Business Performance Dashboards Built on Visma Severa
Get full visibility into billing, budgets, forecasts and performance — in one structured performance view.
Visual performance view of your business
We turn your Visma Severa sales and invoicing data into structured leadership dashboards — across billing, budgets and forecasts.
Trusted by growing professional services businesses
The KPIs That Drive Your Business
Billing vs Budget Control
Billing vs budget — always comparable
• Billed revenue vs budget
• Revenue pacing during the month
• Business unit comparison
• Early visibility into gaps
Forecast vs Actual
Forecast vs actual — no surprises
• Forecast vs invoiced revenue
• Forecast accuracy over time
• One revenue number across sales and finance
Business Unit & Team Performance
Performance by business unit, team and person
• Revenue by unit and team
• Utilisation and billing rate
• Contribution margin (if tracked)
• Customer performance
Sales Forecast & Revenue Predictability
Track new and existing business — from pipeline to billed revenue.
• Pipeline value and development
• Conversion from pipeline to billed revenue
• Forecast reliability by team
• Weekly pacing vs target
Targets & Follow-Up
Target setting and follow-uP
• Revenue targets by company, unit or team
• Weekly performance tracking
• Visual indicators for deviations
Severa + CRM data in one view
Whether your pipeline lives in Severa or in HubSpot, Salesforce, or Pipedrive, Dear Lucy combines pipeline, forecast and invoicing into one comparable revenue view.
Dashboards for Every Leadership Role
Each role sees the numbers they are responsible for — structured around the same performance logic.
CEO / COO
• Revenue pacing vs budget
• Forecast reliability
• Business unit comparison
• Early visibility into risks
CFO / Finance
• Billing vs budget
• Forecast vs invoiced revenue
• Revenue by business unit
• One comparable revenue view across systems
Sales Leader
• Pipeline development
• Forecast accuracy by team
• New vs existing business
• Weekly pacing vs target
Business Unit Leader
• Revenue by unit
• Utilisation and billing rate
• Contribution margin (if tracked)
• Customer performance
Turn Visma Severa into a performance engine
Get full visibility into billing, budgets and forecasts — structured for leadership.
FAQ
Do we need to use Severa as our CRM?
No. Your pipeline can live in Visma Severa, HubSpot, Salesforce or Pipedrive. Dear Lucy combines pipeline and Severa invoicing into one structured performance view.
What Severa data do you use?
We use your Severa sales and invoicing data to structure billing, forecast and performance dashboards for leadership.
Can you align sales with invoicing and budget?
Yes. Dear Lucy shows forecast, billed revenue and budget pacing in one comparable view so sales and finance follow the same numbers.
How fast can we get started?
The Sales Dashboard is plug-and-play and can be connected in minutes. Business performance dashboards are configured around your operating model and delivered quickly.
How do we connect Severa to Dear Lucy?
Connection is handled via Severa’s API. Once connected, your dashboards populate automatically. A step-by-step setup guide is available if needed.
Is Dear Lucy an official Severa integration?
Yes. Dear Lucy is an official Visma Severa integration, supporting automated reporting and performance dashboards built directly on Severa data.
Who typically uses Dear Lucy in Severa companies?
CEOs, COOs, CFOs, sales leaders and business unit managers who need a reliable weekly view of revenue performance.
Can we expand or customise dashboards later?
Yes. Many customers start with standard views and expand into additional performance dashboards such as billing vs budget, forecast reliability or billing rate tracking.
Is this a heavy BI project?
No. Dear Lucy replaces manual exports and custom BI builds with structured dashboards built directly on top of Severa and your CRM.
