Affinity Analytics Creating Visualizations

Help center reference

Reference — lookup information.

Powered by Looker, Affinity Analytics will enable you to create new, robust visualizations of your data and share them with others on a recurring basis. In the video series below, we’ll show you how to create your first dashboard from scratch and provide plenty of tips and tricks along the way.

Who can access Affinity Analytics?

Essential	Scale	Advanced	Enterprise
No	Yes	Yes	Yes

Interested in upgrading to Scale, Advanced, or Enterprise? Please reach out to your Affinity point of contact or [e-mail].

Part 1 - How to create a visualization for Total Deals

Part 2 - How to create a visualization for Total Deals by Owner

Part 3 - How to create a visualization for Total Deals by Owner and by Month

Part 4 - How to create a visualization for Deals Added in the Last 7 Days

Part 5 - How to create a visualization for Deal Funnel Analysis

Next Steps

Now that you’re familiar with the basics of creating visualizations, check out the following articles to take your skills to the next level:

• How to set win ratios in Affinity Analytics
• How to set and track goals using Affinity Analytics
• How to create custom dimensions, measures, and calculations in Affinity Analytics