Low-code data visualization

Dashlet

Turn Spreadsheets Into Power Moves

Dashlet transforms raw spreadsheets into interactive dashboards in minutes, empowering small business owners and managers to uncover trends and make decisions without technical skills. Its drag-and-drop canvas and instant chart previews turn cluttered data into clear, actionable visuals—freeing up hours for running the business, not wrangling reports.

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Dashlet

Product Details

Explore this AI-generated product idea in detail. Each aspect has been thoughtfully created to inspire your next venture.

Vision & Mission

Vision
Empower a million non-technical professionals worldwide to effortlessly turn raw data into actionable insights and transformative business decisions.
Long Term Goal
By 2028, enable one million small business owners worldwide to create and act on custom data dashboards in under 15 minutes—no technical expertise required.
Impact
Enables small business owners and managers to create actionable dashboards 70% faster, reducing reporting time from two hours to under 30 minutes and increasing the speed of data-informed decisions, while eliminating the need for technical onboarding or external data analysts.

Problem & Solution

Problem Statement
Small business owners and managers lose hours wrestling with complex dashboard tools or manual spreadsheets, making it difficult to quickly visualize data and share insights—existing solutions are either too technical, inflexible, or slow for real-world business needs.
Solution Overview
Dashlet instantly converts raw spreadsheets into interactive dashboards with a drag-and-drop canvas and real-time chart previews, letting small business owners visualize and share key trends in minutes—no coding, no setup, just actionable insights tailored for fast, confident decision-making.

Details & Audience

Description
Dashlet turns raw spreadsheets into interactive dashboards in minutes, no coding required. Designed for small business owners and managers who need actionable insights fast, it eliminates technical barriers to clear, data-driven decisions. A drag-and-drop canvas with instant chart previews makes building and sharing custom reports effortless—enabling anyone to visualize trends, collaborate easily, and act with confidence.
Target Audience
Small business owners and managers (25-50) needing fast DIY insights from spreadsheets, prioritizing ease over technical detail.
Inspiration
Sitting beside a bakery owner late one night, I watched her wrestle with endless spreadsheet rows, desperate to turn sales figures into a simple chart for her loan application. Frustration clouded her face—she wanted answers, not formulas. In that moment, I realized small business owners shouldn’t need tech skills to understand their data. Dashlet was born to make insights effortless for everyone.

User Personas

Detailed profiles of the target users who would benefit most from this product.

A

Analytic-Advocate Ana

- Age 35 - Nonprofit program manager - BA in social work - $55K annual salary - Urban mid-size city

Background

After years of manually compiling impact reports, she sought a tool to streamline donor presentations and board meetings. Now she frees program time for field work and stakeholder engagement.

Needs & Pain Points

Needs

1. Generate impact reports quickly for donors and board 2. Customize visuals to match nonprofit branding 3. Consolidate multiple data sources into one dashboard

Pain Points

1. Manual donor report assembly drains program time 2. Inconsistent data formats hinder clear storytelling 3. Translating metrics for non-technical stakeholders confuses

Psychographics

- Mission-driven prioritizes social impact metrics - Efficiency-oriented despises manual data wrangling - Collaborative shares insights with diverse stakeholders

Channels

1. LinkedIn Groups professional advice 2. Twitter nonprofit analytics 3. Facebook Manager Network 4. Email sector newsletters 5. Webinars platform training

B

Budget-Brain Blake

- Age 40 - Tech startup CFO - MBA in finance - $150K annual salary - Silicon Valley metro

Background

After leaving corporate finance, he struggled with ad hoc spreadsheet reports; now seeks automated dashboards to impress investors and streamline forecasting.

Needs & Pain Points

Needs

1. Real-time cash flow visualization for investor reports 2. Accurate burn-rate projections under varied scenarios 3. Automated variance alerts for budget discrepancies

Pain Points

1. Constant spreadsheet tweaks slow forecast updates 2. Delayed data entries ruin runway accuracy 3. Non-finance team confusion over technical reports

Psychographics

- Risk-averse forecasts protect company runway - Data-driven insists on precise financial metrics - Time-pressured juggles multiple executive tasks - Investor-focused demands presentation-ready outputs

Channels

1. Slack finance channels daily 2. Zoom investor calls weekly 3. LinkedIn finance forums occasionally 4. Email CFO newsletters monthly 5. Reddit finance technology

S

Social-Savvy Sam

- Age 29 - Marketing manager at online retailer - BA in marketing - $70K salary plus commission - Suburban headquarters

Background

Former social media specialist promoted to manager; now must justify ad budgets through rapid performance insights. Dashlet helps her prove ROI with minimal effort.

Needs & Pain Points

Needs

1. Visualize ROI by channel and keyword 2. Schedule automated performance reports for stakeholders 3. Monitor real-time ad spend thresholds

Pain Points

1. Manual metric gathering delays critical optimizations 2. Multiple dashboards hinder unified campaign view 3. Ad spend overruns due to lack of oversight

Psychographics

- Experiment-driven tests multiple campaign variations - ROI-focused demands clear performance metrics - Tech-curious adopts new analytics tools eagerly

Channels

1. Facebook Ads Manager insights 2. Google Analytics dashboard 3. Slack marketing discussions 4. Email automated reports 5. YouTube tutorial videos

P

Process-Pro Pat

- Age 45 - Operations manager in manufacturing - BS in industrial engineering - $90K salary - Midwest industrial plant

Background

Decades optimizing assembly lines taught her that real-time data prevents costly downtime; now she relies on live dashboards to catch failures immediately.

Needs & Pain Points

Needs

1. Live uptime and downtime tracking 2. Real-time bottleneck identification on dashboard 3. Shift-level performance summary exports

Pain Points

1. Data lag prevents immediate failure response 2. Static spreadsheets hinder live monitoring 3. Correlating historical data with events is cumbersome

Psychographics

- Efficiency-obsessed minimizes waste continuously - Data-driven tweaks improve throughput instantly - Predictive-minded anticipates machine failures proactively

Channels

1. PLC system dashboards constantly 2. Slack operations channel frequently 3. Email performance reports daily 4. SMS downtime alerts instantly 5. On-site visual boards

T

Trend-Tracking Theo

- Age 33 - Boutique clothing store owner - AA in retail management - $85K annual revenue - Urban shopping district

Background

Raised in family-run retail business, he battled manual sales logs; now he relies on automated trend visuals to avoid deadstock and boost profits.

Needs & Pain Points

Needs

1. Heatmaps of best-selling products 2. Inventory turnover ratios by category 3. Seasonal trend comparison visuals

Pain Points

1. Overstocks lead to dead inventory pileup 2. Manual logs hide emerging sales trends 3. Comparing seasons across years is time-consuming

Psychographics

- Trend-sensitive adjusts inventory proactively - Customer-centric values sales heatmaps clearly - Budget-conscious monitors turnover vigilantly

Channels

1. Instagram analytics overview daily 2. POS system exports weekly 3. Email sales summaries Monday 4. WhatsApp vendor chats ongoing 5. Retail webinar recordings monthly

Product Features

Key capabilities that make this product valuable to its target users.

Pattern Pulse

Continuously scans incoming data to detect emerging trends or anomalies in real time and instantly suggests the most impactful chart type, ensuring users capture critical insights the moment they appear.

Requirements

Real-Time Data Ingestion
"As a business manager, I want Pattern Pulse to ingest new data instantly so that I can monitor trends without delay."
Description

Continuously ingest incoming spreadsheet data streams into the Pattern Pulse pipeline with sub-second latency, ensuring new entries are available for analysis immediately after upload. This capability supports uninterrupted real-time monitoring of business metrics and seamless integration with existing data upload workflows by leveraging event-driven architecture and incremental data loading. Expected outcomes include up-to-the-moment insights without manual refreshes or batch processing delays.

Acceptance Criteria
Sub-Second Data Availability
Given a new spreadsheet row is uploaded When the ingestion pipeline receives the event Then the data must be available for Pattern Pulse analysis within 500 milliseconds
Incremental Load Verification
Given an existing dataset When only new rows are added Then Pattern Pulse must ingest only the new rows without reprocessing old entries and reflect them in the dashboard
Event-Driven Architecture Integration
Given the user’s existing upload workflow is configured When a file upload event is triggered Then the ingestion pipeline must automatically pick up and process the data without manual intervention
Continuous Monitoring During High Throughput
Given a high-frequency data upload scenario When 100+ rows arrive per second Then the system must sustain sub-second latency without data loss or backpressure
Error Handling and Recovery
Given a transient ingestion failure occurs When a network interruption happens Then the pipeline must retry ingestion up to three times and log any persistent failures for review
Trend Detection Algorithm
"As a small business owner, I want Pattern Pulse to automatically detect emerging data patterns so that I can respond proactively to important changes."
Description

Implement advanced statistical and machine learning models that scan real-time data for emerging patterns and anomalies, scoring each detection based on significance and historical context. The algorithm must adaptively recalibrate thresholds as data evolves, integrate with the ingestion pipeline, and expose an API for alerting and chart recommendations. Benefits include proactive insight discovery, reduced manual analysis effort, and higher decision-making agility.

Acceptance Criteria
Real-Time Anomaly Detection
Given streaming data input When the algorithm processes each data point Then anomalies are detected within 1 second of arrival and assigned a significance score ≥ predefined threshold
Emerging Trend Identification
Given historical and live data streams When a new pattern emerges spanning 3 or more consecutive data intervals Then the algorithm flags the trend with a score between 0 and 1 and records the start and end timestamps
Adaptive Threshold Recalibration
Given changes in data volume or variance exceeding 20% of historical average When recalibration interval is reached Then the algorithm automatically adjusts detection thresholds within 5 minutes to maintain target false positive rate
Alert API Response
Given a detected anomaly or trend event When an alert API call is made Then the API returns a JSON payload containing eventID, significanceScore, timestamp, and context metadata in under 200ms
Chart Recommendation API
Given a detected pattern event When the recommendation endpoint is invoked Then the API returns the top 3 chart types ranked by relevance along with brief selection rationale
Chart Type Suggestion Engine
"As a user, I want Pattern Pulse to suggest the most appropriate chart type for detected trends so that I can quickly visualize insights."
Description

Develop a suggestion engine that selects the most impactful visualization type for each detected trend or anomaly by mapping data characteristics (e.g., distribution, variance, time series) to optimal chart templates. Integrate this engine within the dashboard UI to provide instant, context-aware chart previews that guide users toward clear insights. Expected outcomes include faster insight generation and reduced guesswork in chart selection.

Acceptance Criteria
Real-Time Anomaly Detection Chart Suggestion
Given an anomaly is detected in incoming data, when the suggestion engine evaluates the anomaly within 2 seconds, then it displays the top three relevant chart type suggestions ranked by relevance score.
Time Series Trend Chart Suggestion
Given a dataset containing time-ordered sales data over at least 30 days, when the suggestion engine processes the data, then it recommends a line chart and displays an instant preview with correctly labeled time axes and data points.
Category Distribution Chart Suggestion
Given a categorical dataset with more than five categories, when the suggestion engine analyzes value distributions, then it suggests a bar chart sorted by descending values and shows a preview reflecting category labels and values.
High Variance Data Chart Suggestion
Given a dataset where the variance exceeds the predefined threshold, when the suggestion engine evaluates the variance metric, then it suggests either a box plot or scatter plot with an explanation for its choice and provides a preview.
Multi-Dimensional Comparison Chart Suggestion
Given a dataset with two measures and one dimension, when the suggestion engine assesses the data relationships, then it recommends a grouped bar chart or radar chart, displays the preview, and highlights the mapping of dimensions to axes.
Customizable Alert Thresholds
"As a manager, I want to set custom thresholds for trend detection alerts so that I only get notified about changes that matter to my business."
Description

Allow users to configure threshold rules and sensitivity levels for trend and anomaly detection, specifying parameters such as percentage change, time window, and statistical confidence. Integrate these settings into the Pattern Pulse UI under a dedicated alerts panel, enabling personalized monitoring based on unique business needs. Benefits include tailored notifications, reduced false positives, and enhanced user control.

Acceptance Criteria
Configure Percentage Change Threshold
Given the user is on the Pattern Pulse Alerts panel, When they enter a valid percentage change value between 0.1% and 100% and click Save, Then the new threshold rule is displayed in the Active Rules list and persists across sessions.
Set Time Window for Trend Detection
Given the user selects a time window option (e.g., 15 minutes, 1 hour, 1 day), When they confirm the selection, Then the system applies this window to all incoming data trend analyses and reflects it in the rule summary.
Define Statistical Confidence Level
Given the user chooses a confidence level (e.g., 90%, 95%, 99%), When they save the setting, Then the system uses this confidence threshold to filter anomaly detection results and displays the chosen level in the rule details.
Receive Custom Threshold Alerts
Given an incoming data point triggers a configured threshold rule, When the rule’s conditions are met, Then the system generates an on-screen notification and sends an email alert to the user within 60 seconds.
Edit Existing Threshold Rule
Given the user selects an existing threshold rule from the Active Rules list, When they modify any parameter and save changes, Then the updated rule replaces the old one and the change is logged in the audit history.
Visual Recommendation Explanation
"As a user, I want to see a brief explanation of why Pattern Pulse chose a particular chart type so that I understand the relevance of the recommendation."
Description

Provide a concise, contextual rationale alongside each suggested chart, explaining why a particular visualization best represents the detected pattern (e.g., highlighting data distribution or correlation). This feature should appear as an overlay tooltip in the dashboard, linking back to data points and algorithm criteria. Expected outcomes include increased user trust, improved decision confidence, and faster adoption of automated insights.

Acceptance Criteria
First-Time Tooltip Display
Given a user views a newly suggested chart, when the recommendation appears on the dashboard, then the explanation tooltip must display adjacent to the chart within 2 seconds of the suggestion.
Tooltip Content Accuracy
Given the tooltip is visible, then it must contain a concise rationale (max 30 words) explicitly stating the detected pattern and why the suggested chart type best represents it.
Data & Algorithm Link Functionality
Given the user interacts with the link inside the tooltip, when the link is clicked, then the dashboard highlights the relevant data points and opens a detailed view of the algorithm criteria used for the recommendation.
Accessibility of Tooltip Explanation
Given the tooltip is present, then it must be keyboard navigable, focusable, and its content must be announced by screen readers without additional user actions.
Performance Under Data Load
Given continuous data streaming and frequent chart updates, when a new recommendation is generated, then the tooltip must render smoothly without UI performance degradation (maintaining at least 30 FPS).

Comparative Coach

Automatically generates and displays side-by-side comparisons of multiple chart formats for the same dataset, guiding users to select the visualization that best highlights their key message.

Requirements

Data Profiling and Schema Detection
"As an analyst, I want the system to automatically profile my dataset and detect data types so that I can quickly visualize my information without configuring fields manually."
Description

Automatically analyze uploaded datasets to identify field types (dimensions vs. metrics), infer appropriate data schemas, handle missing or inconsistent values, and surface summary statistics. This ensures the Comparative Coach has accurate context for generating relevant chart variants and reduces manual data preparation steps for users.

Acceptance Criteria
Mixed Data Type Detection
Given a spreadsheet with numeric, date, and text columns When the dataset is uploaded Then the system automatically classifies numeric columns as metrics, date columns as dimensions, and text columns as dimensions with at least 95% accuracy
Missing Value Handling
Given a dataset containing missing values When the data profiling runs Then the system flags all missing entries and displays the count and percentage of missing values per column
Inconsistent Value Standardization
Given a column with inconsistent date formats When profiling is complete Then the system normalizes all date values to ISO 8601 format and reports any unparseable entries
Summary Statistics Generation
Given a numeric column with varying distribution When data profiling finishes Then the system provides count, mean, median, standard deviation, minimum, maximum, and identifies outliers beyond three standard deviations
Performance on Large Datasets
Given a dataset of one million rows and fifty columns When uploaded Then the data profiling completes within sixty seconds without errors
Chart Variant Generation
"As a small business manager, I want to see multiple chart options generated for my selected data so that I can choose the most effective visualization without building each chart by hand."
Description

Automatically produce a set of chart variants (e.g., bar, line, scatter, pie, area) based on the profiled dataset, applying default best-practice configurations and ensuring visual consistency. Provide instant previews of each variant to help users explore multiple representations of their data.

Acceptance Criteria
Multiple Chart Variant Generation on Data Upload
Given a dataset is uploaded, when the user initiates variant generation, then the system generates at least five chart variants (bar, line, scatter, pie, area) using default best-practice configurations.
Default Configuration Application
Given a chart variant is generated, when the system applies default settings, then all charts use consistent color schemes, font sizes, axis labels, and legends according to the style guidelines.
Instant Preview Rendering
Given chart variants are generated, when the generation process completes, then each variant is displayed as an interactive thumbnail preview within two seconds.
Visual Consistency Across Variants
Given multiple chart types are previewed, when viewed side by side, then chart elements (titles, labels, legends) align properly and maintain uniform spacing and padding across variants.
Unsupported Chart Type Handling
Given the dataset lacks required fields for certain chart types, when variant generation is attempted, then the system excludes unsupported chart variants and displays a notification explaining why they are not available.
Side-by-Side Comparison Interface
"As a power user, I want to compare different chart variants side by side so that I can decide which visualization best communicates my key insights."
Description

Develop an interactive interface component that displays generated chart variants side by side in a unified view. Allow users to highlight differences, zoom into specific data points, toggle annotations, and navigate seamlessly between charts to facilitate direct visual comparison.

Acceptance Criteria
Initial Comparison View Load
Given the user has loaded the dataset and selected Comparative Coach, when the Side-by-Side Comparison interface initializes, then all generated chart variants are displayed side by side in a responsive grid with equal dimensions and consistent spacing.
Highlighting Differences
Given multiple chart variants are visible, when the user selects a specific data series or element in one chart, then the corresponding series or elements in all other charts are highlighted with a distinct visual indicator within 500ms.
Zooming Into Data Points
Given a chart variant is displayed, when the user performs a zoom gesture or uses the zoom control on that chart, then the chart zooms into the selected data point range while preserving alignment axes and viewport synchronization with other charts.
Toggling Annotations
Given annotations are present on chart variants, when the user toggles the annotation toggle button, then annotations are simultaneously shown or hidden across all displayed charts without impacting chart alignment.
Seamless Chart Navigation
Given multiple chart variants are available, when the user uses keyboard arrows or on-screen navigation controls to move focus, then the newly active chart receives a visible focus indicator and keyboard focus, and scrolling adjusts to keep it fully in view.
Visualization Recommendation Engine
"As a novice user, I want the tool to recommend the best chart based on my data so that I can confidently choose a visualization that highlights my message."
Description

Implement an algorithmic engine that evaluates each generated chart variant against clarity, emphasis of key data patterns, perceptual effectiveness, and best-practice guidelines. Assign scores, rank the variants, and present the top recommendations with concise explanations for each suggestion.

Acceptance Criteria
Initial Comparison Display upon Data Upload
Given a user uploads a dataset and opens Comparative Coach, when the Visualization Recommendation Engine processes the data, then at least three distinct chart variants are generated and displayed side-by-side.
Recommendation Ranking Accuracy
Given multiple chart variants are scored by clarity, emphasis, perceptual effectiveness, and guidelines, when the engine ranks them, then the top three charts are ordered by descending score and each displays its score correctly.
Explanation Tooltip Accessibility
Given a recommended chart listing, when the user hovers or clicks on the explanation icon, then a tooltip appears within 1 second containing a concise rationale for the recommendation, referencing key data patterns and scoring factors.
Performance with Large Datasets
Given a dataset larger than 100,000 rows, when the engine generates and ranks chart variants, then the process completes within 5 seconds without errors or timeouts.
Compliance with Best-Practice Guidelines
Given the top recommended charts, when evaluated against color contrast, label readability, and chart-type suitability guidelines, then none of the top three charts violate any documented best-practice rules.
Chart Application and Export
"As a user, I want to apply my selected comparison chart to the main dashboard and export it so that I can share my findings with stakeholders."
Description

Enable users to select a recommended or chosen chart variant and apply it directly to their dashboard canvas. Provide editing controls for labels, colors, and styling, as well as options to export the final chart as an image, PDF, or embed code for external sharing.

