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Milestone tracker
Track important milestones in the buying process and visualize timelines.
Data in the table is automatically synced to the timeline and calendar tabbed views, so the edits you make in one place will be reflected in the others.
Clear sample data
Add milestone
Milestones
Table
Stage
Status
Stakeholders
Search
Stage
Milestone
Notes
Start Date
Completion Date
Status
Stakeholders
Introductions
Discovery Call with Coda
6/6/2025
6/26/2025
✅ Completed
Intro to Coda + Mutual Action Plan
6/12/2025
8/21/2025
✅ Completed
Proof of Value
Review V1 Doc
6/15/2025
7/31/2025
✅ Completed
Present POV to Stakeholders
7/24/2025
8/21/2025
🛠️ In Progress
Purchasing Process
Share Coda MSA
7/10/2025
7/15/2025
✅ Completed
Contract Start Date
8/29/2025
10/23/2025
🔜 Need to start
Post-Sales
Kick Off with Dedicated CSM
8/28/2025
11/6/2025
🔜 Need to start
Budget Validation
Determine budget
9/25/2025
11/10/2025
✅ Completed
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