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. A...

Headline - the sentiment is based on performance relative to historical trends. This takes into account comparisons to a) the most recent period, b) the sam...

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 fur...

  Average bookings for previous periods - calls out the average bookings per period for recent periods. Recent periods here is defined as the last ...

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 pipeli...

Headline - this headline describes the time frame selected. e.g. - "Pipeline Health Quarter To Date"   For the following sections, you can also...

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 th...

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 g...