---
schema_version: "1"
id: 008d917fc129aa0f32d02abc63de24c45b2986a434bf4b20451a41b5d951b9c1
title: Track Sales Planning Progress with Milestones
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/segmentation_milestones_add.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.segmentation_milestones_add.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bcc415aa898873b380caca927ff76683b90a6a281eac07b26507018509f4d773
description: Align teams with milestones that specify responsibilities and deadlines in Sales Planning segments. Plan owners visualize burndown charts that give insight into milestone status, expected completion dates, and upcoming and overdue tasks in each segment.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Track Sales Planning Progress with Milestones

Align teams with milestones that specify responsibilities and deadlines in Sales Planning segments. Plan owners visualize burndown charts that give insight into milestone status, expected completion dates, and upcoming and overdue tasks in each segment.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Planning in English only, and only if you have Web Services API enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d101206e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d101206e70 ">To add and assign milestones:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d101206e70 ">
              <p>One of these:</p>
              <ul>
                <li>Sales Planning Admin permission set</li>

                <li>Sales Planning Ops Manager permission set</li>

                <li>Sales Planning Ops Analyst permission set (if you’re added to a plan from the Plan Details page)</li>

              </ul>
              <p>AND</p>
              <p>One of these:</p>
              <ul>
                <li>Query for Datapipelines User for Sales Planning permission set</li>

                <li>CRM Analytics Plus User permission set</li>

                <li>CRM Analytics Growth User permission set</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important Before you create milestones, create segments for your sales plan. See [Segment Business Units and Record Assignments](https://help.salesforce.com/s/articleView?id=sales.segmentation_create.htm&release=264.0.0&type=5 "Align business units with your business objectives when you segment records and assignments by location, industry, and any demographics from your data sources in Sales Planning.").

1. On the sales plan details page, open a segment.
2. On the segment details page, scroll to the Milestones card and click the add icon ![Add icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/resources-global/analytics/images/bi_integrate_data_prep_recipe_add_filter_condition_button.png).
3. Add details in the New milestone window.
    1. Enter a name and optional description.
    2. For Assignee, search for a sales team member to assign the milestone to.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_note.png)
        
        Note Only users who you’ve shared the sales plan with are available for milestone assignments.
    3. Specify a due date.
    4. Click **Add**.

Follow these guidelines for managing milestones.

- At the plan level, plan owners and members can create, delete, modify, and close milestones for all segments.
- At the segment level, plan members can create, delete, modify, and close milestones for their descendants.
- Users who are assigned to milestones receive notifications and are responsible for completing the milestones. They can close and reopen them.
- Plan owners and members can view milestone progress with a burndown chart.
- To visualize progress on the burndown chart, set plan due dates at least two weeks in advance of plan creation dates.

The burndown chart uses these indicators.

 
| Line Color | Description |
| --- | --- |
| Solid green | Daily and weekly tracking for milestone completion. |
| Dashed green | Open milestones expected to close before upcoming plan due dates, based on the previous week’s progress. For example, your team closed two milestones last week, this line projects that your team closes two milestones each week until no milestones remain open before the plan’s due date. |
| Dashed yellow | Open milestones expected to close after upcoming plan due dates, based on the previous week’s progress. |
| Dashed red | Open milestones past plan due dates. |

#### See Also

- [Create a Sales Plan](https://help.salesforce.com/s/articleView?id=sales.sales_planning_plans_create.htm&release=264.0.0&type=5 "To get started in Sales Planning, create a plan and select a data source, then specify product hierarchy, product seasonality, goals, targets, and milestones. Share the plan with other users so your team can collaborate on the planning process.")