Severa, now with performance management
Dear Lucy adds targets, budgets, forecasts and executive dashboards on top of your Severa data, giving leadership one trusted view of the business.
Severa + Dear Lucy
Severa gives you the operational foundation: projects, hours, billing and resourcing.
Dear Lucy builds on that foundation to help leadership answer a different question: not just what happened, but what should happen next.
By turning your Severa data into targets, forecasts and performance dashboards, Dear Lucy helps expert organizations move from reporting to real business performance management.
What Severa + Dear Lucy solution offers
- Targets and budgets at every level
- Revenue tracking from forecast to billing
- Utilization, billable hours and hourly rates
- One sales pipeline view, from any CRM
- Dashboards for every role, from board to individual
Data for the reports can be brought in from multiple sources: Severa, HubSpot, Pipedrive, and Salesforce. Dear Lucy automatically combines the data into sales reports and forecasts.
Everything leadership needs to see
From targets and revenue to resourcing and sales, see how the whole business is performing, not just pieces of it.
Targets & Budgets
Set monthly, quarterly or annual targets and budgets at company, business unit, team or individual level. Compare actual performance against plan at any time, and see exactly how much is left to reach each goal.
Revenue Performance
Track revenue all the way from forecast to billing. Monitor billed revenue and billing forecasts, segment performance by business unit, and follow revenue trends over time, without building a single spreadsheet.
Resource Performance
Measure employee utilization, track billable hours, calculate average hourly rates and monitor how much of your team’s time goes to customer work, all pulled directly from Severa.
Sales Performance
Whether your sales pipeline lives in Severa, HubSpot, Salesforce or Pipedrive, Dear Lucy combines pipeline data, forecasts and Severa billing into one view, so you can monitor win rates and new business alongside delivery and billing.
Why professional services firms choose Dear Lucy
Dear Lucy is built specifically for professional services KPIs and forecasting models, not a generic BI tool that needs months of setup. Most customers are up and running with standard dashboards within days, and can expand into custom KPIs as they grow.
Let’s start!
If you’re an existing Severa customer, please reach out to your local partner for support. If you’re a new customer, send us a message!