Salesforce reporting tool for data-driven sales teams
Get advanced sales performance dashboards embedded into Salesforce in minutes.
Trusted by high-performing B2B sales teams
Lead your B2B sales
organization with confidence
Drive better sales performance across all regions, teams,
and reps — without spending months on building reports.
✅ Salesforce reporting with dear lucy
Automatic tracking of custom activity, pipeline, and revenue targets in Salesforce
AI-powered forecasting with over 90% forecast accuracy
Up to 40% improvement in rep performance through personalized coaching
Up to 30% better win rates due to improved pipeline visibility
Alignment across sales, marketing, customer success & the leadership team
❌ SAlesforce reporting before
No measurable targets or manual goal tracking in spreadsheets
Inaccurate and static forecasts that take hours to piece together
Reactive, ad-hoc sales coaching, leading to inconsistent performance
Lack of visibility into at-risk opportunities, leading to lost deals
Siloed revenue organization with fragmented reporting
Give your Salesforce dashboards
a much-needed upgrade
Salesforce reporting doesn’t have to be difficult.
Get to know some of our customers’ favorite Dear Lucy reports.
Set and track targets for every level of the sales organization
Set individual, regional, or business unit specific targets for any KPI you’d like to track—from sales activity to pipeline and revenue.
Dear Lucy dynamically calculates your progress against the goals and allows you to quickly react to metrics that are on the red.
Compare ANY sales KPI to
historical trends
Instead of running dozens of separate reports in Salesforce to compare your current performance to a previous period, you can set up Dear Lucy to display your current and historical data in the same graph.
This way, you’re better prepared for seasonal peaks in demand, and have a fair baseline for all metrics at all times.
Improve the accuracy of your
forecasts with AI
Take the guesswork out of sales and revenue forecasting with Dear Lucy.
Get smart forecasts based on historical performance and real-time information about open deals.
Check out more Salesforce
reporting templates
“With our growth rate, it’s difficult to keep up with all opportunities—and having a list of the top 10 helps us focus on the right things.
The TV screens bring the data available to everyone at the same time, and that’s been great for the entire team. It helps people make the right decisions and helps everyone see how they’re doing.”
Andreas Sjölund
Co-Founder & CRO
Quinyx
How it works
Get started with a one of our ready-made dashboard
templates or build a custom one.
Get started with plug-and-play dashboards
Our dashboards cater to most B2B sales reporting needs. Connect your Salesforce data to Dear Lucy in one click and immediately see your data in our most popular templates.
Mix and match tiles to create custom dashboards
Choose the tiles you want from our library of 300+ KPIs. If you can’t find exactly what you’re looking for, we’ll help you build it.
See Dear Lucy in action
with a free 10-day trial
Get tailored dashboards for every
level of your sales organization
Whether you need a high-level report or a
detailed drill-down, we’ve got you covered.
Board & management team
Use Dear Lucy’s executive dashboards both during and in-between meetings to make sure everyone knows exactly how the business is doing.
Sales leadership
Stay on top of your team’s and each individuals’ performance against the targets you’ve set. Coach reps who might need it and share your forecasts with confidence.
Account executives & BDRs
Consistently hit quota by tracking daily performance against your personal activity, pipeline, and revenue targets.
Sales & Revenue ops
Create a data-driven sales culture by encouraging reps to keep their CRM hygiene high with views dedicated to improving data quality.