Analytics & Reporting
Affinity Analytics - Beginner
- Getting started with Affinity Analytics
- 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
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
Basic Reporting
- Getting started with 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