One trusted view of your sales performance.
From sales reps to the board, see actuals, goals, pipeline and forecasts in dashboards built for better decision-making.
PLUG & PLAY. LIVE IN MINUTES.
Connect your CRM and get 500+ ready-made sales metrics for KPIs, pipeline, forecasting, goals and sales performance.
No implementation projects, spreadsheets or manual reporting.
Run forecast calls, pipeline reviews and board meetings from one trusted source of truth.
Works with the CRM you already use
NEED SOMETHING DIFFERENT? JUST ASK.
Create and adapt sales reports with AI.
Your key sales metrics and dashboards come ready out of the box. Simply tell Dear Lucy what else you want to see, and the Agentic Report Builder creates it from your CRM data.
Run every sales leadership meeting with confidence.
From weekly pipeline reviews and forecast calls to board reporting and sales 1:1s, Dear Lucy gives every sales leader one trusted view of pipeline, forecasts and goals.
Sales Forecasting
Run data-driven forecast calls and pipeline reviews.
Turn your pipeline into a trusted sales forecast with commit, best-case and risk insights. Dear Lucy helps sales leaders spot issues early, improve forecast accuracy and keep forecast calls focused on decisions—not debates.
Board & Executive Reporting
Board-ready sales reporting without the prep work.
Give leadership and investors a clear, trusted view of revenue, pipeline health, and progress toward targets. Dear Lucy delivers board-ready dashboards that answer follow-up questions instantly — without slides, spreadsheets, or endless email threads.
Sales Rep Dashboards & 1:1s
Keep every sales rep focused on what matters most.
Personal dashboards for sales reps and managers show exactly where to focus — pipeline health, deal risk, activity quality, and progress toward quota. Perfect for 1:1s, coaching, and performance conversations that lead to action.
Office TV Dashboards
Make sales performance visible to the whole team
Show live sales targets, forecasts, pipeline health, and wins on office screens. Office TV dashboards keep revenue top of mind, create shared accountability, and align teams — without adding more meetings.
“With Dear Lucy, our entire sales org is aligned on goals and focused on performance. It’s become a key part of how we run sales — from weekly pipeline reviews to board reporting.” ”
Everything from forecast calls to board reporting.
Run your entire sales operating cadence from one place
Forecast calls
Pipeline reviews
Pipeline health
Sales rep 1:1s
Sales goals & pacing
Revenue forecasting
Board reporting
Executive dashboards
Always up to date. No spreadsheets. No manual reporting.
Frequently Asked Questions
What is sales reporting software?
Sales reporting software helps sales leaders monitor pipeline, forecasts, goals and team performance in real time. Unlike static reports or spreadsheets, it provides a shared view that helps teams run pipeline reviews, forecast calls and board reporting with confidence.
How is Dear Lucy different from CRM reports?
CRMs are built to manage customer relationships and sales activities. Dear Lucy is built for sales leadership. It comes with 500+ ready-made sales metrics for reporting, forecasting, pipeline analysis and goal tracking — and lets you create and adapt reports with AI.
Can Dear Lucy improve sales forecasting?
Yes. Dear Lucy combines pipeline analytics, commit and best-case forecasting, goal tracking and predictive insights to help sales leaders improve forecast accuracy and identify risks before they impact revenue.
Can I track sales goals and KPIs?
Yes. Dear Lucy lets you track sales goals and KPIs across companies, teams, sales reps, regions, products and custom metrics, with real-time progress towards targets.
Can I create custom sales reports with AI?
Yes. Simply tell Dear Lucy what you want to see. The Agentic Report Builder uses your CRM data to create and adapt reports, charts and metrics for your specific needs.
Which CRMs does Dear Lucy integrate with?
Dear Lucy integrates with HubSpot, Salesforce, Microsoft Dynamics 365 and Pipedrive. Simply connect your CRM and your dashboards are ready in minutes — without implementation projects or manual reporting.
Who is Dear Lucy built for?
Dear Lucy is built for sales leaders, CROs, RevOps teams, CEOs and boards who need one trusted view of pipeline, forecasts, goals and sales performance to make better decisions.