Content
General info
The "Goals and Plans" tab provides business managers with access to the goals and plans relevant to their role. Business managers can view their sales targets, client management plans, and progress on key business initiatives.
User story
As a [Business Manager],
I want to view my goals and plans on the User View Page,
So that I can track my sales and client management progress.
Visual design
Acceptance criteria |
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01 |
Given: open CRM user view page When: click on the tab “Goals and plans“ first time Then: see the tab with my team and preset goals (hardcoded) |
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02 |
Given: open CRM user view page When: click on the tab “Goals and plans“ with a lot of data Then: see preloader |
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03 |
Given: open CRM user view page When: click on the tab “Goals and plans“ Then: see the goals of the team: Requests – Compare the default numbers of goals with the actual progress of the taken user for the taken period of time. Requests are the launched processes (hardcoded goal 0 for the month) Sharings – See previous comment, + shared to the company processes at the taken period of time (hardcoded goal 0 for the month) Invitations – See previous comment, + number of Interviews recorded in the processes (hardcoded goal 0 for the month) ROCKED – how many rocked statuses are achieved by this consultant (hardcoded goal 0 for the month) KT – how many KT phases are completed (if the consultant on phase KT3 means that he successfully completed two KTs) (hardcoded goal 0 for the month) |
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04 |
Given: tab “Goals and plans“ When: 60 completed goals Then: see the percentage 111% |
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05 |
Given: tab “Goals and plans“ When: 60 completed goals Then: see percentage 51% (50.8 rounded) |
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06 |
Given: tab “Goals and plans“ When: 0 completed goals Then: see 118 |
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07 |
Given: tab “Goals and plans“ When: 118 completed goals Then: see 118 / 118 and percentage 100% |
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08 |
Given: tab “Goals and plans“ When: select undo changes Then: last changes is back to previous number |
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09 |
Given: tab “Goals and plans“ When: select Accept all Then: all requests from the team member are applied |
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10 |
Given: tab “Goals and plans“ When: select Decline all Then: all requests from the team member aren’t applied |
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11 |
Given: tab “Goals and plans“ When: click to any cell for edit Then: the number is changed |
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12 |
Given: tab “Goals and plans“ When: click on the cell with request (yellow background) Then: the number is changed |
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13 |
Given: tab “Goals and plans“ Then: section “Waiting for approval“ is not shown |





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