Create Your Own Custom Milestones!

Sample Milestones for Higher Ed Institutions

Dynamic Milestone Manager (DMM) for Higher Ed

Dynamic Milestone Manager (DMM) is a fully customizable solution built to streamline and enhance academic and administrative processes within Salesforce. Whether managing student progress, financial aid, research grants, accreditation tracking, or alumni engagement, DMM provides a structured yet flexible framework to monitor key milestones, ensure compliance, and drive institutional efficiency. These sample milestone sets showcase just a glimpse of what’s possible. With the ability to tailor milestones, critical CRM fields, and performance metrics to any higher education workflow, DMM ensures real-time visibility, regulatory alignment, and optimized process execution across every stage of the academic journey.

“The strength of an organization lies in its ability to align every team member on the same wavelength—when communication is clear, processes flow, and success becomes repeatable.”
— Craig Kurtz, Central AZ College

Sample Milestones

Application & Admissions Process Milestones

Milestone: Application Submission & Pre-Screening

Key Fields:

  • Application Status

  • Submission Date

  • Program of Interest

  • Applicant Information Verified?

  • Required Fees Paid?

  • Initial Completeness Check Passed?

Milestone: Application Review & Supporting Documents

Key Fields:

  • Assigned Admissions Reviewer

  • Required Documents Submitted?

  • Missing Information Identified

  • Resubmission Required?

  • Review Start Date

Milestone: Academic & Eligibility Review

Key Fields:

  • Standardized Test Scores Verified?

  • Transcripts Evaluated?

  • Letters of Recommendation Submitted?

  • Minimum GPA Requirement Met?

  • Admissions Committee Decision Pending?

Milestone: Decision & Notification

Key Fields:

  • Final Review Date

  • Decision Status (Accepted, Denied, Waitlisted)

  • Scholarship or Financial Aid Eligibility Determined?

  • Acceptance Letter Sent?

  • Enrollment Deposit Received?

Student Journey: From Financial Aid to Graduation

Milestone: Financial Aid & Scholarship Processing

Key Fields:

  • FAFSA or Financial Aid Application Submitted?

  • Award Package Determined?

  • Aid Acceptance Deadline Met?

  • Payment Plan Established?

  • Loan Counseling Completed?

Milestone: Course Registration & Enrollment

Key Fields:

  • Enrollment Status

  • Academic Advisor Assigned?

  • Orientation Attended?

  • First Semester Course Registration Completed?

  • Tuition Payment Confirmed?

Milestone: Academic Progress & Advising

Key Fields:

  • GPA Tracking

  • Degree Progress Report Updated?

  • Midterm Academic Review Completed?

  • Advisor Meeting Scheduled?

  • Internship or Research Opportunities Identified?

Milestone: Graduation Readiness & Final Review

Key Fields:

  • Graduation Application Submitted?

  • Credit Requirements Met?

  • Final Academic Review Completed?

  • Commencement Participation Confirmed?

  • Alumni Engagement & Career Services Introduced?

Adapts to the unique complexities of higher education. Whether guiding students from high school to college admissions, managing financial aid and scholarships, tracking academic progress, or streamlining graduation and alumni engagement, DMM provides a structured yet flexible framework to monitor key milestones, ensure compliance, and enhance student success. These sample milestone sets for admissions and the student journey illustrate just a fraction of what’s possible. With the ability to tailor milestones and key fields to any educational workflow, DMM ensures real-time visibility and optimized process execution across every stage of the academic experience. Start your Free Trial Today!