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            Track Sales Planning Progress with Milestones

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            Track Sales Planning Progress with Milestones

            Align teams with milestones that specify responsibilities and deadlines in Sales Planning segments. Plan owners visualize burndown charts that give insight into milestone status, expected completion dates, and upcoming and overdue tasks in each segment.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
            User Permissions Needed
            To add and assign milestones:

            One of these:

            • Sales Planning Admin permission set
            • Sales Planning Ops Manager permission set
            • Sales Planning Ops Analyst permission set (if you’re added to a plan from the Plan Details page)

            AND

            One of these:

            • Query for Datapipelines User for Sales Planning permission set
            • CRM Analytics Plus User permission set
            • CRM Analytics Growth User permission set
            Important
            Important Before you create milestones, create segments for your sales plan. See Segment Business Units and Record Assignments.
            1. On the sales plan details page, open a segment.
            2. On the segment details page, scroll to the Milestones card and click the add icon Add icon.
            3. Add details in the New milestone window.
              1. Enter a name and optional description.
              2. For Assignee, search for a sales team member to assign the milestone to.
                Note
                Note Only users who you’ve shared the sales plan with are available for milestone assignments.
              3. Specify a due date.
              4. Click Add.

            Follow these guidelines for managing milestones.

            • At the plan level, plan owners and members can create, delete, modify, and close milestones for all segments.
            • At the segment level, plan members can create, delete, modify, and close milestones for their descendants.
            • Users who are assigned to milestones receive notifications and are responsible for completing the milestones. They can close and reopen them.
            • Plan owners and members can view milestone progress with a burndown chart.
            • To visualize progress on the burndown chart, set plan due dates at least two weeks in advance of plan creation dates.

            The burndown chart uses these indicators.

            Line Color Description
            Solid green Daily and weekly tracking for milestone completion.
            Dashed green Open milestones expected to close before upcoming plan due dates, based on the previous week’s progress. For example, your team closed two milestones last week, this line projects that your team closes two milestones each week until no milestones remain open before the plan’s due date.
            Dashed yellow Open milestones expected to close after upcoming plan due dates, based on the previous week’s progress.
            Dashed red Open milestones past plan due dates.

            See Also

             
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