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.
How it works
- 01
Connect your source systems
Lucy reads from POS, CRM, warehouse or your data hub over standard protocols. Read access, no writes back.
- 02
Model KPIs per role
KPI definitions, targets and normalisation are configured in the product — not in code. Chain leadership sees the aggregated view, the seller sees their own scorecard.
- 03
Distribute to the frontline every hour
Updated numbers push to app and web. Managers see the team, sellers see themselves, regional managers see their stores.
- 04
Follow up in coaching and competitions
The same data drives Coach and sales competitions. One source of truth, from chain to individual.
Features
Real-time scorecard
Every seller has a personal scorecard updated continuously. Goals, actuals, trend — visible at a glance.
Scorecards refresh continuously so managers can react during the shift, not the month after. Historical trend is shown next to today's actuals.
Analytics & insights
Identify patterns across stores, teams and individuals. Surface what's driving performance — and what's holding it back.
Insights link to concrete behaviours — not just numbers. You see which stores drive the category, and which fall behind for an identifiable reason.
Multi-system integration
Automate data export from all your existing sources. No more spreadsheets compiled by hand.
Connections are built against existing systems without requiring a new warehouse.
Leaderboards
Transparent performance rankings that motivate — individual, store, and regional level.
Leaderboards are opt-in per competition and can be scoped to a store or region. Individual progress is always private, measured against own history.
Data in, data out
Data in
Transactions, item data and seller identity from POS. Pipeline and activities from CRM. Shifts and attendance from WFM. Optionally: pre-modelled KPIs from a data warehouse.
Data out
Scorecards per individual, store and region. Rankings, trends and outliers. Export to your BI environment if you want to reuse Lucy's modelling.
Who uses it
Chain and regional managers for oversight and steering. Store managers for daily follow-up during the shift. Sellers for their own scorecard and competitions. Sales Excellence lead for KPI modelling and rollout.
Add-on
Sales competitions
KPI-driven competitions set up in seconds. Follow progress in real time and reward what actually matters.
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.