Pipedrive Reporting, Dashboards, Forecasting & Sales Goals

Better Reporting, Dashboards & Forecasting for Pipedrive

Need better reporting than native Pipedrive?

Dear Lucy extends Pipedrive CRM with advanced reporting, executive dashboards, forecasting, flexible sales goals, pipeline analysis, CRM reporting and recurring revenue reporting—all powered directly by your live Pipedrive CRM data.

✓ Connect in under 1 minute

✓ Plans from $39/month

✓ No credit card required

Beyond Native Pipedrive Reporting

• Executive reporting and board-ready dashboards
• Forecasting with predictive insights, pipeline coverage and revenue forecasts
• Goals for virtually any sales KPI with traffic lights and goal pacing
• Pipeline analysis, win rates, sales velocity and deal movement
• CRM hygiene dashboards for cleaner, more reliable reporting
• Recurring and one-time revenue reporting for more accurate forecasting

Explore

Pipedrive Reporting

Pipedrive Dashboards

Pipedrive Forecasting

Pipedrive Goals

Pipedrive Pipeline Analysis

Keep the CRM your sales team already uses. Give sales leaders the reporting, dashboards, forecasting and pipeline insights they need to make faster decisions and improve sales performance.

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Pre-built views to get started

Our pre-built dashboards appear automatically once you connect Dear Lucy to your Pipedrive providing you with new insights right away. Use those as a starting point.

Flexible customization options.

Choose your metrics from a gallery of 300+ ready-made metrics to customize the views to your needs. You can also bring in custom fields from Pipedrive.

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?

Click "Install" to start your set-up which typically takes just one minute! Once your Dear Lucy account is set up, select the pipelines you'd like to see in Dear Lucy.

If you're an existing Dear Lucy customer, simply click on "Install" to add Pipedrive integration to your Dear Lucy.