Sales Forecasting Dashboards for Accurate Forecast Calls
Sales forecasting breaks down when forecast calls turn into storytelling, spreadsheet debates, or last-minute number changes.
Dear Lucy gives sales teams sales forecasting dashboards built for accurate forecast calls — so teams align faster, spot risk earlier, and make decisions with confidence.
One example of a sales forecasting dashboard
Example of a sales forecasting dashboard used in forecast calls, combining forecast vs target, commit and best case views, pipeline coverage, deal movement, and risk signals — all based on live CRM data.
Why sales teams choose Dear Lucy for forecast calls
Plug-and-play forecasting dashboards
Sales forecasting dashboards are ready out of the box — built for forecast calls and pipeline review meetings.
No spreadsheets.
No manual rollups.
No rebuilding reports before every call.
Data-backed forecasts — not gut feel
Forecasts are grounded in real CRM data and deal behavior, not subjective confidence.
Teams see forecast vs target, pipeline coverage, and forecast accuracy clearly — keeping discussions factual and aligned.
Visual goal pacing for fast alignment
Forecast progress is shown visually, making it instantly clear whether teams are on track or falling behind.
This keeps forecast calls focused on decisions and actions — not explanations.
How modern sales forecast calls actually work
High-performing revenue teams use forecast calls as a decision forum, not a status meeting.
With sales forecasting dashboards, forecast calls typically follow this flow:
Start with forecast vs target
Review pipeline coverage and health
Focus only on material deal movement
Surface risk and upside early
End with clear actions and owners
This structure keeps forecast calls short, consistent, and outcome-driven.
What to review in a sales forecast call
Effective forecast calls focus on a small set of signals that matter.
Forecast vs target
A clear view of where the team is likely to land — not just what’s already closed.
Pipeline coverage
Whether there is enough pipeline to realistically hit the number.
Deal movement
What moved since the last forecast call — pushed deals, pulled deals, and new additions.
Risk and upside
Which deals could break the forecast, and where growth may accelerate.
Trend over time
How forecast accuracy and pipeline health are evolving — not just a single snapshot.
This is what turns pipeline reviews into reliable forecasting.
One forecasting foundation — used across the business
Sales forecasting dashboards don’t live in isolation.
The same data and definitions are used for:
Pipeline review meetings
Leadership forecast calls
This creates one shared version of the truth — from sales reps to leadership to the board.
Built on live CRM data
Dear Lucy connects directly to your CRM, so forecasts are always based on the latest data — not snapshots or exported spreadsheets.
Works seamlessly with:
Forecast calls are only as good as the data behind them — and that data is always current.
From forecast calls to confident reporting
Forecast calls shape everything that follows.
The same forecasting dashboards support:
Weekly and monthly leadership reviews
Board and investor reporting
Sales rep coaching and 1:1s
When forecasts are consistent, reporting becomes predictable — and trust in the numbers increases.
When sales forecasting dashboards matter most
This use case resonates strongly when:
Forecast calls feel unreliable or subjective
Pipeline reviews turn into long status meetings
Numbers change late in the quarter
Leadership wants higher forecast accuracy
Boards expect clearer explanations
If that sounds familiar, sales forecasting dashboards are the missing foundation.
See sales forecasting dashboards in action
If you want to see how sales forecasting dashboards work with your CRM and forecast cadence, we’re happy to show you.