Track Milestone Progress in Dashboards & Lists

In a complex B2B sales environment, visibility into when key milestones are reached is crucial. It’s what helps sales leaders coach effectively, identify bottlenecks early, and ensure that progress aligns with process.

That’s why we’re introducing Milestone Step Completion Dates in project list views and dashboards as a new way to track, report, and analyze milestone progress directly inside Membrain.

What’s New

You can now select all Milestone Steps as fields in list views and dashboards, focused specifically on Steps Completed Date. Any step in any of your sales processes that is using the "Milestone" process tool will now be available in this new way outside of the project itself.

Here’s what that means:

• Add milestone step completion fields to any list view (for Prospects, Sales Projects, Account Growth projects or Flows!)
• Use these fields in dashboards for tailored reporting
• Filter, sort, and compare completion dates across projects or team members
• Build custom views that highlight where progress is happening, or where it’s stalling

These fields integrate seamlessly with existing analytics, making milestone data a first-class citizen in your reports and dashboards.

Why It Matters

This enhancement directly tackles a huge challenge in sales management, knowing where deals really stand in the process. Quickly spot when milestones are completed, get clarity on progress and gain process adoption insights that fuel more consistent, predictable execution.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.