Sales Analytics & Performance Pricing

Trusted sales insights for every sales leadership decision.

Dear Lucy gives your entire organization ready-to-use dashboards, KPIs, predictive forecasts and live goal pacing for everything from pipeline reviews and forecast calls to sales rep 1:1s and executive and board reporting.

Built on proven sales leadership best practices and automatically updated from your CRM, Dear Lucy gives your organization actionable sales insights in minutes—so leaders can make better decisions and improve sales performance.

Unlimited users. Unlimited dashboards. Pricing based on the size of your sales organization.

Everything you need to manage sales performance.

Every plan includes the full Dear Lucy sales performance platform—with unlimited users and dashboards.

Ready-to-use advanced sales analytics

Start with 500+ built-in sales KPIs, calculations and predictive forecasting models, based on proven sales leadership best practices.

Goals that stay connected to performance

Set multi-dimensional sales goals across teams, people, business units, products and other dimensions. Live goal pacing and traffic-light indicators show instantly what's on track, what's falling behind and where attention is needed.

Unlimited users & dashboards

Bring sales reps, managers, RevOps, executives and other stakeholders into the same reporting environment. Create as many dashboards as you need for different roles, teams and management needs—without additional user licenses.

AI-powered report builder

Ask Dear Lucy to create or modify the reports you need. Because your CRM data is already structured in Dear Lucy's Sales Intelligence Database, the AI Report Agent understands the data it's working with—making it fast to turn new reporting needs into working reports.

Insights wherever you need them

Use Dear Lucy live in meetings, on desktop, tablet or mobile, embedded in the tools your teams already use, or on office screens. Secure, role-based access and SSO ensure everyone sees the right information.

Ready-to-use sales dashboards for the way you run sales

Dear Lucy is built around the decisions, meetings and management processes that drive sales performance.

Use purpose-built dashboards for:

• Pipeline reviews

• Sales forecasting and forecast calls

• Sales rep 1:1s

• Sales goals and live goal pacing

• Team and individual performance

• Pipeline creation and conversion

• Executive sales reporting

• Board reporting

Different roles get the insights they need, while everyone works from the same trusted sales data, KPIs and definitions.

Everything updates automatically as your CRM data changes.

Start with proven sales intelligence. Use AI to make it yours.

AI makes it easier than ever to create reports and dashboards. But running sales performance requires more than generating charts.

Dear Lucy gives you a purpose-built Sales Intelligence Database, 500+ ready-to-use KPIs and analytics, predictive forecasting, multi-dimensional goals and dashboards built for real sales leadership processes.

Instead of defining your data model, metrics, calculations and reporting logic from scratch, you start with years of sales leadership best practices already built in.

Built-in analytics cover areas including:

• Goal pacing

• Pipeline health

• Pipeline creation

• Conversion

• Forecast accuracy

• Revenue forecasting

• Sales activities

• CRM hygiene

• Executive scorecards

Your reporting is based on structured business data and defined calculations—not AI-generated answers.

Then use the Dear Lucy AI Report Agent to tailor this proven foundation to your business. Create new metrics and reports or modify existing ones using natural language—without writing formulas or queries.

Best practices to get started. AI to make them yours.

Replace manual sales reporting with real-time insights.

Many sales organizations still rely on CRM exports, spreadsheets and manually updated presentations to prepare for sales meetings and management reporting.

Dear Lucy keeps your sales reporting automatically updated from your CRM.

No exporting.
No manually updating spreadsheets.
No rebuilding presentations before every meeting.
No maintaining a separate reporting project.

Your organization always has access to the latest sales insights.

Live in minutes.

Connect your CRM.

Your sales dashboards appear automatically—pre-built using proven sales leadership best practices.

No complex BI implementation.
No reporting project to build before you can get value.

Start using Dear Lucy with your own sales data in minutes.

Works with the CRM you already use.

Dear Lucy connects with Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, and other leading CRM and business systems.

Keep the CRM your sales team already uses.

Give your organization the analytics, forecasting and sales performance visibility it needs.

Built for sales organizations of every size.

A five-person sales team and a global sales organization don't need the same commercial setup.

That's why Dear Lucy pricing scales with the size of your sales organization, while every customer gets access to the same powerful sales performance platform.

