To add a collaborator to this project you will need to use the Relish gem to add the collaborator via a terminal command. Soon you'll be able to also add collaborators here!
More about adding a collaboratorGenerate commercial metrics
In order to track the success of our commercial offerings
As a member of the commercial team
I want to generate various important metrics for display on a dashboard
- Background
-
- Given
- that it's 2013-06-01 14:00
- And
-
the following opportunities exist in CapsuleCRM with paid invoices in Xero if closed:
organisation stage likelihood value duration close_in_x_weeks opened_x_days_ago company A Invoiced 100% 60000 1 -10 200 company B Invoiced 100% 40000 2 -30 300 company C Proposal 50% 50000 3 20 150 company D Contract 70% 30000 3 10 120 company E Lost 0% 50000 2 3 110 company F Prospect 10% 10000 1 60 80 company G Qualified 30% 20000 2 40 70 company H Forecast 90% 20000 3 200 60
- Scenarios
-
- Total pipeline for current year and next three years
- Weighted pipeline
- Average age of opportunity on capsule
- Count old opportunities on capsule
- Email about old opportunities
- Total pipeline for current year and next three years
-
- Then
-
the following data should be stored in the "total-pipeline" metric
{ "2013-01-01/2013-12-31": 190000, "2013-01-01/2015-12-31": 220000 } - When
- the pipeline job runs
- Weighted pipeline
-
- Then
-
the following data should be stored in the "weighted-pipeline" metric
{ "2013-01-01/2013-12-31": 46000, "2013-01-01/2015-12-31": 53000 } - When
- the pipeline job runs
- Average age of opportunity on capsule
-
- Then
-
the following data should be stored in the "average-opportunity-age" metric
96 - When
- the opportunity age monitor job runs
- Count old opportunities on capsule
-
- Then
-
the following data should be stored in the "old-opportunity-count" metric
2 - When
- the opportunity age monitor job runs
- Email about old opportunities
-
- When
- the opportunity reminder job runs
- Then
- "[email protected]" should receive an email with subject "Old opportunity reminder: 150 days old"
- And
- "[email protected]" should receive an email with subject "Old opportunity reminder: 120 days old"
- When
- I open the email with subject "Old opportunity reminder: 150 days old"
- And
- I should see /http://theodi.capsulecrm.com/opportunity/[0-9]+\./ in the email body
- Then
- I should see "company C" in the email body
- When
- I open the email with subject "Old opportunity reminder: 120 days old"
- And
- I should see /http://theodi.capsulecrm.com/opportunity/[0-9]+\./ in the email body
- Then
- I should see "company D" in the email body
Last published over 7 years ago by Tech Team.