Standardize progress tracking and enhance communication !

Dynamic Milestone Manager

The Ultimate Progress Management App

Ensure consistent progress tracking across all Salesforce processes! As users update fields, Status % and Overall Status % update automatically.

Streamline Any Process with the Dynamic Milestone Manager

The Dynamic Milestone Manager (DMM) eliminates guesswork by providing clear, objective progress metrics for any Salesforce object. Clients define their own milestones and key fields, ensuring users always know exactly where they stand on every record.

Take Lead Management, for example—sales teams often struggle to communicate progress. With defined milestones, reps can instantly see what’s been done, what’s left, and confidently share their status. Real-time completion percentages keep priorities clear, while Quick Notes ensure next steps and reminders stay front and center.

By standardizing progress tracking, DMM keeps everyone aligned. When it’s time to update leadership, milestone and overall status percentages provide a consistent, data-driven view—so no one’s left guessing. Whether managing sales, training, or operations, DMM brings structure, clarity, and efficiency to every workflow.

With DMM, there is no room for ambiguity or miscalculations. Every milestone’s status is clearly tracked, with progress percentages displayed for both individual milestones and the overall process.
DMM empowers organizations to streamline even the most complex workflows. Customizable milestones and assigned key fields provide a clear, objective view of progress. If any milestone is less than 100% complete, users can expand it to see exactly which fields remain—eliminating the possibility of guessing, fudging, or miscommunicating the status.
This isn’t just another tool—it’s a solution that removes the guesswork from every process. Whether you’re standardizing sales processes, ensuring compliance in regulated industries, or onboarding new team members, DMM provides the structure and transparency necessary for continuous improvement.
Unleash the full potential of your Salesforce implementation and elevate your operations with the Dynamic Milestone Manager.

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“The goal is to turn data into information, and information into insight.”

— Carly Fiorina

Dynamic Milestone Manager User Interface Showcase

Default View

Align your dynamic milestone tracking with each unique process in your org! You can even add multiple trackers to a single object.

Real-time Status Updates

From this single view, users see, in real-time, milestone status %, “Quick Notes” (indicating any next steps or reminders), and total activities and files related to each Milestone. It’s the perfect summary!

Key Fields Drive Milestones

As key fields update, status and overall progress percentages adjust automatically, giving you consistent and seamless company-wide status communication.

Status Percentange is Auto Updated

An expanded view of “Budget Confirmation” milestone shows the user the key fields that drive its status %. Users can see and update the fields directly within the DMM UI.

Activity Tracker

As users engage with clients—sending emails, creating tasks, logging calls, and more—an automated rollup summarizes Activities by category.

View of Activities by Milestone

Clicking the “#” in the Activities column reveals a detailed inventory of activities driving each milestone—boosting organization, efficiency, and consistency.

View Files by Milestone

As users attach files, the “Files column aggregates the total per milestone. Clicking the “#” reveals a detailed inventory of files driving and supporting each milestone.

Easy Search for Files

Quickly find invoices, documents, and other milestone-related files—all in one place.