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.

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.

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!