Analytics Onboarding Pre-Requisites

Pre-requisites for onboarding to Milestone Analytics

Welcome to Milestone Analytics. To ensure smooth onboarding of your business we have prepared a checklist of items that you need to provide to your Customer Success Manager (CSM). These details help us expedite your onboarding and optimize your experience on Milestone Analytics.

Business Information

  • Business Name:
  • URL:
  • The names and email addresses of users who need access to Milestone Presence Cloud

Google Analytics

Google Tag Manager


Next Steps

Once you have shared the required information with your account manager or onboarding contact, the setup team will complete the configuration in the platform so Analytics can begin capturing and displaying your data.

Tip for Agencies: When onboarding multiple businesses, collect all required access details (GA, GTM, and user emails) in a single spreadsheet before handover. This speeds up configuration and minimizes back-and-forth.