Client - Sales Manager:
Hi!
I hope you are doing well. We need to improve our internet sales reports and want to move from static reports to visual dashboards. Essentially, we want to focus it on how much we have sold of what products, to which clients and how it has been over time.
Seeing as each sales person works on different products and customers it would be beneficial to be able to filter them also.
We measure our numbers against budget so I added that in a spreadsheet so we can compare our values against performance. The budget is for 2021 and we usually look 2 years back in time when we do analysis of sales.
Let me know if you need anything else!
- Reporter: Sales Manager
- Value: Visual dashboard reports for enhanced sales reporting
- Necessary Systems: Power BI, CRM System
- Additional Information: Budget contained in a spreadsheet
| As A | I want (business request) | So that (Value) | Acceptance criteria |
|---|---|---|---|
| Sales Manager | Visual dashboard for internet sales | I can follow which products sell the most | A dashboard that updates data daily |
| Sales Manager | Visual dashboard for internet sales | I can follow sales progress over time | A dashboard with graphs and KPIs comparing against budget |
| Sales representative | Detailed overview of sales per product | I can look at the performance of each product | A dashboard that can filter data per product |
| Sales representative | Detailed overview of sales per Customer | I can look at the performance of each Customer | A dashboard that can filter data per Customer |