Acceptance Criteria
Applying Chart Variant to Dashboard Canvas
Given a user selects a recommended chart variant, When the user clicks 'Apply to Canvas', Then the selected chart appears on the dashboard canvas in the correct position and size.
Editing Chart Labels and Axis Titles
Given a chart on the canvas, When the user edits label text or axis titles through the properties panel and clicks 'Save', Then the chart updates to reflect the new text without errors.
Styling Chart Colors and Themes
Given a chart on the dashboard, When the user selects a new color palette or theme from the styling options, Then the chart immediately renders with the chosen colors and theme applied consistently across all data series.
Exporting Chart as Image or PDF
Given a finalized chart on the canvas, When the user selects 'Export' and chooses 'PNG', 'JPEG', or 'PDF', Then the system generates and downloads a file in the chosen format with resolution settings matching the dashboard canvas dimensions.
Generating Embed Code for External Sharing
Given a chart on the dashboard, When the user clicks 'Get Embed Code', Then a snippet of HTML code is displayed with a functioning iframe pointing to the chart, and copy-to-clipboard functionality works correctly.

Contextual Chart Tips

Provides on-the-spot explanations for each chart suggestion, outlining why it suits the data pattern and offering best-practice tips to optimize labels, colors, and layout for clarity.

Requirements

Pattern Recognition Engine
"As a small business owner, I want the system to automatically detect patterns in my data so that I receive contextually relevant chart suggestions without manual analysis."
Description

Develop a backend module that analyzes uploaded datasets to detect underlying patterns—such as time-series trends, categorical distributions, and correlations—and maps these patterns to the most suitable chart types. This engine should integrate with the existing data ingestion pipeline to perform real-time analysis, ensuring that chart suggestions are contextually relevant and data-driven. It will improve user trust by automating complex pattern detection, reducing manual effort, and increasing the accuracy of recommendations.

Acceptance Criteria
Time-Series Trend Detection
Given a dataset with a timestamp column and numeric values, when the dataset is ingested, then the engine must detect at least one time-series trend pattern within 2 seconds and suggest a line chart accordingly.
Categorical Data Distribution Recognition
Given a dataset containing one or more categorical columns and corresponding counts, when processed, then the engine must identify distribution patterns and suggest a bar chart or pie chart displaying category labels and percentages.
Correlation Pattern Mapping
Given a dataset with at least two numeric columns, when analyzed, then the engine must calculate Pearson correlation coefficients, and if any pair has |r| ≥ 0.7, suggest a scatter plot with a regression line; otherwise, provide a notification of no strong correlation.
Integration with Data Ingestion Pipeline
Given the existing data ingestion pipeline, when a new dataset is uploaded, then the engine must process and return pattern-based chart suggestions within 3 seconds of completion of ingestion.
Adaptive Chart Recommendation Update
Given updates to the source data, when the dataset is modified or refreshed, then the engine must re-run pattern detection and update chart recommendation list dynamically without requiring a full page reload.
Tip Generation Algorithm
"As a manager, I want the system to explain why a suggested chart fits my data so that I can understand and trust the recommendation."
Description

Implement an algorithm that, based on the output of the Pattern Recognition Engine, generates clear and concise explanations for each chart suggestion. The algorithm should reference pre-defined best-practice guidelines for labels, color schemes, and layout, producing tips that improve readability and interpretability. It must integrate with the recommendation service to retrieve relevant guideline snippets and assemble them into human-friendly advice.

Acceptance Criteria
Retrieve guideline snippets for chart labels
Given the Pattern Recognition Engine suggests a bar chart When the Tip Generation Algorithm queries the recommendation service for label guidelines Then the returned guideline snippet must be included in the generated tip text
Generate color scheme suggestions
Given the data pattern requires a color-coded visualization When the algorithm compiles tips Then it must reference at least one predefined best-practice color scheme with rationale
Construct layout optimization tips
Given a multi-series time series chart suggestion When the algorithm assembles layout advice Then it must include tips on axis placement, grid visibility, and spacing to improve readability
Handle missing guideline data
Given the recommendation service returns no guideline snippet for a layout element When the algorithm generates the tip Then it should fallback to a generic best-practice statement and log a warning
Render tips in UI upon chart suggestion
Given a user selects a chart suggestion in the Dashlet canvas When the recommendation service responds with generated tips Then the UI should display the tips inline next to the chart preview within 2 seconds
Interactive Tip Popover
"As a user, I want to view tips on chart suggestions via an info icon so that I can improve my dashboard clarity without cluttering the interface."
Description

Build a front-end component that displays contextual chart tips through hover-triggered tooltips or clickable info icons adjacent to each chart suggestion. The popover must support adaptive positioning to avoid obstructing other UI elements, responsive design for various screen sizes, and rich text formatting (including bullet points and hyperlinks). It should be visually distinct yet unobtrusive, offering immediate on-the-spot guidance without cluttering the dashboard canvas.

Acceptance Criteria
Hover-triggered Tooltip Display
Given a user hovers over the info icon adjacent to a chart suggestion, When the hover state persists for at least 300ms, Then the contextual tip popover must appear without delay and remain visible until the hover ends.
Adaptive Popover Positioning
Given the popover is triggered near screen edges or other UI elements, When the popover is displayed, Then it must automatically reposition itself to remain fully visible and avoid obstructing other dashboard components.
Responsive Design Across Devices
Given the dashlet is viewed on devices with varying screen sizes (mobile, tablet, desktop), When the popover is opened, Then its layout and font sizes must adjust to maintain readability and usability without horizontal scrolling or overflow.
Rich Text Formatting Support
Given content containing bullet points, hyperlinks, or emphasized text is defined in the tip, When the popover renders, Then it must correctly display all list items, clickable links, and text styles according to the design system guidelines.
Visual Distinctiveness and Unobtrusiveness
Given multiple chart suggestions appear on the canvas, When multiple popovers could be active, Then each popover must use the specified visual style (border, background color, drop shadow) and not overlap or clutter the dashboard canvas.
User Customization Settings
"As a power-user, I want to customize which chart tips appear so that I only see guidance relevant to my workflow."
Description

Create a settings panel within the user profile area that allows users to customize the display and verbosity of contextual chart tips. Users should be able to disable or enable specific tip categories (e.g., color advice, layout suggestions), adjust the detail level of explanations, and set default preferences for all future sessions. Preferences must persist across sessions and synchronize across devices via the user settings service.

Acceptance Criteria
Tip Category Toggle Functionality
Given the user is on the User Customization Settings panel and the “Color Advice” tip category switch is enabled When the user toggles the “Color Advice” switch off Then the switch displays the off state and “Color Advice” tips no longer appear in subsequent chart suggestions; Given the user refreshes the page or starts a new session Then the “Color Advice” switch remains off and the preference persists.
Explanation Detail Level Adjustment
Given the user is on the User Customization Settings panel When the user selects the “Detail Level” dropdown and chooses “High” Then all contextual chart tips include extended explanations with examples; When the user switches to “Low” Then tips are simplified to a single sentence each and the change persists across sessions.
Default Preference Application on New Sessions
Given the user has configured custom tip settings and saved preferences When the user logs out and logs back in on the same device Then the previously saved tip settings are applied automatically on the first load of the interface without additional user input.
Settings Synchronization Across Devices
Given the user updates their tip preferences on Device A and waits for confirmation of save Then when the user logs into their account on Device B Within 1 minute The preferences on Device B match those set on Device A and contextual tips reflect the same settings.
Settings Panel Load Performance
Given the user navigates to their profile’s User Customization Settings panel When the panel is requested Then it loads within 2 seconds and all tip category switches, detail level controls, and save buttons are fully interactive.
Persistence of Disabled Tip Categories
Given the user disables multiple tip categories (e.g., Layout Suggestions and Color Advice) When the user transitions between different dashboards Then none of the disabled tip categories appear and the user can re-enable them at any time through the settings panel.
Performance Optimization
"As a user, I want tips to appear instantly so that my workflow remains smooth and uninterrupted."
Description

Ensure that both pattern recognition and tip generation complete within a 200ms response time under typical usage conditions. Implement caching strategies for repeated data queries, optimize algorithmic efficiency, and leverage asynchronous loading to minimize impact on the main UI thread. Integrate with front-end performance monitoring tools to track latency and error rates, triggering alerts if thresholds are exceeded.

Acceptance Criteria
Initial Pattern Recognition Performance
Given a dataset of up to 500 rows with typical variance, when the user triggers pattern recognition, then the response time shall not exceed 200ms and CPU utilization on the main UI thread shall remain below 50%.
Repeated Query Cache Efficiency
Given a previously analyzed dataset, when the user requests pattern recognition again, then the result shall be served from cache within 50ms without additional data processing or network calls.
Asynchronous Processing Without UI Freeze
Given any dataset up to 1000 rows, when pattern recognition and tip generation run asynchronously, then the UI must maintain frame rendering under 16ms per frame and remain fully interactive.
Front-End Performance Monitoring and Alerting
Given continuous usage, when any pattern recognition or tip generation call exceeds 200ms or fails, then the front-end monitoring tool must log the event within one minute and trigger an alert to the ops dashboard.
Concurrent Tip Generation Under Peak Load
Given five simultaneous requests for tip generation on datasets of 1000 rows each, when executed under peak load, then each response time shall not exceed 200ms and error rate shall remain below 1%.
Localization and Accessibility
"As a non-native English speaker, I want tips in my language so that I can fully understand the chart recommendations."
Description

Extend the tip generation and display components to support internationalization, enabling tips to be translated into multiple languages via the existing i18n framework. Ensure all popovers adhere to WCAG 2.1 AA standards by including proper ARIA labels, keyboard navigation support, and sufficient color contrast. This will guarantee that users with disabilities or language preferences can fully access and understand the contextual tips.

Acceptance Criteria
Tip Popover Localization
Given a user sets their dashboard language to French, when the user hovers over a chart suggestion, then the tip popover displays the translated explanation and best-practice tips in French.
ARIA Labels for Popovers
Given a screen reader user navigates to a chart suggestion, when the popover is displayed, then it includes descriptive ARIA-label attributes announcing the tip content.
Keyboard Navigation of Tips
Given a user navigates via keyboard, when focus moves to a chart suggestion, then the tip popover opens on Enter or Space and closes on Escape, and focus returns to the original element.
Color Contrast Compliance
Given the tip popover is displayed on any supported background, then all text and interactive elements maintain a minimum contrast ratio of 4.5:1 against their backgrounds per WCAG 2.1 AA.
Language Switching for Tips
Given a user changes the application language via settings, when chart suggestions are rendered thereafter, then all existing and future tips display in the newly selected language without page reload.

Multi-Dimensional Mapper

Analyzes relationships across multiple variables and recommends specialized visualizations—such as bubble charts or heatmaps—that reveal complex correlations and support deeper exploration.

Requirements

Correlation Matrix Computation
"As a manager, I want to see correlation coefficients among my metrics so that I can identify which factors move together and prioritize actions."
Description

Compute pairwise correlation coefficients across selected variables, presenting results in a structured format that facilitates further analysis and visualization. The system should handle large datasets efficiently, use appropriate statistical methods (e.g., Pearson, Spearman), and integrate seamlessly with the Dashlet data pipeline to enable rapid insights on variable relationships.

Acceptance Criteria
User selects multiple numeric variables for correlation analysis
Given a loaded dataset with at least two numeric variables, when the user selects two or more variables for correlation computation, then the system calculates and displays a Pearson correlation matrix with variable names as headers and coefficients rounded to two decimal places.
System handles large datasets efficiently
Given a dataset of 100,000+ rows and 20+ numeric variables, when the user initiates correlation matrix computation, then the system completes the full pairwise calculation and returns results within 10 seconds without exceeding memory usage thresholds.
User switches between correlation methods
Given a previously generated Pearson correlation matrix, when the user selects a different method (e.g., Spearman), then the system recalculates all pairwise correlations using the chosen method and updates the displayed matrix within 3 seconds.
Correlation results integrate with visualization pipeline
Given a completed correlation matrix, when the user requests to visualize results, then the system generates and embeds a heatmap (or selected chart type) into the dashboard canvas with correct axis labels, color legend, and interactive tooltips.
Invalid or insufficient data handling
Given a selection with non-numeric fields or fewer than two variables, when the user attempts to compute correlations, then the system displays a clear error message explaining the issue and prevents computation until a valid selection is made.
Intelligent Visualization Selection Engine
"As a non-technical user, I want the system to recommend the best chart for my data so that I can quickly create insightful visuals without guesswork."
Description

Analyze computed relationships among variables and automatically suggest the most effective visualization types—such as heatmaps, bubble charts, or scatterplots—based on data distribution, number of dimensions, and correlation strength. Recommendations should include preview thumbnails and support one-click application to the dashboard canvas.

Acceptance Criteria
Automatic Scatterplot Recommendation for Strongly Correlated Variables
Given a dataset with two numeric variables having a Pearson correlation coefficient greater than 0.7 When the Intelligent Visualization Selection Engine analyzes the variables Then it suggests a scatterplot as the top recommendation
Bubble Chart Suggestion for Three-Dimensional Dataset with Size Metric
Given a dataset containing three numeric variables plus a size metric column When the engine evaluates dimensionality and distribution Then it recommends a bubble chart showing the third dimension as bubble size
Heatmap Generation for Multi-Variable Correlation Matrix
Given a dataset with four or more numeric variables When the engine computes pairwise correlations Then it suggests a heatmap visualization representing the correlation matrix
Visualization Preview Thumbnail and One-Click Application Workflow
Given the list of suggested visualizations with thumbnails When a user hovers over a suggestion thumbnail Then the thumbnail enlarges and shows detailed preview And when the user clicks the ‘Apply’ button on any suggestion Then the chosen visualization is rendered on the dashboard canvas at the default position
Fallback Message for Unsupported Data Types
Given a dataset lacking numeric variables or valid correlations When the engine cannot identify a suitable visualization Then it displays the message “No suitable visualization found” and does not populate the suggestion panel
Interactive Heatmap Generator
"As an analyst, I want to interact with a heatmap of my data correlations so that I can explore patterns and pinpoint areas of interest quickly."
Description

Generate interactive heatmaps that map correlation values to color gradients, allowing users to hover for details, zoom into clusters, and adjust color scales dynamically. The heatmap should integrate with filtering controls to enable on-the-fly subset analysis and support exporting as image or data table.

Acceptance Criteria
Hover Tooltip Display
Given the heatmap is rendered, when the user hovers over any cell, then a tooltip displays the corresponding row label, column label, and correlation value formatted to two decimal places.
Zoom and Pan Functionality
Given the heatmap is visible, when the user uses zoom controls or scrolls the mouse wheel and drags the canvas, then the heatmap zooms into the selected region and allows panning, ensuring labels remain legible without overlap.
Dynamic Color Scale Adjustment
Given the heatmap is displayed, when the user adjusts the minimum and maximum color scale sliders, then the cell colors update within 200ms to reflect the new gradient mapping across all cells.
Filter-Driven Subset Analysis
Given one or more filters are applied (e.g., date range or category), when the user applies or clears a filter, then the heatmap updates within one second to show only the cells corresponding to the filtered data subset.
Heatmap Export Options
Given the heatmap view is configured, when the user selects 'Export as Image' or 'Export as Data Table', then the system generates a downloadable PNG at 300 dpi matching the current view or a CSV containing all cell coordinates, labels, and values.
Multivariate Bubble Chart Support
"As a business owner, I want a bubble chart that shows three dimensions at once so that I can understand how different factors interact in a single view."
Description

Produce bubble charts that map two variables to axes and additional variables to bubble size and color, enabling clear visualization of complex relationships. Users should be able to adjust size and color mappings, set thresholds for bubble display, and annotate key data points directly on the chart.

Acceptance Criteria
Basic Bubble Chart Generation
Given a spreadsheet with at least four variables, when the user selects two variables for the X and Y axes and assigns additional variables for bubble size and color, then the system renders a bubble chart displaying all data points correctly mapped.
Interactive Mapping Adjustments
Given an existing bubble chart, when the user modifies the size mapping to a different variable or adjusts the color gradient threshold, then the bubble chart updates instantly to reflect new mappings without page reload.
Threshold Filtering of Bubbles
Given an active bubble chart, when the user sets minimum and maximum thresholds for size and color values, then bubbles outside the specified ranges are hidden or de-emphasized accordingly.
Data Point Annotation
Given a rendered bubble chart, when the user selects a bubble and adds a text annotation, then the annotation appears adjacent to the bubble and persists after saving the chart.
Exporting Configured Bubble Chart
Given a customized bubble chart, when the user exports the chart as PNG or PDF, then the exported file matches the current visual configuration including mappings, filters, and annotations.
Variable Selection & Filtering Interface
"As a user, I want to choose and filter the variables I analyze so that I can focus on the most relevant data subsets for my decisions."
Description

Provide an intuitive UI for selecting which variables to include in multi-dimensional analysis, offering search, drag-and-drop, and checkbox controls. Include filtering options to narrow data by value range, category, or date, and ensure selections update visual recommendations in real time.

Acceptance Criteria
Search and Select Variables
Given the user focuses the variable search input and types a keyword When the user types at least three characters Then the variable list is filtered in real time to show matching variable names and the user can select any displayed variable via checkbox
Drag-and-Drop Variable Selection
Given the user sees a list of available variables and an empty analysis pane When the user drags a variable from the list and drops it into the analysis pane Then the variable appears in the selected variables list and the analysis pane updates to reflect the inclusion
Numeric Range Filtering
Given the user opens the numeric filter controls for a selected variable When the user sets the minimum and maximum values within valid bounds and applies the filter Then the data preview updates to display only records within the specified range and recommended visualizations adjust to reflect filtered data
Categorical Filter Application
Given the user views categorical filter options for a selected variable When the user selects one or more categories via checkboxes and applies the filter Then the data preview and visualization recommendations display only entries belonging to the chosen categories
Date Range Filter Update
Given the user interacts with the date range selector When the user chooses a start date and an end date within the dataset’s bounds Then the data preview updates to include only records between those dates and the visual recommendation panel reflects the date-filtered data
Real-Time Recommendation Update
Given the user modifies any variable selection or filter parameter When the change is made Then the recommended visualization panel refreshes within 500 milliseconds showing updated chart types and configurations without requiring a manual page reload
Recommendation Explanation Panel
"As a data-savvy manager, I want to understand why a chart is recommended so that I can trust the visualization and learn best practices."
Description

Offer an explanation panel alongside visualization suggestions, detailing the rationale behind each recommendation (e.g., correlation strength, data distribution) and providing guidance on interpreting the chosen visual. The panel should be collapsible and include links to help documentation for advanced insights.

Acceptance Criteria
Display Explanation Panel with Visualization Recommendations
Given a user selects a visualization recommendation, when the recommendation appears, then an explanation panel must display correlation strength, data distribution summary, and interpretation guidance adjacent to the suggestion.
Collapse and Expand Panel
When the user clicks the collapse icon on the explanation panel, then the panel must minimize to a header-only view; when the user clicks the expand icon, then the panel must fully restore its content.
Contextual Help Link Navigation
Given the explanation panel is open, when the user clicks the 'Advanced Insights' help link, then the relevant documentation page must open in a new browser tab within 2 seconds.
Dynamic Response to Variable Selection
When the user changes the selected variables in the multi-dimensional mapper, then the explanation panel must refresh its rationale metrics to reflect the new correlation and distribution data within 1 second.
Insufficient Data Handling
Given the selected variables lack sufficient data for a valid recommendation, when the explanation panel attempts to render, then it must display 'Insufficient data to generate recommendation' and disable external help links.

Audience Mode

Adapts chart recommendations based on the target audience’s expertise level—offering simplified visuals for non-technical stakeholders and advanced options for data-savvy users to maximize engagement and comprehension.

