Pipedrive Forecasting
Your sales team already uses Pipedrive to manage deals.
Dear Lucy helps sales leaders improve Pipedrive forecasting with more accurate forecasts and better forecast calls.
Instead of debating spreadsheets, chasing updates or relying on gut feel, everyone works from the same live forecasting dashboard—powered directly by your Pipedrive CRM.
Better forecast calls start before the meeting
Forecast accuracy isn't decided during the forecast call.
It's built during the pipeline reviews leading up to it.
The best sales organisations don't spend forecast meetings asking what changed.
They already know.
Instead, they focus on risks, priorities and the actions needed to hit target.
Dear Lucy gives every sales leader the visibility needed to walk into forecast calls prepared.
Sales Forecast Dashboard
Know where the quarter is heading before the meeting starts.
Run every forecast call using one live dashboard that combines:
Sales forecast
Forecast accuracy
Pipeline coverage
Goal pacing
Best case vs. Commit forecast
Revenue forecast
Opportunities at risk
Largest deals closing this period
Run more confident forecast calls with live sales forecasting, forecast accuracy, pipeline coverage, goal pacing and revenue forecasts—powered directly by your Pipedrive CRM.
Forecast accuracy improves with better pipeline visibility
Forecasts rarely fail because someone calculated the numbers incorrectly.
They fail because the pipeline changes.
Deals move.
New opportunities don't enter the funnel.
Large opportunities slip.
Pipeline coverage weakens.
Dear Lucy helps sales leaders understand why the forecast changes—not just what the latest forecast number is.
Every forecast call should answer these questions
The purpose of a forecast meeting isn't updating CRM data.
It's making decisions.
Before the meeting ends, every sales leader should know:
Will we hit target this month?
Will we hit this quarter?
Is enough pipeline entering the funnel?
Which deals represent the biggest forecast risk?
Which opportunities need executive support?
How accurate have our forecasts been recently?
Which teams are ahead or behind target?
What actions improve the forecast?
If your forecast meeting can't answer those questions quickly, your forecasting process probably isn't working as well as it could.
Beyond standard Pipedrive forecasting
Pipedrive includes built-in forecasting capabilities that help sales teams estimate future revenue from open opportunities.
For many teams, that's a great place to start.
As organisations grow, however, sales leaders often need a broader view.
Dear Lucy goes beyond forecasting your current pipeline. It also helps predict future revenue based on the pipeline your team is likely to create—giving sales leaders a more complete view of where revenue is heading.
How forecast accuracy changes over time
Whether enough new pipeline is being created
Which deals are putting revenue at risk
How forecasts compare with sales goals
How likely the business is to achieve next quarter's targets
Dear Lucy builds on top of your Pipedrive CRM to bring forecasting, pipeline analytics, sales goals and executive reporting together in one forecasting system.
Forecast with confidence—not optimism
Great forecasting isn't about predicting the future perfectly.
It's about reducing surprises.
Dear Lucy combines historical forecasting, pipeline trends, deal movement, goal pacing and pipeline coverage to help leadership make better decisions before revenue is affected.
Instead of asking:
"Can we still hit the number?"
Your team starts asking:
"What should we do next?"
Built for every forecast conversation
Whether you're reviewing forecasts with an individual sales rep or presenting revenue expectations to the executive team, everyone works from the same live Pipedrive data.
Sales reps review their own opportunities.
Sales managers coach their teams.
RevOps monitors pipeline quality.
Executives understand where revenue is heading.
Board members gain confidence in the forecast.
Everyone sees the same numbers.
Looking for more than forecasting?
Forecasting works best when combined with great reporting and healthy pipeline management.
Dear Lucy for Pipedrive brings together sales reporting, dashboards, forecasting, sales goals, pipeline analytics and executive reporting in one solution—powered directly by your Pipedrive CRM.
Explore more Pipedrive resources:
Turn your CRM into one trusted reporting system for sales leadership.
Ready-to-use dashboards for sales reps, managers, RevOps and executives.
Identify bottlenecks, deal movement and pipeline risks before they affect forecasts.
Track quota attainment and goal pacing across every level of your sales organisation.
Look beyond today's pipeline to understand future revenue.
Frequently Asked Questions
Does Pipedrive include forecasting?
Yes. Pipedrive includes sales forecasting based on your current pipeline and open opportunities. Dear Lucy extends Pipedrive with predictive revenue forecasting, forecast accuracy, pipeline coverage, goal pacing and executive forecasting dashboards—helping sales leaders understand not only what is likely to close, but also whether enough future pipeline is being created to hit revenue targets.
How can I improve forecast accuracy in Pipedrive?
Forecast accuracy improves when sales leaders review pipeline health, deal movement, forecast history and pipeline coverage together—not just the current pipeline value.
What should a sales forecast dashboard include?
A forecasting dashboard should include sales forecasts, forecast accuracy, pipeline coverage, goal pacing, opportunities at risk, largest deals and revenue trends.
What makes a good forecast call?
The best forecast calls focus on decisions rather than collecting updates. Every participant should work from the same live sales data and understand where revenue is likely to land before the meeting begins.
Can I share forecast dashboards with executives?
Yes. Dear Lucy allows forecast dashboards to be securely shared across your organisation so executives and board members always have access to the latest forecast.
Is Dear Lucy an official Pipedrive integration?
Yes. Dear Lucy is available on the Pipedrive Marketplace and connects directly to your Pipedrive CRM, automatically updating your forecasting dashboards with live CRM data.
Stop guessing. Start forecasting with confidence.
Keep the CRM your sales team already loves.
Give sales leaders the forecasting tools they need to improve forecast accuracy, reduce surprises and make more confident revenue decisions.