Visual sales insights for Pipedrive
Smart and user-friendly sales dashboards for Pipedrive. Boost team performance, monitor progress, forecast results and automate reporting.
So you’ll never miss another deal.
Features ✅
Recurring revenue (ARR and MRR)
Pipeline trends
Sales by product
Subscriptions and Payments
Multiple currencies
Automated sales velocity
Goal setting
Custom field reporting
Sales forecasting
Combining different data sources
Trusted by high performing B2B sales teams
Plug & Play Sales Dashboards for Pipedrive
Use Dear Lucy with Pipedrive to gain a better visibility to your sales performance and take firm control of your results.
USE PIPEPEDRIVE TO
Add new contacts, organizations and deals
Record interactions with prospects and clients
Update and manage deals
Maintain and update customer information
USE DEAR LUCY TO
Set goals on a company, team or personal level
See daily progress of performance vs goal
Identify low activity levels before it’s too late
Get accurate sales forecasts based on data
Track sales performance on mobile
Share results and leaderboards on a TV
Run effective 1-to-1 meetings
Save time by using real-time data in meetings
Ensure data quality and improve CRM adoption
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, board & investor 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!
Ready to Give Dear Lucy a Try?
One minute set-up. No credit card.
Jussi Nurminen, Head of Growth and Sales Excellence, Gofore
“Dear Lucy was a perfect fit for us in its approach: Light and agile SaaS-service for Pipedrive reporting that is easy and quick to test and take into use. The first feedback was simply “WOW!””
Examples of Popular Pipedrive 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 explore a live demo of our Pipedrive sales dashboards. Our solution works on any device!