Requirements

Audience Expertise Profiling
"As a dashboard creator, I want the system to identify my audience’s expertise level so that I receive chart recommendations tailored to their understanding."
Description

Implement a mechanism that analyzes user-selected parameters or past interactions to determine the technical proficiency level of the dashboard’s target audience. This profiling should categorize users into predefined expertise tiers (e.g., novice, intermediate, expert) and feed this data into the visualization recommendation engine. The feature must integrate with the existing user settings and interaction logs, updating profiles in real time as new data is collected. Expected outcomes include more relevant chart suggestions, reduced manual customization, and improved stakeholder comprehension.

Acceptance Criteria
Profile Initialization Based on User Settings
Given a user selects an expertise level in their dashboard settings, when the dashboard loads, then the system initializes the audience profile with the chosen tier and stores it in the user profile.
Real-time Profile Update from Interaction Logs
Given ongoing user interactions with chart types and features, when interaction count exceeds the defined threshold, then the system recalculates and updates the user’s expertise tier in real time.
Integration with Visualization Recommendation Engine
Given an assigned audience expertise tier, when the recommendation engine generates chart suggestions, then it filters and ranks chart options to match the users’ tier without manual override.
Adaptive Chart Presentation Based on Profile
Given the audience profile is set to novice or expert, when rendering the chart selection menu, then the system displays only simplified visuals for novices and advanced options for experts.
Fallback Handling for Undefined Expertise
Given no prior expertise data exists for an audience, when generating recommendations, then the system defaults to the intermediate tier and logs the event for review.
Simplified Visualization Library
"As a non-technical stakeholder, I want access to clear, easy-to-understand chart templates so that I can quickly grasp business insights without confusion."
Description

Develop a curated set of chart templates optimized for non-technical stakeholders. These simplified visuals must emphasize clarity and ease of interpretation—using minimal axes, clear labels, and straightforward color schemes. Integration with the drag-and-drop canvas should allow users to select the ‘Simplified’ mode and instantly view these templates. The library should cover common data scenarios (trends, comparisons, distributions) and include tooltips that explain data points in plain language.

Acceptance Criteria
Selecting Simplified Mode for Trend Analysis
Given a time-series dataset is uploaded When the user selects ‘Simplified’ mode and chooses a trend chart Then the system displays a line chart with a single horizontal time axis, minimal gridlines, clear labels, a basic color scheme, and tooltips explaining the trend in plain language
Selecting Simplified Mode for Bar Comparison
Given a categorical comparison dataset When the user switches to ‘Simplified’ mode and selects a bar chart Then the system presents a bar chart with a simple two-tone color palette, labeled axes without clutter, straightforward legends, and tooltips describing each bar’s value in non-technical terms
Selecting Simplified Mode for Distribution Analysis
Given a numerical distribution dataset When the user activates ‘Simplified’ mode and picks a distribution chart Then the system renders a histogram with uniform bin widths, clear bin labels, a neutral color scheme, and tooltips that explain each bin’s range and frequency in everyday language
Tooltip Plain Language Explanation
Given any chart in ‘Simplified’ mode When the user hovers over or taps on a data point Then the tooltip displays a concise, plain-language explanation of the data value, context, and significance without technical jargon
Integration with Drag-and-Drop Canvas
Given the drag-and-drop canvas interface When the user toggles to ‘Simplified’ mode Then the curated simplified visualization templates for trends, comparisons, and distributions appear instantly in the template panel and can be dragged onto the canvas with live previews
Advanced Visualization Toolkit
"As a data analyst, I want access to advanced chart types and customization features so that I can perform detailed analyses directly within Dashlet."
Description

Create an expanded set of sophisticated chart options (e.g., scatter plots with regression lines, heat maps, dual-axis charts) for data-savvy users to enable deeper analysis. These advanced visuals must support customization of statistical overlays, dynamic filtering, and interactive drill-downs. The toolkit should integrate seamlessly with Audience Mode, activating only when the target audience is classified as intermediate or expert. It must also include performance optimizations to handle large datasets without lag.

Acceptance Criteria
Scatter Plot Regression Scenario
Given the user is classified as expert audience and selects the scatter plot with regression line option when at least two numeric variables are loaded Then the chart displays a correctly calculated regression line over the scatter plot And the user can customize the regression line's color, thickness, and confidence interval bounds And dynamic filtering on axes updates the regression calculation and visualization within two seconds
Heat Map Filtering Scenario
Given the user selects the heat map from the advanced visualization toolkit and provides a dataset with at least two categorical variables When the heat map is rendered Then color intensity corresponds accurately to value frequency or magnitude And the user can apply interactive filters on categories updating the heat map within two seconds And the user can customize the color scale, legend thresholds, and tooltip display showing exact values
Dual-Axis Chart Drill-Down Scenario
Given the user chooses a dual-axis chart with two measures and one category field When the chart is rendered Then primary and secondary axes display the respective measures correctly scaled And when the user clicks on a data point or series the chart drills down into subcategories or time periods updating both axes accordingly And drill-down levels predefined by the user are honored with interactions completing within two seconds
Large Dataset Performance Scenario
Given the user loads a dataset containing over 1 million rows When an advanced chart (scatter plot, heat map, or dual-axis) is selected Then the visualization renders within five seconds without freezing the UI And memory usage remains below 500MB And the toolkit employs lazy loading or sampling strategies to maintain performance
Audience Mode Expertise Activation Scenario
Given the user's audience level is set to intermediate or expert When the user accesses visualization options Then advanced chart types appear in the toolkit And given the audience is non-technical When accessing visualization options Then advanced charts are hidden and only basic charts are visible And changes to the audience level update available chart options immediately
Recommendation Engine Adaptation
"As a dashboard creator, I want the recommendation engine to suggest charts that match my audience’s skill level so that I can save time and improve communication."
Description

Enhance the existing recommendation engine to select and prioritize chart templates based on the audience expertise profile. The engine should weigh factors such as chart complexity, data volume, and user preferences, then rank recommendations accordingly. Integration points include real-time analysis of selected data fields and user feedback loops. Expected benefits are increased relevance of suggested visuals, faster dashboard creation, and higher stakeholder engagement.

Acceptance Criteria
Non-Technical Stakeholder Receives Simplified Visuals
Given a user with a non-technical expertise profile and a selected dataset When the recommendation engine evaluates the data Then it presents at least three chart templates rated as low complexity (complexity score ≤ 2) and excludes advanced chart types
Data-Savvy User Receives Advanced Options
Given a user with an advanced expertise profile and a selected dataset When the recommendation engine evaluates the data Then it presents at least three chart templates rated as high complexity (complexity score ≥ 4) and includes advanced visualization options
Real-Time Chart Ranking Adjusts with User Selection
Given a user actively selecting and deselecting data fields in the dashboard builder When the user modifies the selection Then the recommendation engine recalculates and updates the ranked list of chart templates within two seconds based on chart complexity and data volume
User Feedback Updates Recommendation Model
Given a user provides feedback (like/dislike) on a recommended chart When the feedback is submitted Then the recommendation engine logs the feedback, adjusts the weighting of chart complexity and user preference factors, and incorporates the change into future recommendations
Volume-Based Chart Complexity Adjustment
Given a large dataset (over 10,000 rows) is selected When the recommendation engine processes the dataset Then it deprioritizes high-complexity charts (complexity score ≥ 4) and highlights charts optimized for large data volumes
User Preference Persistence
"As a frequent Dashlet user, I want my audience mode and chart settings to be saved so that I don’t have to reconfigure preferences every time I log in."
Description

Implement a preferences storage system that remembers a user’s chosen audience expertise level and chart customization settings across sessions. This persistence should be tied to user accounts and synchronized across devices. When a user returns, Dashlet should auto-select the last-used mode (simplified or advanced) and apply prior template customizations. Expected outcomes include a personalized experience, reduced setup time, and consistent dashboard styling.

Acceptance Criteria
Auto-Select Last Used Mode on Login
Given a returning user with a saved audience expertise level When the user logs in Then the system auto-selects the last-used mode without manual input
Cross-Device Preference Synchronization
Given a user updates their chart customization on device A When the user logs into device B Then the same expertise level and custom settings are applied on device B within 5 seconds
Persistence of Template Customizations
Given a user customizes a dashboard template When the user logs out and logs back in Then all customizations are present and active in the template
Default Settings for New Users
Given a new user with no saved preferences When the user first accesses Audience Mode Then the system defaults to 'simplified' mode and default chart settings
Immediate Application of Preference Changes
Given a user changes their expertise level or chart settings in-session When the user confirms the change Then the dashboard immediately updates to reflect the new preferences

Style Sync

Matches suggested chart designs to the user’s brand guidelines or presentation theme, automatically applying fonts, colors, and styling preferences for polished, on-brand visuals in seconds.

Requirements

Brand Asset Integration
"As a brand manager, I want the system to import my existing brand assets so that Style Sync can apply my official fonts and colors to charts automatically."
Description

Import and parse user-provided brand assets including logos, custom fonts, and color palettes to generate a centralized style profile that feeds into Style Sync. This enables consistent application of official brand elements across all generated charts without manual configuration.

Acceptance Criteria
Uploading and Parsing Logos
Given the user uploads a valid logo file in PNG or SVG format; When the file is uploaded; Then the system validates the file format and size; And the logo is stored and displayed in the brand profile.
Integrating Custom Font Files
Given the user uploads a TrueType or OpenType font file; When the file is uploaded; Then the system extracts the font family, style, and weight; And the custom font is available in the Style Sync font selector.
Parsing Color Palettes from Provided Files
Given the user imports a color palette file in ASE or JSON format; When the file is processed; Then the system extracts all valid hex or RGB color values; And duplicate or invalid colors are filtered out; And the final palette is displayed in the brand profile.
Centralized Style Profile Generation
Given the user has imported logos, fonts, and color palettes; When the style profile is generated; Then the system consolidates all assets into a single profile; And the profile’s logo, fonts, and colors are reflected in live chart previews.
Error Handling for Invalid Asset Files
Given the user uploads an unsupported or corrupted asset file; When the system attempts to parse the file; Then an error message specifies the invalid file type or parsing issue; And the invalid asset is not added to the profile; And the user is prompted to retry with a valid file.
Auto-Theme Matching
"As a presentation designer, I want Style Sync to match my PowerPoint theme so that charts fit seamlessly into existing slide decks without manual formatting."
Description

Automatically detect the current presentation theme or slide master styles when integrating dashboards with external presentations or documents, ensuring that charts inherit theme-specific attributes like headings, background colors, and accent palettes.

Acceptance Criteria
Integrate Dashboard into a Corporate Presentation
Given a user selects “Export to Presentation” for a dashboard When the system opens an existing branded slide deck Then all chart titles, fonts, background colors, and accent palettes exactly match the target slide master theme attributes
Update Embedded Dashboards for Customized Theme Changes
Given a dashboard already embedded in a presentation When the user applies a new slide master or theme Then the embedded charts automatically update their styles to match the new theme’s fonts, colors, and formatting
Export Charts to Brand-Compliant Document
Given a user exports individual charts as images or PDF When the export is initiated Then each chart file inherits the specified document theme’s background, heading styles, and accent colors
Real-Time Theme Adaptation on Theme Switch
Given a presentation with Auto-Theme Matching enabled When the user switches the presentation’s theme in the editor Then all linked Dashlet charts immediately re-render using the updated theme properties without requiring a manual refresh
Verify Theme Consistency Across Multiple Slides
Given multiple slides containing exported Dashlet charts When a user applies a global theme update Then all charts across different slides consistently reflect the same theme attributes, including font sizes, color palettes, and background styles
Real-Time Preview
"As a business user, I want to see how my brand styles look on different charts in real-time so that I can choose the best visual without switching contexts."
Description

Render style-applied chart previews instantly as users experiment with different chart types or data selections, providing immediate feedback on how brand fonts, colors, and styling choices will look in the final visualization.

Acceptance Criteria
Live Chart Type Change Preview
Given a user selects a different chart type on the canvas, When the selection is made, Then the chart preview updates within 200ms reflecting the new style with brand fonts and colors.
Dynamic Data Selection Update
Given a user adds or removes data series, When the data selection changes, Then the chart preview updates within 200ms reflecting the updated data with applied brand styling.
Brand Color Application
Given the user’s brand color palette is defined in settings, When a new chart is rendered, Then the preview uses the exact brand hex values for all chart elements.
Font Style Synchronization
Given the user’s presentation font preferences are set, When a chart is previewed, Then all text elements in the chart use the specified font family, size, and weight.
Performance Under Large Data Sets
Given a dataset with up to 10,000 data points, When the user modifies chart parameters, Then the preview renders successfully within 500ms without errors.
Style Override Controls
"As an analyst, I want to customize specific chart elements after Style Sync applies default styles so that I can highlight exceptions without breaking the overall brand look."
Description

Offer granular override options allowing users to adjust individual style elements—such as specific series colors, font sizes, or marker shapes—after automatic styling, while maintaining overall brand consistency guidelines.

Acceptance Criteria
Override Individual Series Color
Given an auto-styled chart, when the user selects a specific data series and chooses a new color from the color picker, then the chart updates to display the new color immediately on the canvas and in the preview pane, and the override is saved when the user confirms changes.
Adjust Font Size for Axis Labels
Given axis labels rendered with default brand font size, when the user enters a custom font size value in the override control and applies it, then the axis labels update to the specified size on the chart and in exports, and the override persists across sessions.
Change Marker Shape for Data Points
Given a chart with default marker shapes, when the user selects an individual series and chooses a different marker shape from the marker style dropdown, then all data points for that series update to the new shape immediately, and the selection is reflected in the downloadable chart.
Preview Retention of Brand Colors After Override
Given that the user has overridden specific style elements (e.g., series colors), when the style sync feature is re-run or a new theme is applied, then only non-overridden brand elements update to the new theme, while the user’s manual color overrides remain unchanged.
Reset to Brand Defaults After Manual Edits
Given the user has applied multiple manual overrides to style elements, when the user clicks the 'Reset to Brand Defaults' button in the style panel, then all manual overrides are removed and the chart reverts to the original brand guideline settings for colors, fonts, and markers.
Export Style Preservation
"As a reporting manager, I want exported charts to retain brand styling so that I can distribute polished, on-brand visuals to stakeholders without additional editing."
Description

Ensure that all brand styles applied via Style Sync—fonts, colors, spacing, and legends—are accurately preserved when exporting dashboards and charts to formats like PNG, PDF, and PPTX, eliminating post-export editing.

Acceptance Criteria
Single Chart Export to PNG Preservation
Given a chart styled via Style Sync with brand fonts, colors, spacing, and legend settings, when the user exports the chart to PNG, then the exported image exactly matches the on-screen styled preview without any deviations in fonts, colors, spacing, or legend placement.
Dashboard Export to PDF Style Integrity
Given a dashboard composed of multiple styled charts, when the user exports the dashboard to PDF, then all fonts are embedded, color schemes are preserved, spacing between charts remains consistent, and legend formats match the original dashboard styling.
PPTX Export with Editable Styles
Given a styled dashboard or chart, when the user exports it to PPTX, then each chart is inserted as editable objects in PowerPoint with the correct brand fonts, colors, spacing, and legends intact.
Batch Export Multiple Formats Consistency
Given a batch of dashboards or charts styled via Style Sync, when the user exports them to multiple formats (PNG, PDF, PPTX) in a single operation, then each file retains identical brand styling parameters across all formats.
High-Resolution Export Accuracy
Given high-resolution export settings (e.g., 300 DPI), when the user exports a styled chart or dashboard, then all styling details including font weight, line spacing, and legend placements remain sharp and match the high-resolution preview.

Smart Escalator

Automatically classifies anomalies by severity and routes critical alerts to designated stakeholders in real time, ensuring high-priority issues are addressed immediately without manual triage.

Requirements

Real-Time Anomaly Detection
"As a small business owner, I want anomalies detected in my dashboard data in real time so that I can quickly identify and respond to unusual trends before they impact my operations."
Description

Ingest and analyze incoming data streams continuously to detect deviations from normal patterns in real time, enabling the system to flag unexpected trends or outliers within seconds of occurrence.

Acceptance Criteria
Continuous Data Ingestion Monitoring
Given a live data stream is active When data packets arrive at the ingestion endpoint Then each packet is processed within 2 seconds with a 99.9% success rate.
Immediate Alert on Sudden Spike
Given incoming data exceeds the anomaly threshold by more than 3 standard deviations When the spike occurs Then an anomaly flag is generated and logged within 1 second.
Detection of Trend Shift
Given a sliding window of the last 5 minutes of data When the statistical mean deviates by over 10% from the baseline Then the system flags a trend-shift anomaly.
Low Latency Under High Throughput
Given an input rate of up to 5000 events per second When data is ingested Then the average processing latency remains below 2 seconds for 95% of events.
Robustness on Data Gaps
Given transient data feed interruptions of up to 10 seconds When data resumes Then the system recovers and backfills missing data without losing continuity in anomaly detection.
Integration with Stakeholder Notification
Given a detected anomaly classified as critical When severity is identified Then send an alert to designated stakeholders within 1 second and record the notification in the audit log.
Severity Classification Engine
"As an operations manager, I want anomalies classified by severity so that I can focus on the most critical issues first and optimize resource allocation."
Description

Automatically assign a severity level (critical, high, medium, low) to each detected anomaly based on customizable thresholds, historical context, and machine learning models to prioritize issues effectively.

Acceptance Criteria
Threshold-Based Severity Assignment
Given an anomaly with a measured value exceeding predefined critical thresholds, when the Severity Classification Engine evaluates the anomaly, then it assigns a severity level of 'critical' and flags it for immediate attention.
Historical Context-Informed Classification
Given an anomaly occurrence similar in magnitude and frequency to past incidents classified as 'high', when the engine processes the anomaly with historical data available, then it assigns a severity level of 'high' and records the historical context used in the classification.
Machine Learning Model Accuracy Validation
Given a test dataset of labeled anomalies, when the engine applies its ML model for severity classification, then it achieves at least 90% overall accuracy and provides a confusion matrix report for review.
Custom Threshold Configuration
Given a user-defined threshold adjustment in the settings panel, when the new threshold values are saved, then the engine uses these custom thresholds for all subsequent severity classifications and confirms the update via a settings confirmation message.
Real-Time Alert Routing
Given a critical-severity anomaly detected at runtime, when the classification is complete, then the system routes the alert to the designated stakeholders within 5 seconds and logs the routing action with a timestamp.
Stakeholder Routing and Notification
"As a support engineer, I want critical alerts automatically sent to the right team members so that issues are addressed immediately without manual triage."
Description

Route critical and high-severity anomalies to designated stakeholders through configurable channels such as in-app alerts, email, and SMS, with escalation rules and acknowledgement tracking to ensure accountability.

Acceptance Criteria
Critical Alert Routing to Designated Stakeholders
Given a critical anomaly is detected and stakeholders have been designated for critical alerts, when the anomaly occurs, then the system routes the alert to each designated stakeholder via configured channels without delay.
Configurable Channel Selection for Alert Delivery
Given a stakeholder’s preferred notification channels are configured, when a high-severity anomaly is classified, then the system sends the alert through only the configured channels for that stakeholder.
Escalation Rule Trigger for Unacknowledged Alerts
Given an alert remains unacknowledged beyond its configured acknowledgement window, when the time window elapses, then the system escalates the alert to the next-level stakeholder according to the escalation rules.
Acknowledgement Tracking and Notification Suppression
Given an alert has been acknowledged by a stakeholder, when the acknowledgement is recorded, then the system stops further notifications and updates the alert status to acknowledged in the audit log.
High-Severity Anomaly Notification via SMS Fallback
Given in-app and email notifications fail for a high-severity anomaly, when delivery failure is detected, then the system sends an SMS notification to ensure the stakeholder receives the alert.
Customizable Alert Workflows
"As an administrator, I want to configure alert workflows and escalation paths so that notifications align with our company’s structure and response protocols."
Description

Provide an admin interface to define alert rules, escalation sequences, notification channels, and time-based conditions, allowing teams to tailor the anomaly response process to their organizational needs.

