Skip to main content

Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

Concept — background and overview.
Affinity Analytics is the reporting and visualization layer — dashboards, tiles, automated alerts, goal tracking, and custom calculations.

​
Topics in this section

  • Get started — Affinity Analytics introduction and dashboard fundamentals
  • Build & customize dashboards — creating tiles, dashboard views, groups, exports
  • Goals & tracking — setting team goals, tracking against targets, automated alerts
  • Basic reports — funnel, performance, opportunities, team activity, forecast, list summary
  • Affinity Analytics reports — introductions, list summary, funnel, team activity
  • Advanced — custom dimensions, measures, calculations, time-in-stage, win ratios