Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.

Skip to main content

Affinity Help Center home page

Developer Docs
Status
Releases
Back to Affinity
Back to Affinity

Getting Started

Affinity Recipes

Start here

Getting Started with Affinity

Setup & Pre-flight

Overview
0.1 Account Setup
0.2 Inbox & Calendar
0.3 Plan Your Migration
0.4 Import Your Data
0.5 Verify & Invite

Foundation

Overview
1. Your First List
2. Navigating Profiles
3. Search and Discovery
4. Notes & Research
5. Pipeline Basics
6. Relationship Intelligence
Bonus: AI via MCP

Building Confidence

Overview
7. Master List Views
8. Keyboard Shortcuts
9. Building Your Pipeline
10. Team Collaboration
11. Data Quality

Going Deeper

Overview
12. Advanced Pipeline
13. Automation & Rules
14. Analytics & Reporting
15. Advanced Lists
16. RI for Due Diligence

Mastery

Overview
17. Executive Dashboards
18. Deal Flow & Forecasting

Additional resources

Managing Data Privacy in Affinity: Syncing, Sharing, and Staying Aligned
Affinity Analytics for private capital: Getting started
Industry Insights
Mastering Investor Relations: Streamlining Your Workflow to Track LPs and Fundraising
From Insight to Impact: Enhancing Portfolio Value with Affinity
Quickly getting started with Affinity
How to use relationship intelligence in your CRM
The Building Blocks of Affinity: Lists & Entities Explained
Build Smarter CRM Workflows with Lists
Automate Your Workflow with Triggers & Automations
How to optimize your deal flow
Elevate Your Pipeline: Discover 5 Key Best Practices for Pipeline Optimization
Maximize Your Efficiency: A 3-Step Guide to Streamlining Your Day in Affinity
Turn data into insights with Affinity Analytics
Affinity Analytics: General Overview & Building Reporting
Affinity Analytics: Deal flow Reporting - Weekly Metrics Dashboard
Affinity Analytics: Deal flow Reporting - Quarterly Metrics Dashboard

Additional resources

Affinity Analytics: Deal flow Reporting - Weekly Metrics Dashboard

Video resource from Affinity’s masterclass library.

Source: https://www.affinity.co/videos/affinity-analytics-deal-flow-reporting-weekly-metrics-dashboard

Category: User training · Type: Video

Was this page helpful?

Affinity Analytics: General Overview & Building Reporting

Affinity Analytics: Deal flow Reporting - Quarterly Metrics Dashboard

Affinity Help Center home page

x linkedin youtube facebook instagram

Contact support

x linkedin youtube facebook instagram

Powered byThis documentation is built and hosted on Mintlify, a developer documentation platform

Assistant

Responses are generated using AI and may contain mistakes.

Contact support