2.3 Pipeline Story - Lexio Insights


In the pipeline story, Lexio Insights change as you scroll through the New Pipeline and Lost Opportunities pages. Notice how Insights for New Pipeline are green and insights for Lost Oppotunities are red.

 

New Pipeline Insights

 

Screen_Shot_2019-11-18_at_5.34.54_PM.png

 

Average for previous periods - calls out the average new pipeline per period for recent periods. Recent periods here is defined as the last 12 periods, or all periods if there are fewer than 12 available.

e.g. - "New pipeline per quarter over the past 11 quarters averaged $20.8M."

 

Total over recent periods - calls out the total new pipeline per period for recent periods. Recent periods here is defined as the last 12 periods. It also calls out the total number of opportunities and the average deal size of those opportunities.

e.g. - "New pipeline over the past 11 quarters was $228.7M. It was made up of 3,455 opportunities, with the opportunity sizes averaging $66.2k."

 

Period to date - calls out the total new pipeline for the period to date. It also calls out the total numbers of opportunities, the average deal size of those opportunities, and how many are expected to close in the current period. Note, this content only appears when timeframe type is “Last”, and its purpose is to explain the context around the opposite time frame type (i.e. how this period is going so far).

e.g. - "Quarter to date, new pipeline is $5.3M. It was made up of 70 opportunities, with an average opportunity size of $75.3k."

 

Broader period to date - calls out the total new pipeline for the period-to-date of the broader period (Period+1). So if the narrative is primarily about a Quarter, this content will write about the Year. It also calls out the total numbers of deals and the average deal size of those opportunities. Note, this content only appears when timeframe type is “This”.

e.g. - "Year to date, new pipeline is $99.3M. It was made up of 1,515 opportunities, with an average opportunity size of $65.5k."

 

Last period - calls out the total new pipeline for the last period. It also calls out the total numbers of deals and the average deal size of those opportunities. Note, this content only appears when timeframe type is “This”, and its purpose is to explain the context around the opposite time frame period (i.e. performance of last period).

e.g. - "Last quarter, new pipeline was $22.8M. New pipeline was made up of 348 opportunities, with an average opportunity size of $65.4k."

 

 

Lost Opportunities Insights

 

Screen_Shot_2019-11-18_at_5.37.36_PM.png

 

Average for previous periods - calls out the average number of lost opportunities per period for recent periods. Recent periods here is defined as the last 12 periods, or all periods if there are fewer than 12 available.

e.g. - "The number of lost opportunities per quarter over the past 10 quarters averaged 254.7."

 

Cycle time for previous periods - calls out the cycle times of lost opportunities for recent periods. Recent periods here is defined as the last 12 periods, or all periods if there are fewer than 12 available.

e.g. - "There were 2,547 lost opportunities over the past 10 quarters. Their cycle times averaged 95.19 days. The cycle times ranged from Braun-Schamberger's low of 14 days to a high of 150 days for ALLTEL Corporation - 8/2015"

 

Cycle time period to date - calls out the cycle times for the period to date. Note, this content only appears when timeframe type is “Last”, and its purpose is to explain the context around the opposite time frame type (i.e. how this period is going so far).

e.g. - "Quarter to date, there are 197 lost opportunities. Their cycle times averaged 98.66 days. The cycle times ranged from Lindgren LLC's low of 45 days to Intel Corporation - 4/2014's high of 150 days."

 

Cycle time for broader period to date - calls out the cycle times for the period-to-date of the broader period (Period+1). So if the narrative is primarily about a Quarter, this content will write about the Year. Note, this content only appears when timeframe type is “This”.

e.g. - "Year to date, there are 1,601 lost opportunities. Their cycle times averaged 97.13 days. The cycle times ranged from a low of 38 days for Emerson Electric Co. - 10/2016 to a high of 150 days for ALLTEL Corporation - 8/2015"

 

Last period - calls out the average number of lost opportunities for the most recent period. It also calls out the total numbers of deals and the average deal size of those opportunities. Note, this content only appears when timeframe type is “This”, and its purpose is to explain the context around the opposite time frame period (i.e. performance of last period).

e.g. - "Last quarter, there were 322 lost opportunities. Their cycle times averaged 98.31 days. The cycle times ranged from Bogan Group's low of 40 days to a high of 150 days for Labadie-Labadie and Tremblay and Sons."

 


Was this article helpful?
0 out of 0 found this helpful