> ## 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. # Tutorial 17: Executive Dashboards and Board Reporting > Design executive dashboards, build custom analytics dimensions, track team performance, calculated fields. *** ## 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](https://www.youtube.com/watch?v=YfLTHN4npI4) and [Affinity Analytics: Reporting Tips & Tricks](https://www.youtube.com/watch?v=vj-rX8JXkOg). *** ## 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 * [How To Create Custom Dimensions, Measures And Calculations In Affinity Analytics](/s/article/How-to-create-custom-dimensions-measures-and-calculations-in-Affinity-Analytics) *** ## 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 * [Basic Reporting: Performance Reports](/s/article/Basic-Reporting-Performance-Reports) *** ## 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 * [How To Create Probability Adjusted Values For Forecasting With Affinity Analytics](/s/article/How-to-create-probability-adjusted-values-for-forecasting-with-Affinity-Analytics) ## 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