This task can be performed using DashLabs
Discover, Design & Build VC CRM dashboards faster
Best product for this task
DashLabs
analytics
DashLab’s point-and-click interface empowers VC teams to build state-of-the-art CRM dashboards from a library of pre-built insights, collaborate on report designs and leverage immersive step-by-step guides to help non-technical people realize their reporting ideas. It’s the largest CRM Reporting library in Venture Capital (made for Affinity) and best place to: -> Discover +100 insights, industry leaders report on. -> Create report designs in a few clicks. -> Leverage step-by-step guides empowering anyone to rapidly build dashboards.
Affinity AnalyticsVenture CapitalVC PlatformVC OperationsCRM Reporting & AnalyticsDesign SystemDeal Analytics
What to expect from an ideal product
- Select from 100+ ready-made VC portfolio tracking templates and insights
- Drag and drop the insights you want to display onto your dashboard
- Follow simple guided steps to customize reports without technical skills
- Connect your Affinity CRM data to automatically populate dashboards
- Share and collaborate with team members on dashboard designs in real-time
