• 1.0 Bookings Story - Data Definitions and Assumptions

    Bookings is calculated using amount for any opportunity that was closed and won. The time that a deal is considered closed is based on the closeddate.   As an example, bookings "this month" would be the sum of the deal size for all the opportunities that are closed, won, and have a close date thi...

  • 1.1 Bookings Story - Main Story

     Headline - the sentiment is based on performance relative to historical trends. This takes into account comparisons to the most recent period as well as the average across previous periods. Previous periods here is defined as the last 12 periods. e.g. - "Great Bookings in Q3"   Overview paragrap...

  • 1.2 Bookings Story - Explore By

      Breakdown   Changing the “explore by” dimension changes what kind of entities are called out. You can click on callouts from this section to filter the narrative further.   Greatest contributors - Calls out the top entity by bookings. If there is more than one tied for the most bookings, Lexio...

  • 1.3 Bookings Story - Lexio Insights

      Average bookings for previous periods - calls out the average bookings per period for recent periods. Recent periods here is defined as the last 12 periods. e.g. - "Bookings per quarter from Q2 2017 to Q3 2019 averaged $1.9M."   Total bookings over recent periods - calls out the total bookings...

  • 2.0 Pipeline Story - Data Definitions and Assumptions

    Pipeline is calculated using amount for any opportunity that was created during the timeframe selected. The time that a deal is considered new to the pipeline is based on the createddate.   A lost opportunity is an opportunity that has been changed from open to closed and is also lost. The time t...

  • 2.1 Pipeline Story - Main Story

    Headline - this headline describes the time frame selected. e.g. - "Pipeline Health Quarter To Date"   For the following sections, you can also scroll down to   New Pipeline      Comparison to average for previous periods - compares new pipeline from the selected period to the average of previou...

  • 2.2 Pipeline Story - Explore By

    The "Explore by" section is similar in structure to what you would see in the bookings story, except you have a distinct module for each of the three pipeline topics: new pipeline, current open pipeline, and lost opportunities.        Changing the “explore by” dimension changes what kind of entit...

  • 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     Average for previous periods - calls out the average new pipeli...