Content and Analytics Guide (Salesforce)

In-depth explanations of story content and the analytics and logic that power it

1.0 Bookings Story - Data Definitions and Assumptions
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...
Thu, Mar 26, 2020 at 5:14 PM
1.1 Bookings Story - Main Story
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...
Thu, Mar 26, 2020 at 4:59 PM
1.2 Bookings Story - Explore By
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...
Thu, May 7, 2020 at 9:21 AM
1.3 Booking Story - Lexio Insights
  Average bookings for previous periods - calls out the average bookings per period for recent periods. Recent periods here is defined as the last ...
Thu, Mar 26, 2020 at 5:13 PM
2.0 Pipeline Story - Data Definitions and Assumptions
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...
Thu, Mar 26, 2020 at 6:57 PM
2.1 Pipeline Story - Main Story
Headline - this headline describes the time frame selected. e.g. - "Pipeline Health Quarter To Date"   For the following sections, you can also...
Thu, Mar 26, 2020 at 7:02 PM
2.2 Pipeline Story - Explore By
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...
Thu, May 7, 2020 at 9:23 AM
2.3 Pipeline Story - Lexio Insights
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...
Thu, Mar 26, 2020 at 7:16 PM