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features
design
support

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Description

Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.

Description

SimpleKPI is KPI software for businesses that want clear performance tracking without a data team or a long setup. Connect data from spreadsheets, native integrations, Zapier or the API, set a target for every KPI, and see what's on track and what isn't on live dashboards. KPI Insights explains the numbers: it spots anomalies, suggests likely causes and forecasts where each KPI is heading. Scheduled reports with AI-written summaries go to the people who need them, automatically. The built-in AI can set up KPIs, build dashboards and reports, and answer questions about your data in plain English, with no AI credits to buy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Pipedrive
SaaShop
Salesforce
Sympa
WeStrive
Zapier

Integrations

Google
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Pipedrive
SaaShop
Salesforce
Sympa
WeStrive
Zapier

Pricing Details

€149 per month
Billed annually
Free Trial
Free Version

Pricing Details

$79 per month
SimpleKPI has one flat price for your whole organization: $79 a month billed monthly, or $63 a month billed annually ($758 a year, 20% off). There are no per-user fees, so every account includes unlimited users, KPIs, dashboards and reports, with all features and the built-in AI included and no AI credits to buy. Try it free for 14 days with no credit card required. Prices are in US dollars.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dear Lucy

Founded

2014

Country

Finland

Website

www.dearlucy.co/features

Vendor Details

Company Name

SimpleKPI Ltd

Founded

2007

Country

United Kingdom

Website

www.simplekpi.com

Product Features

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Product Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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