Overview
The Milestones feature allows you to analyze how accounts are converting between two account stages, and what touchpoints occur for accounts that are converting.
Things to keep in mind while using this feature
You can set up up to two account stages in a milestone.
Once a milestone has been saved, it will take up to a day for the results to be published. The milestone can be found in each segment, in the 'Milestones' tab on the top right.
The milestone is calculated for a fixed duration of the sale window. This sale window is the same as the sale window configured in engagement scoring for your project. The data is refreshed every two weeks.
The touchpoints consist of the rules from the 'engagement scoring' feature, and a few predefined metrics to show the influence of key marketing and sales activity in driving conversions in a milestone.
There are three modes for each milestone - data driven, mean and median values. Find details in the next section.
Setting up Milestones in Factors
The 'Milestones' can be set up in the 'Account Configurations' tab under 'Settings'.
Click on 'Add Milestone', give the milestone a title.
Add 'Account Stages' that define your milestone - ie. lifecycle stages between which you want to analyze the conversion. You can add two account stages to define your milestone. Against each account stage, you can add filters that narrow down the lifecycle stage.
Once you are satisfied with the account stages and filters, save the milestone. It will take up to a day for the milestones to be computed and visible in each segment.