Dear Lucy Features
Dear Lucy is a comprehensive sales and revenue analytics platform that helps you take control of your sales and revenue data like never before. Our smart and user-friendly dashboards are easy to use and understand and help you keep your entire team aligned on your goals and progress.
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300+ Ready-Made Sales & Revenue KPIs
We have worked with hundreds of sales teams and know what they need. We fetch sales data from Salesforce, HubSpot, or Pipedrive, calculate KPIs and forecasts, compare performance to targets, and visualize pipeline development and KPI trends.
We can bring in custom data fields from the CRM to complement the standard data sets and build custom metrics to suit your team’s needs.
Visually Track Performance Against Targets
Our “goal engine” allows you to define targets for any sales KPIs and monitor performance against targets in real-time.
Red and green lights indicate at a glance where your team is on target and where it’s falling behind.
You can define targets for sales quota, activities, offer base, hit rate, and much much more. The targets can be defined for company, team, business area, sales rep, or pipeline.
Monitor Sales Pipeline Development Over Time
Having a large enough, constantly growing sales pipeline of identified opportunities is crucial for sales success and absolutely vital if you are looking to grow.
You can analyze the development of pipeline over time and monitor it by salesperson, business area, country, or product
Recurring Revenue Metrics - MRR, ARR, Churn
Track and forecast Annual Recurring Revenue (ARR) or Monthly Recurring Revenue (MRR) from Salesforce, HubSpot, or Pipedrive.
Automate the reporting of ARR/MRR metrics and provide top management, board, investors, and team a unified view of where you are headed.
Sales Forecasting Models
Dear Lucy calculates a real-time sales forecast so you constantly know where your team is headed.
The forecast displays the expected monthly sales for the year and compares the forecast to your goal and the same period last year.
You can choose between forecasts based on sales pipeline probabilities or sales team activities.
Combine Sales Data from Multiple CRMs
Using HubSpot CRM in one part of your business and Salesforce in another? No problem. You can connect both to Dear Lucy to gain a full picture of your total sales.
Dear Lucy will combine the data and calculate KPIs across the business so you have full visibility to all your key sales KPIs.
Actionable Insights
Our “on-track goals” split up monthly targets into daily targets to help you see whether you are progressing at the right speed.
Dear Lucy indicates how much is still missing from the weekly, monthly, or quarterly targets, giving you a clear "number to chase”.
Track Sales by Sales Rep, Business Area, Product or Team
Dear Lucy brings all your key performance metrics to one view with no need to scroll or navigate. You can create dashboards for teams or individual sales reps and customize the views in many ways.
Handy drop-down filters help you see the same figures by pipeline, sales rep, product, team, lead source or customer type.
Embed Sales Dashboards into Existing Tools
Embed Dear Lucy sales and revenue dashboards into the tools that you are already using to allow everyone to easily access your core KPIs.
You can embed Dear Lucy into e.g. HubSpot, Salesforce, PowerBI, intranet pages, or other online workspaces that allow the embedding of external content.
Easily Manage Access
Our user management features allow you to create user groups and define which dashboards are visible to each group. This way you can allow and restrict access to relevant dashboards to the right people.
You can easily invite new users and see when they have logged in.
We also offer the option to use Single Sign-on (SSO) to manage users.
Rotating Sales Dashboards for TVs
Boost performance culture within the sales team by showcasing selected sales dashboards on office TVs.
If you like, you can also rotate several dashboards to keep everyone informed of the company-level performance.
Dear Lucy TV dashboards are visually appealing and you can spice them up with images or background videos.
Drag & Drop Dashboard Editing
With Dear Lucy, you won’t need to spend time figuring out the best way to display a certain metric. We’ve done the thinking for you and selected the most user-friendly visualizations for all our pre-made sales and revenue KPIs.
Creating your own dashboard views is easy, too. Simply add a new dashboard, select the performance metrics you would like to follow up on, and drag and drop tiles to arrange them as you like.
Mobile Sales Dashboards
Dear Lucy is a cloud-based software that requires no downloads but is accessed easily on the web-browser.
Log in to Dear Lucy on your mobile, save it to your home screen and you will have all your key sales metrics and sales forecasts accessible “with one click” on your home screen.
Weekly Email Digest
Our weekly email digest delivers your key sales metrics from the past week straight to your email inbox.
The Monday morning email includes your key sales figures: how many deals are scheduled to be won this week and what was your team’s performance last week.
Instant Insights “Out-of-the-box”
Our “plug & play” integrations to Salesforce, HubSpot, and Pipedrive help you get started quickly.
Simply sign-up for our free trial, add your CRM credentials, and our “out-of-the-box” sales KPIs will be up and running in a couple of minutes in the form of visual, easy-to-use sales dashboards.