Acceptance Criteria
Alert Rule Definition by Admin
Given an admin is on the Customizable Alert Workflows page When they create a new alert rule specifying conditions, severity levels, and target metrics Then the rule appears in the rules list with correct name, conditions, and default enabled status And the system displays a success message "Alert rule saved successfully".
Escalation Sequence Configuration
Given an admin selects an existing alert rule When they add an escalation sequence with at least two steps, each with assignees and timeout intervals Then the escalation steps are saved in order and displayed under the rule details And each step’s assignee and timeout match the admin’s input.
Notification Channel Customization
Given an admin is editing an alert rule When they choose one or more notification channels (email, SMS, Slack) and enter valid recipient addresses or endpoints Then each selected channel appears in the channel list for that rule And a test notification sent via each channel is delivered successfully to the specified endpoint.
Time-Based Condition Enforcement
Given an admin defines business hours and blackout periods in the workflow settings When an alert triggers outside of defined business hours Then the escalation is deferred until the next business window And the system logs the deferral reason with a timestamp.
End-to-End Alert Workflow Execution
Given an anomaly event meets the conditions of a configured alert rule When the workflow is triggered Then the first escalation notification is sent to the designated stakeholder within the defined timeout period And if no acknowledgment is received, subsequent escalation steps follow the configured sequence automatically.
Alert Monitoring Dashboard
"As a manager, I want a consolidated view of all active and past alerts so that I can monitor issue resolution progress and identify trends over time."
Description

Offer an interactive dashboard that displays all detected anomalies, sortable and filterable by severity, status, stakeholder assignment, and timestamp, with visualization of response metrics and resolution timelines.

Acceptance Criteria
Filter anomalies by severity
Given the user is viewing the Alert Monitoring Dashboard with multiple anomalies present When the user selects "Critical" from the severity filter Then only anomalies with severity level "Critical" are displayed in the table and the total count reflects the filtered results
Sort anomalies by timestamp
Given the Alert Monitoring Dashboard displays a list of anomalies When the user clicks the "Timestamp" column header Then the anomalies are reordered in descending timestamp order and clicking the header again toggles to ascending order
Filter anomalies by stakeholder assignment
Given anomalies are assigned to various stakeholders When the user applies the stakeholder filter for "John Doe" Then only anomalies assigned to "John Doe" appear and the table updates within 1 second
Display response metrics chart
Given the dashboard displays anomaly data within a selected time range When the user views the "Response Time" chart Then the chart shows average and median response times that match backend data within a 5% margin of error
Show resolution timelines for resolved anomalies
Given resolved anomalies exist in the system When the user filters the dashboard for status "Resolved" Then the timeline chart displays each anomaly's resolution duration with tooltips showing exact start and end timestamps

Multi-Channel Maestro

Delivers alerts via email, SMS, in-app notifications, Slack, Microsoft Teams, or custom webhooks, giving users flexibility to receive critical updates on their preferred platform and never miss a vital signal.

Requirements

Channel Integration Framework
"As a system administrator, I want a standardized integration framework for all notification channels so that new channels can be added quickly and maintained consistently."
Description

Develop a unified integration framework to connect Dashlet’s alert engine with multiple external channels (email, SMS, in-app, Slack, Teams, webhooks), ensuring consistent message formatting, retry logic, and error handling across all delivery methods.

Acceptance Criteria
Email Alert Delivery and Retry
Given an alert triggers with valid email address, when the framework sends an email, then the email must match the predefined template, be delivered within 10 seconds, and on delivery failure retry up to 3 times with exponential backoff, logging each attempt.
SMS Alert Consistency
Given an alert triggers with a valid E.164 phone number, when the framework sends an SMS, then the message body and formatting must adhere to the SMS template, delivery confirmation must be received within 5 seconds, and any gateway errors must be captured and exposed via the error log.
In-App Notification Rendering
Given a user is actively using the Dashlet application, when an alert is generated, then an in-app notification must appear in the notification center within 2 seconds, displaying the correct title, message, timestamp, and actionable link.
Slack Notification via Webhook
Given a Slack integration webhook URL is configured, when an alert triggers, then the framework must POST a JSON payload containing channel, text, and attachments to the webhook URL, receive an HTTP 200 response, and result in a visible message in the specified Slack channel.
Teams Channel Error Handling
Given a Microsoft Teams webhook is configured, when the framework sends a notification and receives a non-200 HTTP response, then it must retry sending twice more, and upon final failure log the error in the system and send an admin alert via email.
User Notification Preferences
"As a business manager, I want to customize which channels I receive alerts on and in what order so that I only get notifications in my preferred way and don’t miss critical updates."
Description

Implement a preferences interface allowing users to select their preferred notification channels, set default channels for different alert types, and configure fallback options if a primary channel fails.

Acceptance Criteria
Primary Channel Selection
Given the user opens the notification preferences interface and selects 'Email' as the primary channel, when they click 'Save', then the system persists 'Email' as the primary notification channel and displays a success confirmation.
Default Channel Configuration by Alert Type
Given the user assigns default channels for each alert type (e.g., 'SMS' for 'Sales Alert'), when an alert of that type is triggered, then the notification is sent via the configured default channel.
Fallback Option Setup
Given the user adds at least one fallback channel (e.g., 'Email' fallback for 'Slack'), when the primary channel fails to deliver, then the system automatically sends the notification through the fallback channel and logs the failure and fallback events.
Channel Failure Handling
Given a notification delivery failure occurs on the primary channel, when the system retries sending the notification, then it uses the fallback channel instead of the primary.
Preference Persistence Across Sessions
Given the user saves their notification preferences and logs out, when they log back in and revisit the notification settings, then all previously saved preferences are accurately displayed.
Slack Integration
"As a team member, I want to receive Dashlet alerts directly in Slack channels so that my team can quickly discuss and act on important data insights."
Description

Build a native Slack integration enabling Dashlet to send formatted alert messages to specified Slack workspaces and channels, including authentication via OAuth and support for mentions and attachments.

Acceptance Criteria
OAuth Authorization for Slack Integration
Given a user initiates Slack connection When the user completes the OAuth flow and grants required scopes Then Dashlet securely stores a valid OAuth token and displays a ‘Connected to Slack’ confirmation
Dispatching Alerts to Specified Slack Channels
Given an active alert rule configured with a Slack channel When the alert triggers Then Dashlet sends a formatted message with the alert title, details, and dashboard link to the specified channel
Mentioning Users or Channels in Slack Notifications
Given an alert configuration includes a mention target When Dashlet sends the Slack notification Then the message contains the correct Slack user or channel mention syntax and notifies the intended recipient
Including Chart Attachments in Slack Messages
Given an alert includes chart snapshots as attachments When the Slack message is sent Then the message displays the attachments inline with visible image previews and captions
Handling Expired or Invalid Slack Tokens
Given Dashlet’s stored Slack OAuth token is expired or invalid When an alert is dispatched Then Dashlet attempts to refresh the token or surfaces an explicit error prompting the user to reconnect Slack
Microsoft Teams Integration
"As an operations lead, I want to get alerts in Microsoft Teams so that my department can collaborate on responding to issues as soon as they arise."
Description

Develop an integration with Microsoft Teams that posts alert cards into designated Teams channels, using Microsoft Graph API for authentication and adaptive card templates for rich content.

Acceptance Criteria
Posting Alert Card to Teams Channel
Given a Teams channel is configured for alerts When a data alert triggers in Dashlet Then an adaptive card is posted to the specified Teams channel within 30 seconds containing alert title, description, severity, timestamp, and dashboard link
Graph API Authentication Flow
Given valid Microsoft tenant credentials When the integration is activated Then the system successfully authenticates via Microsoft Graph API and stores a valid access token with expiration details
Adaptive Card Rendering with Dynamic Content
Given an alert payload with custom fields When constructing the adaptive card Then the card displays dynamic fields correctly (e.g., charts, tables, links) and matches the predefined template
Retry Mechanism for Failed Posts
Given a transient network or API error during card posting When the first post attempt fails Then the system retries up to 3 times with exponential backoff and logs each attempt outcome
Channel Configuration Persistence
Given a user updates the Teams channel selection or card template When the changes are saved in Dashlet settings Then the updated configuration persists across sessions and is applied to subsequent alerts
Custom Webhook Support
"As a software integrator, I want to send Dashlet alerts to custom webhook endpoints so that I can connect notifications to our internal systems or third-party tools."
Description

Enable users to configure custom webhooks by specifying endpoint URLs, HTTP methods, headers, and payload templates, allowing integration with proprietary or third-party services.

Acceptance Criteria
Valid Webhook Configuration Creation
Given a user is on the Add Webhook page with all fields displayed, When they enter a valid endpoint URL, select an HTTP method, define headers, and provide a payload template, And click Save, Then the system persists the webhook configuration to the database and displays a confirmation message.
Error Handling for Invalid URL
Given a user enters an invalid endpoint URL (e.g., missing protocol or malformed domain), When they attempt to save the webhook configuration, Then the system prevents saving, highlights the URL field, and displays a descriptive validation error message.
Header and Payload Customization
Given a user configures custom HTTP headers and a dynamic payload template, When they click Preview, Then the system renders a sample payload with placeholder values replaced, and lists all headers exactly as entered.
Successful Webhook Delivery
Given an event triggers a webhook, When the system sends the HTTP request to the configured endpoint, Then the request uses the specified HTTP method, headers, and payload, And the system logs the response status code and response body timestamped.
Webhook Retry on Failure
Given a webhook delivery fails with a 5xx response or network error, When the system retries, Then it re-attempts delivery up to 3 times at exponential backoff intervals, And marks the webhook as failed only after all retries are exhausted.
Delivery Status Tracking
"As a support engineer, I want to see delivery statuses and logs for all alerts so that I can troubleshoot failures and ensure stakeholders receive critical notifications."
Description

Create a tracking system that logs delivery attempts, successes, and failures for each notification, providing real-time status updates and retry analytics in the Dashlet dashboard.

Acceptance Criteria
Successful Delivery Log Entry
Given a notification is sent via any channel, when the delivery provider confirms success, then the system logs an entry with timestamp, channel, notification ID, and status "Success".
Failed Delivery Retry Mechanism
Given a notification delivery attempt fails, when the provider returns an error, then the system retries delivery up to three times with exponential backoff and logs each attempt with status and timestamp.
Dashboard Real-Time Status Update
Given a user is viewing the Dashlet dashboard, when a delivery status changes, then the status indicator for that notification updates in real time without requiring a page refresh.
Retry Analytics Aggregation
Given multiple delivery attempts for a notification, when analytics data is queried, then the dashboard displays total attempts, successes, failures, average retries per channel, and retry success rate in a chart.
Notification Filtering Options
Given the dashboard displays delivery records, when a user selects filter criteria (status or channel), then only matching records appear, and the count of filtered records is shown.
Alert Template Customization
"As a marketing manager, I want to tailor the look and content of alert notifications so that they align with our brand voice and include only relevant information."
Description

Provide a template editor for users to customize alert messages’ content and layout per channel, including dynamic fields, branding elements, and conditional sections.

Acceptance Criteria
Creating a New Email Alert Template
Given the user opens the template editor and selects the Email channel, when they define subject and body text, insert at least one dynamic field placeholder and add branding elements, then saving the template stores it correctly and displays a matching preview in the email templates list.
Adding Dynamic Fields to SMS Alerts
Given the user switches the template editor to SMS channel, when they insert a dynamic field placeholder (e.g., {{customer_name}}), then the preview displays the placeholder replaced with sample data, and saving the template persists the correct placeholder syntax.
Incorporating Branding Elements in In-App Notifications
Given the user selects the In-App Notification channel, when they upload a logo and choose primary and secondary colors, then the preview reflects the selected branding and saving the template retains these settings for future in-app alerts.
Implementing Conditional Sections in Slack Templates
Given the user edits a Slack channel template, when they add a conditional section with a valid expression (e.g., if {{value}} > 1000), then the preview simulates both true and false outcomes, and saving the template preserves the conditional logic.
Previewing Templates Before Saving
Given the user has made changes in the template editor for any channel, when they click Preview, then the system shows a real-time rendered preview using sample data for placeholders, branding, and conditions, and allows the user to either confirm and save or discard changes.

RootCause Radar

Analyzes anomaly patterns and correlates related metrics to suggest probable causes, helping managers quickly pinpoint issues and initiate corrective actions without digging through raw data.

Requirements

Anomaly Detection Engine
"As a small business manager, I want the system to automatically detect anomalies in my data so that I can address unusual trends without manually combing through spreadsheets."
Description

Implement a robust algorithmic engine that automatically scans incoming spreadsheet data to identify statistical outliers and patterns deviating from expected norms. The engine should support configurable thresholds, historical baseline comparison, and adaptive learning to refine detection accuracy over time. It integrates with the existing data ingestion pipeline, processes data in real time, and flags anomalies for further analysis. Expected outcomes include reduced manual error reviews, faster identification of data irregularities, and improved confidence in dashboard insights.

Acceptance Criteria
Real-Time Anomaly Flagging
Given a new spreadsheet data batch arrives When the Anomaly Detection Engine processes it Then any statistical outlier is flagged and presented on the dashboard within 30 seconds
Configurable Threshold Adjustment
Given a user sets a custom anomaly threshold When the new threshold is saved Then the engine applies it to all subsequent data and flags anomalies according to the updated threshold
Historical Baseline Comparison
Given historical data for the past 30 days When the engine analyzes incoming metrics Then deviations exceeding the defined statistical baseline generate anomaly alerts
Adaptive Learning Over Time
Given initial anomaly detection precision When the engine retrains its model on new data for 7 consecutive days Then the false positive rate decreases by at least 10% compared to the initial baseline
Integration with Data Ingestion Pipeline
Given a spreadsheet uploaded via the ingestion pipeline When the pipeline dispatches data to the engine Then the engine processes and flags anomalies before the dashboard renders the data
Metric Correlation Analysis
"As an operations manager, I want to see which related metrics correlate with detected anomalies so that I can quickly identify factors driving unexpected performance changes."
Description

Develop a correlation analysis module that examines relationships between detected anomalies and other key metrics. The module should calculate correlation coefficients, detect leading or lagging indicators, and suggest probable causal links. It integrates with the anomaly detection engine’s outputs and leverages time-series analysis to surface correlated metrics. This feature will help users understand potential root causes by highlighting data relationships and reducing the time spent on manual cross-variable investigations.

Acceptance Criteria
Calculating Correlation Coefficients
Given an anomaly detected in metric A and a time range of 30 days, when the user requests correlation analysis, then the system computes Pearson correlation coefficients for metric A against all other metrics in the dataset and returns a ranked list sorted by absolute value with coefficients accurate to two decimal places.
Identifying Leading Indicators
Given a detected spike anomaly in metric B, when time-series lag analysis is performed, then the system identifies metrics that consistently precede anomalies in metric B by 1 to 7 days with at least 0.5 lagged correlation and highlights the top three leading indicators.
Detecting Lagging Indicators
Given a drop anomaly in metric C, when lagging correlation analysis is executed, then the system identifies metrics that consistently follow anomalies in metric C by 1 to 14 days with a correlation coefficient ≥ 0.4 and displays them in descending order of coefficient.
Suggesting Probable Causal Links
Given computed correlation coefficients and lead/lag results, when the analysis completes, then the system generates causal link suggestions for correlations with absolute coefficient ≥ 0.6 and lead/lag significance p-value < 0.05, displaying them alongside confidence scores.
Integration with Anomaly Detection Engine Output
Given anomalies detected by the anomaly detection engine, when the user navigates to the RootCause Radar dashboard, then the correlation analysis module automatically loads the relevant anomaly events, performs the analysis without manual input, and displays results within 5 seconds.
Root Cause Visualization Map
"As a department head, I want a visual map of anomalies and correlated metrics so that I can understand root causes at a glance and communicate issues to my team."
Description

Create an interactive visualization component that displays anomalies and their correlated metrics as a dynamic cause-and-effect map. The visualization should allow users to see nodes representing metrics, edges indicating correlation strength, and color-coded severity levels. Users can hover or click nodes to view metric details and historical trends. This integration on the dashboard canvas will provide an intuitive overview of potential root causes, making complex data relationships accessible to non-technical users.

Acceptance Criteria
Visualization Component Initialization on Dashboard
Given a user adds the Root Cause Visualization Map to the dashboard canvas, When the dashboard loads, Then the visualization component renders all anomaly nodes and connecting edges within 2 seconds without errors.
Hovering Over an Anomaly Node
Given the visualization is displayed, When a user hovers over a node, Then a tooltip appears within 300ms showing metric name, current value, severity level, and timestamp.
Clicking a Node to Display Historical Trends
Given the visualization is displayed, When a user clicks on a node, Then a modal or side panel opens within 500ms displaying a line chart of the selected metric's historical values for the past 30 days.
Color-Coding Severity Levels
Given anomalies with varying severity, Then nodes are color-coded according to a predefined severity scale (e.g., green for low, yellow for medium, red for high) and match the legend.
Edge Thickness Reflects Correlation Strength
Given correlated metric pairs, Then edges between nodes are rendered with thickness proportional to correlation strength (e.g., thin for <0.5, medium for 0.5–0.8, thick for >0.8).
Alert & Notification System
"As a business owner, I want to receive notifications when significant anomalies or correlations occur so that I can respond promptly without continuously monitoring the dashboard."
Description

Implement a configurable alerts framework that notifies users when new anomalies are detected or when correlation findings exceed defined thresholds. Notifications should be deliverable via in-app messages, email, or push notifications, with customizable frequency and severity settings. The system integrates with user profiles and dashboard settings, ensuring users receive timely, relevant alerts to prompt immediate investigation and action.

Acceptance Criteria
New Anomaly In-App Notification
Given a user has enabled in-app notifications for anomalies, When a new anomaly is detected, Then an in-app notification is displayed within 5 seconds of detection including metric name, anomaly timestamp, and severity level.
Threshold Exceeded Email Alert
Given a user has configured email alerts for correlation findings exceeding defined thresholds, When a correlated metric surpasses its threshold, Then an email is sent to the user’s registered address within 1 minute containing metric details, correlation data, and recommended actions.
Push Notification Frequency Control
Given a user has set notification frequency to “Hourly Digest”, When multiple anomalies occur within an hour, Then the system batches notifications and sends a single push notification at the top of the hour summarizing all anomalies detected in the past hour.
Severity-Level Filtering
Given a user has configured severity filter to “High Only”, When an anomaly of medium or low severity is detected, Then no notifications are sent; When an anomaly of high severity is detected, Then a notification is sent via all enabled channels.
User Profile Integration for Notification Settings
Given a user updates notification settings in their profile, Then those settings are applied immediately to all new alerts without requiring the user to reload the dashboard or log out and log back in.
Interactive Drill-Down Interface
"As an analyst, I want to drill down into the data behind each anomaly or correlation so that I can verify findings and generate customized reports."
Description

Build an interactive drill-down interface that lets users explore raw data underlying anomalies and correlations. Users should be able to click on any anomaly or correlation link to view detailed data tables, filter criteria, and historical context. The interface integrates seamlessly with existing table and chart components, allowing users to refine queries, export data, and save views. This ensures transparency and empowers users to validate system-suggested root causes with full data access.

Acceptance Criteria
Anomaly Drill-Down Access
Given a user clicks on an anomaly highlight in the dashboard, when the interface processes the click, then a detailed data table showing all related raw data rows appears within 2 seconds without page reload.
Advanced Filter Application
Given the detailed data table is displayed, when the user applies filter criteria (e.g., date range, metric thresholds), then the table and linked charts update dynamically to reflect only the filtered results.
Historical Context View
Given a user drills down into a correlation link, when they toggle the historical context view, then the interface displays a time-series chart showing the trend of the selected metric over the past 12 months.
Data Export Functionality
Given the detailed data table is visible, when the user clicks the export button, then the system generates and downloads a CSV file containing the currently displayed table data, preserving applied filters.
Save Custom View
Given the user has applied filters and adjustments to the drill-down view, when they click save view, then the system prompts for a view name and stores the configuration, making it retrievable from the 'Saved Views' menu.

Predictive Pulse

Leverages historical trends and machine learning to forecast potential anomalies before they occur, allowing users to proactively adjust operations and prevent disruptions.

