• Story Modification and Bookmarking

    To get the most out of your stories in Lexio, adjust the Time settings and Filters within a story to learn about different variations of your data. Depending on what questions you are trying to answer or what you want to know about, you can toggle the settings and filters to arrive at the most re...

  • Sharing Your Lexio Stories

    Share your Lexio insights quickly and efficiently with members of your organization by using the sharing feature. In addition to sharing with other members of your organization, you can also share stories with non-Lexio users that share the same email domain. All shared stories will maintain the ...

  • Commenting

    Commenting in Lexio allows for easy communication so that users across your organization can ask questions and provide answers all in the context of the narrative. Comments are a great way to communicate a call-to-action, to start a dialogue, or just to give a simple shout-out for a job well done...

  • Applying Filters to your Stories

    This guide will walk through the steps for adding filters to your stories. When adding a filter to your story, the data being used in the story will be reduced to a new filtered dataset.   You can apply a filter on the Story page at the top of the screen:     You can select as many filters as yo...

  • Changing the Time Frame of your Lexio Story

    Lexio writes stories about different time frames, and the user can select the correct context for the story depending on the information they are interested in.   The time frame of any Lexio story can be modified directly from the Story page.     Lexio can write about different reporting time fr...

  • Adding a Goal (target) to Your Story

    Lexio allows you to add performance targets to your stories so you instantly understand how you are doing relative to your goals.   When you are viewing a story, you will see a Goals section in the top right of your story. Click "Manage" to open a modal where you can input your target for that ti...

  • Salesforce Tables in Lexio

    Lexio provides the ability to see exactly which deals you closed and the opportunities you opened directly in your Bookings and Pipeline Health stories. This will eliminate the need to go back into SalesForce for this information. When you are in either a Bookings or New Pipeline story, you will ...

  • Lexio behavior for empty or null values

    This article will explain how Lexio deals with empty cells in CSVs or empty values in Salesforce columns. When reading Salesforce stories, this article will pertain to cases of: ● Opportunities that do not have an amount filled in ● IsClosed or IsWon is blank ● A dimension such as 'Lead Source' o...