How to Pin Key Metrics to an Initiative

Overview

You will learn how to pin key metrics to your initiative via the three-dot menu in the metric card.

Step One: Select the Metrics option in the menu. Then, click on the three-dot menu on the metric you would like to pin.

Step Two: A dropdown menu will appear. Click on the option 'Pin as key metric' to pin the metric.

Step Three: After selecting the 'Pin as key metric' option, the Metric will be pinned. You will see an orange pin icon on the Metric. Also, the Metric will have a slight colored background to indicate that it is pinned.

Note - You will not be able to pin more than 10 metrics for each Initiative. If you attempt to pin more, an error message with appear.

By clicking on the 'Value' option in the VAN header, you will be able to see all of your Initiatives. You will also see the Pinned Metrics attached to each Initiative.