Requirements

Data Preprocessing Pipeline
"As a data analyst, I want the system to automatically clean and normalize my raw spreadsheet data so that predictive models receive consistent, high-quality inputs without manual preprocessing."
Description

Implement a robust pipeline that automatically ingests raw spreadsheet data, performs cleaning, normalization, and feature extraction to prepare inputs for predictive modeling, ensuring data consistency, handling missing values, and detecting outliers without manual intervention.

Acceptance Criteria
Spreadsheet Upload Ingestion
Given a valid spreadsheet file is uploaded, when the pipeline ingests the file, then all columns are parsed correctly and data is stored in the raw data store with no parsing errors.
Missing Value Handling in Date Fields
Given the dataset contains missing date values, when preprocessing runs, then missing dates are imputed using interpolation or default values according to the imputation policy.
Outlier Detection in Sales Figures
Given the dataset contains numerical sales figures, when preprocessing runs, then outliers beyond three standard deviations are flagged and recorded in the audit log.
Unit Standardization across Metrics
Given the dataset includes mixed currency units, when normalization executes, then all monetary values are converted to the user-selected base currency using the latest exchange rates.
Time-Series Feature Extraction
Given time-stamped transaction data, when feature extraction runs, then rolling averages and trend features for the past 7 and 30 days are generated and attached to each record.
Historical Trend Modeling
"As a small business manager, I want the feature to analyze historical trends in my data so that I can trust that future forecasts reflect true patterns and seasonality."
Description

Develop a module that applies machine learning algorithms to analyze historical data patterns, generate time-series models capturing seasonality and trend components, and validate model accuracy to underpin reliable future forecasts.

Acceptance Criteria
Monthly Sales Seasonality Detection
Given a dataset with at least 12 months of historical sales data When the Historical Trend Modeling module runs Then it identifies and outputs seasonality components with a minimum coefficient of determination (R²) of 0.8
Trend Component Extraction
When valid historical data without missing values is provided Then the system applies the machine learning algorithm to extract trend components and generates a smoothed time-series visualization
Model Accuracy Validation
Given a separate validation dataset When the trained time-series model makes forecasts Then the mean absolute percentage error (MAPE) is below 10%
Data Anomaly Impact Assessment
Given historical data containing known anomalies When the module preprocesses the data Then it detects and flags anomalies before model training for user review
Automated Model Retraining Trigger
When new historical data is ingested and the model’s validation accuracy drops below 85% Then the system automatically triggers a retraining job and notifies the user of the retraining event
Real-time Anomaly Detection
"As an operations manager, I want to be alerted to potential anomalies before they occur so that I can take preventive measures and avoid operational disruptions."
Description

Integrate an anomaly detection engine that continuously monitors forecast outputs against live data, identifies potential deviations or anomalies before they occur, and evaluates their significance based on configurable thresholds to proactively alert users.

Acceptance Criteria
Live Sales Data Drop Monitoring
Given the anomaly detection engine is monitoring live sales data, when incoming data deviates from forecast by more than 20% within a 5-minute window, then an anomaly alert is generated and displayed on the dashboard within 30 seconds.
Custom Threshold Configuration Enforcement
Given a user-defined significance threshold is set, when real-time deviation exceeds this threshold, then the system triggers an alert matching the defined severity level.
Inventory Level Anomaly Detection
Given the anomaly detection engine monitors inventory levels in real-time, when inventory on-hand deviates from forecasted demand by more than 15% over two consecutive data intervals, then the system flags the anomaly and sends a detailed report to the inventory manager.
Missing Data Handling in Anomaly Detection
Given intermittent data feed interruptions, when data is missing for over the configured gap threshold, then the system logs the interruption, pauses anomaly evaluation, and resumes analysis when data feed is restored without generating false alerts.
Alert Dismissal and Acknowledgment Workflow
Given an anomaly alert is displayed on the dashboard, when a user acknowledges and dismisses the alert, then the alert status is updated to 'Acknowledged' and archived to the historical events log.
Interactive Forecast Dashboard
"As a user, I want to interactively explore forecasted trends and anomalies in a dashboard so that I can easily understand insights and make informed decisions."
Description

Design an interactive dashboard interface featuring dynamic charts, drill-down capabilities, and scenario sliders that visualize predictive trends and detected anomalies, allowing users to explore forecast data, adjust parameters, and gain actionable insights.

Acceptance Criteria
Parameter Slider Interaction
Given the user adjusts the scenario slider on the forecast dashboard When the user releases the slider control Then the forecast chart updates to reflect the new parameters within 300ms, recalculates the underlying data correctly, and displays an updated trend line with a legend indicating the selected values
Drill-Down into Forecast Data
Given the forecast dashboard displays a trend chart When the user clicks on a specific forecast data point Then a drill-down view opens showing a detailed breakdown by day, including anomaly flags, confidence intervals, and contributing factors, and the user can return to the main view via a close or back control
Highlight Detected Anomalies
Given the forecast data contains detected anomalies When anomalies occur in the data set Then those data points are visually distinguished on the chart with red markers and tooltips displaying the anomaly reason and severity on hover
Export Customized Forecast
Given the user customizes the forecast view with scenario parameters and filters When the user clicks the export button Then the system generates a downloadable PNG and CSV export within 2 seconds, accurately reflecting the current state of the dashboard with proper titles, labels, and parameter values
Real-Time Data Refresh
Given new data becomes available for the forecast When the user clicks the refresh button or the auto-refresh interval elapses Then the dashboard updates charts and data tables in real-time without a full page reload, preserving the user’s selected scenario parameters and visual settings
Alert Notification System
"As a user, I want to receive notifications when anomalies are predicted so that I can stay informed in real time and respond quickly to potential issues."
Description

Implement a flexible notification system that sends automated alerts for predicted anomalies via in-app messages, email, or SMS, with customizable triggers and thresholds, ensuring users receive timely warnings and can configure preferences per alert type.

Acceptance Criteria
Threshold Trigger Configuration
Given a user accesses the notification settings, when they set a prediction threshold for an anomaly, then the system saves the threshold and displays a confirmation message.
In-App Alert Reception
Given a predicted anomaly occurs above the configured threshold, when the user is logged into Dashlet, then an in-app notification appears within 5 seconds containing anomaly details and a link to the dashboard.
Email Alert Delivery
Given a predicted anomaly occurs above the configured threshold and the user has enabled email alerts, when the anomaly is detected, then an email is sent to the user’s address within 2 minutes with the anomaly summary and timestamp.
SMS Alert Delivery
Given a predicted anomaly occurs above the configured threshold and the user has enabled SMS alerts, when the anomaly is detected, then an SMS message is delivered to the user’s phone number within 1 minute containing the alert title and key details.
User Alert Preference Management
Given a user views their notification preferences, when they enable or disable any alert channel (in-app, email, SMS) for a specific anomaly type, then the system updates the preferences immediately and reflects the changes in the UI.

Severity Slider

Offers a dynamic threshold configuration interface, enabling users to fine-tune anomaly sensitivity levels and customize alert conditions for different metrics based on their risk tolerance and business priorities.

Requirements

Severity Slider UI Layout
"As a small business owner, I want to adjust anomaly sensitivity through a clear slider interface so that I can fine-tune alert thresholds without needing technical expertise."
Description

Design and implement an intuitive slider control within the Dashlet anomaly settings panel that allows users to adjust sensitivity thresholds. The slider should include labeled endpoints (e.g., Low, Medium, High), intermediate tick marks, and contextual tooltips explaining each level. It must be responsive, accessible (keyboard and screen-reader friendly), and seamlessly integrate with the existing drag-and-drop interface. The layout should support both desktop and tablet views, maintaining usability across form factors.

Acceptance Criteria
Desktop Sensitivity Adjustment
Given the user is on the Dashlet anomaly settings panel on desktop When the user drags the slider thumb to any position Then the sensitivity value updates in real-time and the corresponding threshold label displays adjacent to the slider
Tablet Sensitivity Adjustment
Given the user is on a tablet device When the user taps and drags the slider thumb Then the slider responds to touch events with smooth animation and updates the sensitivity threshold value immediately
Slider Level Tooltips
Given the user hovers over or focuses on a slider tick mark When the tooltip appears Then it displays the correct descriptive text for Low, Medium, or High level as per design specifications
Keyboard Navigation Support
Given the slider has focus When the user presses the left or right arrow keys Then the slider thumb moves one tick mark per key press and the displayed sensitivity value updates accordingly
Screen Reader Announcements
Given a screen reader is active When focus moves to the slider or its tick marks Then the screen reader announces the current level name and numeric value and announces updates when the value changes
Integration with Drag-and-Drop Interface
Given the user drags the Severity Slider into the dashboard canvas When the slider is dropped Then it renders correctly with existing canvas styling and is immediately interactive without additional configuration
Severity Range Visualization
"As a manager, I want to see color-coded severity zones on the slider so that I can understand alert risk levels at a glance."
Description

Enhance the severity slider with color-coded zones representing different risk levels (e.g., green for low, yellow for medium, red for high). These visual cues should dynamically change as users move the slider, providing immediate feedback on the selected threshold. This requirement ensures that users can quickly interpret the impact of their adjustments and make informed decisions.

Acceptance Criteria
Default Severity Zones Display
Upon loading the dashboard, the severity slider displays green (0–30), yellow (31–70), and red (71–100) zones accurately aligned to slider positions with no visual artifacts.
Dynamic Color Update on Slider Move
When the user moves the slider handle into a new zone, the slider track and threshold indicator transition to the corresponding color within 200ms.
Tooltip Reflects Current Severity Zone
Hovering over any slider position displays a tooltip showing the numeric threshold value and its associated risk level, matching the zone color and range.
Accessibility Color Contrast Compliance
All color zones meet WCAG 2.1 AA contrast ratio of at least 4.5:1 against the background, and color indicators are distinguishable for users with color vision deficiencies.
Persisted Severity Settings Across Sessions
When a user sets a severity threshold and reloads the page, the slider retains and displays the last defined threshold value, color zone, and tooltip information.
Real-time Anomaly Preview
"As a data-savvy small business user, I want anomaly results to update instantly when I move the severity slider so that I can quickly identify the optimal threshold for alerts."
Description

Implement a live preview feature that updates anomaly detection results in real-time as the user adjusts the severity slider. The system should fetch and render example anomalies on the dashboard canvas within one second of slider movement, allowing users to immediately observe the effect of threshold changes. This feature aids rapid experimentation and reduces trial-and-error cycles.

Acceptance Criteria
Real-time Slider Adjustment
Given the user moves the severity slider, when the movement stops, then the dashboard displays updated anomaly previews reflecting the new threshold within one second.
Rapid Slider Movements
Given the user drags the slider continuously in multiple steps, when each step is registered, then the system updates the anomaly previews no more than one second after the final movement ceases.
Zero Anomaly Threshold
Given the user sets the severity slider to the minimum threshold, when the preview is generated, then the dashboard shows all anomalies detected at the lowest sensitivity level within one second.
Maximum Sensitivity Threshold
Given the user sets the slider to the maximum sensitivity, when the preview is generated, then only the most severe anomalies are displayed on the canvas within one second.
Data Fetch Failure Handling
Given the user adjusts the slider and the anomaly data fetch fails, when the one-second update window elapses, then the system displays an error message and retains the previous preview state.
Custom Alert Profiles
"As a business owner, I want to save my preferred slider settings as named alert profiles so that I can quickly apply different thresholds for regular and critical monitoring."
Description

Allow users to save, name, and manage multiple slider configurations as reusable alert profiles. Profiles should capture slider position and related notification settings. Users must be able to switch between profiles with a single click and edit or delete profiles as needed. This feature supports different monitoring strategies (e.g., conservative vs. aggressive) without reconfiguring settings from scratch.

Acceptance Criteria
Save New Alert Profile
Given the user has configured the severity slider and notification settings, when they enter a unique profile name and click 'Save', then the new profile is added to the profiles list with the correct slider position and notification settings.
Switch Alert Profile
Given multiple alert profiles exist, when the user selects a profile from the profiles list, then the severity slider and notification settings immediately update to match the selected profile.
Edit Alert Profile
Given an existing alert profile, when the user clicks 'Edit', adjusts the slider or notification settings, and clicks 'Save', then the profile is updated in the list with the new configuration and retains its original name unless changed by the user.
Delete Alert Profile
Given an existing alert profile, when the user clicks 'Delete' and confirms the action, then the profile is removed from the list and can no longer be selected or applied.
Handle Duplicate Profile Name
Given the user enters a profile name that matches an existing profile, when they attempt to save, then the system displays an error message indicating the name is already in use and prevents the profile from being saved.
Slider Configuration Persistence and Sharing
"As a dashboard administrator, I want slider configurations to persist and be shareable so that my team sees identical anomaly thresholds and alert conditions."
Description

Ensure that slider settings persist at the dashboard level and can be exported or shared with team members. When a user saves a dashboard, the current slider threshold must be stored in the dashboard metadata. Additionally, provide options to export configuration files or generate shareable links that reproduce the same slider settings in another user’s environment.

Acceptance Criteria
Persisting Slider Settings on Dashboard Save
Given a user sets the severity slider to a specific threshold on dashboard 'Sales Overview' When the user clicks the 'Save' button Then the selected threshold value is stored in the dashboard's metadata and remains the default after page reload
Loading Slider Configuration on Dashboard Access
Given a dashboard 'Marketing Metrics' has a saved slider threshold in its metadata When any authorized user opens the dashboard Then the severity slider initializes to the saved threshold value automatically
Exporting Slider Configuration as JSON File
Given a dashboard with customized slider settings When the user selects 'Export Configuration' from the dashboard menu Then a JSON file containing the dashboard ID and current slider threshold is downloaded to the user's device
Importing Slider Configuration from File
Given a valid JSON configuration file containing a slider threshold and dashboard reference When the user selects 'Import Configuration' and uploads the file Then the dashboard applies the uploaded threshold to the severity slider and updates the metadata accordingly
Generating and Using Shareable Slider Configuration Links
Given a dashboard with specific slider settings When the user clicks 'Generate Shareable Link' Then the system creates a unique URL encoding the slider threshold and dashboard ID And when another user opens the URL Then the dashboard loads with the encoded slider threshold applied

Alert Digest

Compiles a daily or weekly summary of detected anomalies, including their status and resolution progress, empowering teams with a consolidated view of data health and enabling informed planning during regular review meetings.

Requirements

Digest Scheduling
"As an operations manager, I want to schedule daily or weekly alert digests so that my team receives timely summaries without manual effort."
Description

Enable users to configure automatic daily or weekly schedules for compiling and delivering the alert digest. Users can select preferred days, times, and time zones for delivery, ensuring the digest arrives consistently and aligns with team routines. The system must handle time zone conversions and daylight saving adjustments.

Acceptance Criteria
Daily Digest Configuration
Given the user selects a daily schedule at 10:00 AM and timezone UTC, when the user saves settings, then the system schedules the digest to be sent every day at 10:00 AM UTC and displays a confirmation.
Weekly Digest Configuration
Given the user selects a weekly schedule on Mondays at 08:00 AM in PST, when the user saves settings, then the system schedules the digest to be sent every Monday at 08:00 AM PST and shows success feedback.
Time Zone Conversion and DST
Given the user’s selected timezone observes DST, when the clocks shift forward or backward, then the system adjusts the scheduled send time to maintain the user’s chosen local time.
Modify Existing Schedule
Given the user has an existing digest schedule, when the user updates the delivery days and time then saves, then the system replaces the old schedule with the new settings and confirms the update.
Invalid Schedule Input
Given the user enters an invalid time format or unsupported timezone, when attempting to save settings, then the system prevents saving, highlights the error, and provides corrective guidance.
Customizable Alert Filters
"As a data analyst, I want to customize which anomalies appear in my digest so that I only review alerts relevant to my responsibilities."
Description

Allow users to define filters that include or exclude specific anomaly types, severity levels, or data sources within the digest. Users can save multiple filter presets to quickly switch views and focus on the most relevant alerts. This reduces noise and helps teams prioritize critical issues.

Acceptance Criteria
Filter by Anomaly Type
Given the user is on the Alert Digest filter configuration screen When they select 'Spike' as the anomaly type filter Then the digest preview displays only anomalies classified as 'Spike'
Filter by Severity Level
Given the user is on the filter configuration screen When they select severity levels 'Critical' and 'High' Then only alerts with severity 'Critical' or 'High' are shown in the preview
Filter by Data Source
Given the user configures data source filter to include 'Sales Data' When they apply the filter Then the digest lists only anomalies originating from the 'Sales Data' source
Save a New Filter Preset
Given the user has configured a filter and clicked 'Save Preset' When they provide a unique name and confirm Then the new filter preset appears in the presets list and is selectable
Switch Between Saved Filter Presets
Given multiple filter presets exist When the user selects a saved preset from the dropdown Then the filter configuration fields update to match the selected preset settings
Multi-Channel Delivery
"As a team lead, I want to receive the alert digest in Slack so that my team can see updates where we collaborate daily."
Description

Support delivery of the alert digest via multiple channels such as email, Slack, Microsoft Teams, and downloadable PDF. Users can connect external services via integrations or webhook URLs and select their preferred delivery methods in the digest settings.

Acceptance Criteria
Email Delivery Setup
Given a user has added a valid email address in settings When the daily alert digest is generated Then the digest is successfully sent to the specified email with correct content and formatting
Slack Integration and Delivery
Given a user has connected a Slack workspace and channel When the weekly alert digest is generated Then the digest is posted to the selected Slack channel with attachments or message blocks intact
Teams Integration and Delivery
Given a user has authorized Microsoft Teams and selected a team channel When the daily alert digest is generated Then the digest appears in the chosen Teams channel with correct layout and links
PDF Download Availability
Given a user requests a downloadable PDF version in the digest settings When the digest is generated Then a PDF file is created, accessible via a download link, and accurately reflects the content and formatting of the digital digest
Webhook Custom Channel
Given a user has provided a valid webhook URL When the scheduled alert digest is triggered Then the digest payload is POSTed to the webhook endpoint and a success response is received
Anomaly Detail Drilldown
"As a business owner, I want to click on a summary alert and view full anomaly details so that I can quickly understand and address the issue."
Description

Include clickable links or embedded previews in the digest entries that navigate directly to detailed anomaly reports in Dashlet. Users can view interactive charts, root cause analyses, and remediation suggestions without additional searches.

Acceptance Criteria
Email Digest Anomaly Link Navigation
Given a user receives a daily email digest containing anomaly summaries When the user clicks an anomaly link Then the user is redirected to the detailed anomaly report page in Dashlet
Dashboard Digest Embedded Preview Access
Given a user views the digest within the Dashlet UI When the user clicks an embedded anomaly preview Then the interactive chart with anomaly details loads inline without a full page reload
Root Cause Analysis Display
Given a user drills down to the anomaly detail report When the report loads Then the root cause analysis section is displayed with data sources, trend graphs, and explanatory text
Remediation Suggestions Availability
Given a user views the detailed anomaly report When remediation suggestions exist Then they are displayed under a 'Suggested Actions' section with at least one actionable recommendation
Anomaly Resolution Status Verification
Given an anomaly has associated resolution progress When the user opens the detailed report from the digest Then the current status (Open, In Progress, Resolved) is accurately displayed
Digest History Archive
"As a compliance officer, I want to access historical alert digests so that I can review past data health trends for audits."
Description

Maintain an in-app archive of all sent digests, indexed by date and filter settings. Users can search, view, and download past digest versions for audits, compliance reviews, and trend analysis over time.

