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Newsfeed is where users can find the most current updates to make sure everyone can keep a pulse on the business.
Scroll through the headlines and brief summaries to stay up-to-date, and if anything stands out click "View Current Story" to explore the full story behind that call-out.
Your summary is your personalized home page in Lexio. Here you'll find a KPI box with a short summary for each of the three metrics you care about most. From there, you can explore to dig deeper from any of these starting points.
You can personalize this by customizing which metrics show up in Your Summary. Click customize to open a modal that allows you to choose the metric, time frame, and topic (a set of filters) to power each of the three pinned metrics.
Your summary is just one way to personalize your Lexio experience. Remember that you can Bookmark your favorite stories and retrieve them later from the Library
Notable Insights surface the most important updates to the top of your feed. Lexio analyzes all of your metrics and determines what is outside the usual range for the current period. It cuts out the noise and helps you focus on what's really most important, good or bad.
It uses an outlier detection model to analyze historical values. When the actual value is meaningfully higher or lower than expected, it's called out as a notable insight.
Seasonality is common in many businesses, so be sure to consider the year-over-year comparison alongside the higher/lower outlier analysis.
Note that Notable Insights focuses its assessment on the previous full period of data (e.g. last week), except when a period is more than 40% of the way complete, in which case it will assess the period-to-date (e.g. this week). For 'this period' analysis, the historical periods are also 'to-date' values to ensure the comparison is apples-to-apples. The 40% threshold is configurable.
Newsfeed cards are organized by topics. This allows you to scroll through more focused collections of insights depending on what you are interested in at that moment. Users will have the option to follow (or unfollow) topics depending on what's most relevant to them. My Feed is a collection of all the topics you follow.
Topics can be created by admins and can be configured according to any of the filterable dimensions you may want to see.
following and unfollowing
the filters applied to this topic
Yellow cards are day-to-day updates, or noteworthy updates in real-time.
Purple cards are status updates or summaries of what happened last week, last month, etc.
Change Summaries will be cards prefaced with a yellow header and are unique to Newsfeed. These will call out movement in key measures from your Salesforce data.
|Stage Transition cards will summarize the progression and regression activity of opportunities in your pipeline.|
|Stalled Movement cards will point out any opportunities that have remained in a particular stage for too long. |
How long is too long? For every stage in your pipeline, we train an outlier detection model. We look for anomalous opportunities, considering 1) time in the current stage, 2) time in the previous stage, and 3) amount to ensure we're comparing similar opportunities. We use multiple regression analysis on non-outliers to predict the typical time an opportunity should be in each stage.
|Resumed Progress will let you know when a previously stalled opp has been unstuck. |
Note, this analysis is intentionally limited to individual organizations to ensure the model is aligned to your data.
Updated Close Date cards will call out any late-stage opportunities that experience a change in their expected close date.
|Updated Amount cards will similarly mention any late-stage opportunities whose opportunity size was modified from its previous amount. |
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