tracking, and analytics. Join global teams using Dear Lucy to turn CRM data into actionable insights — directly inside HubSpot.
