Affinity Analytics - Creating Visualizations

Powered by Looker, Affinity Analytics will enable you to create new, robust visualizations of your data and share them with others on a recurring basis. Through the video series below, we'll show you how to create your first dashboard from scratch and provide plenty of tips and tricks along the way. 

Note: If you're on the Professional tier and are interested in the Premium or Enterprise tier to leverage Affinity Analytics for your account, please reach out to your designated CSM or reach out to support@affinity.co and we'd be happy to help.

Overview

1. Part 1 - How to create a visualization for Total Deals
2. Part 2 - How to create a visualization for Total Deals by Owner
3. Part 3 - How to create a visualization for Total Deals by Owner and by Month
4. Part 4 - How to create a visualization for Deals Added in the Last 7 Days
5. Part 5 - How to create a visualization for Deal Funnel Analysis
6. Next Steps

Part 1 - How to create a visualization for Total Deals

Part 2 - How to create a visualization for Total Deals by Owner

Part 3 - How to create a visualization for Total Deals by Owner and by Month

Part 4 - How to create a visualization for Deals Added in the Last 7 Days

Part 5 - How to create a visualization for Deal Funnel Analysis

Next Steps

Now that you're familiar with the basics of creating visualizations, check out the "Affinity Analytics - Advanced" section of our Help Center to take your skills to the next level.