Getting Started With Affinity Analytics

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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.

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].

Understanding your role (Viewer or Creator)

• When Affinity Analytics is turned on for your account, all Enterprise Admins (for Enterprise tier customers) and Admins in the account will be assigned the Creator role by default.
• On the other hand, all Standard users will be assigned the Viewer role by default.
• Want to switch from a Viewer to a Creator?
  • Please reach out to [e-mail] with one of your admins CC’ed on the email thread.
  • Not sure who your admins are? Check out the section “How to find your account role and view permissions for each role” in the article Account Level Permissions.
  • Last but not least, have them provide written permission agreeing to your request. Once doing so, our Support Team can change your role accordingly.

Actions to take	Viewer	Creator
Create a new dashboard view from existing template		Yes
Create a new dashboard view from scratch		Yes
Edit/Delete dashboard views within a list		Yes
Set up filters and cross-filters on dashboard views		Yes
Use filters and cross-filters on dashboard views	Yes	Yes
Rename dashboard views	Yes	Yes
Email a dashboard view	Yes (email only to yourself)	Yes (email to anyone)
Export dashboard views as PDF/CSV files	Yes	Yes
Drill into underlying data in visualization tiles	Yes	Yes

Starting with the basics

Once you have access to Affinity Analytics, you can start with our Creating Visualizations video series. Then, click on the links below if you’d like to focus on a particular step in the overall process - we suggest watching them in sequential order:

1. How to create a new dashboard view (Creators only)
   1. Affinity Analytics - List Summary Reports
   2. Affinity Analytics - Introductions Summary Reports
   3. Affinity Analytics - Team Activity Reports
   4. Affinity Analytics - Funnel Analysis Reports
2. How to create and edit tiles in dashboard views
3. How to apply filters in dashboard views
4. How to pivot data on your dashboard views
5. How to export dashboard views (for yourself and others)
6. How to set up automated alerts for Affinity Analytics
7. How to duplicate tiles and dashboard views in Affinity
8. Troubleshooting common issues for Affinity Analytics

Moving on to more advanced features

Once you’re familiar with the basics, feel free to check out the more advanced visualizations you can create:

1. How to set win ratios in Affinity Analytics
2. How to set and track goals using Affinity Analytics
3. How to create custom groups in dashboard views
4. How to create custom dimensions, measures, and calculations in Affinity Analytics
5. How to track average days spent in each status using Affinity Analytics
6. How to track last status before Lost or Passed using Affinity Analytics
7. How to create probability-adjusted values for forecasting with Affinity Analytics

Frequently Asked Questions

How often does Affinity Analytics refresh the underlying data?

• Affinity Analytics will refresh the underlying data once every 20-40 minutes.

How can I tell if I am a Creator or a Viewer for Affinity Analytics?

• Creators will see the Edit dashboard option when clicking on the ellipsis (3 dotted icon) in the top-right corner of a dashboard view, while Viewers will not.

When it comes to creating reports in opportunity lists, are fields related to organizations also available?

• Yes, organization-based enriched and global fields can be used in reports created within opportunity lists, check out the section “How to use organization-based fields in your reports for opportunity lists” in the article Affinity Analytics - List Summary Reports.

What is the time zone for the “Data last updated” timestamp in each dashboard view?

• “Data last updated” is based on the time zone you set in your Affinity Settings.

Can I use Crunchbase data within Affinity Analytics?

• Per our contract with Crunchbase, Crunchbase data cannot be used within Affinity Analytics.
• However, you can leverage our Affinity Data fields instead.

Why do I see NULL in some visualization tables?

• NULL appears in some visualization tables when the fields being used are empty and do not have data.
  • Simply add values to these fields for their respective list entries to reduce/eliminate the number of NULL values.

• If they are meant to remain empty, you can also filter out the NULL values.