HubSpot is a fantastic CRM—your central system of record for the entire customer journey. But when it comes to extracting every ounce of insight from your sales pipeline, it can sometimes leave teams wanting more. Enter Dear Lucy’s Predictive Deal Scoring: a transformative feature designed to elevate how HubSpot users manage their pipeline and prioritize deals.
Dear Lucy’s Predictive Deal Scoring takes the uncertainty out of sales forecasting and pipeline management, helping HubSpot users focus on what truly drives results. It’s designed to turn your CRM data into actionable insights, ensuring every deal gets the attention it deserves.
With Dear Lucy, you can:
Build rock-solid sales forecasts backed by data, not guesswork.
Identify and focus on hot opportunities that are likely to close.
Receive early risk alerts so no deal slips through the cracks.
Keep your entire revenue team aligned with clear priorities and actionable insights.
No more guesswork. No more missed opportunities. Just data-driven clarity to help you hit your revenue goals faster.
What Is Dear Lucy’s Predictive Deal Scoring?
Dear Lucy analyzes your HubSpot CRM data to reveal what winning looks like for your business. Unlike generic, one-size-fits-all scoring models, it evaluates your pipeline deals through a tailored lens, assigning each a score from 1 to 99% probability of closing.
To make prioritization even easier, each deal is also given a star rating that highlights key strengths or potential risks. This layered approach ensures your sales reps know exactly where to focus—whether it’s nurturing a high-potential opportunity or addressing a deal that’s showing signs of trouble.
Best of all, predictive deal scoring is seamlessly embedded within HubSpot, making it simple to access insights and take action without disrupting your workflow.
Stay ahead with data-driven precision: Sales Forecasting seamlessly embedded in HubSpot, powered by Dear Lucy's Predictive Deal Scoring.
Why Dear Lucy Outshines Standard Scoring in HubSpot
HubSpot’s native scoring is a helpful starting point, but businesses looking for advanced pipeline management need more flexibility, precision, and depth. Here’s where Dear Lucy stands out:
Tailored Scoring Models for Your Business
Your business is unique—your deal scoring should be too. With Dear Lucy, you can:
Select the metrics that matter most, whether it’s activity counts and types, deal size, or time in stage.
Adjust the weight of each factor to reflect your specific sales dynamics.
Use multiple scoring models for different teams, regions, or deal types, ensuring every corner of your business benefits from accurate, actionable insights.
Real-Time, Dynamic Updates
Your pipeline isn’t static, and your deal scoring shouldn’t be either. Dear Lucy continuously evaluates your deals as new data flows into HubSpot. This ensures your team always works with the most up-to-date information, so priorities shift as they should in real time.
Benchmarking That Reflects Winning in Your Business
Generic benchmarks can lead to misleading insights. Dear Lucy lets you fine-tune scoring by selecting the data that matters most. Exclude irrelevant historical data or skewed outliers, ensuring your scoring model truly reflects what success looks like for your business.
Driving Results with Predictive Deal Scoring: Two Key Use Cases
Predictive Deal Scoring is more than just numbers—it’s about turning data into actionable insights that drive results. Here’s how Dear Lucy helps HubSpot users achieve sales excellence through two powerful use cases:
Forecasting Dashboard
The Forecasting Dashboard leverages deal scores to create accurate, data-driven sales forecasts that go far beyond gut-feeling probabilities.
Predict revenue with precision by visualizing your pipeline through score categories.
Focus on high-scoring deals most likely to close and drive your next big win.
Spot at-risk deals early and take proactive steps to keep your forecast on track.
With these predictive insights, sales leaders can confidently plan for growth, align their teams, and minimize last-minute surprises at the end of the quarter.
Pipeline Review
The Pipeline Review feature empowers sales reps and managers to prioritize deals, monitor pipeline health in real time, and take action with confidence.
Get a clear view of all open deals, segmented by scores, from high-priority opportunities to at-risk deals.
Drill down into specific opportunities to uncover strengths, challenges, and areas requiring attention.
Receive guidance on next best steps to move deals forward—whether it’s scheduling a follow-up call, addressing a key risk, or escalating for additional support.
Align teams around deal priorities and actions to ensure efforts are coordinated and focused on closing the most valuable deals.
With these insights and actionable recommendations, Dear Lucy ensures that every team member knows exactly where to focus their energy, driving a more efficient and results-oriented sales process.
Focus where it matters: Pipeline Review in HubSpot highlights deals needing attention and the next best steps with Dear Lucy’s Predictive Deal Scoring.
Let Dear Lucy Help You Close More Deals
Sales pipelines are complex, but your tools don’t have to be. Dear Lucy’s Predictive Deal Scoring brings clarity, focus, and confidence to your HubSpot CRM, helping your sales team close more deals with less guesswork.
Interested?
Dear Lucy offers embedded Sales Analytics for Salesforce, HubSpot, Salesloft, Microsoft Dynamics and Pipedrive. Book a call with our expert to learn more!