HubSpot recently announced a new feature that allows HubSpot customers to embed external content into HubSpot dashboards. This is great news for Dear Lucy users as you can now embed Dear Lucy sales and revenue dashboards into HubSpot and use them directly in HubSpot! Watch the video below to learn how to do it.

Dear Lucy provides user-friendly sales and revenue dashboards for HubSpot that help you track sales performance, monitor activity levels, and forecast revenues with confidence.

Dear Lucy is a Certified HubSpot App partner which means our solution has been vetted by HubSpot for quality and our solution is listed on the HubSpot App Marketplace.

With the new embedding feature, you can truly use Dear Lucy and HubSpot seamlessly together.

To embed Dear Lucy sales dashboards into a HubSpot dashboard, follow these steps:

1. Create a kiosk link in Dear Lucy of the dashboard(s) you’d like to show up in HubSpot

2. Make sure you have allowed embedding of the dashboards in your Dear Lucy account settings. Go to Account —> Properties —> Allow kiosk link embedding and choose “enable”

3. Copy the kiosk link URL from Dear Lucy

4. Go to your chosen HubSpot dashboard and choose “Actions” —> “Add External content”

5. Select “Other content” and add a title for the embedded content and paste the previously copied URL to the pop-up.

6. Click save and the Dear Lucy dashboard appears.

7. Resize the Dear Lucy dashboard window so that all of your metrics fit inside the window.

Watch the video below to see how it’s done!

You can use the interactive Dear Lucy sales dashboards in HubSpot just as you would use them on a browser window. You can click on the charts, view the drill-down tables, and switch between the dashboards.

This also allows you to easily share key top management KPIs across the company and allow everyone to stay on top of company targets and goals without needing to log into Dear Lucy separately.

The embedding of external content is currently available to selected HubSpot plans, so make sure to check your HubSpot plan if you would like to use this.

We are fans already - try it out and let us know what you think!

Need Help?

Dear Lucy offers a comprehensive set of sales and revenue metrics and forecasting tools for HubSpot. You can select your favourite KPIs and charts from the library of 50+ ready-made metrics or let us know your needs and we will configure them for you.

Book a session with our expert to learn more.