Sales Forecasting Superpower — Right Inside HubSpot
Forecast revenue, track goals, and clean up your CRM data—with dashboards embedded directly inside HubSpot CRM.
Built for Sales Leaders, RevOps, and Teams That Need Answers Fast
Dear Lucy gives HubSpot users the reporting firepower they need without the complexity of custom builds or spreadsheets. From the boardroom to the sales floor, you get:
Predictive revenue forecasting from deal activity
MRR/ARR tracking based on line items
Goal setting and tracking by rep, team, BU, or region
CRM hygiene dashboards to spot pipeline risks fast
All plug-and-play. All embedded in HubSpot.
Sales Goals That Actually Get Tracked
Most CRMs make it hard to track performance beyond individual rep targets.
With Dear Lucy, you can:
Set goals per rep, team, or market
Monitor real-time performance vs. target
Get alerts when teams fall behind
Celebrate top performers
It’s the goal tracking you always wanted—finally inside HubSpot.
No More Spreadsheets to Forecast MRR
HubSpot stores the data, but forecasting MRR and ARR often requires complex workarounds.
Dear Lucy pulls your line item data and gives you:
Live MRR dashboards by product, plan, segment
Forecasts that combine pipeline + historicals
Expansion and churn visibility
All refreshed hourly, with zero manual input.
Want the full technical breakdown? Here’s how to track recurring revenue in HubSpot →
Spot the “Wall of Shame” Before It Breaks Your Forecast
We all know what bad CRM data looks like:
Stalled deals
Missing next steps
Overdue close dates
Quiet pipelines
Dear Lucy makes CRM hygiene visible with red flags, dashboards, and accountability views that keep everyone focused. See the Wall of Shame in action.
Turn Pipeline Analytics into Action
Track conversion funnels, pipeline velocity, and deal momentum—all inside HubSpot.
With Dear Lucy, you can:
Spot bottlenecks in your pipeline
See where deals stall or accelerate
Use predictive scoring to prioritize the right opportunities
Get a clear view of what’s working, what’s stuck, and where to focus next.
Works Where Your Team Already Works
Dear Lucy doesn’t sit outside your CRM—it’s embedded directly inside your HubSpot interface.
No new tools to learn
Dashboards live where reps work
SSO, role-based access, and public links
Your sales team won’t just see the data—they’ll use it.
Trusted by Sales Leaders and HubSpot Experts
⭐⭐⭐⭐⭐ Rated.
Plug-and-play for scaling teams with high standards.
🔗 See Dear Lucy on HubSpot Marketplace.
“This is what forecasting in HubSpot should look like.”
— CRO, B2B SaaS Company“Our reps actually use these dashboards. That’s a first.”
— Head of RevOps
Try It In Your Own HubSpot Portal
Plug it in. Watch your sales clarity spike.
Get tailored dashboards for every
level of your sales organization
Whether you need a high-level report or a
detailed drill-down, we’ve got you covered.
Board & management team
Make revenue performance easy to understand and communicate — even across countries or business units. Use executive dashboards both during and in-between meetings to stay aligned on targets, risks, and upside.
Chief Revenue Officer (CRO)
See forecast accuracy, pipeline coverage, goal performance, and revenue risks across teams or regions — all in one view.
Sales Managers
Track team quota attainment, deal activity, CRM hygiene, and pipeline health to coach performance daily.
Sales Reps
Stay focused with dashboards that highlight your targets, pipeline, upcoming meetings, and deal priorities — all embedded where you already work.
Revenue Operations (RevOps)
Save time and headaches with dashboards that replace spreadsheet hacks and custom builds. Track pipeline health, CRM hygiene, goal progress, and team accountability — all with clean, up-to-date data.
