Sales leaders make hundreds of decisions every week—from pipeline reviews and forecast calls to sales goals, executive meetings and board reporting.
Better decisions start with trusted sales insights.
Dear Lucy gives your entire sales organisation a single, trusted view of KPIs, forecasts, goals and pipeline performance—so everyone can make faster, more confident decisions.
One shared view of sales performance.
Dear Lucy brings together the KPIs, forecasts, goals and pipeline insights your organisation relies on—giving sales managers, RevOps, executives and the board one consistent view of performance.
Everything updates automatically from your CRM, so everyone works from the latest information.
When everyone works from the same insights:
No conflicting reports.
More productive pipeline reviews.
More confident forecasting.
Better decisions at every level.
Run every sales leadership meeting with confidence.
Dear Lucy is built for the way modern sales organisations operate.
Whether you're running a weekly pipeline review, a forecast call, a sales rep 1:1 or preparing for a board meeting, everyone works from the same trusted view of performance.
Every role needs different insights. Purpose-built dashboards ensure everyone sees exactly what they need—from sales reps to the CEO and board.
Sales reps focus on their pipeline.
Sales managers focus on team performance.
RevOps focuses on forecasting and data quality.
Executives focus on growth.
The board focuses on business outcomes.
Supporting every sales leadership conversation:
Pipeline reviews
Forecast calls
Sales rep 1:1s
Sales manager reviews
Executive dashboards
Board reporting
Sales goals
Revenue forecasting
When everyone works from the same trusted insights, meetings become more productive. Teams spend less time preparing reports and debating numbers—and more time coaching, solving problems and making decisions.
Make better decisions, faster.
Dear Lucy helps teams quickly understand what's on track, what's at risk and where action is needed.
Hundreds of built-in sales KPIs, calculations and forecasting models help leaders spot trends, identify risks early and take action before targets are missed.
Less time preparing reports.
More time improving sales performance.
Built for sales leadership.
Sales leaders need to understand how every team, region and business unit is performing, whether goals are on track and what needs attention next.
That's why Dear Lucy combines:
Sales reporting
Sales forecasting
Sales goals
Role-based dashboards
Hundreds of built-in sales KPIs
Advanced sales analytics
into one platform built specifically for sales leadership.
Built on proven sales leadership best practices.
Great sales reporting isn't just about visualising CRM data.
It's about knowing which metrics matter, how they're calculated and how great sales organisations use them to make better decisions.
Dear Lucy captures years of sales leadership best practices in ready-to-use dashboards, KPIs and calculations.
Instead of building hundreds of reports from scratch, you start with a proven framework and tailor it to your business.
Built-in best practices include:
Goal pacing
Forecast accuracy
Pipeline health
Revenue forecasting
CRM hygiene
Executive scorecards
Replace manual reporting with real-time insights.
Many sales organisations still rely on exported CRM reports, spreadsheets and manually updated presentations to prepare for leadership meetings.
Dear Lucy replaces repetitive reporting work with ready-to-use dashboards that update automatically from your CRM.
No exporting.
No spreadsheets.
No last-minute PowerPoint updates.
No rebuilding reports every Monday morning.
Just real-time visibility across your sales organisation.
Live in minutes.
Connect your CRM.
Your sales leadership dashboards appear automatically—pre-built using proven sales leadership best practices.
No complex BI projects.
Start making better sales decisions in minutes—not months.
Works with the CRM you already use.
Dear Lucy connects seamlessly with Salesforce, HubSpot, Pipedrive, Microsoft Dynamics and other leading CRM platforms.
Keep the CRM your sales team already loves.
Give sales leadership the visibility they've been missing.
Why sales leaders choose Dear Lucy
One shared view of sales performance
Sales reporting, forecasting and goals in one platform
Purpose-built dashboards for every leadership role
Hundreds of built-in sales KPIs and sales analytics
Replace spreadsheets and manual reporting
Live in minutes with your existing CRM
Trusted by revenue teams around the world
Sales leaders should spend their time leading—not building reports.
The best sales organisations don't outperform because they have more dashboards.
They outperform because every sales leader knows what's happening, what needs attention and what to do next.
That's why we built Dear Lucy.
One trusted source of truth for data-driven sales leadership.
Ready to lead with confidence?
See how Dear Lucy helps your sales organisation run better pipeline reviews, forecast calls and board meetings—with one shared view of sales performance.