The Milestones Section allows you to define and track key points in your user journey or project timeline. These milestones provide deeper insights into user behavior and progress tracking. This guide outlines how to configure and utilize this feature.
Milestone Name
Milestone Name
The Milestone Name field lets you specify a clear and concise name for the milestone.
Enter a name that represents the key milestone you want to track (e.g., "Account Created" or "First Purchase").
Below this input field, you’ll see a toggle button labeled Custom Dashboard Metric.
Enable this toggle if you want the milestone to appear as a metric in your custom dashboard.
This allows you to include the milestone in reports and visualizations for tracking progress.
Data Source
Data Source
The Data Source section allows you to choose how data for the milestone is captured. Select one of the following options:
Captured by Sona Pixel: Use this option to track milestone events directly through the Sona Pixel installed on your platform.
Report: Choose this option to link milestone tracking to data sourced from an existing report.
Settings
Settings
The Settings section provides detailed configuration options to define your milestone:
Field: Specify the field to filter data by (e.g., "Event Type" or "Milestone Type").
Filter: Choose the filter criteria for the field (e.g., "equals," "contains").
Value: Enter the value that matches the filter criteria (e.g., "Signup Complete" or "Profile Updated").