Real-time reporting

Understand, segment, and visualize your pipelines to keep your business on track.

STRUCK CAPITAL

“Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by organization made it much easier to track contacts and report on how we’re managing dealflow.”

ADAM STRUCK
ADAM STRUCK
Managing Partner, Struck Capital

Visualize your relationships and opportunities

Use pre-built, customizable reports to understand how many opportunities are in each stage of your funnel. Quickly learn who introduced your team to the most successful opportunities. Understand the composition of your opportunities by location, industry, and much more.

Visualize Relationships
See how you’re spending your time

See how you’re spending your time

Get a holistic view of how your team is spending its time. See how many emails, calls, and meetings your team has with opportunities. Break team activity down by stage in the funnel, industry, location, and much more.
See how you’re spending your time
track-sales-over-time

Track sales over time

See how many opportunities your team has closed over time. Segment and understand your sales in the way that’s most critical to your business. View the number and value of your opportunities over time.
Track sales over time
Analyze Your Funnel

Analyze your funnel

Understand how many opportunities progress through each stage of your funnel. See how long opportunities remain in each stage. Compare win rates for each person on your team.
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