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Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

Reference — lookup information.
For any given opportunity list, track how many deals your team has won or lost during specified period of time.
  • Please note that Basic Reporting is a legacy feature that is no longer available for new customers.
    • For those on the Scale, Advanced, and Enterprise tiers, you can leverage advanced reporting features with Affinity Analytics.
    • For those on the Essential tier, we highly suggest upgrading to the Scale, Advanced, or Enterprise tiers to leverage Affinity Analytics.
  1. Click the Reports tab on your global navigation bar.
  1. Then, scroll down to the Opportunities section and click either Opportunities won or Opportunities lost.
  1. Select an opportunity-type list and specify a period of time for the Close date to view the number of won or lost opportunities, categorized by each owner. You’ll also notice a table just below the bar graph, which lays out how many opportunities each team member has and how many they won.