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
- Understanding your role (Viewer or Creator)
- Starting with the basics
- Moving on to more advanced features
- 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.
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 |
Starting with the basics
Once you have access to Affinity Analytics, you can begin with the basics in the following order:
- How to create a new dashboard view (Creators only)
- How to create and edit tiles in dashboard views
- How to apply filters in dashboard views
- How to pivot data on your dashboard views
- How to export dashboard views (for yourself and others)
- How to set up automated alerts for Affinity Analytics
- How to duplicate tiles and dashboard views in Affinity
- 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:
- How to set win ratios in Affinity Analytics
- How to set and track goals using Affinity Analytics
- How to create custom groups in dashboard views
- How to create custom dimensions, measures, and calculations in Affinity Analytics
- How to track average days spent in each status using Affinity Analytics
- How to track last status before Lost or Passed using Affinity Analytics
- 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.