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About
We have worked with hundreds of sales teams and know what they need. We fetch the most popular sales metrics from Pipedrive, HubSpot or Salesforce and visualize them in interactive, user-friendly dashboards. You can also bring in custom data fields from your CRM to complement the standard data sets. Dear Lucy brings your chosen metrics to one, simple view that is easy to use, always available and always up-to-date. Dear Lucy’s goal engine allows you to define sales targets in a flexible way, and monitor progress in real-time. Dear Lucy compares actuals to targets and shows red and green lights to illustrate where you are on target and where you are behind. This makes it super-easy to see how your team is doing at a glance. You can define goals for sales activities, revenue, offer base, hit rate, and much much more. The targets can be defined for company, team, business area, sales rep or pipeline.
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About
Take the guesswork out of your data through integrated reports and easy to create dashboards. Extend your data from multiple apps to create a single, impactful view of your business. Inspire transformative actions right from your custom reports while being able to easily update. Easy Insight helps you optimize your business through data-backed strategies. Connect your cloud apps to help you gain ultimate transparency on your inventory management, conversion rates, and project timelines. Gain actionable insights and extend your data into beautiful, easy-to-read dashboards from SaaS apps such as Basecamp, DEAR systems, Katana, Xero and many others. From sales pipelines to project progress to financials to inventory, gain a holistic view of your business from combining the data of multiple departments. Easily assemble custom dashboards of tables, charts, maps, and more to gain answers to key business intelligence questions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales teams searching for a Sales Performance Management platform to boost Pipedrive, HubSpot or Salesforce CRM
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Audience
Companies and professionals seeking a solution to manage their businesses
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
€149 per month
Billed annually
Free Version
Free Trial
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Pricing
$50 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDear Lucy
Founded: 2014
Finland
www.dearlucy.co/features
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Company InformationEasy Insight
United States
www.easy-insight.com
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Categories |
Categories |
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Business Intelligence Features
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
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Integrations
Salesforce
Asana
Basecamp
ClickUp
Constant Contact
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Insightly
Keap
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Integrations
Salesforce
Asana
Basecamp
ClickUp
Constant Contact
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Insightly
Keap
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