Skip to main content

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.

​
Immediate Value

After this tutorial, you’ll design an executive dashboard, build custom analytics dimensions, compare individual and team performance, and create calculated fields for advanced metrics.

​
Prerequisites

  • Tutorial 14: Analytics and Reporting
  • Tutorial 12: Advanced Pipeline Management
  • Recommended: enough historical data for meaningful trend analysis (typically 3+ months)

​
Quick-Start Roadmap

  1. Design an executive dashboard
  2. Build custom analytics dimensions
  3. Compare individual and team performance
  4. Create calculated fields for advanced metrics

​
Why Executive Dashboards Matter

A well-designed executive dashboard gives partners and LPs a single view of pipeline status, recent closings, team activity, and conversion — without requiring them to navigate Affinity directly.
Affinity guide: Portfolio Growth Best Practices with Bessemer Ventures and Affinity Analytics: Reporting Tips & Tricks.

​
Task 1: Design an Executive Dashboard

​
Context

Build the dashboard around the small set of questions leadership asks repeatedly. Decide on the questions before opening Analytics.

​
Action

Step 1: Decide your 3–5 key questions. Common examples:
  • What’s our total pipeline value, and how has it changed?
  • How many deals closed this quarter?
  • Which team members are most active?
  • What’s our conversion rate from sourcing to close?
  • Are we on track for this fund’s deployment targets?

​
Step 2: Build the dashboard

  1. Open Analytics → click “New Report”.
  2. Name it (e.g., “Executive Dashboard”).
  3. Add a tile for each question: | Question | Tile Type | Data | | --- | --- | --- | | Total pipeline value | Number tile | Sum of Amount where Status ≠ Closed | | Deals closed this quarter | Number tile | Count where Status = Closed Won, this quarter | | Pipeline by stage | Bar chart | Count grouped by Status | | Deal flow trend | Line chart | New deals per month, last 12 months | | Team activity | Table | Emails + meetings per person, this month |
  4. Place the highest-priority tiles at the top.
  5. Lock and share the dashboard with leadership (see Tutorial 15, Task 1).

​
Expected Outcome

A focused dashboard answering leadership’s recurring questions without requiring them to navigate Affinity directly.

​
Task 2: Custom Analytics Dimensions

​
Context

Standard dimensions (Status, Owner, Industry) cover basic reporting. Custom dimensions let you group by fund, vintage year, deal source, sector thesis, region, or any custom field.

​
Action

  1. Open or create a report.
  2. In the tile configuration, find the grouping (or dimension) selector.
  3. Choose a custom field as the dimension. Examples:
    • Fund — pipeline per fund
    • Deal Source — which channels are producing deals
    • Sector — activity across investment themes
    • Region — geographic distribution
  4. Combine dimensions for cross-cuts (e.g., Fund × Stage).
Custom dimensions and measures may be in Beta depending on your account. If you don’t see the option, contact your CSM.

​
Expected Outcome

You can group reports by custom fields, not just default dimensions.

​
📚 Help Center

​
Task 3: Individual vs. Team Performance

​
Context

Compare individual activity and outcomes against team averages for coaching, allocation, and accountability.

​
Action

  1. Create a performance report with: Activity metrics (per person):
  • Emails sent this month
  • Meetings held this month
  • Notes created this month
  • Deals sourced this quarter Outcome metrics (per person):
  • Deals moved to next stage
  • Deals closed
  • Pipeline value managed
  • Average days-to-close
  1. Add a team average comparison line to each chart where supported.
  2. Use the time filter to compare periods (this quarter vs. last).

​
Expected Outcome

A performance dashboard showing individual metrics alongside team benchmarks.

​
📚 Help Center

​
Task 4: Calculated Fields in Analytics

​
Context

Calculated metrics in Analytics go beyond list-scoped formulas. They aggregate across records — ratios, running totals, weighted sums.

​
Action

  1. In a report tile, find “Add Calculation” (or “Calculated Metric”).
  2. Common calculations: Win Rate:
  • Closed Won / (Closed Won + Closed Lost) × 100 Average Deal Size:
  • Sum of Amount / Count of Closed Deals Velocity (deals per month):
  • Count of new deals / Number of months Probability-Adjusted Pipeline:
  • Sum of (Amount × Probability) for open deals

​
Expected Outcome

Your reports include calculated metrics that go beyond raw counts and sums.

​
📚 Help Center

​
Common Questions

Dashboards reflect the underlying list data. They update as data changes — no manual refresh required.
Yes. A detailed dashboard for internal team reviews and a simplified one for board or LP presentations is a common pattern.
If your account uses opportunity-level access control (Restricted/Redacted Opportunities), users without access won’t see those entries in dashboards. Confirm visibility with the opportunity owner if numbers look incomplete.

​
See It In Action

​
Where to Go Next