Driver analysis gets a user closer to understanding the 'why' behind their data. Lexio proactively surfaces what a user needs to know in order to take action.
Clicking into the dimension (underlined in the text) will open a popout table for more detailed analysis.
How does it work?
The driver bullets call out entities out based on highest relative change from the comparison period (last period or year-over-year). There is also a threshold for the absolute value of the change, which prevents very small or insignificant entities from being called out as important drivers. The absolute threshold is 5% - so the change of the entity must represent at least 5% of the overall change.
A maximum of three entities will be called out in the written bullets, and at most a single entity per driver dimension.
Note - dimension Values N/A, null, and notset will never be called out in the driver analysis
The dimensions used in the driver analysis are configured by an admin within your org. If you'd like to see different dimensions, reach out to the admin or contact your Narrative Science Customer Success Manager
Note for Salesforce Stories - by default, Lexio analyzes the following five dimensions for driver analysis for Salesforce stories:
- Opportunity Type
- Lead Source