We’re excited to announce our latest integration: Oracle NetSuite now seamlessly connects with Dear Lucy, bringing your sales invoice and sales order data directly into our platform. This integration is designed to transform raw transaction data into powerful, actionable revenue reports—empowering your team to make informed decisions, faster.
Create Custom Sales KPIs Effortlessly with AI Tile Builder
We’re excited to introduce Dear Lucy’s latest innovation, the AI Tile Builder. While Dear Lucy already offers more than 300 pre-built sales KPIs and forecasts, we understand that businesses need to dig even deeper into their own custom CRM data. The AI Tile Builder lets you do exactly that, enabling you to quickly and effortlessly create custom sales metrics that perfectly align with your specific needs and reflect the unique aspects of your business.
Custom filters for quickly customising entire dashboards
Visual Sales Insights with Microsoft Dynamics CRM
Easier Access To Dear Lucy with Single Sign-On (SSO)
How to Customize Dear Lucy Colors?
How to Use Dear Lucy Inside HubSpot - With the New Content Embedding Feature
Monthly Product updates: What’s new in October?
Our Monthly Product updates provide a quick overview of our latest features so you can easily stay up-to-date on what’s new. We now offering new tools to help you customize your dashboards. You can access our full tile gallery to build your own dashboards, view your full CRM data with our new Data Viewer and add new Sales Velocity metrics to your dashboards.
Monthly Product Updates: What's new in August?
Read our Monthly Product updates for a quick overview of our latest features. You can now track and visualize recurring revenue (ARR/MRR) from Salesforce, track sales team activities from Salesforce, analyze historical sales pipeline development over time from Pipedrive, combine metrics from multiple currencies, and search the Dear Lucy table views to quickly find what you’re looking for.
