Newsfeed contains several new types of information call-outs to keep you up-to-date on what's changing throughout the day. It also posts the most relevant snippets of all your bookmarked stories.
Scrolling through the Newsfeed, you'll encounter a series of cards that reflect the most interesting aspects of each of your bookmarked stories. There are two categories of insights in Newsfeed: Change Summaries and Story Elements
Change Summaries will be cards prefaced with a yellow header and are unique to Newsfeed. These will call out movement in key measures from your Salesforce data.
Updated Close Date card will call out any late-stage opportunities that experience a change in their expected close date.
The Updated Amount card will similarly mention any late-stage opportunities whose opportunity size was modified from its previous amount.
The Stage Transition card will summarize the progression and regression activity of opportunities in your pipeline.
The Stalled Movement card will point out any opportunities that have remained in a particular stage for too long.
How long is too long? For every stage in your pipeline, we train an outlier detection model. We look for anomalous opportunities, considering 1) time in the current stage, 2) time in the previous stage, and 3) amount. We use multiple regression analysis on non-outliers to predict the typical time an opportunity should be in each stage.
Note, this analysis is intentionally limited to individual organizations to ensure the model is aligned to your data.
If you have any questions about the model, don't hesitate to reach out to learn more.
These will look familiar to the kinds of insights you'd encounter when reading a stand-alone store and will be prefaced by a purple header. This could range from the overview section of a story...
...to a KPI and it's time-period comparison performance...
...to a chart visualizing pipeline health.
Story Elements on your Newsfeed will automatically populate with information from all the organizations your profile is associated with in Lexio.