User Story with Acceptance Criteria
User Story with Acceptance Criteria
I. Title:
Enhanced Reporting Dashboard for Sales Team
II. Description:
As a Sales Manager, I want an enhanced reporting dashboard so that I can easily track sales performance metrics and generate insightful reports to make informed decisions.
III. Acceptance Criteria:
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Dashboard Layout:
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Given I am logged into the sales management system,
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When I navigate to the reporting section,
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Then I should see an enhanced dashboard with customizable widgets for sales metrics, including total sales, sales by region, top-performing products, and sales trends.
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Customizable Widgets:
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Given I am viewing the enhanced dashboard,
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When I select the option to customize widgets,
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Then I should be able to add, remove, or rearrange widgets according to my preferences.
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Data Filtering:
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Given I am on the enhanced dashboard,
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When I apply filters for date ranges, regions, or product categories,
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Then the displayed data should update to reflect the selected filters.
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Export Functionality:
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Given I have generated a report on the dashboard,
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When I choose the export option,
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Then I should be able to download the report in various formats, including PDF, Excel, and CSV.
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Performance Metrics:
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Given the enhanced dashboard is live,
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When I view the sales metrics,
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Then the data should be updated in real-time, with no more than a 5-minute delay from the actual sales data.
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User Access:
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Given I am an authorized Sales Manager,
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When I access the enhanced dashboard,
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Then I should have the ability to view and interact with all the features, while regular sales team members should have limited access based on their roles.
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IV. Definition of Done:
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The dashboard has been designed and implemented according to the requirements.
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All acceptance criteria are met and tested.
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The feature has passed user acceptance testing with Sales Managers.
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Documentation for using and customizing the dashboard has been completed and provided.