Sales Reports, Dashboards & Forecasting for Pipedrive

Visual sales reporting, revenue reports, sales dashboards, forecasting, and goal tracking — powered by your Pipedrive data.

Plans starting from $39/month. Up and running in 1 minute. No credit card required.

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Real-time visibility into revenue, pipeline, and team performance

• Custom sales reports and pipeline reports by rep, team, product, or region
• Revenue reports, including MRR / ARR tracking
• Real-time sales dashboards with KPIs and trends
• Forecast vs. target tracking for month or quarter
• Sales goals, quota tracking, and performance tracking
• Pipeline and activity reports
• Team performance dashboards and leaderboards

All built directly from your Pipedrive CRM.

All your sales performance insights — in one place.

How sales teams use Dear Lucy

• Weekly forecast calls & pipeline reviews

Open one dashboard and review pipeline value, revenue reports, and forecast vs. target in minutes.

• Sales rep 1:1 dashboards

See meetings, new deals, quota pacing, and performance trends in one clear view.

• Office TV dashboards

Display live sales dashboards on a screen to keep the whole team aligned and motivated.

• Board reporting

Share clear revenue reports, forecasts, and performance summaries — without exporting to Excel.

Ready to see your sales clearly?

Install in 1 minute and see your revenue, pipeline, and team performance clearly.

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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.