Analytics & reporting

Turn Salesforce data into dealmaking insights

Track relationship strength, monitor deal progress, and identify the best opportunities

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Product shot: Salesforce Analytics & reporting dashboard

Product shot: My active deals horizontal bar graph

Surface insights that drive better deals

Relationship analytics

Track relationship strength and identify warm introduction paths across your firm’s network

Deal monitoring

Create custom reports to surface opportunities that need attention and track pipeline health

Portfolio insights

Monitor engagement trends and relationship strength across your portfolio

Surface relationship insights that drive deals

Transform your firm’s network data into actionable intelligence. Create custom reports to identify warm introduction paths, track relationship strength across portfolio companies, and uncover hidden connections that could accelerate deals.

Product shot: Affinity Connections tab provided a recommended introduction to Alex Howard based on a strong mutual connection with Hunter Mora

Monitor deal progress and identify opportunities

Stay on top of your pipeline with real-time visibility. Access pre-built reports or build custom dashboards to track deals needing attention, monitor relationship scores, and identify opportunities that need engagement—all using Salesforce’s native reporting tools.

Build stronger portfolio relationships

Transform portfolio company interactions into lasting partnerships. Create reports that track engagement across industries, monitor relationship health, and identify opportunities to deepen connections across your firm.

CUSTOMER STORIES

Endeavor

300

Global Endeavor employees currently using Affinity for Salesforce

How Endeavor captures and enriches organizational knowledge with Affinity for Salesforce

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affinity report

Private capital predictions for 2025

Is deal flow about to bounce back? Find out with analysis on why nearly 300 dealmakers are turning up the notch on outbound deal sourcing, how they’re using AI to tackle data complexities, and top strategies to stand out in a competitive market.

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