Acceptance Criteria
Search Archived Digests by Date Range
Given the user is on the Digest History Archive page, when the user selects a valid start and end date and initiates the search, then the system displays only the digests sent within that inclusive date range, sorted in descending order by date.
Filter Archived Digests by Configured Alert Settings
Given the user has multiple filter options applied (e.g., severity level, alert type), when the user selects one or more filter criteria and applies them, then the system returns only the digests matching all selected filters.
View Detailed Content of a Past Digest
Given the list of archived digests is displayed, when the user clicks the ‘View’ action on a specific digest entry, then the system opens a detailed view showing the full digest content exactly as it was originally sent, including charts, tables, and annotations.
Download Archived Digest in Supported Formats
Given the user is viewing an archived digest entry, when the user selects the ‘Download’ option and chooses a supported format (PDF or CSV), then the system generates and downloads a file named using the digest date and applied filters, with contents matching the on-screen digest view.
Maintain Performance with Large Archive Volumes
Given the archive contains over 10,000 digest entries, when the user performs a search or filter operation, then the system returns results and renders the first page of digests within 2 seconds.
Template Customization
"As a marketing manager, I want to customize the digest template so that the report aligns with our brand and highlights key metrics."
Description

Provide a template editor that allows users to customize the layout, branding, and content sections of the digest. Users can add headers, footers, charts, and text blocks, and save multiple templates for different audiences or reporting needs.

Acceptance Criteria
Template Editor Launch
Given the user navigates to the Alert Digest settings and selects “New Template” When the template editor interface loads Then the canvas displays default header, footer, and content placeholders within 3 seconds
Header and Footer Customization
Given the template editor is open When the user drags and drops a header or footer block onto the canvas and enters branding details (logo, text, color) Then the header/footer displays the entered branding and saves without errors
Adding Charts and Text Sections
Given the template editor is open When the user selects a chart block or text block from the toolbar and places it on the canvas Then the block appears at the chosen position and allows configuration (data source, text content)
Template Saving and Versioning
Given the user has configured header, footer, charts, and text blocks When the user clicks “Save Template” and provides a unique name Then the template is saved, appears in the template list, and version numbering starts at v1.0
Applying Saved Template to Digest
Given one or more templates exist in the template list When the user schedules or previews an Alert Digest and selects a saved template Then the digest preview reflects the selected template layout and content accurately

Smart Suggest

Leverages AI to analyze uploaded data and recommend the most relevant community templates within Template Trove, ensuring users start with layouts tailored to their needs and save setup time.

Requirements

Data Schema Profiling
"As a small business manager uploading my sales data, I want the system to automatically profile my dataset’s structure and contents so that I receive template recommendations tailored to my specific data attributes."
Description

The system must automatically analyze the structure, types, and distributions of fields in uploaded datasets. By parsing column names, data types, and value distributions, Smart Suggest can identify key data attributes such as date fields, numeric measures, and categorical variables. This analysis enables targeted template matching by providing a clear profile of the dataset’s characteristics, ensuring that recommended dashboard layouts align with the user’s data schema.

Acceptance Criteria
Automatic Schema Detection on Upload
Given a user uploads a spreadsheet file, when the file parsing is complete, then the system generates a JSON schema detailing each column name, detected data type, and sample value distribution.
Data Type Identification Accuracy
Given a dataset with mixed data types, when profiling is executed, then at least 95% of columns are correctly labeled as date, numeric, or text based on predefined validation rules.
Categorical Variable Recognition
Given a column with fewer than 20 unique values, when profiling completes, then the system tags it as a categorical variable and provides a list of unique categories and their frequencies.
Numeric Measure Distribution Profiling
Given numeric columns in the dataset, when profiling finishes, then the system calculates and reports count, mean, median, standard deviation, min, max, and quartiles for each numeric field.
Missing Value and Anomaly Detection
Given columns containing missing or outlier values, when profiling runs, then the system identifies missing value percentages and flags outliers beyond three standard deviations from the mean.
Template Relevance Scoring
"As a user seeking a dashboard layout, I want the system to rank templates by how well they fit my data so that I can quickly find the most suitable starting point without manual searching."
Description

Implement an AI-powered algorithm that calculates a relevance score for each template in the Template Trove based on the dataset profile. The scoring mechanism should consider factors such as matching fields, chart types, and layout complexity. Higher-scoring templates will be prioritized and surfaced to the user, improving the accuracy and usefulness of suggestions.

Acceptance Criteria
Data Upload Triggers Scoring
Given a user uploads a dataset When the upload completes Then the system calculates a relevance score for each template based on matching fields, chart types, and layout complexity
Templates Sorted by Relevance Score
Given relevance scores are calculated When displaying suggestions Then templates are listed in descending order of score with the highest-scoring templates shown first
Field Matching Impact on Score
Given a dataset with defined fields When calculating template scores Then templates matching at least 80% of the dataset fields receive at least 50% of the total score weight
Chart Type Compatibility
Given a dataset with numeric and categorical fields When evaluating templates Then templates with chart types matching the dominant field types receive a score boost proportional to the match quality
Layout Complexity Adjustment
Given templates have varying numbers of chart elements When scoring templates Then templates with more than three chart elements receive a penalty of 10 points unless their matching field score exceeds 70%
Scoring Performance for Large Datasets
Given a dataset of up to 10,000 rows When running relevance scoring Then the system returns scored and sorted template results within two seconds
Suggestion UI Integration
"As a Dashlet user, I want a seamless interface that presents AI-recommended templates with preview functionality so that I can efficiently apply a suggested layout to my dashboard."
Description

Design and integrate a dedicated Smart Suggest panel within the Dashlet interface where recommended templates are displayed in real time. The UI should show template thumbnails with relevance scores, allow sorting and filtering, and support one-click preview or application of a template onto the canvas.

Acceptance Criteria
Real-Time Template Recommendation Display
Given a user uploads a dataset, when the Smart Suggest panel is opened, then at least five relevant template thumbnails are displayed within 500ms.
Template Thumbnail and Relevance Score Presentation
Given recommended templates are displayed, then each thumbnail shows a clear image, template name, and a relevance score out of 100.
Sorting and Filtering Functionality
Given the user interacts with sort or filter controls, when a sort option or filter criterion is selected, then the displayed templates update instantly to reflect the chosen parameters.
One-Click Template Preview
Given a user hovers over or clicks a template thumbnail, when the preview icon is selected, then a live preview of the template with sample data appears in a modal within 300ms.
One-Click Template Application
Given the user selects 'Apply' on a template in the Smart Suggest panel, when clicked, then the template is instantly applied to the canvas and populated with the user's data.
User Feedback Loop
"As a user, I want to rate or dismiss template suggestions so that the system learns my preferences and improves recommendations in future sessions."
Description

Enable users to provide feedback on suggested templates by liking, dismissing, or rating recommendations. Capture this feedback to retrain the AI models and refine future suggestions, ensuring continuous improvement in template relevance over time.

Acceptance Criteria
Liking a Recommended Template
Given a user views a template recommendation in the Smart Suggest panel When the user clicks the “Like” icon on a template Then the system records a “like” action for the template And the UI displays a confirmation toast stating “Template liked”
Dismissing a Recommended Template
Given a template recommendation is shown to the user When the user clicks the “Dismiss” button on the recommendation Then the system logs a “dismiss” action for that template And the dismissed template is removed from the suggestion list And a new template recommendation appears
Rating a Recommended Template
Given a user selects the star rating widget on a recommended template When the user chooses a rating between 1 and 5 stars Then the system saves the rating value linked to the template ID and user ID And the average rating for the template updates in the metadata
Feedback Persistence in Data Store
Given any feedback action (like, dismiss, rate) is performed When the feedback event is sent to the backend Then a feedback record is persisted with fields: user ID, template ID, action type, rating (if applicable), and timestamp And no errors are returned in the API response
Retraining AI Models with Feedback
Given a batch of feedback records has been collected When the AI retraining pipeline executes Then the feedback signals are incorporated into the model training data And post-training evaluation shows an improvement in template suggestion relevance metrics
Suggestion Performance Logging
"As a product manager, I want to track performance metrics of the Smart Suggest feature so that I can ensure it meets reliability and speed targets and make data-driven improvements."
Description

Implement comprehensive logging of key metrics such as suggestion latency, click-through rates, and conversion rates for applied templates. This data will be used to monitor system performance, identify bottlenecks, and drive optimization efforts, ensuring the Smart Suggest feature delivers fast and reliable recommendations.

Acceptance Criteria
Measuring Suggestion Latency
Given a user requests a suggestion, when the suggestion response is returned, then the system logs the request and response timestamps, computes the latency, and stores the latency metric in the performance logs.
Tracking Suggestion Click-Through
Given a user clicks on a suggested template, when the click event occurs, then the system logs the template ID, suggestion session ID, user ID, and timestamp to calculate click-through rates.
Recording Conversion Rates
Given a user applies a suggested template, when the application action is confirmed, then the system logs the applied template ID, associated suggestion session ID, user ID, and timestamp to compute conversion rates.
Graceful Degradation on Logging Failures
Given the logging service is unavailable, when a performance log attempt is made, then the system queues the log entry, retries until successful, and ensures suggestion delivery is unaffected by logging errors.
Alerting on Latency Threshold Breaches
Given suggestion latency exceeds 2 seconds for any request, when the latency is logged, then the system generates an alert to the monitoring dashboard and notifies the engineering team via configured channels.

QuickLaunch Import

Enables one-click application of any template to your dataset with automatic field mapping and style alignment, transforming raw spreadsheets into polished dashboards instantly without manual configuration.

Requirements

Template Selection Interface
"As a small business owner, I want to browse and select dashboard templates in one click so that I can instantly apply a design that matches my reporting needs without switching screens."
Description

Develop an intuitive, one-click interface that lists all available dashboard templates and allows users to quickly select a template to apply to their uploaded dataset. The interface should integrate seamlessly into the Dashlet canvas, providing live search and filter capabilities to help users find the right template without navigating away from their data view.

Acceptance Criteria
Template Application via One-Click
Given a user has uploaded a dataset and the Template Selection Interface is visible When the user clicks on a template thumbnail Then the template must be applied to the canvas within 2 seconds with all fields correctly mapped and styles aligned
Live Search Responsiveness
Given the user is typing in the search input When at least three characters have been entered Then the list of templates must update within 200 milliseconds to display only matching templates
Filter by Category and Tags
Given the user has selected one or more categories or tags from the filter panel When filters are applied Then only templates matching all selected filters must be displayed and the total count must update accordingly
Seamless Canvas Integration
Given a template is applied When the user interacts with the canvas (e.g., zoom, pan, edit) Then no UI elements should overlap or shift unexpectedly and performance must remain above 30 FPS
Template List Loading Performance
Given the Template Selection Interface is accessed When the interface loads Then at least 20 template thumbnails must render in under 1 second without blocking other page interactions
Automatic Field Mapping
"As a manager, I want my spreadsheet columns to be automatically mapped to template controls so that I don’t have to manually assign each field and risk errors."
Description

Implement a mapping engine that automatically aligns dataset columns with the selected template’s fields based on header names, data types, and content patterns. The system should handle common naming variations, allow users to review mappings before confirmation, and save custom mapping rules for future use.

Acceptance Criteria
Importing a Dataset with Standard Headers
Given a user selects a spreadsheet with column headers matching template fields exactly, when the QuickLaunch Import is executed, then all dataset columns are automatically mapped to the corresponding template fields without errors.
Applying Template to Dataset with Non-Standard Headers
Given a dataset with headers that include common naming variations (e.g., 'Date Sold' vs 'Sale Date'), when the QuickLaunch Import runs, then the mapping engine correctly aligns these columns to their intended template fields using pattern recognition.
Reviewing and Confirming Auto-Mappings
Given automatic mappings have been generated, when the user views the mapping review screen, then each proposed mapping is displayed with source column name, target field, and confidence score, and the user can accept or adjust each mapping before proceeding.
Saving Custom Mapping Rules
Given a user has adjusted mappings during review, when the user chooses to save mappings, then custom mapping rules are persisted to the user’s profile and applied automatically on future imports of similarly structured datasets.
Reusing Saved Custom Mapping
Given a dataset matching a previously saved custom mapping rule is imported, when the QuickLaunch Import is executed, then the system applies the saved custom rule without requiring user review and populates the template fields accordingly.
Style Consistency Enforcement
"As a non-technical user, I want my data to adopt the template’s styling automatically so that my dashboard looks polished and professional without manual formatting."
Description

Ensure that the imported data inherits the template’s visual styling—colors, fonts, chart types, and layout spacing—to maintain a cohesive look and feel. The feature should dynamically adjust visual elements to accommodate varying data volumes, ensuring readability and aesthetic consistency.

Acceptance Criteria
Template Color Palette Application
Given the user imports a dataset and applies the template, when the dashboard is rendered, then all charts use the template’s defined color palette without default colors, and if the number of series exceeds the palette length, colors cycle without repetition within the visible range.
Template Font Alignment
Given the user applies the template to a dashboard, when the dashboard is rendered, then all text elements, including titles, labels, and tooltips, use the template’s specified font family, size, and weight.
Automatic Chart Type Matching
Given the user applies a template to diverse data fields, when the template is applied, then numerical fields default to the template’s chart types (e.g., bar, line), and categorical fields default to the template’s specified chart types (e.g., pie, donut).
Responsive Layout Spacing Adjustment
Given the user applies a template to dashboards of varying numbers of charts, when the dashboard is rendered, then the spacing between charts and page margins adjusts to maintain the template’s specified layout proportions without overlap or excessive whitespace.
Live Preview Reflects Final Styling
Given the user applies a template, when the user views the live preview, then the preview’s colors, fonts, chart types, and spacing exactly match the final rendered dashboard after saving.
Dynamic Styling for Large Datasets
Given the user applies a template to a dataset exceeding the template’s default data thresholds, when the dashboard is rendered, then label fonts adjust for readability, data points are aggregated or sampled according to template rules, and tooltips remain enabled.
Template Preview & Confirmation
"As a business owner, I want to preview how my data will look in the template so that I can make adjustments before committing to the dashboard design."
Description

Provide a real-time preview of the dataset applied to the selected template before finalizing the import. Users should be able to interact with the preview—zoom charts, view sample data rows, and adjust basic settings—then confirm or cancel the import, ensuring confidence in the final dashboard output.

Acceptance Criteria
Real-Time Template Application
Given the user selects a template and uploads a dataset, When the preview panel opens, Then the dataset is mapped into the template with at least 90% field accuracy and charts render within 3 seconds.
Interactive Chart Manipulation
Given a rendered chart in preview, When the user zooms or pans, Then the chart updates smoothly within 200ms and retains accurate sample data values.
Sample Data Row Inspection
Given the template preview is displayed, When the user views sample data rows, Then at least the first five rows are shown in a scrollable table with correct headers and values.
Basic Setting Adjustment
Given the preview is active, When the user modifies a basic setting (e.g., color theme, date filter), Then the preview updates in real time to reflect the change.
User Confirmation and Cancel Flow
Given the preview screen, When the user clicks 'Confirm', Then the dashboard imports with applied settings; And when the user clicks 'Cancel', Then no changes are saved and the import screen is restored.
Error Handling & Feedback
"As a user, I want clear error messages and guidance when my data doesn’t match the template so that I can quickly fix issues and complete the dashboard import."
Description

Design robust error detection that identifies mapping conflicts, missing fields, or incompatible data types during the import process. The system should provide clear, actionable feedback and suggestions for resolution, such as renaming headers or excluding problematic columns, to guide users toward a successful import.

Acceptance Criteria
Field Mapping Conflict Detection
Given a user applies a template that maps two or more template fields to the same dataset column When the import process begins Then the system identifies the conflict and displays an error message specifying the conflicting fields
Missing Mandatory Fields Warning
Given a template requires specific mandatory fields not present in the uploaded dataset When the user attempts to import Then the system detects missing fields, lists them, and suggests adding or selecting alternative columns
Incompatible Data Type Notification
Given a dataset column contains incompatible data types for the target chart (e.g., text in a numeric field) When mapping occurs Then the system flags the column, provides a clear explanation of the issue, and recommends how to correct it (e.g., exclude column or convert data)
Large Dataset Performance Feedback
Given a dataset with over 10,000 rows and 50+ columns When the one-click import is initiated Then the system displays a progress indicator and provides real-time feedback on performance or detected issues within 10 seconds
User-Driven Resolution Suggestions
Given an error is detected during import (e.g., mapping conflict, missing field, or type mismatch) When the user views the feedback panel Then the system offers actionable suggestions such as "rename header", "exclude column", or "select alternative field" and allows the user to retry import without reuploading

Collection Curator

Offers curated template bundles organized by industry, use case, or data type—such as sales, marketing, or operations—helping users quickly find proven layouts that match their specific objectives.

Requirements

Industry-Specific Template Bundles
"As a small business owner, I want industry-focused template bundles so that I can quickly choose dashboards that match my business needs without manual configuration."
Description

Provide curated collections of dashboard templates tailored to specific industries (e.g., sales, marketing, operations) to streamline the selection process and ensure relevance to users’ business contexts.

Acceptance Criteria
Selecting Sales Dashboard Templates
Given a user selects the “Sales” industry from the Collection Curator menu, when the system loads the curated templates, then only dashboard templates tagged for sales should be displayed within 2 seconds and sorted by popularity.
Browsing Marketing Dashboard Templates
Given a user navigates to the “Marketing” category in the template bundles, when the list is rendered, then at least 5 templates should be visible with thumbnails, descriptions, and use case tags.
Filtering Templates by Industry
Given a user applies an industry filter in the Collection Curator, when the user selects “Operations,” then all displayed templates must be relevant to operations and the filter indicator should show “Operations.”
Previewing Template Details
Given a user clicks on a template thumbnail, when the detail view opens, then the user should see a live preview, template metadata (industry, use case), and an “Apply Template” button.
Applying a Template to Dashboard Canvas
Given a user clicks “Apply Template” on a selected bundle, when the action completes, then the dashboard canvas should populate with the template layout, charts, and sample data within 3 seconds.
Use Case Categorization
"As an operations manager, I want templates categorized by use case so that I can find the right dashboard for monitoring my team’s performance metrics efficiently."
Description

Organize template bundles by common business use cases (e.g., KPI tracking, financial reporting, customer segmentation) to help users find layouts aligned with their objectives and workflows.

Acceptance Criteria
Browse Use Case Categories
Given the user navigates to the template library, When they open the “Use Case” filter, Then a list of predefined use case categories (e.g., KPI tracking, financial reporting, customer segmentation) is displayed.
Filter Templates by Selected Use Case
Given the user selects a specific use case category, When they apply the filter, Then only template bundles tagged with that use case are shown, sorted by relevance.
Search Specific Use Case
Given the user enters a use case keyword in the search bar, When the search is executed, Then matching use case categories and their associated template bundles appear in the results.
Handle Empty Use Case Results
Given the user selects a use case category with no matching templates, When the filter is applied, Then a message stating “No templates found for this use case” is displayed with suggestions to browse other categories.
Admin Assign Use Case to New Template
Given an admin uploads a new template bundle, When they assign one or more use case categories during the upload, Then the new template is correctly categorized and appears under the selected use cases in the template library.
Data Type Tagging
"As an analyst, I want to filter templates by data type so that I can select dashboards compatible with my dataset without trial and error."
Description

Implement metadata tagging for templates based on data types (e.g., time series, geospatial, transactional) to allow users to filter and discover templates that match the structure of their spreadsheets.

Acceptance Criteria
Filter Templates by Time Series Tag
Given a spreadsheet containing time series data When the user applies the “Time Series” filter Then the system displays only templates tagged “time series”, hiding all others
Filter Templates by Geospatial Tag
Given a spreadsheet containing geospatial coordinates When the user applies the “Geospatial” filter Then the system displays only templates tagged “geospatial”, hiding all others
Filter Templates by Transactional Tag
Given a spreadsheet containing transactional records When the user applies the “Transactional” filter Then the system displays only templates tagged “transactional”, hiding all others
Handle No-Match Data Type Filter
Given the user selects a data type filter that matches no templates When the filter is applied Then the template list is empty and a “No templates found for this data type” message is shown
Persist Data Type Filter Across Sessions
Given a user applies a data type filter and logs out When the user logs back in Then the previously selected data type filter remains applied and relevant templates are pre-filtered
Live Template Previews
"As a marketing coordinator, I want to see a live preview of templates so that I can judge whether the design and charts fit my reporting needs before committing."
Description

Enable instant, interactive previews of each template bundle, allowing users to see sample data visualizations and layout options before applying them to their own data.

