{"id":63324,"date":"2024-10-05T14:45:30","date_gmt":"2024-10-05T14:45:30","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=63324"},"modified":"2026-04-17T11:21:19","modified_gmt":"2026-04-17T11:21:19","slug":"how-to-manage-ex-milestones","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/","title":{"rendered":"Manage Milestones in EX"},"content":{"rendered":"<p>From product launches to process updates, every organization goes through changes. How do these changes impact your customers? Find out by including Milestones on your EX Dashboard. Add important events and milestones to the trend graphs to understand their impact on metric score changes, then manage all of your milestones in one central location.<\/p>\n<p>Here\u2019s how:<\/p>\n<ol>\n<li>Open the EX Dashboard.<\/li>\n<li>Click on the gear\/settings icon in the right-hand corner.<\/li>\n<li>Select Graph Milestone from the left menu. If you have added Milestones, you&#8217;ll see them listed here.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/10\/EXM1.png\" \/><\/li>\n<li>To add a new milestone, click Create New.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/10\/EXM2.png\" \/><\/li>\n<li>Give your Milestone a name and description and select the date.<\/li>\n<li>Next, choose where on the Dashboard you\u2019d like to display this Milestone.\n<ul>\n<li><strong>All Widgets:<\/strong>\u202fSet the Milestone for all the metric trend graphs in Overview and Comparison tabs.<\/li>\n<li><strong>Selected Widgets:<\/strong> Set the Milestones for only selected trend graphs. Choose the metric trend graphs where this Milestone needs to be shown.<\/li>\n<\/ul>\n<\/li>\n<li>Save<\/li>\n<\/ol>\n<p><strong>Milestone Options <\/strong><\/p>\n<ul>\n<li>Once added, a Milestone will appear on trend graphs as a vertical dotted line.<\/li>\n<li>To view Milestone details, hover over the dotted line.<\/li>\n<li>To hide a Milestone from the trend graph, click on the three dots and then click Milestones to make your choice.\n<ul>\n<li>Click Hide next to Milestone to hide it completely.<\/li>\n<li>Click Hide next to Milestone Grid Line to remove the vertical line.<\/li>\n<li>Click Manage Milestones to review settings for all Milestones.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/10\/EXM3.png\" \/><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>From product launches to process updates, every organization goes through changes. How do these changes impact your customers? Find out by including Milestones on your EX Dashboard. Add important events and milestones to the trend graphs to understand their impact on metric score changes, then manage all of your milestones in one central location. Here\u2019s how: Open the EX Dashboard. Click on the gear\/settings icon in the right-hand corner. Select Graph Milestone from the left menu. If you have added Milestones, you&#8217;ll see them listed here. To add a new milestone, click Create New. Give your Milestone a name and description and select the date. Next, choose where on the Dashboard you\u2019d like to display this Milestone. All Widgets:\u202fSet the Milestone for all the metric trend graphs in Overview and Comparison tabs. Selected Widgets: Set the Milestones for only selected trend graphs. Choose the metric trend graphs where this Milestone needs to be shown. Save Milestone Options Once added, a Milestone will appear on trend graphs as a vertical dotted line. To view Milestone details, hover over the dotted line. To hide a Milestone from the trend graph, click on the three dots and then click Milestones to make your choice. Click Hide next to Milestone to hide it completely. Click Hide next to Milestone Grid Line to remove the vertical line. Click Manage Milestones to review settings for all Milestones.<\/p>\n","protected":false},"author":30,"featured_media":0,"parent":0,"menu_order":651,"comment_status":"closed","ping_status":"closed","template":"faq_php.php","meta":{"footnotes":""},"categories":[435],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Manage Important Milestones in EX Dashboard | Sogolytics<\/title>\n<meta name=\"description\" content=\"How do key events impact your employees&#039; experiences? From new releases and rebrands to product changes and trainings, get the scoop with milestones!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Manage Important Milestones in EX Dashboard | Sogolytics\" \/>\n<meta property=\"og:description\" content=\"How do key events impact your employees&#039; experiences? From new releases and rebrands to product changes and trainings, get the scoop with milestones!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-17T11:21:19+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/\",\"name\":\"Manage Important Milestones in EX Dashboard | Sogolytics\",\"isPartOf\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\"},\"datePublished\":\"2024-10-05T14:45:30+00:00\",\"dateModified\":\"2026-04-17T11:21:19+00:00\",\"description\":\"How do key events impact your employees' experiences? From new releases and rebrands to product changes and trainings, get the scoop with milestones!\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sogolytics.com\/help\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Manage Milestones in EX\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\",\"url\":\"https:\/\/www.sogolytics.com\/help\/\",\"name\":\"Sogolytics\",\"description\":\"Sogolytics - Online Survey Tool\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.sogolytics.com\/help\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Manage Important Milestones in EX Dashboard | Sogolytics","description":"How do key events impact your employees' experiences? From new releases and rebrands to product changes and trainings, get the scoop with milestones!","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/","og_locale":"en_US","og_type":"article","og_title":"Manage Important Milestones in EX Dashboard | Sogolytics","og_description":"How do key events impact your employees' experiences? From new releases and rebrands to product changes and trainings, get the scoop with milestones!","og_url":"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/","og_site_name":"Sogolytics","article_modified_time":"2026-04-17T11:21:19+00:00","twitter_card":"summary","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/","url":"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/","name":"Manage Important Milestones in EX Dashboard | Sogolytics","isPartOf":{"@id":"https:\/\/www.sogolytics.com\/help\/#website"},"datePublished":"2024-10-05T14:45:30+00:00","dateModified":"2026-04-17T11:21:19+00:00","description":"How do key events impact your employees' experiences? From new releases and rebrands to product changes and trainings, get the scoop with milestones!","breadcrumb":{"@id":"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.sogolytics.com\/help\/how-to-manage-ex-milestones\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.sogolytics.com\/help\/"},{"@type":"ListItem","position":2,"name":"Manage Milestones in EX"}]},{"@type":"WebSite","@id":"https:\/\/www.sogolytics.com\/help\/#website","url":"https:\/\/www.sogolytics.com\/help\/","name":"Sogolytics","description":"Sogolytics - Online Survey Tool","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.sogolytics.com\/help\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"seo_meta_info":{"yoast_noindex":"","rankmath_noindex":"","yoast_title":"Manage Important Milestones in EX Dashboard | Sogolytics","yoast_desc":"How do key events impact your employees' experiences? From new releases and rebrands to product changes and trainings, get the scoop with milestones!","rankmath_title":"Manage Milestones in EX","rankmath_desc":"From product launches to process updates, every organization goes through changes. How do these changes impact your customers? Find out by including Milestones on your&hellip;"},"_links":{"self":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/63324"}],"collection":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/comments?post=63324"}],"version-history":[{"count":2,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/63324\/revisions"}],"predecessor-version":[{"id":66192,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/63324\/revisions\/66192"}],"wp:attachment":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/media?parent=63324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/categories?post=63324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/tags?post=63324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}