How to Pin Key Metrics to an Initiative


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

Prerequisites: The following will need to have already been added to the initiative

  • Stakeholders or Companies
  • Metrics

Step-by-Step Guide:

Step One: Select the 'Metrics' option in the side 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. 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 >> All Initiatives' option in the header, you will be able to see all of your Initiatives. You will also see the Pinned Metrics attached to each Initiative on the Initiative Card.



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