Sales Performance Management for Salesforce
Empower your sales teams with actionable insights, accurate forecasting, and tailored coaching - all seamlessly embedded within your HubSpot CRM. With Dear Lucy, align your sales efforts, track performance metrics, and confidently predict revenue growth, ensuring your team is equipped to achieve its goals with a solution designed to optimize performance at every level.
Pipeline analysis and trends
Sales velocity
Sales by product
Custom field reporting
Multiple currencies
Revenue forecasting
Multidimensional views
Combining different data sources
Trusted by high performing B2B sales teams
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.
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.
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!
Interested in Learning More?
Dear Lucy provides a vast library of sales, activity, and revenue metrics for Salesforce and flexible customization options to meet your needs. Schedule an online demo with our expert to discuss your needs in more detail.
Andreas Sjölund, Co-Founder & CRO, Quinyx
“The TV screens bring the data available to everyone at the same time, and that has been great for the entire team. It helps people make the right decisions and helps everyone to see how they’re doing.
With our growth rate, it is difficult to keep up with all opportunities but having a list of the top 10 opportunities helps us to focus on the right things.”
Examples of Popular Salesforce 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 tour our product for examples of our most popular metrics for sales performance, sales pipeline management, recurring revenue, and sales forecasting.