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 entities are called out. You can click on callouts from this section to filter the narrative further.



  

 

Breakdown

 

Greatest contributors - Calls out the top entity by the metric (new pipeline, current open pipeline, or lost opportunities). If there is more than one tied for the most, Lexio will call out multiple entities.

e.g. - "Quarter to date, the greatest contributor to new pipeline is the Grey Global Group Inc. account ($350k)."

 

Top Contributor compared to average - Compares the metric of the top entity to the average of all the entities.

e.g. - "The Wisoky-Bogan account's open pipeline is over seven times ($619.8k) greater than average open pipeline per account ($92.9k)"

 


 

 

Compare



Metric Comparison - Calls out the metric total (new pipeline, current open pipeline, or lost opportunities) for each entity being compared and the difference between them.

e.g. - "The best account by new pipeline last week was the O'Reilly, Graham and Ryan account, and the worst account by new pipeline was the Brunswick Corporation account. The O'Reilly, Graham and Ryan account's new pipeline ($22k) was over four times ($16.8k) greater than the Brunswick Corporation account's ($5.2k)."


Number of deals comparison - Calls out the number of new opportunities for each entity being compared and the difference between them.

e.g. - "The O'Reilly, Graham and Ryan account's number of opportunities created last week (2) was two times (one) greater than the Brunswick Corporation account's (1)."


Average deal size comparison - Calls out the average deal size for each entity being compared and the absolute and percentage difference between them.

e.g. - "Last week, the O'Reilly, Graham and Ryan account's average opportunity size ($11k) was over two times ($5.8k) greater than the Brunswick Corporation account's average opportunity size ($5.2k)."


Drivers comparison - Calls out the top contributing dimension drivers for each entity being compared. 

e.g. - "The top contributors to the O'Reilly, Graham and Ryan account's new pipeline were the city of Frankfort ($22k), Archer Washington ($22k), and the New Client opportunity type ($12.5k), but the top contributors to the Brunswick Corporation account's new pipeline were the Web Research lead source, the New Client opportunity type, and the city of Lake Forest ($5.2k each)."