Milestone Tracking

You can automatically track milestones based on the lifecycle of a document if it undergoes multiple stages.

• The configuration for Milestone setting can be set in Milestone Tracking and each milestone is updated in Milestone.

To access Milestone Tracker, go to: Type 'Milestone Tracker List' in search bar.

1. Creating a Milestone Tracker

1. Click on '+ Add Milestone Tracker'.

2. Set the Document Type to track (example: "Issue").

3. Set the field that represents stages (example: "Status").

Note: A milestone stage can be defined by Link or Select properties.

Once this is set, a new Milestone record is created every time the status of any issue is changed.

The Milestone can be viewed in the timeline of the view:

2. Features

• Milestones can be a great source for reporting and notifying.

• . For example, if Lead Qualification is a milestone on "Lead", milestones can help generate reports on the number of leads being qualified in a period.

2.1 Using Milestones with Dashboards

• Used along with Dashboards, Milestones can help track the trends in milestones.

• For example, if "Qualification" is tracked as a "Lead Stage", a Dashboard on Milestone filtered by Qualification will show the trends of leads qualified.

2.2 Using Milestones with Energy Points

• Energy Point Rules can be defined to automatically give Energy Points to users who achieve a milestone.

• This can be used to incentivize action on transactions at various levels.