Dear Lucy - Sales Dashboards
Sales reporting, forecasting, and goal tracking - inside HubSpot
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Dear Lucy - Sales Dashboards Subscription - Insight, Performance, Intelligence, or Enterprise plans
Overview
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.
Features
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.
App Functionality
Shared Data
Activities | ||
Companies | ||
Deal pipelines | ||
Deal properties | ||
Deals | ||
Leads | ||
Line items |
Reviews
4.9
16
4.9
16
- Aug 19, 2025
Hyvärinen, V.
- Mar 5, 2023
Dear Lucy - A solution to lack of dashboards in HubSpot
Dear Lucy has allowed us to present a summary of our opportunities in a graphical interface. This has been achieved without the need to export out to the cloud and then develop PowerBI dashboards.
Presenting HubSpot data in a graphical format
quick and easy to implement
It costs extra dollars each month
RockTest, S.
- 51 to 200 employees
Pricing
Insight
$40.83
/monthFor individuals who want instant visibility into pipeline and performance.
1 user
2 dashboards
300+ sales reports
forecasting
HubSpot integration
Insight
$40.83
/monthFor individuals who want instant visibility into pipeline and performance.
1 user
2 dashboards
300+ sales reports
forecasting
HubSpot integration
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/27/2025
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