How to Track Campaign Milestones

Milestones keep your campaign on track by setting clear targets for fundraising, voter contact, and key dates. Track progress and get alerts when deadlines approach.

Milestone Tracker with progress and status indicators

What you'll need

• Admin or Manager role on the campaign

• Key campaign dates (filing deadlines, election day, etc.)

• Goals for fundraising and voter contact

Types of Milestones

Pulsar supports several milestone types:

Date-Based Milestones

• Election Day - The ultimate deadline

• Filing Deadlines - Campaign finance reports

• Early Voting Start - When GOTV intensifies

• Mail Ballot Deadline - Last day for mail-in votes

Goal-Based Milestones

• Fundraising Targets - Dollar amounts by specific dates

• Voter Contact Goals - Number of voters reached

• Volunteer Recruitment - Team building targets

• Event Attendance - RSVPs or turnout goals

Creating Milestones

Open Milestone Tracker

Go to Campaign Plan and click the Milestones tab.

Add a Milestone

Click Add Milestone and fill in:

• Title - Clear, descriptive name

• Type - Date-based or goal-based

• Target Date - When it should be achieved

• Target Value - For goal-based: the number to reach

• Description - Additional context or notes

Create a new milestone with target date and goal

Set Reminder Notifications

Configure when you'll be reminded:

• 1 week before deadline

• 3 days before deadline

• Day of deadline

• When 80% of goal is reached

Work Backward

Start with Election Day and work backward to set intermediate milestones. This ensures your pacing supports your ultimate goal.

Tracking Progress

For goal-based milestones, Pulsar automatically tracks progress:

• Fundraising milestones - Connected to donation data

• Voter contact milestones - Connected to canvass and calling data

• Volunteer milestones - Connected to team member count

The milestone card shows:

• Progress bar (percentage complete)

• Current value vs. target

• Days remaining until deadline

• On-track or at-risk indicator

At-Risk Milestones

Milestones turn yellow when progress is behind pace, and red when severely at risk. Address these immediately to get back on track.

Milestone Calendar View

Switch to calendar view to see all milestones on a timeline. This helps visualize:

• Milestone clustering (busy periods)

• Gaps that might need additional goals

• Relationship between different milestone types

Calendar view of all campaign milestones

Next Steps

• Understanding the Progress Dashboard

• Setting Fundraising Goals

• Viewing Your Campaign Briefing