Lexio: Getting Started
Lexio Tutorial Video
This guide will walk through the steps of logging into Lexio and what you will see upon successfully logging in. When you navigate to https://lexio.narrativescience.com you will see the Lexio login screen. When you click 'Log in', you will be taken to the "My Stories" page, which will show y...
You can find all of your Lexio stories by clicking Stories from the left navigation bar. As stories are shared with you from colleagues or your Lexio admin, you will be able to access them under Stories Shared With Me. This page is also where you will find specific versions of stories you have bo...
Lexio Embedded in Salesforce
Did you know you can have the full Lexio experience embedded directly in Salesforce? Here's instructions for creating a Salesforce "tab" so you can use Lexio without ever leaving Salesforce. Note, you must be a system admin to create the tab. Once the admin has created the tab, others will be a...
Pre-Configured Stories - Ready to Read!
When creating a new Salesforce App, Lexio will automatically create stories covering two of the things that your sales team cares about most - bookings and pipeline health. All you need to do is connect to your Salesforce data. Bookings Story The Bookings Story helps answer questions your sale...
Explore your Data
Located to the right of the main story, the Explore section offers more detail explaining performance based on various dimensions of your data. You have the option to choose how Lexio breaks down that analysis. Click the dropdown to select an alternate dimension like account, product, or sal...
Lexio Insights Cards
Lexio now provides the user with additional insights into the narrative view of a story through "What else happened" cards located at the bottom of the narrative view. Click on the "See Lexio Insights" banner to view an additional collection of insights.