This month we’re launching new features, “Opportunities” and two new reports, “Funnel Analysis” and “Won/Lost” Reports. We also made improvements to “Count vs Value” reporting.
New Feature: Opportunities We are introducing a third object in Affinity called “opportunity”. Think of opportunities as having the same functionality as a person or company – you can put opportunities in lists, visit an opportunity profile, take notes, set reminders and add files to opportunities.
You can use opportunities to model a list of prospects, customers, buildings, deals and more.
Please get in touch with us at email@example.com if you need help in modeling your workflow to use opportunities!
New Feature: Funnel Analysis This was one of the top requested reports from all of you – and now it’s live! You can now analyze your deals funnel: what % of deals move from one status to the next? How many end up in the final stages? All of that is answerable with the click of a few buttons.
New Feature: Won/Lost Reports Another top requested report – you can now dig into and visualize how many opportunities your team won or lost over a certain time period. Note: these reports only work with opportunity-based lists.
Feature Improvement: Count vs Value We’ve improved our existing reporting functionality so you can break down any report by both counts and values. Think about the following questions: How much money did we have in the pipeline for last month? How much money have we cumulatively invested in our portfolio companies? How many companies did we say no to last quarter? It’s all possible in Affinity.
Big thanks to all that helped us with our Product Hunt launch this week. We really appreciated all the positive reviews and support. We had over 780 upvotes in only a few days and a flood of qualified leads! We crushed our Q1 numbers.
If you have any ideas around features that would add value to you, or if you have any questions, please email me at firstname.lastname@example.org.