Dear Lucy Sales Dashboards

Once you create an account with Dear Lucy and add your CRM credentials, you will instantly have three dashboards up and running with the option to build as many dashboards as you like. No coding skills required.

To make things as easy as possible to set-up, we have grouped the sales metrics into three dashboards, each designed for different audience and purpose.

Once you have the dashboards up and running with your own sales data, you can modify the dashboards to suit your needs, delete unnecessary dashboards or create new ones if you like.

The pre-built dashboards are:

1) Weekly Sales Meeting

2) Sales 1-1

3) Management & Board

Available integrations

The dashboards are currently available for the following CRM systems:

• Salesforce
• HubSpot 
• Pipedrive
• Oracle Engagement Cloud
• Lime CRM
• Visma Severa
• Database / SQL