Dear Lucy

Dear Lucy is a sales reporting and forecasting platform that connects to a company's CRM and presents pipeline, goals and results in ready-made dashboards. It is aimed at sales leaders, managers and reps who want one shared view of performance. Reports can be adjusted by asking an AI report builder for new views of the data.

What Dear Lucy does

• Sales forecasting: commit, upside and risk views that support forecast calls and pipeline reviews.
• Board and executive reporting: dashboards on revenue, pipeline health and progress toward targets for leadership and investors.
• Rep dashboards: personal views of pipeline, deal risk, activity and quota progress for coaching and one-to-ones.
• Office TV dashboards: live targets, forecasts and wins shown on screens around the office.
• Agentic Report Builder: creates extra reports from CRM data when a user describes what they need.
• Metric library: more than 500 prepared metrics covering KPIs, pipeline, goals and performance.

Customers and markets

The platform is used by sales organisations ranging from fast-growing SaaS companies to IT consultancies, across 20 countries.

Key facts

• Integrations: works with common CRMs, including Salesforce and HubSpot
• Reach: used in 20 countries
• Metrics: 500+ ready-made sales metrics