Track and Forecast Recurring Revenue From Your CRM
Track and forecast key ARR or MRR metrics from Salesforce, HubSpot or Pipedrive. Forget heavy BI tools or error-prone spreadsheets, and track your growth with visual, real-time dashboards.
WORKS WITH YOUR CURRENT CRM PLAN
Recurring Revenue Metrics for Salesforce, HubSpot and Pipedrive
Stay on top of your recurring revenue growth and forecasts with Dear Lucy. With your current CRM and your current CRM plan - no CRM upgrades needed!
Dear Lucy pulls data from your Salesforce, HubSpot, or Pipedrive and calculates, visualizes, and forecasts the metrics you need to get a solid view of your business. If your current CRM plan does not support recurring revenue, we help you create the required fields.
KEEP EVERYONE ON THE SAME PAGE
Track ARR and MRR Growth
The growth of Annual Recurring Revenue (ARR) is the North Star metric for growing SaaS companies. With Dear Lucy, you can easily keep track of:
Yearly, quarterly, monthly, or weekly ARR development by pipeline, business area, or a sales rep
Track ARR/MRR growth year-to-year or month-to-month and see the comparisons to previous periods
ARR Growth %
ALL IN ONE VIEW
Unified View of New MRR and Churn
Instantly see the big picture of your entire client base:
How much new recurring revenue did we gain this month (new MRR)?
How much is our current, existing monthly recurring revenue base (base MRR)?
How much did we lose due to churn (lost MRR)?
What is our churn %?
POWERFUL GOAL ENGINE
Monitor Revenue Targets or Sales Quota Against Performance
Define targets for all key recurring revenue metrics in Dear Lucy - be it per pipeline, business area, or sales rep.
Dear Lucy compares performance to targets in real-time and red and green colours show instantly where your team is on target and where you are lagging behind.
ENGAGE & INFORM
Share Status Across The Company
Keep your entire team up-to-date on the revenue growth by sharing Dear Lucy sales dashboards across the company: marketing team, engineering team, top management, CEO, company board, or investors.
You can display dashboards on office walls or embed the live dashboards into common online workspaces or tools.
Matt Ellis, CRO, Apiture
“If the CEO wants to know how we're doing, or the board wants to know, or the CFO wants to know, or an engineer who's sitting down in Austin wants to know, the truth is right there in Dear Lucy.”
Try Dear Lucy for Free
Select your favourite KPIs and graphs from the library of 300+ ready-made metrics, or let us know your specific needs and we will configure them for you. No credit card required.