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OPP TEST-OPP-001 UC: UC-6.1

View Opportunities List (Table View)

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Prerequisites

  • User is logged in
  • Opportunities exist in the system

Test Credentials

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

Test Steps

# Action Expected Result Screenshot Result
1
Click Opportunities in the Sales section of the left sidenav
Opportunities list page loads in table view
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2
Verify the table displays sortable columns: Name, Company, Value, Stage, Close Date, Owner
All six columns are visible with column headers
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3
Verify KPI widgets display at the top of the page (e.g., Total Pipeline Value, Weighted Value, Win Rate)
KPI widgets render with numeric values above the table
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4
Verify the data shown is scoped to your role (Sales Rep sees only own opportunities)
Opportunities listed belong to or are visible within your role’s data scope
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5
Click the Name column header to sort alphabetically
Opportunities reorder alphabetically by name (A-Z)
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6
Click the Value column header to sort by value
Opportunities reorder by value (ascending or descending depending on click)
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Acceptance Criteria

View Opportunities (Kanban View) →