Pipedrive Dashboards
Your sales team already loves using Pipedrive.
Dear Lucy transforms your Pipedrive CRM into live dashboards for sales reps, sales managers, RevOps, executives and board members—helping everyone work from the same trusted sales data.
From personal dashboards and pipeline reviews to forecast calls and board reporting, every dashboard is built around the way modern sales organisations actually work.
Every dashboard answers a different business question
Sales dashboards aren't the goal.
Better decisions are.
Different roles need different insights. Sales reps focus on their own pipeline. Sales managers coach their teams. RevOps monitors pipeline health and CRM quality. Executives and board members focus on business performance.
Dear Lucy gives every role the dashboard they need while keeping the entire organisation aligned around the same live Pipedrive data.
Personal Dashboard
Focus on the opportunities that matter most.
Sales reps need a clear view of their own pipeline, activities, goals and upcoming opportunities.
Instead of switching between multiple reports, your team gets one personal dashboard showing everything they need to stay on track.
Stay on top of your sales performance with live quota attainment, pipeline value, sales forecasts, win rate, meetings, top opportunities and pipeline insights—all powered by your Pipedrive CRM.
Sales Performance Dashboard
Know how your sales team is performing before every sales meeting.
Monitor sales KPIs, pipeline creation, top performers, win rate, average deal size, opportunities at risk and sales velocity—all from one live dashboard.
Walk into every sales meeting already knowing where coaching is needed.
Sales Forecast Dashboard
Walk into every forecast call with confidence.
Review forecast accuracy, pipeline coverage, goal pacing, deal risk, best case and commit forecasts from one shared dashboard that updates automatically from your Pipedrive CRM.
Forecast meetings become discussions about decisions—not spreadsheets.
Pipeline Dashboard
Spot pipeline risks before they become missed targets.
Monitor pipeline health, stage conversion, bottlenecks, pipeline leakage, deal movement and sales velocity before they impact revenue.
See how your pipeline evolves over time—not just what it looks like today.
Board & Executive Dashboard
Give leadership one trusted view of business performance.
Executives and board members need confidence in where the business is heading.
Track revenue performance, sales forecasting, pipeline health and strategic sales KPIs from one dashboard that replaces manually prepared board presentations.
Give executives and board members a live view of sales forecasts, revenue, growth, pipeline value and strategic sales KPIs—powered directly by your Pipedrive CRM.
CRM Hygiene Dashboard
Better CRM data leads to better decisions.
Forecasts, dashboards and reports are only as reliable as the data behind them.
Identify stale opportunities, missing information and CRM quality issues before they affect reporting or forecasting.
Identify missing data, overdue opportunities and CRM quality issues before they impact reporting, forecasting and sales performance.
Office TV Dashboard
Keep your entire sales organisation aligned.
Display live sales KPIs, goals, leaderboards and team performance on office screens to celebrate wins and keep everyone focused on the same priorities.
Display live sales performance across the office with real-time leaderboards, forecasts, pipeline creation and team KPIs powered by your Pipedrive CRM.
Built for the way modern sales organisations work
Sales leaders don't need more dashboards.
They need the right dashboard for every conversation.
Whether you're running a pipeline review, preparing a forecast call, coaching a sales rep or presenting results to the board, everyone works from the same live Pipedrive data.
No conflicting reports.
No spreadsheet exports.
No rebuilding dashboards every Monday morning.
Just trusted sales insights for every role in your organisation.
Why sales teams choose Dear Lucy dashboards
Pipedrive already gives your sales team an excellent CRM.
Dear Lucy builds on that foundation with dashboards designed specifically for sales performance management.
Every dashboard includes:
Live Pipedrive data
Hundreds of built-in sales KPIs
Goal tracking and goal pacing
Sales forecasting
Historical pipeline trends
Pipeline analytics
Executive dashboards
Board reporting
Secure dashboard sharing
Office TV mode
Ready in minutes
Instead of building dashboards from scratch, your team starts with proven sales leadership best practices and adapts them to your own business.
Looking for more than dashboards?
Dashboards are only one part of a modern sales reporting system.
Explore our guides to learn how leading sales organisations use Pipedrive data for reporting, forecasting and sales performance management.
Pipedrive Reporting
Turn your Pipedrive CRM into one trusted reporting system for sales leadership.
Pipedrive Forecasting
Run more accurate forecast calls with live forecasting dashboards.
Pipeline Analysis
Monitor pipeline health, bottlenecks and deal movement over time.
Sales Goals
Track sales goals across individuals, teams, regions and business units.
Revenue Forecasting
Understand future revenue—not just today's pipeline.
Board Reporting
Replace manual board packs with live executive dashboards.
Frequently Asked Questions
Does Pipedrive include dashboards?
Yes. Pipedrive includes dashboards through Pipedrive Insights, allowing users to create reports and dashboards directly inside the CRM.
Can I build custom dashboards in Pipedrive?
Yes. Pipedrive allows users to create custom dashboards using reports, filters and custom fields. Dear Lucy builds on those capabilities with ready-to-use dashboards designed specifically for sales organisations.
Which dashboards should sales managers use?
Most sales managers rely on a Sales Performance Dashboard, a Sales Forecast Dashboard and a Pipeline Dashboard to run weekly sales meetings, pipeline reviews and forecast calls.
Can I create executive dashboards from Pipedrive?
Yes. Dear Lucy transforms your Pipedrive CRM into executive dashboards that combine sales KPIs, forecasting, revenue performance and pipeline analytics in one place.
Can I share dashboards with executives and the board?
Yes. Dashboards can be securely shared across your organisation so everyone works from the same live sales data.
Can I display Pipedrive dashboards on office TVs?
Yes. Dear Lucy includes Office TV dashboards that display live sales performance, goals and leaderboards on office screens.
Is Dear Lucy an official Pipedrive integration?
Yes. Dear Lucy is available on the Pipedrive Marketplace and connects directly to your Pipedrive CRM. Your dashboards update automatically from your live CRM data, with no spreadsheets or manual exports.
Turn your Pipedrive CRM into dashboards your entire sales organisation will actually use.
Keep the CRM your sales team already loves.
Give every sales rep, sales manager, RevOps professional, executive and board member the dashboards they need to make faster, more confident decisions.