Pathways & Processes User Guide

1. Open Milestones

From the sidebar, click Configuration to expand the blade, then select Milestones (second tab).

2. Click Import from Catalog

This opens the list of suggested milestones associated with your tracked records.

3. Select and import

Choose the milestones relevant to your analysis and click Import Selected. Confirm the prompt to proceed.

4. Milestones are staged

Selected milestones will appear with the status Staged for Processing.

5. Process the milestones

Click Process Events, then select Update Pathways from the dropdown. This begins processing events and includes the selected milestones in your pathway analysis.

1. Navigate to Pathways

Select the Pathways module from the sidebar. Pathways are displayed by default from most to least orders.

2. Click Filter Pathways

Expand the Pathway Criteria panel to view all available filters.

3. Apply Basic Filters (optional)

Includes Milestone, Excludes Milestone, Employee, Pathway ID, Customer, Subsidiary, or Time Frame.

4. Apply Advanced Filters (optional)

Apply additional filter conditions to refine your results further.

5. Click Update

Saves your filters and renders the updated results.

Population Metrics

A high-level summary across all pathways returned based on your filters. Descriptions for each metric are below:

↳ Pathways

Number of unique pathways returned based on your filters.

↳ Orders

Number of unique orders following each pathway.

↳ Median Cycle Time

The middle value of cycle time across all pathways.

↳ Average Cycle Time

The mean cycle time across all pathways.

↳ Avg Rework (Field)

Average number of times a field was reworked across all pathways.

Individual Pathway Metrics

Metrics for a single pathway, aggregated across all its orders. Click any metric to drill down for more details, such as the full order list.

Pathway Milestone Segments

Hover over any milestone segment to see its cycle times.

1. Navigate to Process Pulse

Navigate to the Cycle Times module to access Process Pulse.

2. Click + Create Your First Process Measurement

3. Enter a title

Use a descriptive name that reflects the process (e.g., Lead to Cash).

4. Select milestones

Choose between 2 and 11 milestones that reflect the actual sequence in your data (e.g., Opportunity Created → Sales Order Created → Invoice Created). I Milestone order matters. The sequence must reflect how events actually occur in your data, not just how they appear in the system.

5. Apply filters (optional)

Refine the population using Includes, Excludes, Employees, Customers, Subsidiary, and Time Frame filters.

6. Define the time frame

Set a date range. The measurement will start at your first milestone and end at your last.

7. Review and save

Review the Population Metrics summary, then click Save to generate the aggregated snapshot.

Pathways

Number of distinct workflows matching your selected criteria. Drilling into this metric displays all unique pathways.

Orders

Total volume of orders within the selected population. Drilling into this metric displays all associated orders.

Select any of the following metrics to open its detailed view, where you can explore the data using a Scatter Plot, Histogram, or a Detailed Order Table.

Med Cycle Time

Median time between the first and last milestone, reflects typical process duration.

Avg Rework

Average number of times steps were repeated or modified per order, surfacing potential inefficiencies.

Segmentations

Click any pathway segment to expand median and average cycle times between two milestones for deeper analysis.

1. Navigate to Point-to-Point

Navigate to the Cycle Times module to access Point-to-Point

2. Click + Point-to-Point to create a new measurement

3. Enter a title

Use a name that clearly describes the segment (e.g., Invoice Created to Paid).

4. Select From and To milestones

Choose the starting and ending milestone for the segment you want to measure.

5. Apply filters (optional)

Narrow results by Includes, Excludes, Employees, Customers, Subsidiary, or Time Frame.

6. Define the time frame

The date range starts at the From milestone and ends at the To milestone.

7. Set a Goal (optional)

Define a target cycle time to benchmark performance and track efficiency improvements.

8. Set an Exception (optional)

Specify a cycle time threshold. Records that exceed it will be flagged in the exception report.

9. Review and save

Review the Population Metrics summary, then click Save.

Median

The median time to complete the selected segment across all applicable records.

Average

The mean time taken to complete the selected segment.

Goal

Your target cycle time for this segment, used as a benchmark to track progress.

Exceptions

Records where the cycle time exceeded your defined threshold, flagged for follow-up.

CTA Time Frame

The date range in which the Point-to-Point measurement occurred.

CTA Count

Total number of CTA instances for the selected Point-to-Point (interval between two milestones). Some orders may include multiple instances.

Select any metric to open a detailed view, offering three ways to interact with the data:

Scatter Plot

Visualize individual cycle times, useful for spotting trends and outliers.

Histogram

Understand how cycle times are distributed and how frequently each range occurs.

Detailed Table

Lists orders with customer details, timestamps, and Point-to-Point cycle time; some orders may have multiple CTA instances.