• Adding a Target (Goal) to Your Story

    Lexio now 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" and "Set Goals" to open a sidebar where you can input y...

  • 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 in the top left of the screen:   You can select as many filters as...

  • Sharing Your Lexio Stories

    Lexio users can share pre-filtered stories with any Lexio user in their organization. You can even share stories with non-Lexio users that share the same email domain.   When pre-filtered stories are shared, users will receive an email digest of all their stories each Monday morning. For any new ...

  • Sending a Snap Shot of Your Story

    When you are reading a story in Lexio and wish to quickly share its contents with someone else,  you can do so using our Snap Shot feature.   Simply click the 'Send' button in the top right of the Story View page to send a static view via email of the story to anyone. The user you wish to send th...

  • Seeing Your SalesForce Data 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 ...

  • Changing the Time Frame of your Lexio Story

    The time frame of any Lexio story can be modified directly from the Story page.   Lexio users can select either LAST (complete) or THIS (cumulative to date) options regarding the available reporting time frames: Week, Month, Quarter, Year.     "LAST" refers to the last full period (in this case,...

  • 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...