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How-to — task-oriented recipe.
In this article, we’ll show you how to create custom Salesforce reports or edit existing Salesforce reports using Affinity’s data so that you can create a Salesforce dashboard that dealmakers on your team can use to keep track of key deals, maintain their relationships, and monitor performance metrics. There are two data types from Affinity that you’ll be able to use to create these Salesforce reports:
  • Use the Affinity Data fields that are being pulled into your custom Salesforce fields
  • Use the Email and Meeting Activity data that Affinity natively syncs into Salesforce Overview
  1. Step 1. Create the reports
    1. Getting started
    2. Report Example 1 - Deals needing attention
    3. Report Example 2 - Active deals
    4. Report Example 3 - Days in current stage
    5. Report Example 4 - Contacts needing follow-up
    6. Report Example 5 - Top relationships
    7. Report Example 6 - First meetings this month
    8. Report Example 7 - Recent leadership changes
    9. Report Example 8 - Meeting activity trend
    10. Report Example 9 - Industry coverage distribution
  2. Step 2. Build your dashboard

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Step 1. Create the reports

Before building the actual dashboard, you need to ensure your reports are in place, so we’ll start by creating a few reports. A few things to note before diving in:
  • Field labels may vary for every Salesforce Org
  • After creating new reports, you can adjust the charts directly on dashboards
  • All relationship scores listed in the examples below are out of 100, with 100 being the highest possible score

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Getting started

  1. To create a new report or edit an existing report, click on the Reports tab.
  2. From here, click on New Report to start a new report from scratch.
  3. You can also click the dropdown arrow next to an existing report that you’d like to Edit if you want to add/replace fields with the relevant Affinity Data fields or Email and Meeting Activity Data.
  4. Then, follow Report Examples 1-9 below.

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Report Example 1 - Deals needing attention

Highlights active deals that have gone 15 days or more without any recorded activity. This helps dealmakers identify which opportunities may be stalling and need immediate attention.
  1. Click New Report and select Opportunity as the Report Type.
  2. Add the following columns: Opportunity Name, Account Name, Stage, Last Email (Affinity), # Days Since Activity, # Expected Revenue, # Deal Size, Next Step.
  3. Add filters: Show Me: All Opportunities; Close Date: All Time; Territories: All; Opportunity Status: Open; Probability: All; Days Since Activity: greater than 15.

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Report Example 2 - Active deals

Displays all open opportunities organized by stage, allowing dealmakers to quickly assess the current balance of their pipeline.
  1. Click New Report and select Opportunities as the Report Type.
  2. Group rows by Stage and add columns: Opportunity Owner, Account Name, Opportunity Name, Fiscal Period, # Deal Size, # Expected Revenue, # Probability (%), # Age, Close Date, Created Date, Next Step, Lead Source, Type.
  3. Add filters: Show Me: All Opportunities; Close Date: All Time; Territories: All; Opportunity Status: Open; Probability: All.

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Report Example 3 - Days in current stage

Tracks how long each deal has been at its current stage.
  1. Click New Report and select Opportunities as the Report Type.
  2. Group rows by Stage and add columns: Opportunity Owner, Opportunity Name, Account Name, # Stage Duration, # Deal Size, Type.
  3. Add filters as needed.

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Report Example 4 - Contacts needing follow-up

Identifies contacts who have declining relationship scores. We recommend keeping relationship scores above 70.
  1. Click New Report and select Contacts & Accounts as the Report Type.
  2. Add columns: First Name, Last Name, Account Name, Email, Account Owner, # Highest Relationship Score, # Total Deal Amount.
  3. Add filters: Show Me: My Contacts; Created Date: All Time; Highest Relationship Score: less or equal 70; Total Deal Amount: not equal to $0.

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Report Example 5 - Top relationships

Surfaces contacts with a high relationship score (e.g. greater than 80).
  1. Click New Report and select Contacts & Accounts as the Report Type.
  2. Add columns: First Name, Last Name, Account Name, Email, Account Owner, # Highest Relationship Score, # Total Deal Amount.
  3. Add filters: Show Me: My contacts; Created Date: All Time; Highest Relationship Score: greater or equal 80; Total Deal Amount: not equal to $0.00.

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Report Example 6 - First meetings this month

Displays all initial meetings booked during the current month.
  1. Click New Report and select Activities with Contacts as the Report Type.
  2. Group rows by Stage and add columns: Subject, First Name, Last Name, Type, Account Type.
  3. Add filters: Show Me: All activities; Date: All Time; Show: Completed Activities; Show: Tasks and Events; Type: equals Meeting.

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Report Example 7 - Recent leadership changes

Highlights contacts who have recently experienced leadership or role changes.
  1. Click New Report and select Contact History as the Report Type.
  2. Group rows by Account Name and add columns: Contact Owner, Edited By, Field / Event, Old Value, New Value, Edit Date, First Name, Last Name.
  3. Add filters: Show Me: All accounts; Edit Date: All Time; Field / Event: equals Current Job Title (Affinity).

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Report Example 8 - Meeting activity trend

Shows the volume of meetings over time.
  1. Click New Report and select Activities with Contacts as the Report Type.
  2. Group rows by Date and add columns: Subject, First Name, Last Name, Type, Account Type, Assigned.
  3. Add filters: Show Me: All activities; Date: All Time; Show: Completed Activities; Show: Tasks and Events; Type: equals Meeting.

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Report Example 9 - Industry coverage distribution

Breaks down closed won opportunities by industry.
  1. Click New Report and select Opportunities as the Report Type.
  2. Group rows by Industry(AF) and add columns: Opportunity Name, Stage, Fiscal Period, # Deal Size, # Expected Revenue, # Probability (%), # Age, Close Date, Created Date, Next Step, Lead Source.
  3. Add filters: Show Me: All opportunities; Closed Date: All Time; Territories: All; Opportunity Status: Any; Probability: All.

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Step 2. Build your dashboard

  1. Navigate to the Dashboards tab and click New Dashboard.
  2. Name the dashboard and optionally add a short description. Then, place the dashboard in the desired folder.
  3. Click + Widget to add a widget to the dashboard.
    1. Choose a source report for the widget, then click Select.
    2. Customize how the widget displays data, then click Add. Arrange and resize the widget as necessary.
    3. Repeat this step until you have added all desired widgets.
  4. Once the charts are in, you can optionally enhance the Dashboard with images and text.
  5. Update the dashboard properties to adjust View Dashboard As settings.
    • By default, this is set to the person creating the Dashboard, but it can be changed at any point in time.
    • If you are building this dashboard for another user, select the option titled Another person and search for the appropriate user. Then, click Save. When you have finished adding widgets and customizing your dashboard, click Save, then click Done.

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Screenshots