Focused sales teams

Get sophisticated, ready-to-use sales analytics without investing in a reporting or BI project.

Larger sales organizations

Create consistent sales reporting, forecasting and performance management across teams, managers and business units.

Enterprise

Support complex organizations with multiple teams, regions, business units, data sources and specific enterprise requirements.

Enterprise plans can include advanced integrations, database connections, custom objects, professional services and additional support.

Frequently asked questions

How much does Dear Lucy cost?

Dear Lucy starts at $165 per month, billed annually at $1,980.

Pricing for standard plans is based on the size of your sales organization:

Up to 5: $165/month
6–15: $330/month
16–30: $495/month
Larger and more complex sales organizations: Custom Enterprise pricing

All standard plans are billed annually.

How does Dear Lucy pricing work?

Dear Lucy pricing is based primarily on the size of your sales organization, rather than the number of Dear Lucy users or dashboards you use. This means you can make sales insights available throughout your organization without buying additional Dear Lucy user licenses.

What counts toward our sales organization size?

Sales organization size refers to the people actively involved in your sales process—for example, salespeople and sales leaders who own or manage sales. Executives and other stakeholders who only consume sales reporting don't normally count toward your plan size.

Does Dear Lucy charge per user?

No. Dear Lucy users are unlimited in every plan. You can give salespeople, managers, RevOps, executives and other stakeholders access without purchasing individual Dear Lucy licenses.

How many dashboards can we have?

Unlimited. You can use as many dashboards as you need for different roles, teams, meetings and reporting requirements.

Can we share or embed Dear Lucy dashboards?

Yes. Dear Lucy dashboards can be shared using interactive links, embedded into other tools or displayed on office screens. Sharing and embedding are included in all plans.

What is the Dear Lucy Sales Intelligence Database?

Dear Lucy structures data from your CRM in a purpose-built Sales Intelligence Database designed for sales analytics and performance management. This data foundation powers Dear Lucy's ready-to-use KPIs, calculations, predictive forecasting and AI-powered reporting—without requiring you to build your own sales reporting data model from scratch.

What is the Dear Lucy AI Report Agent?

The AI Report Agent helps you create and modify metrics and reports using natural-language instructions. Because your CRM data is already structured in Dear Lucy's Sales Intelligence Database, the agent can build on data Dear Lucy already understands. You can start with Dear Lucy's ready-to-use reporting and then tailor metrics and reports to your specific business. AI usage is included in every plan, with additional usage available when needed.

Which CRM systems does Dear Lucy integrate with?

Dear Lucy integrates with leading CRM and business systems including Salesforce, HubSpot, Pipedrive and Microsoft Dynamics 365. Additional data sources and custom integrations are available depending on your plan and requirements.

Why use Dear Lucy instead of CRM reporting?

CRM systems are designed primarily to manage customer and sales data. Dear Lucy is built specifically for sales analytics, forecasting and sales performance management, with 500+ ready-to-use KPIs, calculations, predictive forecasting models, goal management and purpose-built dashboards for sales leadership. You keep your existing CRM while Dear Lucy provides the sales performance layer your organization needs.

Why use Dear Lucy instead of a BI tool?

General-purpose BI tools can be used to build sales reporting, but the data model, dashboards, metrics, calculations and reporting logic typically need to be designed, built and maintained. Dear Lucy comes with sales reporting best practices already built in, allowing your organization to start with proven analytics and tailor them to your needs.

Why use Dear Lucy instead of building sales dashboards with AI?

AI can make it faster to create individual dashboards and reports. But your organization still needs structured sales data, consistent KPI definitions, calculation logic, forecasting models, goals, permissions and reporting that can be trusted across sales leadership, management and the board. Dear Lucy gives you this foundation ready-made—and lets you use AI to tailor it to your business.

Does Dear Lucy offer Enterprise plans?

Yes. Dear Lucy Enterprise is designed for larger and more complex sales organizations, including companies with multiple teams, regions, business units, data sources or specific security and service requirements.

Can I try Dear Lucy before buying?

Yes. You can start a free 10-day trial and connect your own CRM data. No credit card required.

Make better sales decisions with your own data.

See your pipeline, forecasts, goals and sales performance in Dear Lucy.

START YOUR FREE 10-DAY TRIAL

No credit card required.