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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.

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Immediate Value

After this tutorial, you’ll navigate Affinity Analytics, use pre-built dashboard templates, create a custom report, add tiles to dashboards, view team activity, build multi-list reports, and export data for reporting.

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Prerequisites

  • Tutorial 1: Your First List (with populated data)
  • Tutorial 5: Pipeline Basics
  • Recommended: enough list data for the metrics to be meaningful

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Quick-Start Roadmap

  1. Navigate to Affinity Analytics
  2. Use pre-built dashboard templates
  3. Create your first analytics report
  4. Add a custom tile
  5. View team activity
  6. Build a multi-list report
  7. Export data
This tutorial covers the standard Lists experience. If you’ve opted into “Try improved Lists” (Sheets 3 Beta), some buttons may be in different locations, but all concepts and outcomes are the same.

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Why Analytics Matter

Affinity Analytics turns CRM data into dashboards and reports. Use it for pipeline health, team activity, funnel conversion, and forecasting reports that go to partners, LPs, and boards.
Affinity guide: Analytics Guide — Getting Started and Affinity Analytics Masterclass.

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Task 1: Navigate to Affinity Analytics

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Context

Analytics is a separate section that pulls from your lists to create cross-list reports and dashboards.

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🎬 Watch

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Action

  1. Find “Analytics” in the main navigation (left sidebar).
  2. Click to open the Analytics section.
  3. The landing page shows:
    • Pre-built report templates
    • Your saved reports (if any)
    • Quick-start options

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Expected Outcome

You can open Analytics and see available templates and saved reports.

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Task 2: Pre-Built Dashboard Templates

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Context

Affinity ships templates for common use cases (pipeline health, team activity, funnel analysis, forecast reports). Templates are a faster starting point than building from scratch.

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Action

  1. In Analytics, browse the templates listed on the landing page.
  2. Click a template to preview it.
  3. Click “Use Template” to create a report from it. The report auto-populates with your data. Common templates include:
  • Pipeline Health — deal count, value, stage distribution
  • Team Activity — emails, meetings, notes per person
  • Funnel Analysis — conversion rates between stages
  • Forecast Reports — weighted pipeline and expected closings
Templates are starting points. Add or remove tiles to match what your team actually reviews.

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Expected Outcome

You’ve created a report from a template, populated with your account’s data.

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📚 Help Center

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Task 3: Create Your First Custom Report

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Context

When templates don’t fit your exact need, create a custom report. Start with one or two tiles showing the metrics you check most often.

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Action

  1. In Analytics, click “New Report”.
  2. Name it (e.g., “Weekly Pipeline Review”).
  3. Select the data source (which list or lists).
  4. Click “Add Tile” to add your first chart or metric.
  5. Configure the tile:
    • Choose metric type (count, sum, average)
    • Select the field to measure
    • Set grouping (by Status, Owner, Time Period)
  6. Save.
Start with 2–3 tiles. Add more only once you’ve confirmed the report is something you check regularly.

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Expected Outcome

You have a custom report with at least one tile showing a metric from your data.

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📚 Help Center

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Task 4: Add a Custom Tile

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Context

Tiles are the building blocks of dashboards. Each tile shows one metric or chart.

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Action

  1. Open a report or dashboard.
  2. Click “Add Tile” (or the ”+” button).
  3. Choose tile type:
    • Number — single metric (e.g., total pipeline value)
    • Bar chart — comparison (e.g., deals per stage)
    • Line chart — trends over time (e.g., monthly deal flow)
    • Pie chart — distribution (e.g., deals by industry)
    • Table — detailed data (e.g., top 10 deals by value)
  4. Configure the data source and fields.
  5. Save the tile.

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Expected Outcome

Your dashboard has a new tile showing the metric you configured.

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Task 5: Team Activity

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Context

Team activity reports show per-person metrics — emails sent, meetings held, notes created, deals progressed. Useful for stand-ups and reviews.

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Action

  1. Create a new report or open the Team Activity template.
  2. Add tiles showing per-team-member metrics:
    • Emails sent
    • Meetings held
    • Notes created
    • Deals moved forward
  3. Set the time range (this week, this month, this quarter).

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Expected Outcome

You have a per-person activity view across key activities.

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📚 Help Center

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Task 6: Multi-List Reports

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Context

Some questions span multiple lists — e.g., total pipeline across all deal lists, or which entities appear in more than one list. Multi-list reports aggregate across selected sources.

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Action

  1. Create a new report.
  2. When selecting the data source, choose multiple lists.
  3. Add tiles that reference fields available across the selected lists.
  4. Save.
Tiles will only return data for fields that exist on every list you select. If a field is list-specific (⚫ black), it won’t aggregate across lists that don’t have it.

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Expected Outcome

You have a report pulling data from multiple lists into one view.

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Task 7: Export Data

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Context

When you need data in Excel, PDF, or another external format, use Affinity’s export feature.

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Action

  1. Open the report or list to export.
  2. Click “Export” (in the toolbar or menu).
  3. Choose format:
    • CSV — for spreadsheet analysis
    • Dashboard export — for visual reports
  4. Download and use externally.

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Expected Outcome

You’ve exported data from Affinity in a format ready for external use.

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📚 Help Center

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Task 8 (Beta): AI Chat for Analytics Questions

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Context

AI Chat (Beta, April 2026) lets you ask natural-language questions about your CRM data — e.g., “What’s our pipeline value this quarter?” or “How many deals did the team source last month?” It can surface answers without building a report manually.

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Action

  1. Look for the AI Chat entry point in the main navigation or analytics surface (availability varies by account during Beta).
  2. Type a natural-language question about your data.
  3. Review the answer and the cited data source.
Beta feature. Behavior may change. Always verify the underlying data by clicking through to the source list or report before sharing externally.

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Expected Outcome

You know AI Chat exists and how to use it to ask quick analytics questions.

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Common Questions

Once you have enough entries across your lists and a few weeks of activity data. Before that, there’s not enough data for the metrics to mean much.
Check your plan’s capabilities. Some tiers support scheduled email reports that deliver dashboard snapshots on a cadence. ⚠️ Needs Review: scheduling availability varies by plan.
Not directly. Export the dashboard or list data and share the file. Affinity dashboards require an Affinity login to view.

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See It In Action

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Where to Go Next