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.

What does Lexio look for?

Drivers are built around dimensions and entities. Dimensions are categories within your data - think of columns in an Excel file - like "Account Executives" or "Cities." Entities can be any specific value within a dimension like a specific account executive named Archer Washington or the city of Atlanta.

Your organization's Lexio data admin chooses up to five (5) dimensions, per metric, for Lexio to write about.¹ Lexio looks across those dimensions and identifies the top three (3) entities that drove the trend you see in your data, with at most one (1) entity per dimension. If multiple 'Employee Ranges' contributed significantly to your changing data, Lexio will only choose the top from that dimension, which in this example is the '10k-50k' range.

How does Lexio prioritize drivers?

  1. Percent (%) change relative to the time comparison period (last period, year-over-year, etc).
  2. Absolute value change relative to the time comparisoperiod2
  3. Alphabetical

In the event of a tie, such as when two entities share the same relative percent (%) change3, Lexio will compare the entities' absolute value change. In the unlikely event that the two preceding filters result in a tie, Lexio will sort alphabetically. This is a necessary step to ensure that stories read the same across users. 

Note, dimension values that result in N/A, null, or notset will never be called out in the driver analysis.

This analysis manifests within each Lexio story as the driver analysis list. The story displays the top three (3) entities that drove a change within your data, with one (1) entity per dimension, generally sorted by the percent (%) change relative to your time comparison.

For Salesforce data, Lexio analyzes the following dimensions for driver analysis by default:

  1. Opportunity type
  2. Department
  3. City
  4. Lead source
  5. Salesperson

¹ If you'd like to see different dimensions, reach out to your admin or contact your Narrrative Science Customer Success Manager.

² The absolute threshold is 20% - so the change of the entity must represent at least 20% of the overall change.

3 This most commonly occurs in situations where their percent (%) change equals zero.