Run Sales Like a Data-Driven Machine
Dear Lucy is more than dashboards — it’s a sales performance management hub that keeps your pipeline healthy, your forecasts accurate, and your team aligned.
We connect directly to your CRM, turning raw data into insights, alerts, and motivation to hit your number every month.
No spreadsheets. No wasted time. Just the right data, in the right place, for the right people.
Everything You Need to Stay on Target
Forecast with Confidence
Ditch guesswork. Combine predictive models, pipeline scoring, and pacing trends for forecasts you can take to the board.
Forecast vs. actual in real time
Early gap detection
Team, territory, or product views
See What’s Driving Results
Get the metrics that matter — without CRM filter overload.
Spot win rate shifts early
Track cycle length and sales velocity
Drill down by segment, product, or rep
Keep Goals Front and Center
Layered goals for reps, teams, and business units, with traffic-light dashboards to keep everyone aligned.
Role-based views
Real-time progress updates
Instant performance signals
Fix CRM Data Fast
Bad data = bad forecasts. We make cleanup simple.
Wall of Shame for ghost pipeline, stale deals, and missing fields
Quick filters for fast fixes
Wall of Fame for celebrating wins
Motivate with Leaderboards
Drive healthy competition and recognition.
Live rankings for key metrics
Track contests or campaigns
Customizable to your sales strategy
Get Alerts Before Issues Escalate
Proactive warnings so you can act before revenue is at risk.
Deals stuck in stage
Pipeline drops
High-value deals without recent activity
Works Where You Work
Dear Lucy connects directly to the world’s leading CRMs — with dashboards, analytics, and reporting embedded right inside your existing workflow.
Why Teams Choose Dear Lucy
Fast Setup – Live in a day for HubSpot, Salesforce, and Pipedrive
Always Current – Dashboards update automatically every hour (or faster)
Board-Proof Reports – Visuals your exec team will love
Customizable – Match to your metrics, teams, and goals
See It in Action
Your CRM already has the data. Dear Lucy makes it useful.