Dear Lucy - Sales Dashboards
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Dear Lucy - Sales Dashboards Subscription - Team, Business, Scale, or Enterprise plans
Overview
1/5 - MRR, ARR, recurring revenue, one-off revenue reporting
Sales Analytics, Reporting & Forecasting for HubSpot
Dear Lucy is an agentic sales analytics platform that turns your HubSpot CRM data into ready-to-use sales reporting, forecasting, goals, and performance insights — without spreadsheets or complex BI setup.
Ready out of the Box. Adaptable Simply by Asking.
Start with best-practice dashboards and 500+ ready-made sales metrics, powered by advanced calculations, algorithms and historical CRM data. Create new reports, customize dashboards and edit individual metrics simply by asking AI. No coding or technical skills required.
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.
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 500 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
Deals | ||
Line items | ||
Activities | ||
Leads | ||
Companies | ||
Deal pipelines | ||
Deal properties | ||
Contacts |
Reviews
4.9
18
4.9
18
- Oct 27, 2026
Actionable Insight
I've had the privilege of working with teh Dear Lucy team for almost 2 years. In that time, the team have been super responsive to supporting me to set up our Dashboards so that insights is not just surfaced, but it's actionable at 1 on 1's and displays business leading indicators. The team are super receptive to feedback, and I've seen a number of ways that I use the data filter into logic and dashboards for the wider Sales and GTM comunity.
Insight led analytics Easy to surface intelligence User friendly Evolving platform Great Support
Some of the set up can be prickly, such as targets/goals
Jacobs, P.
- Dec 12, 2025
Impressive Proof of Concept with excellent visuals and outstanding engagement that delivered beyond expectations!
Did a Proof of Concept with Dear Lucy and were impressed with what it delivered!
Great visual identifiers and the engagement was top notch.
Babic, N.
Pricing
Team
$165
/monthFor sales organizations with up to 5 people
Unlimited users
Unlimited dashboards
500+ built-in sales KPIs and calculations
Predictive sales forecasting
Sales goals and live goal pacing
Pipeline analytics
Sales performance reporting
Team
$165
/monthFor sales organizations with up to 5 people
Unlimited users
Unlimited dashboards
500+ built-in sales KPIs and calculations
Predictive sales forecasting
Sales goals and live goal pacing
Pipeline analytics
Sales performance reporting
* 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: 11/02/2026
More info
Built by - Dear Lucy
Installs - 300+ installs
Categories Languages this app is available in English
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