Real-Time Pipedrive Reporting, Dashboards & Forecasting

Pipedrive dashboards for reporting, forecasting, MRR/ARR, and goal tracking. No spreadsheets. Set up in minutes.

Looking for better Pipedrive reporting? Dear Lucy turns your CRM data into real-time dashboards for forecasting, goal tracking, and revenue insights.

Instant dashboards with real insights:

• Pipedrive reporting dashboards with KPIs and trends
• Forecasting dashboards based on pipeline activity
• MRR/ARR tracking for recurring and one-time revenue
• Goal tracking by rep, team, product, or region
• Sales funnel views and pipeline hygiene dashboards
• Live leaderboards for accountability and coaching

Why Pipedrive users trust Dear Lucy:

• Set goals for any KPI — including MRR, meetings held, conversion rate, and more (by rep, team, business unit…)
• See pacing against targets and get early alerts
• Segment reports by product, region, or customer type
• Track performance over time — not just a snapshot
• Skip the spreadsheets and manual reporting work
• Connect in minutes, no tech setup required

✅ START YOUR FREE TRIAL NOW — SEE YOUR PIPEDRIVE REPORTING IN MINUTES

Want to explore how to get the most out of your Pipedrive CRM reporting?

👉 The Complete Guide to Pipedrive Goals

👉 The Complete Guide to Pipedrive Reporting

👉 Book a Quick Call

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.