Pinning a Field to the Dashboard

You can pin any field from the Situation Report to the Dashboard.

🔑 ACCESS LEVEL REQUIRED: Account Owner

Go to the Admin Area
Expand Templates
Click the edit icon next to the Situation template
Hover your mouse over the field you wish to pin and further options will appear on the right hand side of the field
Click the ⋮ more options menu
Select the Pin Show on the dashboard icon
The field will now indicate this field will be shown on the dashboard
Click Save

ℹ️ NOTE: To remove the pinned field from the dashboard click the x icon next to this field will be shown on the dashboard.