DASH TEST-DASH-002 UC: UC-2.2

Filter Dashboard by Team/Rep/Date

Userback Reference: Loading...

Prerequisites

Role: Sales Manager

Email: t.gentry.test@circlemsp.com

Password: MyPassw0rd123!

# Action Expected Result Screenshot Result

Locate the Team dropdown filter at the top of the dashboard

Team dropdown is visible and populated with available teams

Select a Team from the dropdown

The Rep dropdown updates to show only reps assigned to the selected team

Select a specific Rep from the Rep dropdown (or leave as “All”)

Rep selection is accepted

Select a date range using the date filter (e.g., Last 30 Days, This Quarter, or set a custom date range)

Date range is applied to the filter

Observe the dashboard refreshing – KPI cards, Activity Chart, Engagement Heatmap, and all modules should update via HTMX

All dashboard modules refresh without a full page reload, reflecting the selected team, rep, and date filters

Change the filters again (select a different team or date range) and verify the dashboard updates accordingly

Dashboard modules update dynamically to reflect the new filter selections