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:

1. Dashboard Layout:

   • Given I am logged into the sales management system,

   • When I navigate to the reporting section,

   • 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.

2. Customizable Widgets:

   • Given I am viewing the enhanced dashboard,

   • When I select the option to customize widgets,

   • Then I should be able to add, remove, or rearrange widgets according to my preferences.

3. Data Filtering:

   • Given I am on the enhanced dashboard,

   • When I apply filters for date ranges, regions, or product categories,

   • Then the displayed data should update to reflect the selected filters.

4. Export Functionality:

   • Given I have generated a report on the dashboard,

   • When I choose the export option,

   • Then I should be able to download the report in various formats, including PDF, Excel, and CSV.

5. Performance Metrics:

   • Given the enhanced dashboard is life,

   • When I view the sales metrics,

   • Then the data should be updated in real-time, with no more than a 5-minute delay from the actual sales data.

6. User Access:

   • Given I am an authorized Sales Manager,

   • When I access the enhanced dashboard,

   • 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.

IV. Definition of Done:

• The dashboard has been designed and implemented according to the requirements.

• All acceptance criteria are met and tested.

• The feature has passed user acceptance testing with Sales Managers.

• Documentation for using and customizing the dashboard has been completed and provided.

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