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Upgrade your sales reporting and forecasting with Dear Lucy’s advanced sales performance management solution.

Set and Track Sales Targets Across the Organization

Easily define sales targets for reps, teams, regions, or the entire company. Track performance against goals in real time, including activity levels, pipeline growth, and KPIs.

Monitor Recurring and One-Off Revenue

Track MRR, ARR, and other revenue streams with detailed breakdowns for monthly, quarterly, and yearly performance. Multicurrency support ensures accurate reporting across global teams.

Sales Reporting with Historical Insights

Access historical trends and snapshots to compare past performance against current results. View detailed reports on sales, activity, and revenue, with the ability to filter by person, team, or segment.

Predictive Sales Forecasting and Deal Scoring

Leverage predictive forecasting models to project sales performance. Use deal scoring to prioritize high-potential opportunities and make better data-driven decisions for your pipeline.

CRM Hygiene with the Wall of Shame

Track and fix CRM data issues with the Wall of Shame. Identify overdue tasks, incomplete deals, and missing information that could be impacting your sales efficiency.

Pipeline Analytics

Track deal flow, stage progress, and sales velocity to identify what’s working—and what’s holding you back.

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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.