Product 01
Goalplan — the sales performance platform
Real-time data from your source systems becomes targets, competitions, coaching and learning — in an app your sellers actually use.
01 — Lucy Perform
Every number, every person, in real time.
Your sales data — from POS, CRM, and any other system — consolidated into a single live view. From chain level to individual scorecard.
- No more manual reports — KPIs are automated and available to everyone, every morning.
- Right data, right level — Chain leadership sees aggregated view; sellers see their own scorecard.
- Connects to any system — POS, scheduling, CRM, or custom data via API.
Real-time scorecard
Every seller has a personal scorecard updated continuously. Goals, actuals, trend — visible at a glance.
Analytics & insights
Identify patterns across stores, teams and individuals. Surface what's driving performance — and what's holding it back.
Multi-system integration
Automate data export from all your existing sources. No more spreadsheets compiled by hand.
Leaderboards
Transparent performance rankings that motivate — individual, store, and regional level.
Add-on
Sales competitions
KPI-driven competitions set up in seconds. Follow progress in real time and reward what actually matters.
02 — Lucy Coach
Coaching that happens every day, not twice a year.
Give managers the structure and data to coach their teams — not just at the annual review, but in the moment, when it makes a difference.
- Coaching built on facts — Every session tied to actual performance data, not gut feel.
- Time back to managers — Structured sessions replace ad-hoc conversations and reduce admin.
- Development conversations — Log internal and external meetings, link to individual KPIs.
Coaching sessions
Create structured coaching sessions with agendas and follow-up actions. Tied directly to individual scorecard data.
Smart checklists
From simple to-do lists to complex order forms and store walk-throughs. Completed and tracked in the app.
1-on-1 & group sessions
Log and follow up on both individual development conversations and team coaching sessions.
Session history
Full log of all coaching activity. See trends in engagement, follow-through and development over time.
Add-on
Shift reports
Staff log their shifts. Lucy compiles them automatically and sends a morning overview to the manager — no manual collection.
03 — Lucy Learn
Training that reaches every person on the floor.
Create and distribute onboarding, campaign briefs, product training and e-learning — directly to the right people, with full visibility of who has completed what.
- Three training formats — Information packages, Campaign material, and full Academy courses with quiz.
- Distributed to the right people — By role, store, department or individual.
- Full completion tracking — See exactly who has engaged, who hasn't, and send individual reminders.
Information packages
Create clean information packages with images, text and video. Organized by category. Available on any device.
Campaign briefs
Campaign material distributed automatically, sorted by active, upcoming and past. Every store always knows what's running.
Academy & e-learning
Build full courses with external links, attached files and a closing quiz. Assign by role or department.
Completion tracking
See who has started, completed or not yet opened your training. Send personal reminders with one tap.
Add-on
Supplier content portal
Let brand partners upload their own training content directly into Lucy — and optionally charge them for the distribution reach.
04 — Connect
Communication that leaves no one behind.
One channel for everything — group chat, broadcast messages, work orders and automatic translations. Every team member informed, regardless of language or location.
- One channel, not ten — All internal communication consolidated, no WhatsApp groups.
- Automatic translation — Every message delivered in the recipient's native language.
- Mobile-first — Real-time notifications on phone and watch.
Group & private chat
Dynamic chat for teams, stores and individuals. With broadcast mode — no one misses a message.
Automatic translation
Every message and report automatically translated into each team member's native language.
Work orders
Simple issue reporting and task assignment. Real-time follow-up notifications on mobile or watch.
Onboarding flows
Create and send onboarding material directly through Lucy. Tailored by role and department, tracked to completion.
Add-on
Employee survey
Robust pulse surveys with analysis and reporting. Understand what your team needs before it becomes a problem.
How your systems connect
POS, CRM, contact centre, data warehouse or your own data hub. Read access, no new databases on your side.
What Goalplan is not
Not a BI tool. We don't replace your analytics function. We distribute their numbers to the frontline, every hour.
Not an agency rebuilding from scratch. Everything is configured in the product, versioned and upgraded with the platform. No customer-specific code branches.
Not a SaaS that leaves you with a login. Rollout, behavioural change and follow-up are part of how we work — not add-ons.
Not a surveillance tool. Individual progress is private, comparison is against your own history, leaderboards are opt-in per competition.
Not right for you if you don't have access to your own sales data, or if no manager has the mandate to act on what surfaces.
Already a Goalplan customer?
Nothing changes for you. Log in as usual or contact support.
- Log in[LUCY: URL]
- Support[LUCY: URL]
Ready to see it in your operation?
We'll show you Goalplan in your environment in 30 minutes — using your own KPIs as the example.