Robust reports

Understand and segment your relationships and business

Correlation Ventures

Affinity is hands down the most powerful tool
 I’ve found for managing my relationships. Period.

Miles Bird
Associate | Correlation Ventures

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.

Analyze your funnel

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

Track sales over time

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