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Dear Lucy
The company says it is based in Finland.
What it is
Dear Lucy provides sales analytics dashboards for pipeline, goals, forecasts and performance. It includes more than 500 ready-to-use sales KPIs, calculations and predictive forecasting models. Forecasting tools include pipeline scoring, forecast-versus-actual views and early gap detection. Teams can set goals by team, person, business unit or product, 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 integrations include Salesforce, HubSpot, Pipedrive and Microsoft Dynamics 365; Dynamics connects through Microsoft SQL, Azure or Synapse. Other data sources and custom integrations depend on plan and requirements. Dashboards update automatically every hour or faster and can be shared through interactive links, embedded in other tools or displayed on office screens. Sharing and embedding are included in all plans. Dear Lucy is based in Espoo, Finland, and identifies sales leaders, CROs, RevOps teams, CEOs and boards as its audience. TEAM costs $165 a month, billed $1,980 billed annually. A free 10-day trial does not require a credit card.
For and against
For
- Includes more than 500 sales KPIs and models.
- Forecast tools include pipeline scoring and gap detection.
- Natural-language requests can build or modify reports.
- Dashboards refresh every hour or faster.
- Sharing and embedding are included in all plans.
Against
- No free plan is available.
- TEAM costs $165 a month, billed annually.
- Some data sources and custom integrations depend on plan and requirements.
- Implementation is self-service.
The verdict
Dear Lucy combines sales metrics, forecasting, goal tracking and dashboard sharing. Its 10-day trial requires no credit card, while TEAM is $165 a month, billed annually.
Who it suits
It is aimed at sales leaders, CROs, RevOps teams, CEOs and boards seeking shared sales dashboards and forecasting. It may suit teams that use one of the listed CRM integrations or need goal tracking across organizational units.
Plans and prices
TEAM
Sales organizations up to 5 · Unlimited users · Unlimited dashboards · 500 AI credits/month
Read 30 Sep 2026 · dearlucy.co
BUSINESS
Sales organizations 6–15 · Unlimited users · Unlimited dashboards · 1,000 AI credits/month
Read 30 Sep 2026 · dearlucy.co
SCALE
Sales organizations 16–25 · Unlimited users · Unlimited dashboards · 1,500 AI credits/month
Read 30 Sep 2026 · dearlucy.co
ENTERPRISE
Larger or complex sales organizations · Unlimited users · Unlimited dashboards · Custom AI credits/month
Read 30 Sep 2026 · dearlucy.co
On the record
- AI reports
- The Agentic Report Builder creates or modifies sales metrics, reports and visualizations from natural-language requests using structured CRM data.dearlucy.co · read 30 Sep 2026
- Audience
- The maker says Dear Lucy is built for sales leaders, CROs, RevOps teams, CEOs and boards.dearlucy.co · read 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.dearlucy.co · read 30 Sep 2026
- Dynamics connection
- The integrations page says Dynamics 365 connects via Microsoft SQL, Azure or Synapse.dearlucy.co · read 30 Sep 2026
- Forecasting
- Forecasting features include predictive models, pipeline scoring, forecast-versus-actual views and early gap detection.dearlucy.co · read 30 Sep 2026
- Goals
- Users can set goals across teams, people, business units and products, with live pacing and traffic-light indicators.dearlucy.co · read 30 Sep 2026
- Metrics
- The platform includes more than 500 ready-to-use sales KPIs, calculations and predictive forecasting models.dearlucy.co · read 30 Sep 2026
- Purpose
- Dear Lucy provides sales analytics dashboards for pipeline, goals, forecasts and sales performance.dearlucy.co · read 30 Sep 2026
- Refresh
- The product page says dashboards update automatically every hour or faster.dearlucy.co · read 30 Sep 2026
- Security
- The integrations page states that data is encrypted in transit and at rest, with access controls including SSO.dearlucy.co · read 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.dearlucy.co · read 30 Sep 2026
- Support
- The terms state that Dear Lucy Oy provides technical support for use of the service, while implementation is self-service.dearlucy.co · read 30 Sep 2026
- Trial
- Dear Lucy offers a free 10-day trial with no credit card required.dearlucy.co · read 30 Sep 2026
