Sales Analytics for Pipedrive

 
2.jpg
 
 

Smart and user-friendly sales dashboards for Pipedrive. Boost team performance, monitor progress, forecast results and automate reporting.

So you’ll never miss another deal.

 

Features ✅

  • Recurring revenue (ARR and MRR)

  • Pipeline trends

  • Sales by product

  • Subscriptions and Payments

  • Multiple currencies

  • Automated sales velocity

  • Goal setting

  • Custom field reporting

  • Sales forecasting

  • Combining different data sources

 

Trusted by high performing B2B sales teams

 

Plug & Play Sales Dashboards for Pipedrive

Use Dear Lucy with Pipedrive to gain a better visibility to your sales performance and take firm control of your results.

Pipedrive and Dear Lucy.jpg

USE PIPEPEDRIVE TO

  • Add new contacts, organizations and deals

  • Record interactions with prospects and clients

  • Update and manage deals

  • Maintain and update customer information

USE DEAR LUCY TO

  • Set goals on a company, team or personal level

  • See daily progress of performance vs goal

  • Identify low activity levels before it’s too late

  • Get accurate sales forecasts based on data

  • Track sales performance on mobile

  • Share results and leaderboards on a TV

  • Run effective 1-to-1 meetings

  • Save time by using real-time data in meetings

  • Ensure data quality and improve CRM adoption

 

Why Dear Lucy?

 

Instant view to status

See how you are performing in one view - the actuals, the goals and the forecasts. No searching, no scrolling, it’s all in one view.

Live sales forecasts

Dear Lucy calculates the expected monthly sales for the year and compares actuals to goals, to forecast and the same period last year.

Full mobile experience

Dear Lucy is the one thing you want to open first thing in the morning or last thing at night to stay on top of your sales.

Live TV dashboards

Boost team performance by displaying selected dashboards on the office TV or info screens. Spice up with colours, images or videos.

sales_reporting_dashboard_on_laptop.jpg

Top management, board & investor reporting

Automate regular reporting to top management and the board with interactive dashboards that can be used both during meetings and in-between.

image.jpg

Set up in minutes with pre-built dashboards

Our popular pre-built dashboards help you set up your entire sales reporting in minutes. Give it a go!


Ready to Give Dear Lucy a Try?

One minute set-up. No credit card.


01+Jussi+Nurminen_Gofore_full+shot_tinified.jpg

Jussi Nurminen, Head of Growth and Sales Excellence, Gofore

“Dear Lucy was a perfect fit for us in its approach: Light and agile SaaS-service for Pipedrive reporting that is easy and quick to test and take into use. The first feedback was simply “WOW!””

 

Examples of Popular Pipedrive Sales Dashboards

Use our popular “plug & play” performance dashboards or easily create your own.

 

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


Like To See Our Demo First?

Click below to explore a live demo of our Pipedrive sales dashboards. Our solution works on any device!