Real-time Sales Reporting to Top Management
C-level friendly sales reporting and forecasting solution for Salesforce, HubSpot and Pipedrive
Why Top Management Prefers Dear Lucy?
easy & INSTANT & ACTIONABLE
Dear Lucy makes it super easy to see the latest sales metrics across the company. No need to navigate complex menus, remember the right filters or to navigate between reports. One click, and it’s all there: goals, performance, forecast.
ACCURATE & COMPARABLE
Dear Lucy reads raw CRM data and provides comparable, real-time sales performance figures across the business. Interactive performance dashboards provide drill-downs to deal-level data. All in one view.
SAVE TIME & MONEY ON sales analytics
With Dear Lucy, regularly followed sales metrics and forecasts are available automatically. Removing the need for clumsy and expensive BI-tools or hours spent on reports.
Designed for Top Management Use
Instant view to goals & performance
Compare sales goals and actuals quickly in one view and easily see performance across pipelines or business areas. No navigation or scrolling required.
Live, data-driven sales forecasts
No “guesstimates”. Dear Lucy calculates a live sales forecast based on pipeline data or sales activities in your CRM.
trends & details in one view
Drill-downs provide answers to key questions immediately during the discussion without the need to search on the CRM system.
TV DASHBOARDS FOR BOOSTING PERFORMANCE CULTURE
Rotate live dashboards on TV screens at the office to create healthy competition and to keep team informed of progress.