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Dear Lucy

Dear Lucy provides sales analytics dashboards for pipeline, goals, forecasts, and sales performance.

Place
#8 of 31
Score
6.9
Dear Lucy's website

What Dear Lucy is

Dear Lucy provides sales analytics dashboards for pipeline, goals, forecasts, and sales performance. It includes more than 500 ready-to-use sales KPIs, calculations, and predictive forecasting models, with pipeline scoring, forecast-versus-actual views, and early gap detection. Teams can set goals across people, teams, business units, and products, then follow live pacing with traffic-light indicators. The Agentic Report Builder uses natural-language requests and structured CRM data to create or modify metrics, reports, and visualizations. Listed CRM integrations include Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics 365; Dynamics connects through Microsoft SQL, Azure, or Synapse. Additional data sources and custom integrations depend on plan and requirements. Dashboards refresh automatically every hour or faster and can be shared with interactive links, embedded in other tools, or displayed on office screens. Sharing and embedding are included in all plans. TEAM costs $165 a month, billed $1,980 billed annually, and includes 500 AI credits per month. A free 10-day trial requires no credit card.

Good

  • More than 500 ready-to-use sales KPIs and models.
  • Goals can span teams, people, units, and products.
  • Dashboards refresh every hour or faster.
  • Sharing and embedding are included in all plans.
  • Free 10-day trial requires no credit card.

Watch out

  • No free plan is available.
  • Implementation is self-service.

Who it suits

Dear Lucy is aimed at sales leaders, CROs, RevOps teams, CEOs, and boards. It suits organizations that want CRM-based sales dashboards, forecasting, and team goals.

Verdict

Dear Lucy combines sales dashboards, forecasting, goal tracking, and natural-language report building around structured CRM data. TEAM is $165 a month, billed $1,980 billed annually, and a 10-day trial is available.

Plans and prices

From Dear Lucy's own pricing page, checked 30 Sep 2026.

All about pricing
PlanPriceWhat it gives you
TEAM$165 a monthSales organizations up to 5 · Unlimited users · Unlimited dashboards · 500 AI credits/month · $1,980 billed annually
BUSINESS$330 a monthSales organizations 6–15 · Unlimited users · Unlimited dashboards · 1,000 AI credits/month · $3,960 billed annually
SCALE$495 a monthSales organizations 16–25 · Unlimited users · Unlimited dashboards · 1,500 AI credits/month · $5,940 billed annually
ENTERPRISEPriced on requestLarger or complex sales organizations · Unlimited users · Unlimited dashboards · Custom AI credits/month · Priority support · Custom pricing

The facts

Each one read from Dear Lucy's own pages, with the date it was checked.

What it does

AI reports
The Agentic Report Builder creates or modifies sales metrics, reports and visualizations from natural-language requests using structured CRM data.checked 30 Sep 2026
Audience
The maker says Dear Lucy is built for sales leaders, CROs, RevOps teams, CEOs and boards.checked 30 Sep 2026
CRM integrations
The maker lists Salesforce, HubSpot, Pipedrive and Microsoft Dynamics 365 integrations, with additional data sources and custom integrations depending on plan and requirements.checked 30 Sep 2026
Dynamics connection
The integrations page says Dynamics 365 connects via Microsoft SQL, Azure or Synapse.checked 30 Sep 2026
Forecasting
Forecasting features include predictive models, pipeline scoring, forecast-versus-actual views and early gap detection.checked 30 Sep 2026
Goals
Users can set goals across teams, people, business units and products, with live pacing and traffic-light indicators.checked 30 Sep 2026
Metrics
The platform includes more than 500 ready-to-use sales KPIs, calculations and predictive forecasting models.checked 30 Sep 2026
Purpose
Dear Lucy provides sales analytics dashboards for pipeline, goals, forecasts and sales performance.checked 30 Sep 2026
Refresh
The product page says dashboards update automatically every hour or faster.checked 30 Sep 2026
Security
The integrations page states that data is encrypted in transit and at rest, with access controls including SSO.checked 30 Sep 2026
Sharing
Dashboards can be shared through interactive links, embedded in other tools or displayed on office screens, and sharing and embedding are included in all plans.checked 30 Sep 2026
Support
The terms state that Dear Lucy Oy provides technical support for use of the service, while implementation is self-service.checked 30 Sep 2026

The company

Headquarters
The company says it is based in Finland.checked 30 Sep 2026

Money

Trial
Dear Lucy offers a free 10-day trial with no credit card required.checked 30 Sep 2026

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