---
title: "Deal Monitoring and Milestone Tracking"
slug: "deal-monitoring-and-milestone-tracking-1"
updated: 2025-07-15T17:32:16Z
published: 2025-04-29T12:57:12Z
canonical: "help.getbuilt.com/deal-monitoring-and-milestone-tracking-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Monitoring and Milestone Tracking

### **Overview**

Deal Monitoring provides a comprehensive, interactive interface to track all milestones within an individual deal. This ensures deal-specific visibility into key events and deadlines while enabling timely updates and risk mitigation actions.

### **Using the Deal Monitoring Grid View**

#### **Description**

Located on the **“Monitoring”** tab of a Deal page, this grid displays all monitored milestones and includes fields such as name, due date, assignee, and status. Milestones can be updated directly within the grid or through a detailed side sheet.

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### **Step-by-Step Instructions:**

**Step 1: Navigate to the Deal Page**

Select a deal from your portfolio list or search by name.

**Step 2: Open the Monitoring Tab**

Click the **“Monitoring”** tab to view milestones for this deal.

**Step 3: View Milestones**

Each row includes:

- Milestone Name
- Type
- Due Date
- Assignee
- Status

**Step 4: Filter by Milestone Attributes**

Use column filters or tabs to filter by:

- Milestone Type
- Name
- Date
- Assignee
- Status

**Step 5: Edit Milestones**

Click any row to access the side sheet, allowing:

- Status updates
- Assignee changes
- Note entry
- Attachments upload
- Archiving/restoring milestones

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### **Advanced Use: Notifications & Time-Based Triggers**

- **Status Automation**: Milestones automatically move to “In Progress” when the start date is reached and to “Overdue” if the due date passes without resolution.
- **Notifications**: Assigned stakeholders are notified via email when milestones approach or pass deadlines, or when their status changes.
- **Watchers**: Additional named stakeholders can be added as watchers to receive updates without assignment.

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### FAQ

#### What is Deal Monitoring?

Deal Monitoring provides an interactive interface to track all milestones within an individual deal, ensuring visibility into key events and deadlines.

#### Where can I find the Deal Monitoring Grid View?

The Deal Monitoring Grid View is located on the 'Monitoring' tab of a Deal page.

#### What information is displayed in the Deal Monitoring Grid?

The grid displays monitored milestones including fields such as milestone name, type, due date, assignee, and status.

#### Can I edit milestones directly in the grid?

Yes, milestones can be updated directly within the grid or through a detailed side sheet.

#### What notifications are sent regarding milestones?

Assigned stakeholders receive email notifications when milestones approach or pass deadlines, or when their status changes.