Getting started with Affinity Analytics

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Brian Lee
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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.

Note: If you're interested in setting up 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.

 

Understanding your role (Viewer or Creator)

  • When Affinity Analytics is turned on for your account, all Admins in the account will have the Creator role assigned to them by default.
  • Those who are Basic or Standard will have the Viewer role assigned to them by default.
Actions to take Viewer Creator
Create a new dashboard view from existing template   X
Create a new dashboard view from scratch   X
Edit/Delete dashboard views within a list   X
Set up filters and cross-filters on dashboard views   X
Use filters and cross-filters on dashboard views X X
Rename dashboard views X X
Email a dashboard view  X (only to yourself) X (to anyone)
Export dashboard views as PDF/CSV files X X
Drill into underlying data in visualization tiles X X

 

Once you have access to Affinity Analytics, you can begin with the basics in the following order:

  1. How to create a new dashboard view (Creators only)
    1. Affinity Analytics - List Summary Reports
    2. Affinity Analytics - Team Activity Reports
    3. Affinity Analytics - Funnel Analysis Reports
  2. How to create and edit tiles in dashboard views
  3. How to apply filters in dashboard views
  4. How to pivot data on your dashboard views
  5. How to export dashboard views (for yourself and others)
  6. How to set up automated alerts for Affinity Analytics
  7. How to duplicate tiles and dashboard views in Affinity
  8. Troubleshooting common issues for Affinity Analytics

 

Once you're familiar with the basics, feel free to check out the more advanced visualizations you can create:

  1. How to set win ratios in Affinity Analytics
  2. How to set and track goals using Affinity Analytics
  3. How to create custom groups in dashboard views
  4. How to create custom dimensions, measures, and calculations in Affinity Analytics
  5. How to track average days spent in each status using Affinity Analytics
  6. How to track last status before Lost or Passed using Affinity Analytics
  7. How to create probability-adjusted values for forecasting with Affinity Analytics

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