Dear Lucy - Sales Dashboards
Sales reporting, forecasting, and goal tracking - inside HubSpot
Requisiti
Piano HubSpot Autorizzazioni dell'account HubSpot - Visualizza le autorizzazioni dell'account richieste
Abbonamento Dear Lucy - Sales Dashboards - Piani Insight, Performance, Intelligence o Enterprise
Panoramica
1/5 - MRR, ARR, recurring revenue, one-off revenue reporting
Unlock Advanced Sales Reporting Inside HubSpot
Dear Lucy transforms your HubSpot CRM into a fully embedded sales reporting and performance engine — without spreadsheets or extra setup.
Track goals, forecast revenue, analyze pipeline efficiency, and monitor CRM hygiene — all in one place.
What You Get with Dear Lucy for HubSpot
Goal Setting & Tracking
Set layered goals for reps, teams, or business units — and track real-time progress using dashboards that highlight what’s on track and what needs attention. Read more → HubSpot Goals
Predictive Forecasting
Move beyond manual forecasting. Leverage predictive models and custom deal scoring to build accurate, dynamic forecasts using real CRM data. Read more → Sales Forecasting in HubSpot
MRR, ARR & Revenue Reporting
Track recurring and one-time revenue with built-in MRR/ARR dashboards. Works out-of-the-box using HubSpot Line Items — no spreadsheets required. Read more → Track MRR in HubSpot
Pipeline Analysis & Sales Performance
Monitor sales velocity, conversion rates, deal flow, and sales activity. Pinpoint bottlenecks and fix leaks with actionable insights. Read more → HubSpot Sales Analytics
CRM Data Quality Dashboards
Fix messy CRM data with the Wall of Shame. Highlight overdue deals, missing values, and incomplete activities — before they impact revenue. Read more → HubSpot Data Quality
Leaderboards & Sales Recognition
Motivate your team with the Wall of Fame. Celebrate top performers and bring visibility to sales wins with live dashboards.
Plug-and-Play Setup
Start a free trial, connect HubSpot, and see your real CRM data in dashboards in minutes — fully embedded in your HubSpot portal.
Funzionalità
Set and Track Sales Goals for Every Metric That Matters
Set monthly, quarterly, or annual sales targets for your team, regions, or individual reps. Track key metrics from activity levels to pipeline growth and revenue. Dear Lucy automatically calculates progress against your targets and highlights areas that need attention, helping you stay on track and make adjustments quickly when needed.
Sales Reporting with Historical Trends
Create sales reports that match your business needs with over 300 pre-built KPIs. Track sales activity, revenue, and performance metrics with flexible reporting that can be tailored for teams, reps, or specific business segments.
Recurring Revenue (ARR/MRR) Reporting with Line Items
Track and forecast your recurring revenue (ARR/MRR) with detailed breakdowns by month, quarter, or year. Monitor churn rates, gained/added MRR, and more, even with HubSpot’s free plan.
Pipeline Analytics, Conversions, Trends
Gain clear visibility into your sales pipeline’s progress, with easy-to-understand analytics that show deal status, forecast accuracy, and velocity. Identify bottlenecks and areas needing attention.
Predictive Deal Scoring - Customisable!
Feature Details Leverage predictive models to score opportunities based on the likelihood of closing. Automatically prioritize high-potential deals, providing sales teams with actionable insights for more accurate forecasts and improved sales outcomes.
Funzionalità dell'app
Dati condivisi
Activities | ||
Companies | ||
Deal pipelines | ||
Deal properties | ||
Deals | ||
Leads | ||
Line items |
Recensioni
4,9
17
4,9
17
- 12 dic 2025
Una prova di concetto impressionante con una grafica eccellente e un coinvolgimento eccezionale che ha superato le aspettative!
Abbiamo fatto una prova di concetto con Dear Lucy e siamo rimasti impressionati da ciò che ha prodotto!
Ottimi identificatori visivi e l'impegno è stato massimo.
Babic, N.
- 19 ago 2025
Hyvärinen, V.
Insight
40,83 USD
/meseFor individuals who want instant visibility into pipeline and performance.
1 user
2 dashboards
300+ sales reports
forecasting
HubSpot integration
Insight
40,83 USD
/meseFor individuals who want instant visibility into pipeline and performance.
1 user
2 dashboards
300+ sales reports
forecasting
HubSpot integration
* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 07/08/2025
Maggiori informazioni
Creazione di - Dear Lucy
Installazioni - PIù di 400 installazioni
Categorie Lingue in cui è disponibile questa app Inglese
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