Visual Sales & Revenue Dashboards

Struggling to build what you need with CRM’s own reporting tools? Lacking a unified view of future sales across the business? Looking for a visual tool to communicate progress?

Dear Lucy helps you take control of your key data so your team always knows which actions drive growth.

 

Sales & Revenue Dashboards for Popular CRMs

Dear Lucy sales dashboards help you track sales, monitor activities, and forecast revenues in a visual way that’s easy for everyone to understand. Access our library of 300+ well-designed, visual metrics and customize them to suit your needs.


Trusted by Ambitious Sales Teams

With users in more than 20 countries, Dear Lucy is trusted by ambitious b2b sales teams across industries.


quinyx_andreas_sjo%CC%88lund_2019.jpg

Andreas Sjölund, Co-Founder & CRO, Quinyx

“We use Salesforce as our CRM and it is a great and flexible tool. But one of the things that wasn’t quite working for us was the way in which we calculate our sales targets quarter by quarter. Dear Lucy was the only solution that could give us exactly what we wanted.”

 
MattEllis_Headshot (1).jpeg

Matt Ellis, CRO, Apiture

“There's a lot of power built into Salesforce and HubSpot. But if you're not a power user of those systems, it's hard to find what you need. But with Dear Lucy, you don't have to be a power user of the system - you can very quickly get to data that you know is accurate and that nobody has to keep up to date.”


Why Dear Lucy?

 

Dear Lucy creates a unified view of sales to create alignment and accountability in your organization. You always know which actions drive growth and can be confident in forecasting sales and predicting revenues.

 
 

We know sales & CRM

We are the only dashboard solution that is focused solely on sales. We know Salesforce, HubSpot, Microsoft and Pipedrive data inside out, and we know what sales teams like to see.

BUILT WITH CUSTOMERS

Hundreds of client projects have helped us design the best ways to visualise sales and create dashboards that are relevant for modern-day sales teams.

visual & USER-FRIENDLY

Dear Lucy is designed for busy executives: it does not require analytics expertise and it looks great on any device. You can customize it in many different ways and bring in custom fields from your CRM.


Packed with Smart Features

 

a library of 300 + sales & revenuE metrics

  • Our pre-built metrics provide the most popular sales tracking and revenue forecasting visualizations “out-of-the-box” and provide you new insights right away.

  • Flexible customization options help you customize the metrics to your needs and bring in custom data from your CRM.

 

TRACK SALES PIPELINE, ACTIVITIES & FORECASTS

  • Dear Lucy visualizes sales pipeline progress over time and makes it easy to monitor sales performance against targets across the entire business (business areas, teams, reps).

  • Several forecasting models give you a sense of where you can expect to land by end of the month, quarter or year.

 

TRACK RECURRING REVENUE & ARR/MRR FROM CRM

  • Track and forecast key ARR or MRR metrics from Salesforce, HubSpot, or Pipedrive - without upgrading your CRM plan!

  • Our ready-made gallery provides your with the most common metrics for you to stay on top of your most crucial recurring revenue metrics and view them by lead source, business area or even sales rep.

 

VISUALLY TRACK performance against targets

  • Define monthly, quarterly or yearly targets for individual sales reps, teams, or the entire company and constantly monitor performance against targets.

  • Red and green lights indicate where you’re on target and where you’re falling behind.

  • Add targets for activity levels, offer base, pipeline growth, and any other KPIs to model a successful sales pipeline.


 

The User-Friendly Sales Analytics Solution

Dear Lucy is a comprehensive sales and revenue intelligence solution that helps you take control of your key sales and revenue data like never before.

 
 
  • Built with customers in hundreds of client projects with modern b2b sales teams.

  • Our gallery of 300+ ready-made visualizations and flexible customization options help you quickly build what you need.

  • Experts on Salesforce, HubSpot, Microsoft and Salesforce sales data.

  • Responsive dashboards work on any device - access data from a smartphone or put the key numbers up on the office wall.

  • Interactive dashboards let you drill down into the data to see behind the numbers.

  • A selection of implementation and onboarding services to help you make the most of your data.

  • A GDPR-compliant European software provider with regular 3rd party security audits.

 

Simple and Transparent Pricing

We have a suitable plan for all company sizes. Our prices start at

$390

  • A free 10-day trial - no credit card required.

  • An unlimited number of Dear Lucy users.

  • An unlimited number of dashboards.

  • Pay with a credit card

  • Implementation & onboarding services to suit your needs.


Like To Learn More?

Click below to tour our product on your own or request a demo with our expert.