Acceptance Criteria
User Browses Template Gallery
Given the user hovers over a template bundle in the Collection Curator When the cursor remains stationary for at least 300ms Then a live preview panel must appear showing sample data visualizations and layout options for that template
User Filters Templates by Industry
Given the user applies an industry filter (e.g., "Marketing") in the Collection Curator When templates are filtered Then each displayed template must show an interactive preview reflecting marketing-specific sample data
User Interacts with Preview Chart Controls
Given the live preview panel is open When the user changes chart type (e.g., from bar to line) via preview controls Then the sample visualization in the preview must update within 200ms to reflect the selected chart type
Preview Performance Under Large Template Collection
Given there are over 100 template bundles loaded When the user scrolls through the Collection Curator Then live previews must load and render within 500ms for each template hovered
Error Handling for Preview Loading Failures
Given a network or data loading error occurs when fetching a live preview When the user hovers over the template Then a placeholder message "Preview unavailable" is displayed and the error is logged to the console
Personalized Template Recommendations
"As a repeat user, I want personalized template suggestions so that I can discover efficient layouts that match my past preferences and data patterns."
Description

Develop a recommendation engine that suggests template bundles based on user behavior, historical selections, and uploaded data attributes to surface the most relevant layouts automatically.

Acceptance Criteria
New User Onboarding
Given a first-time user with no prior selections, when they upload a dataset, then the engine must display at least three template bundles matching the dataset’s schema within 2 seconds.
Returning User Behavior Analysis
Given a returning user, when they access the Collection Curator, then the system must surface the two most frequently selected template bundles or similar alternatives with a relevance score ≥70%.
Industry-Specific Recommendation
Given a user profile tagged as 'Marketing', when templates are recommended, then at least two marketing-focused bundles must appear in the top five suggestions.
Data Attribute Matching
Given a dataset containing time series and geospatial fields, when generating recommendations, then templates supporting line, area, and map visualizations must occupy the top five positions.
User Feedback Adaptation
Given a user marks a recommendation as 'Not Relevant', when this feedback is submitted, then that bundle must be excluded from the next session’s suggestions and similarity weights recalculated.

Review Hub

Aggregates community ratings, written reviews, and usage statistics for each template, empowering users to choose high-quality, vetted dashboards and learn best practices from fellow professionals.

Requirements

Aggregated Ratings Display
"As a small business manager, I want to see the average community rating for each dashboard template so that I can quickly identify high-quality options."
Description

Implement a system that calculates and displays the average community rating and total number of ratings for each template. The interface should show a star-based visualization (e.g., 1–5 stars) along with the count of ratings. Ratings must update in real time as users submit new scores, pulling from the backend API. The feature should integrate seamlessly into the template preview page without impacting load performance and ensure accessibility for all users.

Acceptance Criteria
Viewing Template with Existing Ratings
Given a template preview page loads and the backend returns an average rating of 4.2 with 25 total ratings When the page renders Then the interface displays "4.2" as the average, shows four filled stars and a 20% filled fifth star, and displays the text "25 ratings".
Submitting a New Rating
Given a user selects a star rating and submits it When the API processes the submission successfully Then the rating count increments by one, the average rating is recalculated and updated on the page, and the user sees a confirmation message.
Real-Time Ratings Update
Given multiple users have the template preview open When one user submits a new rating Then all other users’ displays update the average rating and total count automatically within 5 seconds without a manual page refresh.
Accessibility Compliance for Ratings
Given a screen reader user navigates to the rating component When focus moves to the rating section Then the screen reader announces "Average rating: 4.2 out of 5 stars, based on 25 ratings".
Template Preview Performance
Given the template preview page is requested When ratings data is fetched Then the first contentful paint occurs within 2 seconds and the rating stars and count are displayed within 500ms of page load completion.
Written Reviews Section
"As a user, I want to read detailed feedback from other professionals so that I can learn about real-world experiences and potential limitations of a template."
Description

Create a dedicated section that lists all written reviews for a template, including reviewer name (or alias), date, star rating, and review text. Enable pagination or infinite scroll for large volumes of reviews, and ensure proper sanitization and formatting of user-generated content. This section should integrate with existing template pages and use consistent styling.

Acceptance Criteria
Initial Review Display
Given a template page with at least one written review, when the user navigates to the Written Reviews section, then the first 10 reviews are displayed, each showing reviewer name or alias, date, star rating, and review text.
Pagination Navigation
Given more than 10 reviews exist, when the user clicks the 'Next' button, then the next 10 reviews are displayed and the page indicator updates accordingly without reloading the entire page.
Infinite Scroll Loading
Given the user scrolls to the bottom of the review list, then the next batch of 10 reviews loads automatically within 2 seconds, appending below the existing reviews without duplication.
Content Sanitization
Given a written review contains HTML or script code, when rendered, then all code is sanitized or escaped so that no script executes and only plain text or allowed tags appear.
Styling Consistency
Given the global style guide, when the Written Reviews section is displayed, then all elements (text, ratings, buttons) conform to the defined fonts, colors, spacing, and responsive layout.
Template Page Integration
Given a user views a template details page, when the page loads, then the Written Reviews section is accessible via a tab or anchor link and appears below the template overview without layout shifts.
Template Usage Statistics
"As a template explorer, I want to see how often and recently a template has been used so that I can assess its popularity and relevance."
Description

Display key usage metrics for each template, such as total number of uses, number of active users, and recent usage trends (e.g., weekly or monthly usage graphs). Fetch data from analytics services and present it in a clear, visual format (e.g., bar or line charts). Ensure the data refreshes at scheduled intervals and is visible alongside ratings and reviews.

Acceptance Criteria
Viewing Template Usage Overview
Given a user visits a template detail page with usage statistics available, when the page loads, then the total number of uses, number of active users, and a usage trend chart are displayed. The total uses and active users values exactly match the values from the analytics service. The usage trend chart correctly plots usage over the past 30 days with daily granularity.
Refreshing Usage Data
Given scheduled data refresh is configured at 24-hour intervals, when the refresh time occurs, then the usage statistics are updated without manual intervention. The refreshed data is visible on the template detail page within 2 minutes after the scheduled refresh. A timestamp indicating the last refresh time is displayed and updates accordingly.
Comparing Weekly Usage Trends
Given a template has usage data for at least four weeks, when the user selects the weekly view, then the line chart displays weekly usage values for the past four weeks. The chart uses a clear legend and axis labels to distinguish weeks and usage counts. The weekly usage values correspond to aggregated daily data for each week.
Displaying Active Users Count
Given multiple users are actively using a template on a given day, when viewing the active users metric, then the count reflects unique user sessions for the current day. The active users count updates every hour and matches analytics data within a 2% margin of error. The active users metric is accompanied by a tooltip explaining its calculation method.
Error Handling for Data Fetch Failures
Given the analytics service is unavailable, when the template page attempts to fetch usage data, then a user-friendly error message is displayed in place of the usage section. The error message instructs the user to retry after some time or contact support. The page continues to display ratings and reviews unaffected by the failure.
Review Filtering and Sorting
"As a user, I want to filter reviews by rating and date so that I can focus on the most relevant or recent feedback."
Description

Allow users to filter and sort reviews by criteria such as star rating (e.g., 5-star only), date (newest/oldest), and helpfulness votes. Provide a keyword search within reviews to help users find specific feedback. Ensure the filtering and sorting controls are intuitive, responsive, and update results dynamically without full page reloads.

Acceptance Criteria
Filter by Star Rating
Given the user is on the Review Hub page and selects the 5-star filter When the filter is applied Then only reviews with a 5-star rating are displayed instantly without a page reload
Sort Reviews by Date
Given the user is viewing filtered or unfiltered reviews When the user chooses to sort by newest or oldest date Then the review list reorders accordingly in descending or ascending chronological order dynamically
Sort Reviews by Helpfulness Votes
Given the user wants to see the most useful feedback first When the user selects to sort by helpfulness votes Then reviews are dynamically reordered from highest to lowest vote count without refreshing the page
Keyword Search Within Reviews
Given the user enters a keyword into the review search field When the user submits the search Then only reviews containing the keyword in their text are displayed with instant filtering
Combined Filtering and Sorting
Given the user applies a star rating filter and enters a search keyword When the user also selects a sort option Then the system dynamically displays reviews that meet all filter and search criteria in the chosen sort order
Best Practices Highlights
"As a new user, I want to see best-practice tips alongside template reviews so that I can quickly learn how to maximize a template’s effectiveness."
Description

Curate and display a set of best-practice tips or common use cases derived from top-rated templates and user reviews. This may include pulling highlights from user submissions or allowing admins to tag exemplary reviews. Present these tips in a summarized, visually distinct section to guide new users.

Acceptance Criteria
Displaying Highlights on Template Page
- When a user navigates to any template detail page, the Best Practices Highlights section appears below the main header. - The section displays a minimum of three tips sourced from top-rated templates or tagged reviews. - Each tip includes a summary (maximum 150 characters) and a clickable link to view more details.
Admin Tagging Exemplary Reviews
- Given an admin user selects a review in the admin interface and tags it as "Exemplary", when the tag is applied, then the review appears as a new highlight in the Best Practices section within 5 minutes. - The highlight displays the reviewer’s name, referenced template, and a concise summary of the tip (max 150 characters).
Automatic Aggregation of Top Templates
- The system identifies templates with an average rating of 4.5 or higher and extracts the top three recurring use cases across these templates. - The extracted use cases are displayed as best practice tips, each with a title and concise description (max 200 characters).
Highlight Visual Distinction
- The Best Practices section background uses color #F9F9F9 and each tip is prefaced by a bullet icon consistent across devices. - Tip text uses 16px font size and has an 8px margin around the icon, verified on desktop and mobile viewports.
Detail Drill-down from Highlight
- When a user clicks on a best practice tip, a side panel opens displaying the full review or template details in context. - The side panel loads within 2 seconds and presents the original content, including full text and any associated media.

Template Editor

Provides an in-browser customization workspace where users can fork community templates, tweak charts, adjust layouts, and preview changes in real time before applying them to their data.

Requirements

Template Forking
"As a small business manager, I want to fork a community template so that I can customize it without altering the original design and preserve my edits separately."
Description

Enables users to create an editable copy of a community template within their own workspace. This feature ensures the original template remains unchanged while providing a personal version for customization. It integrates seamlessly with the Template Editor, allowing users to explore and tweak community-contributed designs without risk, fostering experimentation and creativity.

Acceptance Criteria
Fork Community Template
Given a user is viewing a community template, when the user clicks 'Fork Template', then an editable copy named '{TemplateName} - Copy' is created in the user's workspace.
Original Template Integrity Maintained
Given a user has forked a community template, when modifications are made to the forked version, the original community template remains unchanged.
Access Forked Template
Given a user has successfully forked a template, when the user navigates to 'My Templates', then the forked template appears in the list and opens in the Template Editor for editing.
Real-Time Preview of Edits
Given a user is editing a forked template, when the user adjusts chart settings or layout, then the preview pane updates instantly to reflect those changes.
Forked Template Metadata Display
Given a user is viewing the details of a forked template, then the template metadata section displays the original author, fork date, and unique template ID.
Live Chart Preview
"As a user customizing a chart, I want to see my changes in real time so that I can iterate quickly and ensure the visualization accurately represents my data."
Description

Provides an instant preview of chart changes directly within the editor canvas. As users adjust chart parameters—such as data ranges, chart types, or styling options—the visualization updates in real time. This immediate feedback loop accelerates design iterations and reduces guesswork, enhancing user confidence and efficiency.

Acceptance Criteria
Chart Type Change Reflection
Given the user selects a different chart type, when the selection is made, then the preview updates to the new chart type within 300ms and accurately reflects the underlying data.
Data Range Adjustment Preview
Given the user modifies the data range selector, when adjustments are applied, then the preview updates to display only the selected data range in under 300ms with correct axis labels and scales.
Styling Option Application Feedback
Given the user changes styling options (e.g., color palette, font size, gridlines), when each option is selected, then the preview instantly reflects the new styling choices without requiring a manual refresh.
Data Series Filter Preview
Given the user filters out specific data series or categories, when the filter is applied, then the preview updates to hide the excluded series, updates the legend accordingly, and maintains chart readability.
High-Volume Data Rendering Speed
Given the user works with datasets up to 10,000 rows, when any parameter change is made, then the preview updates in under 1 second without rendering errors or performance degradation.
Drag-and-Drop Layout Adjustment
"As a dashboard designer, I want to drag and drop charts and widgets so that I can arrange the layout to suit my reporting needs and aesthetic preferences."
Description

Allows users to reposition and resize dashboard components via intuitive drag-and-drop interactions. Widgets, charts, and text boxes can be moved freely on the canvas grid and resized with handles. This flexibility empowers users to craft layouts that best suit their reporting needs without manual input of coordinates or sizes.

Acceptance Criteria
Repositioning a Widget on the Dashboard
Given the user selects a widget When the user drags the widget to a new grid cell Then the widget is rendered at the new location without overlapping other elements And the new position is saved to the dashboard layout
Resizing a Chart Component
Given the user hovers over a chart’s resize handle When the user drags the handle horizontally or vertically Then the chart’s width and height update in real time to reflect the drag And the final dimensions persist when the user saves the layout
Aligning Multiple Widgets
Given the user selects two or more widgets When the user drags one widget near the edge of another Then the widgets snap to the grid or align their edges within 5 pixels of each other
Preventing Overlap Beyond Grid Boundaries
Given the user drags a widget toward the canvas boundary When the user releases the widget outside the grid Then the widget repositions to the nearest valid grid cell within the canvas
Consistent Behavior Across Browsers
Given the user performs drag-and-drop or resize actions in Chrome, Firefox, and Safari When the user moves or resizes a widget in each browser Then the interactions complete without errors or layout inconsistencies across all browsers
Chart Configuration Panel
"As a user, I want a configuration panel to fine-tune chart properties so that the visualizations accurately reflect my data story and adhere to branding guidelines."
Description

Offers a dedicated sidebar panel where users can adjust detailed chart settings including axes labels, color schemes, data filters, legends, and tooltip content. Changes are applied instantly to the selected chart. This consolidated control panel streamlines the customization process and keeps the canvas uncluttered.

Acceptance Criteria
Adjusting Axis Labels
Given a chart is selected on the canvas, when the user edits the X and Y axis labels in the Chart Configuration Panel and clicks ‘Apply,’ then the chart updates immediately to display the new axis labels without a page reload.
Applying Color Scheme Changes
Given a chart is selected, when the user chooses a color palette from the ‘Color Scheme’ dropdown in the Chart Configuration Panel, then the chart’s data series colors update instantly to match the selected palette.
Filtering Data via Panel
Given a chart displaying a full dataset, when the user applies a filter (e.g., date range or value threshold) within the Chart Configuration Panel and confirms, then the chart redraws immediately showing only the filtered data points.
Editing Legend Display
Given a chart with a legend, when the user toggles legend items on or off in the Chart Configuration Panel, then the chart updates immediately to show or hide the corresponding data series and updates the legend accordingly.
Customizing Tooltip Content
Given any chart type is selected, when the user adds or removes data fields in the Tooltip Content section of the Chart Configuration Panel and previews changes, then hovering over data points shows tooltips reflecting the updated fields in real time.
Version History and Undo
"As a user experimenting with template edits, I want to undo mistakes and restore prior versions so that I can confidently iterate without fear of losing my work."
Description

Tracks user actions within the Template Editor to enable undo/redo functionality and maintain a version history. Users can step backward through each change or revert the entire template to a saved snapshot. This safeguards against accidental edits and supports iterative experimentation.

Acceptance Criteria
Sequential Undo/Redo during Template Editing
Given a user makes a sequence of edits in the Template Editor When the user clicks 'Undo' repeatedly Then each click reverts the template to the immediate previous state in correct order And when the user clicks 'Redo' after undoing Then each click reapplies the changes in the original order
Revert to Previous Snapshot
Given the user has saved one or more version snapshots of the template When the user selects a snapshot and clicks 'Revert' Then the template reverts exactly to the selected snapshot including all chart settings, layout positions, and data bindings And no additional changes remain
Branching Undo Clears Redo Stack
Given the user has undone one or more actions When the user makes a new edit after an undo Then the redo history is cleared And 'Redo' becomes disabled until a new undo is performed
Performance with Large Templates
Given a template containing up to 100 chart and layout elements When the user performs undo or redo Then the action completes within 2 seconds And the UI remains responsive without freezing
Undo/Redo History Persistence Across Sessions
Given a user closes or refreshes the browser after making edits When the user reopens the same template in the Template Editor Then the full undo/redo history is preserved And the user can undo or redo past actions from prior sessions
Template Sharing Permissions
"As a team lead, I want to assign view or edit permissions to shared templates so that I can maintain control over template integrity and facilitate secure collaboration."
Description

Provides access control settings that allow template owners to assign view or edit permissions when sharing templates with team members. Owners can invite collaborators with different roles, manage access centrally, and revoke permissions as needed. This ensures collaborative security and governance.

Acceptance Criteria
Inviting a collaborator with view-only permissions
Given a template owner opens the share dialog, When they enter a team member’s email and select 'View' permission, Then the team member is added to the access list with view-only rights and receives a notification email.
Inviting a collaborator with edit permissions
Given a template owner opens the share dialog, When they enter a team member’s email and select 'Edit' permission, Then the team member is added to the access list with edit rights and can modify the template.
Revoking collaborator access
Given a template owner views the current collaborators list, When they click the revoke button next to a collaborator’s name, Then the collaborator is removed from the access list and can no longer access the template.
Changing collaborator role from view to edit
Given a collaborator exists with view-only access, When the owner updates their role to 'Edit' in the access management interface, Then the collaborator’s permissions are elevated and a confirmation message is displayed.
Viewing the access list as template owner
Given a template owner navigates to the access management page, When the page loads, Then the owner sees all collaborators listed with their respective roles and can filter by role type.

Version Vault

Maintains a history of template updates and personal forks, allowing users to revert to previous versions, compare changes, and share custom iterations with teammates securely.

Requirements

Version History Tracking
"As a small business owner, I want to see a detailed list of all past template changes so that I can understand how my dashboard has evolved and identify when and why certain adjustments were made."
Description

Implement a comprehensive version history feature that automatically records every change made to dashboard templates and user-created forks. This functionality will allow users to view a chronological list of all modifications, including metadata such as author, timestamp, and change summary. The version history integrates seamlessly into the Dashlet interface, providing an intuitive timeline view directly on the template detail page. It enhances transparency, accountability, and auditability by capturing each iteration without manual intervention.

Acceptance Criteria
Automatic Change Recording
Given a user edits a dashboard template, when the change is saved, then the system automatically creates a version entry capturing author name, timestamp, and change summary without manual intervention.
Version Timeline Display
Given a template detail page, when a user opens the version history tab, then a chronological timeline view displays all versions sorted from newest to oldest with clear labels.
Metadata Accuracy Verification
Given any version entry, when the user inspects its details, then the displayed metadata (author, timestamp, change summary) matches the actual data stored in the audit log.
Revert to Previous Version
Given the version history timeline, when a user selects a past version and confirms a revert action, then the template reverts to that version and a new version entry is created reflecting the revert event.
Version Comparison Functionality
Given two versions selected in the history view, when the user clicks 'Compare Versions', then the system displays a side-by-side diff highlighting added, removed, and modified elements.
Side-by-Side Version Comparison
"As a manager, I want to compare two versions of my dashboard to quickly see what changed between them so that I can review updates and approve or reject modifications efficiently."
Description

Provide users the ability to select two versions of a dashboard template and compare them side-by-side. The comparison view highlights additions, deletions, and modifications in charts, data bindings, and layout elements, using color-coded diffs for clarity. This feature integrates with the version history timeline, allowing quick selection and real-time rendering of differences to aid decision-making and reduce manual inspection.

