Achieving sales success isn’t just about setting ambitious targets—it’s about having a clear, data-driven roadmap to reach those goals. Every sales rep has their unique approach, from different lead sources to varying deal sizes, but regardless of strategy, the key to success lies in knowing exactly what actions will get them there. That’s where Dear Lucy’s smart sales dashboard comes in: it reverse-engineers sales success, giving sales teams a personalized, step-by-step plan that guides their efforts throughout the year.

Navigate Sales with Your Smart Dashboard

Dear Lucy’s dashboard is designed to help sales reps not only hit their targets but exceed them. The heart of the dashboard lies in its ability to reverse-engineer success, breaking down big goals into manageable actions that evolve as the year goes on.

Whether you're an experienced sales professional or refining your strategy, the dashboard provides a clear, actionable breakdown of what needs to be done. It calculates exactly how many meetings, opportunities, proposals, and deals are required to meet your growth target. But here’s the real game-changer: It adapts to your unique sales process. 

Crush Your Quota with Data-Driven Sales Insights

The beauty of Dear Lucy’s dashboard is in its ability to continuously adjust and guide your efforts toward the most effective activities. Here’s how it works: 

Actionable Activity Goals: The dashboard calculates the specific number of meetings, opportunities, proposals, and deals needed to meet your growth target. It sets clear goals for each stage of the sales process and tracks your progress in real-time, guiding your next steps.

Adapting for Deal Size: The dashboard adjusts the required activity volumes based on the size of your won deals. If your average deal size increases, fewer activities—such as meetings and proposals—are needed to reach your target. Conversely, smaller deals will require higher activity volumes to maintain momentum through the pipeline.

Guiding Focus on What Works: The dashboard continuously analyzes your sales efforts and identifies which markets, lead sources, channels, and segments are most effective. By pinpointing where you’re thriving, it helps you focus on the activities that bring the most results.

The brilliance of the dashboard is its dynamic nature, constantly adjusting to keep you on course. By removing the guesswork, it ensures you're always focused on the most impactful activities—delivering consistent results throughout the year.

Interested?

Dear Lucy offers embedded Sales Analytics for Salesforce, HubSpot, Salesloft, Microsoft Dynamics and Pipedrive. Book a call with our expert to learn more!