Dear Lucy - Sales Dashboards
Sales reporting, forecasting, and goal tracking - inside HubSpot
必要な条件
HubSpotエディション HubSpotアカウント権限 - 必要なアカウント権限を表示
Dear Lucy - Sales Dashboardsの契約内容 - プラン：Insight、またはPerformance、またはIntelligence、またはEnterprise
概要
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.
機能
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.
アプリ機能
共有されるデータ
Activities | ||
Companies | ||
Deal pipelines | ||
Deal properties | ||
Deals | ||
Leads | ||
Line items |
確認
4.9
17
4.9
17
- 2025年12月12日
優れたビジュアルと卓越したエンゲージメントで、期待以上の成果を上げた印象的な概念実証！
ディア・ルーシーで概念実証を行い、その成果に感銘を受けた！
視覚的にわかりやすく、エンゲージメントも最高だった。
Babic, N.
- 2025年8月19日
Hyvärinen, V.
価格
Insight
$40.83
／月For individuals who want instant visibility into pipeline and performance.
1 user
2 dashboards
300+ sales reports
forecasting
HubSpot integration
Insight
$40.83
／月For individuals who want instant visibility into pipeline and performance.
1 user
2 dashboards
300+ sales reports
forecasting
HubSpot integration
* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新：2025/11/04
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