Overview
Sona's Milestones help you pinpoint and monitor critical events in your users' journey or project timeline. This guide shows you how to name, configure, and report on each milestone for deeper behavioral insights and dashboard tracking. With this guide, you will be ready to confidently surface key progress signals and build powerful reports.
When to use Milestones
Use Milestones when:
You want to track completion points like signups, purchases, or onboarding steps.
You are building reports or dashboards that depend on behavioral triggers.
Prerequisites:
Tracking must be set up via the Sona Pixel or existing reports.
Access to dashboard and report configuration tools.
Step 1: name your milestone
In the Milestone Name field, enter a name that clearly reflects the event or moment you want to track, for example "Account Created" or "First Purchase".
Toggle Custom Dashboard Metric on if you want this milestone to appear as a metric in your custom dashboard and reports.
Step 2: choose your data source
Captured by Sona Pixel: select this option if the event is tracked through your Sona Pixel implementation.
Report: choose this if the data comes from an existing report that already captures this behavior.
Step 3: configure the settings
Field: choose the data field you want to filter by, for example Event Type or Milestone Type.
Filter: select a filter operator such as equals or contains.
Value: enter the value that matches your filter criteria, for example "Signup Complete" or "Profile Updated".
Key concepts and best practices
Milestones should represent meaningful progress in the customer or user lifecycle.
Use clear, action-oriented names so teams can quickly understand the purpose of each milestone.
Enabling the dashboard toggle helps ensure visibility and easy reporting on progress metrics.
FAQs
What is a Milestone in Sona?
What is a Milestone in Sona?
A Milestone marks a critical event in a user's journey, such as an account creation or first purchase, that you configure Sona to detect and track. Milestones can surface as metrics in your custom dashboard and reports, giving your team visibility into key progress signals.
Should I capture a milestone with the Sona Pixel or an existing report?
Should I capture a milestone with the Sona Pixel or an existing report?
Use Captured by Sona Pixel when the event is tracked directly through your Sona Pixel implementation. Use Report when the behavior is already captured in an existing report, so you do not need to duplicate the tracking setup.
What does the Custom Dashboard Metric toggle do?
What does the Custom Dashboard Metric toggle do?
Turning on the Custom Dashboard Metric toggle makes the milestone appear as a metric in your custom dashboard and reports, giving your team easy visibility into that progress signal without building a separate report.