Percent of Accounts Completing Key Activation Milestones¶

Definition¶

Percent of Accounts Completing Key Activation Milestones measures the proportion of accounts that reach predefined, high-value activation checkpoints. It helps determine whether users are progressing toward long-term adoption.

Description¶

Percent of Accounts Completing Key Activation Milestones is a crucial indicator of onboarding depth and product adoption momentum, reflecting how well users are progressing through a sequence of meaningful, value-creating actions — not just surface-level engagement.

The relevance and interpretation of this metric shift depending on the model or product:

In CRM or B2B SaaS, milestones might include importing data, assigning leads, or completing pipeline setup
In collaboration tools, it highlights shared document creation, commenting, and team invites
In developer tools or APIs, it may involve setting up keys, triggering requests, or completing integrations

A rising trend signals that onboarding flows are working, and users are unlocking deeper value over time. A stall at any stage often reveals UX friction, unclear next steps, or motivation drop-off. By segmenting by milestone, user type, or product plan, teams can uncover where users get stuck and tailor interventions — from tooltips to enablement content.

Percent of Accounts Completing Key Activation Milestones informs:

Strategic decisions, like roadmap prioritization based on friction points
Tactical actions, such as contextual in-product prompts or milestone checklists
Operational improvements, including journey mapping and flow simplification
Cross-functional alignment, by helping product, growth, and success teams focus on progression, not just login-based metrics

Key Drivers¶

These are the main factors that directly impact the metric. Understanding these lets you know what levers you can pull to improve the outcome

Clarity of Milestone Definition Across Teams: If marketing, sales, product, and CS define activation differently, messaging and support will misalign. Everyone must work from a shared activation model.
Cross-User Engagement in the First 14 Days: Key milestones often require more than one user or role. Accounts that activate tend to show early signs of multi-role collaboration.
Early Wins and Momentum Building: When accounts experience small, meaningful wins early on, they’re more likely to push through to the big milestone. Without these, motivation fades.

Improvement Tactics & Quick Wins¶

Actionable ideas to optimize this KPI, from fast, low-effort wins to strategic initiatives that drive measurable impact.

If milestone completion is lagging, break it into smaller steps and celebrate progress along the way (e.g., “You’ve launched your first workflow — next up: invite your team!”).
Add real-time milestone trackers to the onboarding dashboard, showing progress and upcoming steps.
Run an A/B test offering live onboarding sessions to high-potential accounts, and track milestone completion impact.
Refine automated onboarding sequences to focus only on milestone-relevant steps, cutting out anything that doesn’t drive activation.
Partner with CS or sales engineers to co-pilot milestone setup for strategic accounts — especially if technical setup is required.

Required Datapoints to calculate the metric
- New Accounts: Accounts entering the onboarding or early-use phase.
- Milestone Completion Logs: Event tracking for each activation milestone.
- Qualified Accounts: Number completing at least one or all milestones.
Example to show how the metric is derived

A team collaboration tool defines 3 activation milestones: 1. Create a workspace 2. Invite a teammate 3. Share a file
- New Accounts: 600
- Accounts Completing All Milestones: 360
- Formula: (360 ÷ 600) × 100
- Result: 60%

Formula¶

Formula

\[ \mathrm{Percent\ of\ Accounts\ Completing\ Key\ Activation\ Milestones} = \left( \frac{\mathrm{Accounts\ Hitting\ Milestones}}{\mathrm{Total\ Accounts}} \right) \times 100 \]

Data Model Definition¶

How this KPI is structured in Cube.js, including its key measures, dimensions, and calculation logic for consistent reporting.

AccountsMilestoneCompletionLogs

cube('Accounts', {
  sql: `SELECT * FROM accounts`,

  joins: {
    MilestoneCompletionLogs: {
      relationship: 'hasMany',
      sql: `${CUBE}.id = ${MilestoneCompletionLogs}.account_id`
    }
  },

  measures: {
    totalAccounts: {
      sql: `id`,
      type: 'count',
      title: 'Total Accounts',
      description: 'Total number of new accounts entering the onboarding phase.'
    },
    qualifiedAccounts: {
      sql: `id`,
      type: 'countDistinct',
      title: 'Qualified Accounts',
      description: 'Number of accounts completing at least one key activation milestone.'
    },
    percentQualified: {
      sql: `100.0 * ${qualifiedAccounts} / NULLIF(${totalAccounts}, 0)`,
      type: 'number',
      title: 'Percent of Accounts Completing Key Activation Milestones',
      description: 'Proportion of accounts that reach predefined, high-value activation checkpoints.'
    }
  },

  dimensions: {
    id: {
      sql: `id`,
      type: 'string',
      primaryKey: true,
      title: 'Account ID',
      description: 'Unique identifier for each account.'
    },
    createdAt: {
      sql: `created_at`,
      type: 'time',
      title: 'Account Creation Date',
      description: 'The date when the account was created.'
    }
  }
});

cube('MilestoneCompletionLogs', {
  sql: `SELECT * FROM milestone_completion_logs`,

  measures: {
    totalMilestonesCompleted: {
      sql: `id`,
      type: 'count',
      title: 'Total Milestones Completed',
      description: 'Total number of milestones completed by accounts.'
    }
  },

  dimensions: {
    id: {
      sql: `id`,
      type: 'string',
      primaryKey: true,
      title: 'Log ID',
      description: 'Unique identifier for each milestone completion log.'
    },
    accountId: {
      sql: `account_id`,
      type: 'string',
      title: 'Account ID',
      description: 'Identifier for the account associated with the milestone completion.'
    },
    milestoneName: {
      sql: `milestone_name`,
      type: 'string',
      title: 'Milestone Name',
      description: 'Name of the completed milestone.'
    },
    completionDate: {
      sql: `completion_date`,
      type: 'time',
      title: 'Completion Date',
      description: 'The date when the milestone was completed.'
    }
  }
});

