Pipedrive Reporting & Dashboards
Forecasting and goal tracking built for sales teams using Pipedrive.
Pipedrive Dashboards with Real-Time Insights
No more spreadsheets. No more exports.
Track pipeline health, goal pacing, and rep performance in real time — powered by your Pipedrive data.
→ How to build a Pipedrive sales dashboard (with real examples)
Set and Track Sales Goals with Confidence
Layered sales goals for reps, teams, and business units — all connected to your Pipedrive CRM.
Set sales goals across roles and regions
Visualize performance vs. target in one view
Use traffic lights to drive accountability and action
Pipedrive Forecasting You Can Trust
Replace manual forecasts with predictive models and pacing insights.
Forecast by team, rep, or product line
Track Commit, Best Case, and Stretch
Monitor forecast vs. actual in real time
Sales Analytics That Reveal What’s Working
Move beyond basic reports. Uncover trends, gaps, and what’s driving results.
Spot win rate drops and pipeline leaks
Analyze sales cycle length and deal velocity
Compare performance across reps, teams, or markets
Track Recurring Revenue from Automatically
Get clear visibility into MRR, ARR, churn, and one-off revenue — without spreadsheet hacks.
Turn Recurring Products clean revenue dashboards
Separate recurring and one-time fees
Built for SaaS, services, and subscription businesses
Fix CRM Data Issues with the “Wall of Shame”
Get ahead of bad data — and protect your forecast — with automated CRM hygiene tracking.
Flag missing values and ghost pipeline deals
Catch overdue tasks and stalled opportunities
Review data issues before forecast calls or pipeline reviews
Why Sales Teams Trust Dear Lucy
Dear Lucy is trusted by Pipedrive power users worldwide to simplify reporting, improve forecast accuracy, and turn CRM data into actionable insights. See Dear Lucy on Pipedrive Marketplace ⭐⭐⭐⭐⭐.
Get tailored dashboards for every
level of your sales organization
Whether you need a high-level report or a detailed drill-down, we’ve got you covered.
Board & management team
Track revenue across business units and countries. Use executive dashboards 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.
Sales Managers
Track quotas, deal activity, CRM hygiene, and pipeline health to coach reps daily.
Sales Reps
Stay focused with dashboards that highlight pipeline, meetings, and deal priorities.
Revenue Operations (RevOps)
Say goodbye to spreadsheet hacks. Automate hygiene, forecasting, goal tracking, and pipeline reviews in one clean view.
What makes Dear Lucy different from native Pipedrive reports?
Pipedrive’s built-in reports cover the basics. Dear Lucy takes your data further with forecasting, layered goal tracking, recurring revenue dashboards, and sales analytics — all in plug-and-play dashboards that update automatically.
How quickly can I connect Dear Lucy to Pipedrive?
Setup takes less than 1 minute. Just connect your Pipedrive account and your dashboards are ready — no manual exports, no IT projects.
Who uses Dear Lucy with Pipedrive?
CROs/CSOs → for accurate forecasting and risk visibility
Sales Managers → for team performance and pipeline health
Sales Reps → for personal targets and deal priorities
RevOps → for automated reporting and data quality tracking
Does Dear Lucy support recurring revenue from Pipedrive?
Yes. Using Recurring Products, Dear Lucy automatically tracks recurring vs. one-time revenue, as well as MRR, ARR, churn, and expansions.
Can Dear Lucy improve sales forecasting in Pipedrive?
Yes. Dear Lucy adds predictive deal scoring, pacing insights, and customizable forecast models — giving you a more reliable forecast than static probabilities in Pipedrive.
How often does the data update?
By default, your Pipedrive data syncs hourly. You can adjust the frequency if needed, ensuring your dashboards are always up to date.
Do I need technical resources to maintain the setup?
No. Dear Lucy is a plug-and-play solution. Once connected, dashboards update automatically with no manual upkeep.
How do I try Dear Lucy with my Pipedrive data?
Start a free trial, connect Pipedrive, and see your real data in dashboards within minutes.
Trusted by Global Sales Teams Using Pipedrive
Dear Lucy provides real-time sales reporting, forecasting, goal tracking, and analytics — built for Pipedrive CRM users who’ve outgrown spreadsheets and basic reports.
