Onboarding Milestone Grid — Customers Moving Through Stages (Infographic)
Best for: a delivery team tracking many accounts in one view by milestone Avoid when: the reader follows a single account (use a timeline) Answers: how many accounts sit at each milestone, and what that milestone requires
infographic list-grid-progress-card
theme
colorPrimary #2b66c4
palette
- #2b66c4
- #2f9e44
- #f3a33c
- #d1242f
- #7048e8
- #0f9b9b
- #c16f8a
- #7c5a3d
data
title Implementation Milestones
desc 24 accounts across four stages
lists
- label Kick-off complete
desc 9 accounts
- label Data connected
desc 7 accounts
- label Pilot live
desc 5 accounts
- label Handover to CSM
desc 3 accountsData Shape
lists of stages with a count in desc. The progress-card layout gives each item a bar, so use the desc
to carry the number the bar would otherwise imply.
Key Options
| Option | Effect |
|---|---|
infographic list-grid-progress-card |
Cards with progress bars |
list-grid-circular-progress |
Ring instead of bar — easier to scan in a grid |
list-grid-compact-card |
Drop the progress primitive when numbers are not tracked |
Pitfalls
- ❌ Percentages that do not correspond to reality → ✅ state the actual count; the card shows movement
- ❌ Stage names invented per project → ✅ fixed stage vocabulary keeps cohorts comparable
- ❌ Ten stages → ✅ four or five stages per implementation method
Alternatives
| Variant | Use instead |
|---|---|
| Individual task progress | onboarding-task-progress.md |
| Stage-by-stage customer journey | customer-onboarding-journey.md |
| Programme status with owners | program-status-ribbons.md |