Mastery

Two power-user tutorials on executive dashboards and forecasting.

Mastery is for users ready to operate Affinity strategically — designing dashboards for partners and LPs, and building forecasting models that drive deployment decisions.

In this tier

Tutorial 17: Executive Dashboards

Build dashboards for partners and LPs. Custom dimensions and calculated fields.

Tutorial 18: Deal Flow & Forecasting

Score deals by close likelihood, model your funnel, build probability-adjusted forecasts.

Prerequisites: at least 3–6 months of pipeline data for meaningful trends and forecasting accuracy.