Going Deeper

Five tutorials for depth: pipeline analytics, automation, advanced lists, RI for DD.

Going Deeper covers the depth features that turn good Affinity users into power users — pipeline analytics, automation rules, custom analytics, formula fields, and Relationship Intelligence applied to due diligence.

In this tier

Tutorial 12: Advanced Pipeline

Funnel analysis, stage velocity, deal health scoring.

Tutorial 13: Automation and Rules

Status triggers, automatic list movement, field updates.

Tutorial 14: Analytics & Reporting

Templates, custom dashboards, multi-list reports, exports.

Tutorial 15: Advanced Lists

Locked shared views, formula fields, bulk email, bulk updates.

Tutorial 16: RI for Due Diligence

Map connections, find references, assess team-wide knowledge.