Dear Lucy vs Revcast

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.

Revcast is a web-based revenue planning and forecasting platform for fast-growing B2B SaaS companies. It combines capacity, pipeline, and performance information in deal-level forecasts, while supporting annual planning, re-planning, and scenario comparisons. Forecast dimensions include people capacity, headcount, pipeline, performance, ramp time, quota, attainment, and costs, with financial forecasting available. Its AI can clean data, flag risks, suggest actions, answer data questions, and model scenarios in real time. Teams can monitor capacity and pipeline, re-forecast outcomes, and receive alerts about risks and opportunities. Revcast connects with CRMs such as Salesforce and can ingest spreadsheets, BI tools, and other go-to-market data. Slack provides execution updates and notifications. The company states SOC 2 Type 2 certification. Pricing is on request. Customers may see insights within days of CRM connection; full onboarding typically takes 2–4 weeks.