Note: This is a reference implementation and should be used as a starting point. You’ll need to adapt it to match your own data model and schema

Positive & Negative Influences¶

Negative influences

Factors that drive the metric in an undesirable direction, often signaling risk or decline.
- Clarity of Milestone Definition Across Teams: When different teams have varying definitions of activation milestones, it leads to inconsistent messaging and support, reducing the percentage of accounts completing key activation milestones.
- Lack of Cross-User Engagement in the First 14 Days: If there is insufficient engagement from multiple users or roles within the first 14 days, it negatively impacts the likelihood of accounts reaching key activation milestones.
- Absence of Early Wins and Momentum Building: Without early, meaningful wins, accounts may lose motivation, decreasing the percentage of accounts completing key activation milestones.
- Inadequate Onboarding Processes: Poor onboarding experiences can confuse or frustrate new users, leading to lower completion rates of key activation milestones.
- Misalignment of Product Features with User Needs: If the product features do not align well with user needs, it can hinder progress towards key activation milestones.
Positive influences

Factors that push the metric in a favorable direction, supporting growth or improvement.
- Clarity of Milestone Definition Across Teams: A shared understanding of activation milestones across teams ensures consistent messaging and support, increasing the percentage of accounts completing key activation milestones.
- Cross-User Engagement in the First 14 Days: High engagement from multiple users or roles within the first 14 days is a strong indicator of accounts reaching key activation milestones.
- Early Wins and Momentum Building: Providing early, meaningful wins helps maintain motivation and increases the likelihood of accounts completing key activation milestones.
- Effective Onboarding Processes: A well-structured onboarding process can enhance user understanding and engagement, leading to higher completion rates of key activation milestones.
- Alignment of Product Features with User Needs: When product features align well with user needs, it facilitates progress towards key activation milestones.

Involved Roles & Activities¶

Involved Roles

These roles are typically responsible for implementing or monitoring this KPI:

Customer Success
Customer Lifecycle Management
Product Management (PM)
Product Marketing (PMM)
UX Designer / Researcher
Activities

Common initiatives or actions associated with this KPI:

Onboarding Flow Optimization
Retention Campaigns
Lifecycle Marketing
Success Path Mapping

Funnel Stage & Type¶

AAARRR Funnel Stage

This KPI is associated with the following stages in the AAARRR (Pirate Metrics) funnel:

Activation
Retention
Type

This KPI is classified as a Lagging Indicator. It reflects the results of past actions or behaviors and is used to validate performance or assess the impact of previous strategies.

Supporting Leading & Lagging Metrics¶

Leading

These leading indicators influence this KPI and act as early signals that forecast future changes in this KPI.
- Activation Rate: Higher Activation Rate signals that more users are experiencing initial value quickly, which strongly predicts a greater percent of accounts completing key activation milestones in the near future.
- Product Qualified Accounts: The number of Product Qualified Accounts (PQAs) forecasts which accounts are most likely to reach and complete key activation milestones, as PQAs reflect readiness for deeper engagement.
- Onboarding Completion Rate: A high Onboarding Completion Rate is an early indicator that users are progressing smoothly through initial setup, increasing the likelihood they will achieve key activation milestones.
- Customer Health Score: An elevated Customer Health Score, which aggregates usage, engagement, and satisfaction signals, typically precedes more accounts successfully completing activation milestones, as healthier accounts are more engaged and likely to progress.
- Trial-to-Paid Conversion Rate: When more users convert from trial to paid, it suggests effective onboarding and early value realization, which directly influences the percent of accounts that will complete key activation milestones.
Lagging

These lagging indicators confirm, quantify, or amplify this KPI and help explain the broader business impact on this KPI after the fact.
- Activation Cohort Retention Rate (Day 7/30): Measures the percentage of users who return after activation, confirming the effectiveness of key activation milestones and quantifying their impact on ongoing adoption.
- Percent of Accounts with 3+ Activated Users: Indicates deeper, multi-user engagement within accounts, amplifying the business impact of accounts completing key activation milestones by showcasing organizational adoption.
- Activation Conversion Rate: Quantifies what proportion of users who entered onboarding or trial flows ultimately reached activation milestones, directly confirming and explaining variations in the percent of accounts completing key milestones.
- Percent of Accounts Reaching Product-Qualified Lead (PQL) Status: Shows how many accounts meet advanced usage criteria post-activation, explaining the broader business impact and value of accounts that completed key activation milestones.
- Multi-Session Activation Completion Rate: Tracks users who complete activation across several sessions, helping to confirm and contextualize the percent of accounts completing key activation milestones, especially for longer onboarding journeys.