Revenue Forecasting
Your CRM records deals. Leadership needs to understand the revenue those deals will generate over the coming months.
Dear Lucy transforms your CRM data into a live revenue forecast, combining recurring subscriptions, one-time services and future pipeline in one clear view.
Know where your business is heading—with numbers everyone can trust.
Live revenue forecasting dashboard built from CRM data, combining recurring revenue, one-time services and future revenue in one shared view.
Your CRM Already Has the Data. Dear Lucy Provides the Visibility.
Most businesses don't have a revenue data problem.
They have a revenue visibility problem.
Your CRM already contains the information needed to forecast future revenue. Deals, products, subscriptions and billing schedules all describe what's expected to happen next.
Dear Lucy automatically transforms that commercial data into a live revenue forecast, giving leadership a clear view of where the business is heading.
From Deal Value to Revenue Visibility
Most CRM reports tell you what you've sold.
Leadership needs to understand what that business means for the months ahead.
Dear Lucy combines recurring subscriptions, one-time services and future pipeline into a single revenue forecast, so you can answer questions like:
How much revenue do we expect next month?
How much is recurring versus one-time?
Which products and services generate future revenue?
Are we on track to reach our revenue targets?
What does next quarter or next year look like?
Instead of maintaining spreadsheet models, you can answer those questions directly from your CRM.
Monthly revenue forecasting dashboard built from CRM data. Compare actual revenue, revenue forecast and targets month by month to understand future revenue performance.
Make Better Commercial Decisions
Revenue forecasting isn't about creating another report.
It's about making better decisions.
Plan with confidence.
Track recurring and one-time revenue together.
Understand future revenue by customer, product, team or region.
Measure progress against revenue targets.
Drill down from company totals to the underlying CRM transactions.
Whether you're reviewing next month's outlook, planning investments or preparing board materials, everyone works from the same trusted numbers.
Built on Your CRM
Dear Lucy connects directly to your CRM and automatically builds revenue forecasts from your commercial data.
Supported CRM platforms include:
Revenue forecasts update automatically as your CRM changes.
No manual exports.
No spreadsheet models.
Just one trusted view of future revenue.
One Shared View for Leadership
Revenue forecasting is a shared responsibility across the business.
CEOs need confidence before making investment decisions.
CROs need to understand whether commercial targets will be achieved.
RevOps teams need a single source of truth instead of spreadsheet models.
Finance needs reliable revenue visibility across the business.
Dear Lucy brings everyone together around the same numbers.
Frequently Asked Questions
What is revenue forecasting?
Revenue forecasting estimates how much revenue your business is expected to generate over future months, quarters or years. It combines commercial data such as deals, subscriptions and services to give leadership a clear view of future revenue.
What's the difference between sales forecasting and revenue forecasting?
Sales forecasting predicts which deals are likely to close. Revenue forecasting shows when those deals are expected to generate revenue. Most organisations use both to understand future business performance. Learn more about Sales Forecasting.
Can Dear Lucy forecast recurring revenue?
Yes. Dear Lucy combines recurring subscriptions, one-time revenue and expected pipeline into a single live revenue forecast.
Which CRM systems does Dear Lucy support?
Dear Lucy integrates with HubSpot, Salesforce, Microsoft Dynamics 365 and Pipedrive.
Can I analyse revenue by product, customer or team?
Yes. Revenue forecasts can be filtered by salesperson, team, customer, product, business unit, region and other CRM dimensions.
Does the forecast update automatically?
Yes. Revenue forecasts update automatically as your CRM data changes, so leadership always works from current information.
See the Future Revenue of Your Business
Your CRM already contains the answers.
Dear Lucy transforms that data into a live revenue forecast, giving your leadership team the confidence to plan, forecast and make better commercial decisions.