⚙️ RevOps Tool Of The Month – Dear Lucy

July 2026

It's time for another RevOps Tool of the Month, where we highlight tools making life easier for RevOps and GTM teams.

This month, we're featuring Dear Lucy!

We've been using it to solve a very specific reporting challenge in HubSpot, and it's quietly become a really useful addition to our stack.

If your team relies heavily on CRM reporting but doesn't quite need an Enterprise upgrade, this one's well worth a look.

🔗 Dear Lucy 🔗

"Get visibility into your sales performance — all in one place."

Why is Dear Lucy worth a look for RevOps and GTM teams?

HubSpot reporting covers most use cases really well. But as your CRM becomes more central to the business, the questions naturally get more detailed too.

At some point, the standard dashboards stop being enough, and you need a little more flexibility without changing how your team works.

That's where Dear Lucy comes in.

Rather than replacing your CRM, it builds on the data that's already there, giving teams richer reporting while keeping everything inside the platform they already use.

With it, you can:

• Spread recurring revenue across the full length of a contract instead of reporting it against a single date

• Break revenue down by product when deals contain multiple line items

• Separate forecasted recurring revenue from closed-won recurring revenue

• Build dashboards for forecasting, pipeline analytics, sales performance, and CRM hygiene

• Embed those dashboards directly back into HubSpot

How we're using it

Our original use case was surprisingly specific. We wanted to spread recurring revenue across the full length of a contract rather than report it all on a single date.

HubSpot reports revenue against a single point in time. Dear Lucy uses line item start dates and the contract term to spread that revenue across the life of the contract, giving a much clearer picture of live revenue over time.

Since then, we've also found ourselves using its product-level revenue reporting. Instead of only reporting by revenue type, we can now see which individual products are actually driving revenue when a deal contains multiple line items. It's given us a much clearer picture of what's driving revenue, alongside what's already locked in versus what's still forecast.

The best part, though, is how little maintenance it needs. Connect it to HubSpot, customise the dashboards you actually need, and they embed straight back into the CRM. The team never has to leave HubSpot, and nobody ends up maintaining a maze of spreadsheets behind the scenes!

Useful for 🛠️

Sales teams

Understand what's driving revenue across deals, products, and contracts without relying on spreadsheets or manual reporting.

RevOps teams

Extend HubSpot reporting without jumping straight to an Enterprise upgrade. A great fit if you've outgrown the standard dashboards but don't need a full CRM upgrade.

Finance teams

View recurring revenue across contract terms rather than a single date, giving a more accurate picture of live revenue over time.

GTM leaders

Forecast with more confidence using dashboards that separate secured revenue from pipeline, while giving better visibility into product performance.

What makes this tool different? 🦄

There are plenty of reporting tools out there. But what stood out to us was how little disruption Dear Lucy introduced.

It plugs straight into your CRM, the dashboards sit inside HubSpot, and the setup takes minutes. That means teams get richer reporting without changing how they already work.

As a CRM or RevOps manager, one thing to monitor... 🔍

Line item data

The quality of the reporting depends on the quality of the data underneath it. Keeping line items and contract terms consistent makes all the difference.

Reporting requirements

Before introducing another platform, make sure you've genuinely reached the limits of your CRM's native reporting.

Dashboard adoption

The best dashboard is the one people actually use. Focus on reports that support day-to-day decisions rather than trying to measure everything.

Future reporting needs

We originally adopted Dear Lucy for one use case, but quickly found ourselves using much more of the platform. It's worth thinking beyond today's reporting challenge.

Reporting capabilities 🧮

This was the biggest surprise for us.

We originally came for one reporting feature, but Dear Lucy includes hundreds of pre-built dashboards covering forecasting, pipeline analytics, sales performance, CRM hygiene, goal tracking, and much more.

If you need something more bespoke, we've also found the team really helpful. There are hundreds of pre-built dashboards to get you started, and if you need something more bespoke, we've found the Dear Lucy team really helpful too.

Would be better if... 💡 (our take!)

One thing we'd love to see is even more flexibility around building custom reports.

The pre-built dashboards cover a huge amount, but RevOps teams always have that one oddly specific report they want to build. Making those custom reports even easier to create would be a great addition.

Pricing 💲

Dear Lucy offers a range of pricing plans depending on the features you need.

For our use case, the Performance plan was the right fit, as it's the plan that lets you embed dashboards directly into HubSpot.

If you're mainly looking to extend HubSpot reporting without upgrading to Enterprise, it's worth comparing the different plans against the features you actually need.

You may find you don't need to go all the way to the top tier!

Learn more

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What is RevOps Tool of the Month? 🤔

We started RevOps Tool of the Month to highlight tools that help teams stay lean, scale efficiently, and keep GTM operations tight.

If you’ve got a tool you’re loving right now, we’d love to hear about it!