Severa Sales Reporting, Forecasting & Dashboards
Purpose-built for professional services businesses — powered by your Severa data.
Board-ready Severa sales reporting — without Excel
Dear Lucy turns your Visma Severa data into a weekly view of pipeline, forecast, and results that sales leaders and management can trust.
One clear view for sales and leadership
Forecast and pacing vs targets
No manual exports or BI projects
Trusted by growing professional services businesses
Sales leadership reporting & forecasting
Run your weekly sales rhythm with a clear view of pipeline, forecast, and progress — straight from Severa data.
Board-ready pipeline and forecast views
Weekly pacing vs targets
Forecast by team, rep, or business unit
No manual Severa exports
Sales + invoicing alignment
Most Severa companies track sales and invoicing in separate reports. We bring them into one comparable view.
Forecast vs actual invoicing side-by-side with pipeline
See how sales converts into billed revenue
Track weekly revenue pacing vs budget
Keep sales and finance aligned
Goal setting and tracking per business unit
Set targets the way businesses operate — by unit, team, and role — and follow progress weekly.
Goals per business unit and rep
Performance vs target in one view
Traffic lights to highlight what needs action
Works for sales, management, and finance
Rep views, activities & weekly sales cadence
Give reps and managers the views they need to move deals forward — with activities visible next to pipeline health.
Rep dashboards for pipeline, priorities, and pacing
Activity visibility to support coaching and follow-up
Simple weekly execution views for teams
Keeps forecast grounded in real action
Sales performance by business unit
Review performance the same way you run the business.
Dashboards filtered by business unit and customer group
Compare performance across units and segments
Spot gaps early and drill down fast
No spreadsheet slicing needed
Severa + CRM data in one view
Whether your pipeline lives in Severa or in HubSpot, Salesforce, or Pipedrive, Dear Lucy combines it with Severa sales and invoicing into one board-ready revenue truth.
Dashboards for every level of your revenue organization
Whether you’re running board reviews, building a growing sales motion, or aligning sales with invoicing, Dear Lucy gives each role a clear weekly view — powered by Severa data.
Board & management
Track pipeline, forecast, and invoicing reality across business units and customer groups. Use executive dashboards in board and leadership meetings to stay aligned on targets, risks, and growth.
CEO / COO
See one comparable revenue truth: sales forecast, pacing vs budget, and invoicing forecast/actuals in the same view.
Sales leaders & managers
Run the weekly sales cadence with clear dashboards for forecast accuracy, goal attainment, pipeline health, and rep/project-seller execution across teams and business units — without manual Severa exports.
Sales reps & project sellers
Stay focused with personal views of your pipeline, priorities, targets, and next actions — all grounded in Severa data.
Finance
Align sales forecasts with invoicing and budget tracking so weekly revenue follow-up runs off one trusted view.
FAQ
Do we need to use Severa as our CRM?
No. Dear Lucy works whether your pipeline lives in Severa or in HubSpot, Salesforce, or Pipedrive. We combine CRM pipeline data with Severa invoicing into one view.
What Severa data do you use?
We use your Severa sales and invoicing data to build sales leadership reporting, forecasting, goal tracking, and sales-vs-invoicing alignment dashboards.
Can you align sales with invoicing and budget?
Yes. Dear Lucy shows forecast vs. actual invoicing next to pipeline and pacing vs. budget, so leadership gets one comparable revenue truth.
How fast can we get started?
Severa integration is plug-and-play. Customers see dashboards with real data in minutes.
Who typically uses Dear Lucy in Severa companies?
Sales reps and managers, CEOs/COOs, finance teams, and the board — anyone who needs a reliable weekly view of pipeline, forecast, and invoicing performance.
Can we add custom views later?
Yes. Many Severa customers start with standard reports and expand with add-ons like case profitability, or deeper invoicing mapping.
Is this a heavy BI project?
No. Dear Lucy replaces manual exports and custom BI builds with ready-made dashboards on top of Severa and your CRM.
