Board & Executive Sales Reporting
When sales reporting needs to stand up in leadership meetings, board reviews, and investor updates, accuracy and clarity matter more than ever.
Dear Lucy gives you board & executive sales reporting built on live CRM data — so you always walk into meetings with confidence.
One example of board & executive sales reporting
One example of a board & executive sales report showing revenue vs target, forecast vs actual, pipeline health, and growth trends — all based on live CRM data.
Dear Lucy turns live CRM data into clear, executive-ready dashboards that work just as well in leadership meetings as they do in board and investor reviews.
Always current. Always consistent.
No rebuilding slides before every meeting.
Why sales leaders choose Dear Lucy for board & executive reporting
When reporting expectations rise, leaders don’t want more tools — they want fewer questions and more trust.
Board-ready reports, always up to date
Board & executive dashboards are built directly on live CRM data. No exporting, no slide rebuilding, no explaining why numbers changed overnight.
Visual goal pacing everyone understands
Revenue targets, forecasts, and gaps are shown visually — so board and leadership discussions focus on decisions, not interpretations.
Reporting delivered before the meeting
Board members and executives receive scheduled email snapshots of key dashboards ahead of meetings. They can review performance at a glance — and drill into details only if they want to.
This dramatically reduces follow-up emails and last-minute report requests.
What boards, executives, and investors actually need to see
Effective board & executive sales reporting focuses on outcomes, direction, and risk — not operational noise.
With Dear Lucy, leaders typically track:
Revenue vs target
A clear view of where the business stands — including pacing, not just totals.
Forecast vs actual
Expected outcomes side by side with reality, and how confidence evolves over time.
Pipeline coverage & health
Whether future revenue is supported — and where gaps or risks exist.
Risk and upside
What could derail the plan, and where growth may accelerate.
Trends over time
Movement and direction that explain performance — not one-off snapshots.
These dashboards are designed to tell the sales performance story, not just display numbers.
One source of truth — from leadership to board to investors
A key strength of Dear Lucy is that everyone looks at the same data, just at different levels.
Leadership reviews high-level performance
Boards and investors see consistent, trusted metrics
Deeper drill-downs are available when questions arise
No parallel spreadsheets or conflicting reports
The result: fewer explanations, faster alignment, and higher confidence.
Built on live CRM data
Dear Lucy connects directly to your CRM, ensuring board and executive reports are always current and reliable.
Works seamlessly with:
What leadership sees in meetings always matches what teams see day-to-day.
From board reporting to everyday execution
Board & executive sales reporting is not a separate exercise.
The same dashboards are also used for:
Leadership reviews and forecast calls
Sales rep dashboards & 1:1s
Office TV dashboards
One reporting foundation — used across the entire revenue organisation.
When board & executive sales reporting matters most
This use case resonates strongly when:
Reporting pressure increases after investment or growth
Boards and investors expect clearer explanations
Forecast accuracy is under scrutiny
Leadership wants fewer spreadsheets and follow-up emails
Trust in the numbers is non-negotiable
If that sounds familiar, this is exactly what Dear Lucy is built for.
See board & executive sales reporting in action
If you want to see how board & executive sales reporting works with your CRM and your structure, we’re happy to show you.
Related use cases
Sales Forecasting & Forecast Calls
Sales Rep Dashboards & 1:1s
Office TV Dashboards