Lead your B2B sales
organization with confidence

Accelerate sales performance across all regions, teams, and reps — without wasting months on building reports.

Sales Reporting and Forecasting in HubSpot.
 

Seamless integration with leading CRMs

“An excellent overview of performance and expected future sales. Love the possibility to track monthly/yearly targets and drill to the performance of the countries/sales managers. A really good overview of the future pipeline tracking hot cases and the overall pipeline.”
— HubSpot App Marketplace Review

Trusted by high-performing B2B sales teams

 
 

Andreas Sjölund,

CRO,

Ingrid

“Having the data constantly in front of you motivates the whole team to work harder.”

MattEllis_Headshot+%281%29.jpg

Matt Ellis, CRO, Apiture

“There's a lot of power built into Salesforce and HubSpot. But if you're not a power user of those systems, it's hard to find what you need.”

 

Up to 30% faster revenue growth

 
 

OPTIMIZE SALES PERFORMANCE

Increase the share of sales reps meeting quota

Track sales performance in real-time across the business. Gain full sales funnel visibility, monitor long-term trends, and instantly see where you need to improve.

CREATE CLARITY AND FOCUS

More time for selling

Create “one company truth” with systematically implemented sales KPIs. Visual indicators show where the focus should be so your team never misses a day. Automatically available reports save precious time, and your team can focus on selling.

DECIDE WITH CONFIDENCE

Make timely investment decisions

Monitor trends over time and identify subtle signals earlier with real-time tracking. Double down on business areas that grow, and take corrective action on areas that lag behind on results.

ACCOUNTABILITY AND MOTIVATION

Improve team engagement

Sales team leaderboards and personal dashboards boost healthy competition in the team and hold everyone accountable for results.

Share results, and forecasts outside the sales team to keep everyone informed and engaged in company growth initiatives.

 

The Missing Piece in Sales Operations

Dear Lucy is an interactive sales intelligence platform that visualizes progress across the business. Our user-friendly sales dashboards help your team stay aligned on goals and identify the best actions to drive growth each day.

 

🎁

300+ Sales & Revenue KPIs

 

🎉

Monitor Pipeline Health & Activities

📈

Sales Forecasting Models

 

🎯

Sales Targets & Actionable Insights

🔁

Track MRR/ARR and Churn

 

✍️

Qualitative Goals & Notes

 

🖇

Combine Data Across CRMs

 

📩

Weekly Email Digests

 

📱📺

Mobile & TV Screen Dashboards

 

Start a free 10-day trial

Get actionable sales insights and forecasts in minutes.