Pipedrive Reporting, Dashboards, Forecasting & Goal Tracking

Sales Analytics, Reporting, Forecasting & Sales Performance for Pipedrive

Dear Lucy is an agentic sales analytics platform that turns your Pipedrive CRM data into ready-to-use sales dashboards, reporting, forecasting, goals, pipeline analytics and performance insights, without spreadsheets or complex BI setup.

✓ Connect in under 1 minute ✓ Plans from $165/month ✓ 10-day free trial, no credit card required

Beyond Native Pipedrive Reporting

• Executive reporting and board-ready sales dashboards
• Sales forecasting with predictive insights, pipeline coverage and revenue forecasts
• Sales goals for virtually any KPI with traffic lights and goal pacing
• Pipeline analytics, win rates, sales velocity and deal movement
• CRM data quality dashboards for cleaner, more reliable reporting
• Recurring and one-time revenue reporting, including MRR and ARR

Ready Out of the Box. Adaptable Simply by Asking.

Start with best-practice dashboards and 500+ ready-made metrics. Create and edit reports, dashboards and individual metrics simply by asking AI. No coding required.

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Explore

Pipedrive Reporting

Pipedrive Dashboards

Pipedrive Forecasting

Pipedrive Goals

Pipedrive Pipeline Analysis

1-MINUTE SETUP. READY TO USE.

Connect your Pipedrive CRM in under a minute and get instant access to 500+ ready-made sales metrics for reporting, forecasting, pipeline analytics, goals and sales performance. No implementation projects, spreadsheets or manual reporting.

START FREE TRIAL

Pre-built views to get started

Our ready-made dashboards appear automatically once you connect Dear Lucy to Pipedrive, giving you instant access to sales reporting, forecasting, pipeline analytics and performance insights with your own CRM data.

Flexible customization options.

Choose from over 500 ready-made metrics, use your Pipedrive custom fields, or simply ask AI to create and customize reports and dashboards for you. No coding or technical skills required.

Implementation services.

We offer a selection of implementation services to help you benefit from our experience of working with other Pipedrive clients and to help you get started effectively.

How to get started?

Start your free trial, connect your Pipedrive account and select the pipelines you'd like to analyze. Your dashboards will be ready to use in minutes.

Already using Dear Lucy? Simply add Pipedrive as an integration to your existing account.