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DASH TEST-DASH-001 UC: UC-2.1

View Sales Activity Dashboard

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Prerequisites

  • User is logged in

Test Credentials

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

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to the Dashboard (this is the default landing page after login)
Dashboard page loads with KPI cards, charts, and activity modules
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2
Verify KPI cards display at the top: Total Appointments, Total Calls, Total Emails Sent, each showing a value and a % to quota indicator
Three KPI cards are visible with numeric values and percentage-to-quota metrics
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3
Verify the Activity Chart displays as a line chart with a daily breakdown over the selected period
Line chart renders with data points for each day, showing activity trends
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4
Verify the Engagement Heatmap displays activity intensity by day of week and time of day
Heatmap grid renders with color-coded cells indicating activity density
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5
Verify the Upcoming Activities module displays a list of scheduled activities
Upcoming activities are listed with dates, types, and associated contacts/companies
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6
Verify the Most Contacted module displays top companies and contacts
Most contacted companies and contacts are listed with interaction counts
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7
Verify the Scheduled Appointments module displays upcoming appointments
Scheduled appointments are listed with dates, times, and participants
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8
Verify the data displayed is scoped to your role (Sales Rep sees only own data; Managers see team data; Admin sees all)
Data scope matches the logged-in user’s role and permissions
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Acceptance Criteria

Filter Dashboard by Team/Rep/Date →