Use HubSpot Sales to

• Add new contacts, companies, and deals

• Record interactions with prospects and clients

• Update and manage deals

• Maintain and update customer information

Use Dear Lucy to

• Monitor sales performance against targets on personal, team, or company level

• Monitor pipeline development week-over-week

• Report and forecast recurring revenue (ARR & MRR)

• Monitor historical trends over time and identify opportunities and challenges early

• Identify low activity levels before it’s too late

• Get accurate sales forecasts based on data

• Ensure data quality and improve CRM adoption

We know sales & HubSpot

We are the only dashboard solution that is focused solely on sales. We know HubSpot’s data inside out, and know what sales teams like to see.

Built with customers

Hundreds of client projects have helped us design the best ways to visualise sales and create dashboards that are truly relevant for modern-day sales teams.

Visual sales management

Dear Lucy is not a static dashboard image but a comprehensive sales management solution that helps you run and grow your sales with business critical data.

quOTA, PERFORMANCE, hiSTORICAl trends, forecasts

Dear Lucy brings everything you need to the same platform: sales targets, performance, long-term trends, and sales forecasts. Easily build views for the team or for each sales rep.

Flexible & easy to use

Dear Lucy has been designed for busy sales executives and it provides everything at a glance. We provide lots of customization options, custom properties from HubSpot, and the ability to combine data across CRMs.

AGILE IMPLEMENTATION

Our “out-of-the-box” dashboards give you the most popular sales metrics from HubSpot within minutes you sign-up. During the set-up, we help you customize them to your business needs.

EXECUTIVES & BOARD

Live KPIs and forecasts for informed, timely decisions:

• Live, databased forecasts

• Business unit performance

• Average deal size and winrates

• Offer base size and growth

SALES LEADERSHIP

Sales KPIs and forecasts for timely actions:

• Growth performance for teams and reps

• Recurring/one-off revenue forecasting

• Reverse conversion funnel for coaching

• Pipeline trends

SALES REP PERFORMANCE

Personal sales goals and hottest sales cases for sharp focus and hitting quota:

• Actionable goals

• Hottest deals closing

• Deals at risk

• Competitions

SALES ENABLEMENT, REVOPS

Sales analytics for boosting efficiency and effectiveness:

• Pipeline analytics and trends

• Sales efficiency

• Conversion funnel from marketing to sales results

• Spotting opportunities and challenges