Turn Visma Severa into a Complete Performance Management Platform
Set targets and budgets, track business KPIs, forecast performance and give every leader one trusted view of your business.
Business performance management built on Visma Severa.
When growing companies need more from Severa
As professional services businesses grow, leadership needs more than operational reporting.
Severa manages projects. Dear Lucy helps you manage business performance.
Dear Lucy adds a business performance management layer on top of Visma Severa, bringing together targets, budgets, forecasts, KPIs and executive reporting into one trusted leadership view.
New guide: Want to learn more about the management model behind this?
The Ultimate Guide to Business Performance Management with Visma Severa →
Trusted by growing professional services companies
From creative agencies to engineering firms, leadership teams use Dear Lucy alongside Visma Severa to manage targets, forecasts and executive reporting.
Everything leaders need to manage business performance
⭐ Targets & Budgets
Set monthly, quarterly or annual targets and budgets at company, business unit, team or individual level. Compare actual performance against plan and always know what's still to go.
Company • Business Units • Teams • Individuals
Actual vs Target • Actual vs Budget • To Go
Revenue Performance
Track revenue from forecast to billing with live business performance KPIs.
Billed Revenue
Billing Forecast
Revenue by Business Unit
Revenue Trend
Resource Performance
Measure how effectively your people create value across the business.
Employee Utilisation
Billable Hours
Average Hourly Rate
Customer Work %
Sales Performance
Connect pipeline, sales forecasts and new business to future revenue performance.
Pipeline
Sales Forecast
Win Rate
New Business
One business view across Severa and your CRM
Whether your sales pipeline lives in Visma Severa, HubSpot, Salesforce or Pipedrive, Dear Lucy combines CRM pipeline, forecasts and Severa billing into one trusted business performance view.
Run Every Leadership Meeting with Confidence
Every leadership meeting has different questions. Dear Lucy gives every team the right dashboard, built on the same trusted performance data.
Want to learn how high-performing professional services companies structure weekly, monthly and quarterly leadership meetings? Read our guide: How High-Performing Professional Services Companies Run Leadership Meetings →
Board meetings
Review company performance, targets, budgets and forecasts in one board-ready view.
Leadership meetings
Sales, Finance and Operations make decisions using the same trusted numbers.
Performance Reviews
Compare business unit performance, utilisation, profitability and progress against targets.
Sales meetings
Review pipeline, forecasts and revenue target attainment before every sales meeting.
1:1s
Review individual performance, targets and KPIs in every 1:1.
Why professional services firms choose Dear Lucy
Built for Professional Services
Designed around the KPIs, targets, budgets and forecasting models professional services firms use every day—not generic BI.
One Trusted View
Sales, Finance and Operations work from the same trusted numbers—from board meetings to weekly business reviews.
Ready to Grow
Start with standard dashboards and expand with additional KPIs, targets and executive reporting as your business grows.
Turn Visma Severa into a performance engine
Manage business performance with targets, budgets, KPIs and forecasting—all built on top of Visma Severa.
Official Visma Severa Integration
Dear Lucy is an official Visma Severa Marketplace integration, securely connecting through the Visma Severa API to turn operational data into performance management, forecasting and executive reporting. View on Visma Marketplace →
Frequently Asked Questions
What does Dear Lucy add to Visma Severa?
Dear Lucy adds a business performance management layer on top of Visma Severa with business KPIs, targets and budgets, forecasting and executive reporting—helping every leader work from one trusted view of the business.
Which business KPIs can we track?
Track the KPIs that matter most, including revenue, billing, utilisation, billable hours, average hourly rate, customer work %, sales KPIs, forecasts and more—all by company, business unit, team or individual.
Can we set targets and budgets?
Yes. Set monthly, quarterly or annual targets and budgets at company, business unit, team or individual level, then compare actual performance against plan, forecast and what's still to go.
Can we combine CRM sales, projects and billing?
Yes. Whether your sales pipeline lives in Visma Severa, HubSpot, Salesforce or Pipedrive, Dear Lucy combines CRM data with Severa projects, billing and financial performance into one trusted business view.
Can we replace Excel reporting?
Yes. Many customers replace manual spreadsheets with live dashboards, automated reporting and business performance tracking.
Is Dear Lucy a replacement for Power BI?
Dear Lucy is a ready-made business performance management solution for professional services, while Power BI is a general-purpose BI platform that typically requires custom report development and maintenance.
Who uses Dear Lucy?
CEOs, CFOs, Sales Leaders, Business Unit Managers and Operations leaders use Dear Lucy for board reporting, leadership meetings, business reviews and team performance management.
How quickly can we get started?
Most customers connect Visma Severa and start using standard dashboards within days. Additional KPIs, targets and executive reports can be added as your business evolves.
