Standardize progress tracking and enhance communication !
Dynamic Milestone Manager
Process Management on any object!
Streamline Process Management with Dynamic Milestone Manager
The Dynamic Milestone Manager (DMM) eliminates subjectivity in process tracking by providing clear, objective progress metrics. Process leaders create custom milestones and assign fields for each step, ensuring consistency across workflows.
For example, in Salesforce forecasting, this tool enables sales reps to accurately communicate their progress. With real-time status and overall completion percentages, employees can pinpoint where they stand in the process and identify which fields still need updates.
<< Read More >>Dynamic Milestone Manager User Interface Showcase
As users work on updating fields, the status% auto reflects accurately where the record stands in relationship to how your process is expected to be managed. No more ambiguous status updates
Status % is Auto Updated
Brings consistency to progress updates, making communication seamless across any record.
Activity Tracker
Automated rollup summary of your Activities by Activity Type
Track/View Activities by Milestone
Whatever it is, the way you tell your story online can make all the difference.
Easy View of Files by Milestone
Your staff will be more organized, more efficient and more consistent than ever.
Default View of the DMM
Real-time Status Updates
Whatever it is, the way you tell your story online can make all the difference.
Key Fields Drive Milestones
Expanded view of “Budget Confirmation” milestone and the the 3 key fields that drive its status %
Easy View of Activities by Milestone
Whatever it is, the way you tell your story online can make all the difference.
Invoice, documents, and any other files collected that related to a specific milestone are visible.