Basic Reporting - Performance Reports
The Performance Report shows people, organizations, or opportunities added to a list over a selected time period. See and compare how many deals your team has closed over time.
By default, there will be a list with preset filters set to show deals with a status of "Won" over the past month. You can adjust these by hovering over "# of active filters" to see applied filters.
- Click the Reports tab on your global navigation bar.
Note: Those on the Premium and Enterprise tiers may no longer see the Reports tab (Basic Reporting) - we highly suggest leveraging Affinity Analytics’ advanced reporting features moving forward.
- To customize your view, first select a list.
- Then, toggle between different views by filtering Close Date to a time period, and View by Days, Weeks, Months, Quarters, or Years.
- Finally, group by additional fields to segment your data by owner, industry, and more.
Performance last month by owner
Filter by various Owners to further enhance this view and help your team keep track of their Opportunities.