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DASH TEST-DASH-001 UC: UC-DASH-001

Sales Rep Dashboard

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Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Log in as Sales Rep
Dashboard loads
Step 1 screenshot
2
Verify dashboard title
Shows rep-appropriate view
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3
Verify “My Pipeline” widget
Shows personal opportunities only
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4
Verify “Upcoming Activities” widget
Shows scheduled activities
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5
Verify “Tasks Due Today” widget
Shows personal tasks
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6
Verify “Revenue Forecast” widget
Shows personal forecast
Step 6 screenshot
7
Click on opportunity in pipeline
Navigates to opportunity
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Acceptance Criteria

← Manager Dashboard - Team View