1. Help Center
  2. Metrics Database (mDB)

How to add a metric to an opportunity?

From the Metrics Database, you can easily link your metrics to opportunities in just a few clicks. This help file will walk you through all the steps.

  1. Simply hover on the metric you want to link to an opportunity, select the ellipsis at the top right corner and choose Add to Opportunity.Opportunity1
  2. Choose the opportunity you want to assign the metric to from the dropdown list provided.Opportunity2
  3. Once this is done, click on +Add to Opportunity.Opportunity3
  4. And that's it! When the metric has been assigned properly, a green banner will appear at the top of your screen.