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Learn more about Dashboards: Milestones

Understanding the Milestones Dashboard for program administrators and team leads

Updated over 2 weeks ago

Who can use this dashboard?

  • Administrators can view milestone activity for all users

  • Team leads can view milestone activity for their own team members

The Milestones Dashboard provides visibility into the celebration of user birthdays, work anniversaries, and service milestones across your organization.


📊 What You’ll See in the Dashboard

The top section of the dashboard displays key milestone metrics:

🎖️ Milestones Earned

Shows the total number of milestones awarded during the selected timeframe.

This includes birthdays, work anniversaries, and years of service.
If your organization does not use some or all milestone types, totals will vary accordingly.

  • By Type

    Breaks down milestones earned into the following categories:

    • Service milestones (years of service)

    • Work anniversaries

    • Birthdays

  • Top Milestones

    Displays the most liked and commented milestone awards from the selected timeframe.

These top milestones reflect the posts that received the most engagement on the social feed.


📄 Report: Milestones Awarded

The bottom of the dashboard displays the Milestones Awarded report, which lists each individual milestone award given during the selected timeframe.

Each entry includes:

  • Recipient's name, status, role, ID, job title and team(s)

  • Milestone type

  • Date awarded

  • Points and/or badge awarded

This report can be filtered by timeframe or team and exported for further analysis.


❓FAQs

Will all milestone types show in the dashboard?

Only the milestone types your organization has enabled (e.g. birthdays, work anniversaries, service milestones) will appear in the dashboard.

Can I track milestone engagement?

Yes, the Top Milestones section highlights the most liked and commented milestone awards.

Can I export the Milestones Awarded report?

Yes, the report can be exported in CSV or XLS format.


📬 Need help?

For assistance with milestone setup or reporting, contact us at [email protected].

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