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SPECIFICTION
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Dear Lucy

dearlucy.co

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Spec score 8.2 #7 of 31 in Sales Forecasting Software

What it is

Dear Lucy provides sales dashboards for pipeline, goals, forecasts, and sales performance. It includes more than 500 sales KPIs, calculations, and predictive forecasting models. Forecast features include revenue projections, pipeline scoring, forecast-versus-actual views, and early gap detection. Teams can set goals by team, person, business unit, or product, then track 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 are Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics 365; the Dynamics connection uses Microsoft SQL, Azure, or Synapse. Additional 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, or shown on office screens. Sharing and embedding are included in all plans. TEAM costs $165/mo (annual), billed $1,980 annually, and includes unlimited users and dashboards plus 500 AI credits per month. A 10-day trial requires no credit card. Dear Lucy is based in Espoo, Finland.

Spec sheet

Purpose
Dear Lucy provides sales analytics dashboards for pipeline, goals, forecasts and sales performance.Read 30 Sep 2026 · dearlucy.co
Audience
The maker says Dear Lucy is built for sales leaders, CROs, RevOps teams, CEOs and boards.Read 30 Sep 2026 · dearlucy.co
Trial
Dear Lucy offers a free 10-day trial with no credit card required.Read 30 Sep 2026 · dearlucy.co
Security
The integrations page states that data is encrypted in transit and at rest, with access controls including SSO.Read 30 Sep 2026 · dearlucy.co
Support
The terms state that Dear Lucy Oy provides technical support for use of the service, while implementation is self-service.Read 30 Sep 2026 · dearlucy.co
Headquarters
The company says it is based in Finland.Read 30 Sep 2026 · dearlucy.co
AI reports
The Agentic Report Builder creates or modifies sales metrics, reports and visualizations from natural-language requests using structured CRM data.Read 30 Sep 2026 · dearlucy.co
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.Read 30 Sep 2026 · dearlucy.co
Dynamics connection
The integrations page says Dynamics 365 connects via Microsoft SQL, Azure or Synapse.Read 30 Sep 2026 · dearlucy.co
Forecasting
Forecasting features include predictive models, pipeline scoring, forecast-versus-actual views and early gap detection.Read 30 Sep 2026 · dearlucy.co
Goals
Users can set goals across teams, people, business units and products, with live pacing and traffic-light indicators.Read 30 Sep 2026 · dearlucy.co
Metrics
The platform includes more than 500 ready-to-use sales KPIs, calculations and predictive forecasting models.Read 30 Sep 2026 · dearlucy.co
Refresh
The product page says dashboards update automatically every hour or faster.Read 30 Sep 2026 · dearlucy.co
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.Read 30 Sep 2026 · dearlucy.co

Plans and prices

TEAM $165 a month $1,980 billed annually Sales organizations up to 5 · Unlimited users · Unlimited dashboards · 500 AI credits/month Read 30 Sep 2026 · dearlucy.co
BUSINESS $330 a month $3,960 billed annually Sales organizations 6–15 · Unlimited users · Unlimited dashboards · 1,000 AI credits/month Read 30 Sep 2026 · dearlucy.co
SCALE $495 a month $5,940 billed annually Sales organizations 16–25 · Unlimited users · Unlimited dashboards · 1,500 AI credits/month Read 30 Sep 2026 · dearlucy.co
ENTERPRISE Priced on request Custom pricing Larger or complex sales organizations · Unlimited users · Unlimited dashboards · Custom AI credits/month · Priority support Read 30 Sep 2026 · dearlucy.co

Every Dear Lucy plan and price →

Strong points and limits

Strong points

  • More than 500 sales KPIs and models
  • Goal tracking includes live pacing indicators
  • Natural-language report and visualization builder
  • Sharing and embedding included in all plans
  • 10-day trial requires no credit card

Limits

  • No free plan
  • Additional data sources and custom integrations depend on plan and requirements
  • Implementation is self-service

Who it suits

The maker describes it for sales leaders, CROs, RevOps teams, CEOs, and boards. It suits organizations that want sales forecasting, goal tracking, and CRM-based reporting in shared dashboards.

Verdict

Dear Lucy combines sales metrics, forecasting, goals, and reporting around structured CRM data. Its plans are paid, and the available integrations beyond those listed depend on plan and requirements.

Where Specifiction places it

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