How to sign up to Dear Lucy

How to create a Dear Lucy account and add your first integration to set up your first dashboards.

How to Navigate Dear Lucy dashboards

Dear Lucy’s interactive dashboards show all your core KPIs at a glance and compare performance against goals. Drill-downs allow you to see deal-level data and trends and filtering helps you compare numbers across business areas or team members.

Introducing Dear Lucy Settings

Dear Lucy Setting is where the magic happens! This is a short tour so you know where to find what you need.

How to create your own dashboards

Dear Lucy allows you to easily create new dashboards so each user group can see the metrics relevant for them. Our drag-drop editor makes it easy to edit each dashboard and you can customize the view with different colour themes, background images or even videos.

How to add sales goals in Dear Lucy

Dear Lucy allows you to define monthly, quarterly or yearly goals for the company, teams and individual sales team members. With our dynamic “on-track goals”, Dear Lucy monitors whether your team is progressing at the right speed to reach your targets.

How to use Dear Lucy on mobile?

Dear Lucy makes it super-easy to stay on top of key sales metrics, monitor individual and company level goals and see a real-time sales forecast. Here’s how to to do it.

How to use Dear Lucy on TV screens?

Dashboards on office TVs are a great way to boost motivation, keep everyone up-to-date on key KPIs and even create some healthy competition among the sales team.

You can display only one dashboard or even automatically rotate selected dashboards. Here’s how to do it.

How to manage users and groups in Dear Lucy

Dear Lucy allows you to securely share selected dashboards to different audiences within your team. This tutorial shows you how to create dashboards for different user groups.

How to create personal dashboards for sales team members

A personal dashboard is a create way to keep goals top of mind for each team member and concretely see own progress each day.

Learn how to create personal dashboards for each team member.