Product updates

Create Custom Sales KPIs Effortlessly with AI Tile Builder

We’re excited to introduce Dear Lucy’s latest innovation, the AI Tile Builder. While Dear Lucy already offers more than 300 pre-built sales KPIs and forecasts, we understand that businesses need to dig even deeper into their own custom CRM data. The AI Tile Builder lets you do exactly that, enabling you to quickly and effortlessly create custom sales metrics that perfectly align with your specific needs and reflect the unique aspects of your business.

Build Custom KPIs in Seconds

The AI Tile Builder is built for efficiency. Whether you're trying to track specific sales activities, analyse sales rep performance, or dive deep into sales forecasting, you can now create custom tiles tailored to your precise needs - all in a matter of seconds. No more manual setup or lengthy configuration processes.

No Coding Skills Required

Traditionally, building custom metrics required specialized knowledge of databases, data structures, and coding. But with the AI Tile Builder, anyone on your team can generate complex, customized metrics. All you need to do is ask it a question, and the intuitive AI simply responds to natural language prompts, eliminating the technical barriers that often slow down custom reporting.

Quick and easy sales insights with Dear Lucy's AI Tile builder

Data Accuracy You Can Trust

Sales data accuracy is a non-negotiable. To ensure you have complete confidence in the numbers, every custom tile built by the AI Tile Builder includes drill-down tables. These tables allow you to verify the underlying data directly, making it easier to understand how each metric is constructed and confirm its correctness.

Add Tiles to New or Existing Dashboards

Once the AI Tile Builder has created your custom tile, you can choose to add it to either a new dashboard or an existing one, giving you flexibility in how you organize and view your sales data. Whether you’re tracking sales performance across multiple regions or focusing on key products, the process is quick and seamless.

Sales Pipeline Analysis Dashboard by Dear Lucy

 

AI Tile Builder - A New Way to Work with Data

Dear Lucy’s AI Tile Builder fully transforms the way you work with sales data. For more details on how to prompt the AI Tile Builder and maximize its potential, check out our support article here.

 

The AI Tile Builder is currently available for our beta users, and we’re eager to see how teams use this game-changing feature to accelerate their sales reporting and forecasting. As part of the beta, you’ll get early access to this functionality and the chance to provide feedback to help us refine it further.


Interested?

Dear Lucy offers AI Powered Sales Analytics across sales solutions like Salesforce, Microsoft, HubSpot and Pipedrive. Book a session with our expert to learn more!

Custom filters for quickly customising entire dashboards

We are happy to introduce new custom filters! You can now quickly build new custom tiles and add custom filters to your dashboards. Read on to learn how to easily customize your dashboards with our new self-service features.

Dear Lucy team has always loved simplicity when it comes to creating new insights. We are thrilled to announce that you are now able to easily customize your dashboards with just a few clicks.

Extensive tile gallery to quickly design new dashboards

Your Dear Lucy contains an extensive gallery of prebuilt tiles and with our drag-and-drop dashboard builder you can easily create new dashboards for various use cases like weekly team meetings, management reporting or board calls.

A single prebuilt tile contains the actual visualization in a number or graph format, but also includes drill-downs for more details and trends to give you more detailed insights.

Designing a new interactive dashboard only takes a few minutes and it instantly works with all your favorite devices from mobile and laptop to tv infoscreens.

Custom filters to create new tiles and dashboard filters

You can now quickly create new tiles by leveraging the existing tile gallery and just quickly adding filters to your tiles. Like won deals or the number of employees for a particular business unit. 

CREATING A CUSTOM TILE

  1. Pick the tile you want to customise

  2. Name your new tile and add a description

  3. Add custom filters by choosing the data source and data field

  4. Save as new tile to your tile gallery

More detailed instructions on How can I build my own tiles in Dear Lucy?

You can also create custom filters for entire dashboards to allow viewing the dashboard from various perspectives. Like by country or by team.


CREATING A CUSTOM DASHBOARD FILTER

  1. Add custom filter

  2. Name your new filter

  3. Choose the data source and data field

  4. Add new filter to the dashboard

Create new tiles and add filters to your dashboard in the editing view

Learn more about How to customize the look & feel of your dashboards.

How to get started?

Custom filters are now available right inside your Dear Lucy for all admin users. Just head over to the dashboard editing view. For more detailed instructions, please visit our support site or contact us at support@dearlucy.co.

Visual Sales Insights with Microsoft Dynamics CRM

Are you running your sales on Microsoft CRM and looking for more visual sales insights? Dear Lucy now integrates seamlessly with Microsoft CRM solutions. 

Best performing companies are today leveraging live, AI-based sales insights to drive predictable revenue growth. Live insights offer a “one company truth” for informed decision-making and timely actions across the organization from top management to sales teams.

 

Sales Insights with Microsoft Dynamics 365

 
 

Robust integration with your Microsoft CRM

With our Microsoft CRM integrations, you can now choose your preferred option for connecting your sales data into Dear Lucy’s powerful sales insights. 

Azure Synapse Analytics allows you to bring an extensive set of sales and revenue data into Dear Lucy platform for advanced analytics on sales KPIs, pipeline trends and revenue forecasting.

Microsoft Dynamics 365 Business Central integration is a plug&play connector covering the most popular sales KPIs.

Seamless user experience with Microsoft solutions

Dear Lucy’s sales insights can be accessed via your preferred devices from mobile and laptop to TV screens at the office. Dear Lucy supports Microsoft Azure SSO (Single Sign-on), allowing user access with the existing set of Microsoft login credentials.

You can also view the dashboards right inside your Microsoft solutions: CRM, Power BI, OneDrive and Sharepoint.


Interested?

Dear Lucy offers powerful sales insights across sales solutions like Salesforce, Microsoft, HubSpot and Pipedrive. Book a session with our expert to learn more!

Monthly Product updates: What’s new in October?

Monthly Product updates: What’s new in October?

Our Monthly Product updates provide a quick overview of our latest features so you can easily stay up-to-date on what’s new. We now offering new tools to help you customize your dashboards. You can access our full tile gallery to build your own dashboards, view your full CRM data with our new Data Viewer and add new Sales Velocity metrics to your dashboards.

Monthly Product Updates: What's new in August?

Monthly Product Updates: What's new in August?

Read our Monthly Product updates for a quick overview of our latest features. You can now track and visualize recurring revenue (ARR/MRR) from Salesforce, track sales team activities from Salesforce, analyze historical sales pipeline development over time from Pipedrive, combine metrics from multiple currencies, and search the Dear Lucy table views to quickly find what you’re looking for.