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  2. Analytics & Reporting

Analytics & Reporting

Affinity Analytics - Beginner

  • How to create a new dashboard view
  • 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 set up automated alerts for Affinity Analytics
  • How to export dashboard views
See all 12 articles

Affinity Analytics - Advanced

  • 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
See all 7 articles

Basic Reporting

  • Basic Reporting - List Summary Reports
  • Basic Reporting - Funnel Analysis Reports
  • Basic Reporting - Team Activity Reports
  • Basic Reporting - Performance Reports
  • Basic Reporting - Forecast Reports
  • Basic Reporting - Opportunities Reports

Email Tracking

  • How to track emails sent through Affinity

Promoted articles

  • Getting started with Affinity
  • Getting started with lists in Affinity
  • How to leverage saved views within a list
  • Affinity Data
  • Getting started with Affinity Alliances
  • How to customize saved views in your lists
  • Affinity Board Views
  • Cleaning up your data before importing into Affinity
  • How to import your data into Affinity

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