Story 1.7.3.4. CRM. User tab “Goals and plans” Business manager view mode

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

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=48955-30177&t=mJQgo0Qmhp3N3fm5-4

Acceptance criteria

01

Given: open CRM user view page

When: click on the tab “Goals and plans“ first time
AND the team wasn’t plan any goals yet

Then: see the tab with my team and preset goals (hardcoded)
AND prefilter current week

image-20240711-071658.png

02

Given: open CRM user view page

When: click on the tab “Goals and plans“ with a lot of data

Then: see preloader

image-20240705-140522.png

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)

04

Given: tab “Goals and plans“
AND row with team member

When: 60 completed goals
AND 54 planned goals

Then: see the percentage 111%

image-20240711-071919.png

05

Given: tab “Goals and plans“
AND row with team member

When: 60 completed goals
AND 118 planned goals

Then: see percentage 51% (50.8 rounded)

06

Given: tab “Goals and plans“
AND row with team member

When: 0 completed goals
AND 118 planned goals

Then: see 118

07

Given: tab “Goals and plans“
AND row with team member

When: 118 completed goals
AND 118 planned goals

Then: see 118 / 118 and percentage 100%

08

Given: tab “Goals and plans“
AND section “Waiting for approval“

When: select undo changes

Then: last changes is back to previous number
OOS – AND do we need any notifications for team member?

09

Given: tab “Goals and plans“
AND section “Waiting for approval“

When: select Accept all

Then: all requests from the team member are applied
AND changed from yellow background to green
OOS – AND do we need any notifications for team member?

10

Given: tab “Goals and plans“
AND section “Waiting for approval“

When: select Decline all

Then: all requests from the team member aren’t applied
OOS – AND do we need any notifications for team member?

11

Given: tab “Goals and plans“
AND section “Waiting for approval“

When: click to any cell for edit
AND changed the number
AND click outside the cell OR press enter

Then: the number is changed
AND background of the cell is changed to green
OOS – AND do we need any notifications for team member?

image-20240719-054850.png

12

Given: tab “Goals and plans“
AND section “Waiting for approval“

When: click on the cell with request (yellow background)
AND changed the number manually

Then: the number is changed
AND background of the cell is changed to green
OOS – AND do we need any notifications for team member?

image-20240719-060556.png

13

Given: tab “Goals and plans“
AND no request from employees

Then: section “Waiting for approval“ is not shown

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