Dear Lucy for Pipedrive
Advanced reporting, dashboards, forecasting and sales performance management.
Your sales team already loves using Pipedrive. Dear Lucy extends Pipedrive with advanced reporting, executive dashboards, forecasting, pipeline analysis and flexible sales goals—helping sales leaders make faster, more confident decisions.
Pipedrive Dashboards for Sales Leaders
The right dashboard for every sales conversation.
From forecast calls and pipeline reviews to executive reporting and sales coaching, Dear Lucy includes ready-to-use Pipedrive dashboards built for the decisions sales leaders make every day.
Explore dashboards for Pipedrive forecasting, sales goals, pipeline analysis, CRM hygiene, recurring revenue reporting, and executive reporting—all powered by your live Pipedrive CRM data.
Pipedrive Reporting
Turn your CRM into one trusted reporting system for sales leadership.
Executive reporting and sales KPIs
Revenue, pipeline and team performance
One shared view for every stakeholder
Pipedrive Dashboards
Ready-to-use dashboards for every sales conversation.
Dashboards for reps, managers and executives
Built for forecast calls, coaching and board reporting
Live dashboards powered by your Pipedrive CRM
Pipedrive Goals
Turn sales goals into daily coaching—not end-of-quarter reporting.
Create goals for virtually any sales KPI
Visualize performance with traffic lights and goal pacing
Compare reps, teams and business units in one live dashboard
Pipedrive Forecasting
Know where the quarter is heading before the forecast meeting starts.
Compare Best Case, Commit and revenue forecasts
Improve forecast accuracy with pipeline coverage and opportunities at risk
Predict future revenue—not just revenue from today's open pipeline
Pipedrive Pipeline Analysis
Understand what's changing before it impacts revenue.
Pipeline health, bottlenecks and stage conversion
Deal movement, sales velocity and win rates
Understand why your forecast is changing
Why Sales Teams Choose Dear Lucy for Pipedrive
Pipedrive helps sales teams manage deals.
Dear Lucy helps sales leaders manage performance.
Advanced reporting and executive dashboards
Better forecasting and pipeline analysis
Flexible goals for virtually any sales KPI
Connect in under a minute
Run Every Sales Leadership Meeting with Confidence
Every sales conversation needs a different dashboard.
Whether you're running forecast calls, presenting to the board, coaching your team or keeping the whole sales organization aligned, Dear Lucy gives you live Pipedrive dashboards built for the decisions that matter.
Forecast Meetings
Run data-driven forecast calls.
Know where the quarter is heading before the meeting starts. Compare Commit, Best Case and projected revenue while identifying pipeline risks early.
Executive & Board Reporting
Board-ready sales reporting without the prep work.
Share live dashboards for revenue, pipeline, goals and forecasts instead of manually preparing slides, spreadsheets and executive reports.
Sales Coaching & 1:1s
Coach sales reps using live CRM data.
Review pipeline health, goals, activities and deal risk during every 1:1 to coach earlier and improve performance.
Office TV Dashboards
Keep sales performance visible every day.
Display goals, forecasts, pipeline health and team performance on office screens to create visibility, accountability and focus across the sales team.
Frequently Asked Questions
Does Pipedrive include reporting dashboards?
Yes. Pipedrive includes built-in reports and dashboards for everyday sales reporting. Dear Lucy extends Pipedrive with executive reporting, advanced pipeline analysis, flexible sales goals, forecasting, CRM hygiene dashboards and board-ready reporting for growing sales teams.
Why use Dear Lucy instead of native Pipedrive reports?
Pipedrive is built to help sales teams manage deals. Dear Lucy helps sales leaders manage performance. It adds forecasting, pipeline analysis, flexible goals for virtually any sales KPI, executive dashboards and advanced reporting—without changing how your sales team works in Pipedrive.
How quickly can I connect Dear Lucy to Pipedrive?
Setup takes less than a minute. Connect your Pipedrive account and your dashboards are ready automatically—no spreadsheets, manual exports or implementation projects.
Can I create goals for any sales KPI?
Yes. Create goals for virtually any sales KPI, including revenue, pipeline creation, pipeline value, win rate, average deal size, forecast accuracy, meetings, CRM hygiene and many custom metrics.
Can Dear Lucy improve sales forecasting in Pipedrive?
Yes. Dear Lucy combines pipeline analytics, forecast models, goal pacing and historical performance to help sales leaders run more accurate forecast calls and identify revenue risks earlier.
Does Dear Lucy support recurring revenue reporting?
Yes. Dear Lucy can report recurring and one-time revenue separately and support MRR, ARR, churn and expansion reporting for businesses using recurring revenue in Pipedrive.
How often is my Pipedrive data updated?
Your Pipedrive dashboards update automatically, ensuring sales leaders always work from current CRM data.
Do I need technical resources?
No. Dear Lucy is a plug-and-play Pipedrive integration. Once connected, dashboards update automatically with virtually no maintenance.
Ready to Get More from Pipedrive?
Your sales team already loves using Pipedrive.
Give your sales leaders the reporting, forecasting, goals and pipeline insights they need to make better decisions—without spreadsheets or manual reporting.