Getting started with Affinity Analytics

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.

Overview

1. Understanding your role (Viewer or Creator)
2. Starting with the basics
3. Moving on to more advanced features
4. Frequently Asked Questions

Understanding your role (Viewer or Creator)

• When Affinity Analytics is turned on for your account, all Admins in the account will be assigned the Creator role by default.
• On the other hand, all Standard users will be assigned the Viewer role by default.
  
  

Starting with the basics

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

Moving on to more advanced features

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

Frequently Asked Questions

How often does Affinity Analytics refresh the underlying data?

• Affinity Analytics will refresh the underlying data once every hour.

How can I tell if I am a Creator or a Viewer for Affinity Analytics?

• Creators will see the Edit dashboard option for dashboard views, while Viewers will not.
  

When it comes to creating reports in opportunity lists, are fields related to organizations also available?

• Yes, organization-based enriched and global fields can be used in reports created within opportunity lists (see How to use organization-based fields in your reports for opportunity lists).
  

What is the time zone for the "Data last updated" timestamp in each dashboard view?

• "Data last updated" is based on the time zone you set in your Affinity Settings.
  

Can I use Crunchbase data within Affinity Analytics?

• Per our contract with Crunchbase, Crunchbase data cannot be used within Affinity Analytics.
• However, you can leverage our Affinity Data fields instead.