Acceptance Criteria
User selects two versions for comparison
Given the user is viewing the version history timeline, when they select exactly two versions, then the side-by-side comparison view is displayed with both dashboards loaded concurrently.
Highlighting changes in chart types
Given two selected versions have different chart types, then the comparison view highlights additions in green, deletions in red, and modifications in yellow in the chart type section.
Highlighting data binding modifications
Given the data bindings differ between the selected versions, then each modified binding shows a tooltip on hover with the original and updated data source details highlighted.
Layout differences visualization
Given layout elements are moved, resized, or removed, then the comparison view overlays colored outlines and arrows indicating the old and new positions and dimensions of each element.
Real-time rendering performance
When two versions are selected for comparison, then the diff view fully renders within 2 seconds without freezing or blocking other UI interactions.
One-Click Revert
"As an analyst, I want to revert my dashboard template to a previous version instantly so that I can undo mistakes or unwanted changes without rebuilding everything from scratch."
Description

Enable users to revert a dashboard template back to any previous version with a single click. Upon selecting a target version from the history, the system restores the template’s state exactly as it existed at that point, including layout, chart configurations, and data sources. A confirmation dialog provides a summary of the action and warns about overwriting current changes, ensuring users can confidently roll back without data loss.

Acceptance Criteria
Selecting a Target Version
Given the user opens the version history panel When the user clicks on a previous version Then the selected version is visually highlighted and the revert button becomes enabled
Confirmation Dialog Presentation
Given the user clicks the enabled revert button Then the system displays a confirmation dialog summarizing the target version details and warning about overwriting current changes
Successful Template Restoration
Given the user confirms the revert action in the dialog When the system processes the request Then the template is restored exactly to the selected version’s layout, chart configurations, and data sources and a success notification is shown
Cancelling a Revert Operation
Given the confirmation dialog is displayed When the user clicks the cancel button Then the dialog closes without modifying the current template state
Updating Version History Post-Revert
Given the revert action completes successfully When the user reopens the version history panel Then the reverted version is marked as the current version with a new timestamp and previous versions remain accessible
Custom Forking and Branching
"As a designer, I want to fork an existing template so that I can experiment with new visual layouts without risking the integrity of the original dashboard."
Description

Allow users to create personal forks (branches) of existing templates for experimentation or customization. Each fork maintains its own version history linked to the original template, enabling users to diverge and test new designs without affecting the master copy. The system tags forks visually in the template library, and users can merge approved changes back to the main template when ready.

Acceptance Criteria
Fork Creation Initiation
Given a user is viewing an existing template, When the user clicks the 'Fork' button and provides a name for the fork, Then the system creates a personal fork preserving the original template content, and the fork appears in the user's template library with a distinct fork icon.
Fork Version History Maintenance
Given a user views a forked template, When the user navigates to the version history tab, Then the system displays a chronological list of all versions of the fork, including timestamps, change descriptions, and links to the corresponding versions of the original template.
Visual Fork Tagging in Library
Given multiple templates and forks in the user's library, When the user browses the library, Then all forked templates display a unique fork tag or icon, differentiating them from master templates.
Merging Fork Back to Master
Given a user has an approved fork, When the user initiates a merge from the fork to the original template, Then the system compares changes, shows a diff view, allows conflict resolution, and upon confirmation updates the master template while preserving the fork's history.
Fork Sharing with Teammates
Given a user has created a fork, When the user selects the share option and specifies teammates' emails, Then the system sends invitations and grants appropriate access levels to the fork, allowing teammates to view and collaborate on the forked template.
Secure Sharing of Custom Iterations
"As a team lead, I want to share my customized dashboard version with colleagues safely so that they can review and provide feedback without compromising other versions."
Description

Implement a sharing mechanism that allows users to securely distribute specific template versions or forks with teammates. Shared items include view-only or editing access controls, expiration dates, and optional password protection. The sharing interface integrates with the Dashlet user management system, sending email notifications with unique links and tracking recipient activity to ensure collaboration security.

Acceptance Criteria
Generate Secure Share Link
Given a user selects a custom iteration and clicks 'Share', When the user chooses 'View-only' or 'Editing' access and confirms, Then the system generates a unique, cryptographically secure link and displays it to the user.
Enforce Access Permissions
Given a recipient clicks on a shared link, When the link access level is 'View-only', Then the recipient can only view the template without edit options and any attempt to modify content triggers an access denied message.
Apply Expiration Date
Given a user sets an expiration date on a shared link, When a recipient attempts access after the expiration date and time, Then the system denies access and displays an expiration notice.
Enable Password Protection
Given a user enables password protection and sets a password, When a recipient follows the shared link, Then the recipient is prompted to enter the correct password before access is granted.
Send Notification and Track Activity
Given a user shares a template with specified recipients, When the share action is completed, Then the system sends unique email notifications with the link and logs each recipient's link access time and actions for audit.
Permission-Level Controls
"As an administrator, I want to set permission levels for version control actions so that only authorized users can manage and modify critical dashboard templates."
Description

Introduce granular permission settings for version vault operations, enabling administrators to define who can create versions, compare, revert, fork, or share templates. Permissions can be assigned at the organization, project, or individual level. A role-based access control panel within Dashlet allows easy management of these permissions, ensuring compliance with company policies and preventing unauthorized changes.

Acceptance Criteria
Organization-Level Permission Assignment
Given an administrator assigns the 'Create Version' permission to the 'Analyst' role at the organization scope, when an Analyst attempts to create a new version of any template, then the system allows version creation; and given a user without that permission attempts the same, then the system displays an 'Access Denied' message and blocks the action.
Project-Level Permission Override
Given an administrator grants the 'Revert' permission to the 'Editor' role only on Project ABC and removes it at the organization scope, when a user with the Editor role on Project ABC reverts a template, then the revert succeeds; and when any user not meeting both role and project criteria attempts to revert a template, then the system denies the action with an appropriate error notice.
Individual-Level Fork Restriction
Given an administrator assigns the 'Fork' permission to user 'jane.doe' on Template XYZ, when Jane forks the template, then a new fork appears under her personal fork list; and given any other user attempts to fork Template XYZ, then the fork option is disabled and a 'Permission Required' message is displayed.
Bulk Role Permission Update
Given an administrator selects multiple roles in the Access Control panel and toggles the 'Share' permission for 'Project Alpha', when the update is saved, then all selected roles gain or lose the ability to share templates in Project Alpha accordingly and the system logs each role’s permission change.
Permission Change Audit Logging
Given any permission is granted or revoked via the Role-Based Access Control panel, when the change is confirmed, then an audit log entry is created with timestamp, administrator ID, affected role/user, scope, permission type, and previous vs. new state; and a user with 'View Logs' permission can retrieve and view this entry.

FrameFlow

Intuitive drag-and-drop editor that lets users arrange and connect individual story frames in a linear timeline, simplifying the creation of cohesive data narratives with smooth transitions.

Requirements

Drag-and-Drop Canvas
"As a small business manager, I want to drag and drop data story frames onto a timeline so that I can quickly assemble my narrative without technical complexity."
Description

An interactive canvas that allows users to select story frames from a sidebar and position them along a linear timeline using drag-and-drop. Includes visual alignment guides, snap-to-grid functionality, and real-time feedback to ensure precise placement. Seamlessly integrates with the existing Dashlet data model so placed frames automatically inherit linked datasets and chart configurations.

Acceptance Criteria
StoryFrame Placement on Timeline
Given a user selects a story frame from the sidebar, when they drag it onto the timeline and release the mouse button, then the frame is placed exactly at the cursor location within the timeline bounds.
Visual Alignment Guide Activation
Given a user drags a frame near the horizontal or vertical alignment lines, then visual guides appear dynamically to assist positioning when within 5 pixels of the guide.
Snap-to-Grid Functionality Engagement
Given grid lines are enabled, when a user drags a frame within 10 pixels of a grid intersection and releases it, then the frame snaps precisely to the nearest grid intersection coordinates.
Real-Time Feedback on Overlap
Given existing frames are on the timeline, when a user drags another frame into an overlapping position, then the canvas displays a warning icon and disables the drop until the user resolves the overlap.
Automatic Data Model Integration
Given a frame is dropped onto the timeline, then the frame automatically inherits the associated dataset links and chart configurations from the original frame and these inherited settings are immediately available for preview.
Frame Connection and Sequencing
"As a data storyteller, I want to connect story frames in sequence so that my narrative follows a logical flow and viewers can follow the insights smoothly."
Description

A toolset for creating directional connectors between frames to define narrative flow. Users can draw arrows to link frames, reorder connections dynamically, and see automatic updates to sequencing. Connector styles (e.g., curved, straight) and labels help clarify transitions, ensuring the story structure remains coherent as frames are added or moved.

Acceptance Criteria
Establishing a Straight Connection Between Two Frames
Given two frames on the canvas When the user drags a straight connector from the source frame to the target frame Then a straight arrow appears connecting the frames and the connection is reflected in the sequencing panel
Creating a Curved Connector with Label
Given two frames on the canvas When the user selects the curved connector style and enters a label Then the connector displays as a curved arrow with the label visible adjacent to the connector line
Reordering Connections Updates Narrative Flow
Given frames A, B, and C connected sequentially When the user drags frame C to a position between A and B Then the sequencing panel updates to A → C → B and the connectors on the canvas adjust accordingly
Auto‐updating Connectors on Frame Move
Given two frames connected by a connector When the user moves one frame to a new canvas position Then the connector path dynamically updates to maintain the connection without user intervention
Removing a Frame Removes Associated Connectors
Given a frame with incoming and outgoing connectors When the user deletes the frame Then all connectors associated with that frame are removed and the sequencing panel reflects the removal
Switching Connector Style on an Existing Connection
Given an existing straight connector between two frames When the user selects the connector and changes its style to curved Then the connector immediately updates to the curved style on both the canvas and in the sequencing panel
Transition Preview and Tuning
"As a content creator, I want to preview and adjust transitions between frames so that the final presentation feels polished and engaging."
Description

A real-time preview panel that displays animated transitions between connected frames. Users can play through transitions directly in the editor, adjust timing, easing functions, and transition effects, and immediately see results. This enables fine-tuning of the narrative pace and enhances audience engagement.

Acceptance Criteria
Default Transition Preview
Given two connected story frames in the editor, when the user opens the transition preview panel, then a default fade transition of 1 second duration with linear easing plays automatically in a loop.
Adjusting Transition Timing
Given a selected transition between frames, when the user moves the timing slider to 2 seconds and releases it, then the preview panel updates in real time to show the transition playing over exactly 2 seconds.
Changing Easing Function
Given an active transition preview, when the user selects “ease-out” from the easing function dropdown, then the preview immediately plays the transition using the ease-out curve.
Switching Transition Effects
Given a transition selected in the editor, when the user chooses “slide-left” from the transition effects menu, then the preview panel displays the slide-left effect between the frames.
Playing Through Multiple Transitions
Given three or more story frames connected in linear sequence, when the user clicks “Play All Transitions,” then the preview panel animates each transition in order using their configured timing and easing without manual intervention.
Frame Library and Thumbnails
"As a user, I want to access a library of frame templates so that I can quickly reuse common layouts and maintain design consistency."
Description

A collapsible library panel displaying all available frame templates and user-saved frames as thumbnails. Each thumbnail shows a mini-preview of the frame’s data visualization and layout. Users can drag templates or saved frames onto the timeline, promoting design consistency and speeding up story assembly.

Acceptance Criteria
Library Panel Toggle
Given the user is in the FrameFlow editor and the library panel is collapsed, When the user clicks the "Library" button, Then the panel expands within 300ms displaying all frame thumbnails; Given the panel is expanded, When the user clicks the "Library" button again, Then the panel collapses within 300ms hiding all thumbnails.
Thumbnail Display Accuracy
Given the library panel is expanded, When the thumbnails are rendered, Then each thumbnail displays a mini-preview that accurately reflects the data visualization and layout of its corresponding template or saved frame at full fidelity scaled to the thumbnail size; Each thumbnail must maintain consistent dimensions of 120x80 pixels and be legible.
Drag-and-Drop to Timeline
Given the library panel is expanded and thumbnails are visible, When the user drags a thumbnail onto an empty slot or between existing frames on the timeline and releases the mouse, Then the frame is inserted at the drop location with the correct data visualization and retains full editability; The timeline automatically scrolls to reveal the drop location if it is off-screen.
Saved Frames Persistence
Given the user has saved custom frames, When the FrameFlow editor is reloaded or reopened, Then all user-saved frames appear under "My Frames" in the library with accurate thumbnails; Saved frames must persist across sessions and device reloads.
Undo/Redo and Revision History
"As a user, I want to undo mistakes and review past edits so that I can confidently experiment without fear of losing work."
Description

A robust undo/redo system with a revision history sidebar that logs every canvas action (add, move, delete, connect). Users can step backward or forward through changes, restore past states with a single click, and view timestamps for each revision, providing confidence to experiment and iterate.

Acceptance Criteria
Adding and Undoing a Frame
Given a user adds a new frame to the canvas When the user clicks the Undo button Then the frame is removed from the canvas and the revision history sidebar reflects the change
Redoing a Deleted Frame
Given a user deletes an existing frame and then clicks Undo When the user clicks the Redo button Then the frame is removed again and the revision history sidebar updates accordingly
Browsing Revision History List
Given multiple actions have been performed on the canvas When the user opens the revision history sidebar Then a chronological list of revisions appears with clear action descriptions and the most recent entry at the top
Restoring to a Specific Revision
Given the revision history sidebar is open When the user selects a past revision and clicks the Restore button Then the canvas reverts exactly to that revision’s state and a new revision entry is added for the restoration action
Timestamp Display and Accuracy
Given actions are logged in the revision history Then each entry shows a timestamp in the user’s locale format accurate to the second and matching the actual time the action occurred
Timeline Export and Sharing
"As a small business owner, I want to export my data story timeline so that I can share it with stakeholders who don’t have Dashlet access."
Description

Functionality to export the completed frame sequence as an interactive HTML module or shareable link. Exports preserve all transitions, layout settings, and data bindings. Includes options for embedding in websites, exporting as a downloadable package, or directly sharing via email or social platforms.

Acceptance Criteria
Interactive HTML Module Export Scenario
Given a completed frame sequence, when the user selects 'Export as Interactive HTML', then the system generates and downloads a self-contained HTML file that preserves all transitions, layout settings, and data bindings within 30 seconds.
Shareable Link Generation Scenario
Given a completed frame sequence, when the user opts to 'Generate Shareable Link', then the system provides a unique, publicly accessible URL that renders the full interactive timeline with correct transitions and data.
Embedded Dashboard Export Scenario
Given a completed frame sequence, when the user chooses 'Export as Embeddable Package', then the system creates a ZIP archive containing an index.html, all necessary assets, and a README with embed code, and the archive size does not exceed 10 MB.
Email Sharing Integration Scenario
Given a completed frame sequence, when the user selects 'Share via Email' and enters a valid email address, then the system sends an email within 1 minute containing a secure link to the interactive timeline and a preview image.
Social Media Sharing Scenario
Given a completed frame sequence, when the user clicks 'Share on Social Media', then the system opens the selected platform’s share dialog pre-populated with the interactive timeline link and auto-generated preview text and image.

Insight Spotlight

Automatically detects and highlights key data points or trends within each frame, drawing audience attention to the most critical insights and ensuring the story’s impact is crystal clear.

Requirements

Automated Trend Detection
"As a small business owner, I want the system to automatically detect the most important trends in my data so that I can quickly understand key performance drivers without manual analysis."
Description

Implement a real-time analytics engine that automatically scans incoming and existing dataset frames to identify significant trends, outliers, and key data points without manual intervention. The system should utilize statistical methods and machine learning algorithms to detect patterns such as spikes, drops, correlations, and clusters. Detected insights should be categorized by relevance and impact, ensuring that only the most critical findings are surfaced. This requirement integrates with Dashlet’s data processing pipeline and ensures seamless identification of actionable insights as data is updated or modified.

Acceptance Criteria
Live Dataset Frame Analysis
Given a new dataset frame is uploaded via the dashboard interface When the analytics engine processes the frame Then significant trends (spikes or drops) must be detected within 5 seconds and highlighted in the insights panel
Historical Data Trend Scanning
Given an existing dataset with at least 12 months of data When the user triggers historical trend detection Then the system identifies seasonal patterns with at least 90% accuracy and displays them sorted by significance
Outlier Detection Notification
Given continuous data ingestion When an outlier beyond two standard deviations from the mean is detected Then the system generates a visual alert on the dashboard and logs the data point in the outlier report
Correlation Cluster Identification
Given a multi-series dataset When variables exhibit a correlation coefficient greater than 0.8 Then the system groups them into clusters and displays cluster labels in the insights panel
Insight Relevance Prioritization
Given multiple detected insights When ranked by impact score Then the top five insights with scores above the relevance threshold are displayed prominently while others are collapsed under 'Additional Insights'
Customizable Highlight Criteria
"As a data analyst, I want to customize the detection criteria so that the highlights reflect thresholds and metrics that matter to my specific business needs."
Description

Provide users with a configuration interface to define and adjust the thresholds, metrics, and statistical significance levels used by the Insight Spotlight engine. Users should be able to set sensitivity for trend detection (e.g., percentage change thresholds, confidence intervals) and select specific fields or dimensions to focus on. The customized criteria should be persisted per dashboard template and allow for quick toggling between default and user-defined settings. This functionality ensures flexibility and relevance of highlighted insights for diverse business contexts.

Acceptance Criteria
Default Highlight Criteria Persistence
Given a new dashboard template is created with default settings When the user views the Insight Spotlight engine Then the default thresholds, metrics, and significance levels match the system defaults And these settings are applied to the dashboard visuals
User-defined Sensitivity Adjustment
Given the configuration interface is open When the user sets a percentage change threshold to 15% and confidence interval to 95% Then the Insight Spotlight engine applies these settings to trend detection And the changes are reflected in real-time previews
Field Selection Filtering
Given a dashboard with multiple data fields When the user selects specific fields or dimensions for highlighting Then only the selected fields are considered by the Insight Spotlight engine And highlights are generated based on the user-selected scope
Toggle Between Default and Custom Settings
Given the user has defined custom highlight criteria When the user toggles back to default settings Then the engine reverts to system default thresholds And upon toggling to custom again, user-defined settings are restored accurately
Persistence of Custom Criteria Across Sessions
Given a dashboard template with custom criteria is saved When the user logs out and logs back in Then the custom thresholds, metrics, and significance levels are persisted And the Insight Spotlight engine uses these persisted settings automatically
Validation of Invalid Input
Given the configuration interface is open When the user enters an invalid sensitivity value (e.g., -5% or >100%) Then the interface displays a clear error message And prevents saving until a valid value is provided
Dynamic Annotation Overlay
"As a manager presenting a dashboard, I want clear visual annotations on key insights so that my audience can immediately grasp critical data points during a live review."
Description

Develop a visual annotation layer that dynamically places markers, callouts, and tooltips on charts and dashboard frames to spotlight detected insights. The overlay should be interactive, allowing users to hover or click on annotations to view contextual details, underlying metrics, and recommended actions. Annotations should adapt to changes in chart type, size, and layout on the drag-and-drop canvas, maintaining readability and visual clarity.

Acceptance Criteria
Hover Interaction Displays Tooltip
Given a chart with annotations, When the user hovers over an annotation marker, Then a tooltip appears within 200ms showing the annotation title, underlying metric values, and recommended actions.
Click Annotation Opens Detail Modal
Given an annotation on the dashboard, When the user clicks the annotation, Then a detail modal opens displaying contextual narrative, original data sources, and drill-down options.
Annotations Adapt to Chart Resize
Given a chart frame is resized, When the chart dimensions change, Then all annotation markers and callouts reposition and resize proportionally, maintaining readability and label visibility.
Annotation Layer Persists After Drag-and-Drop
Given an annotation overlay is applied, When the chart frame is dragged to a new canvas position, Then the annotation overlay moves with the chart and remains correctly aligned.
Real-Time Annotation Updates on Data Change
Given the underlying spreadsheet data is updated, When the dashboard refreshes, Then annotations recalculate and update dynamically to reflect new insights without requiring a full page reload.
Performance Optimization for Live Data
"As a business operations lead, I want the insight detection to run quickly even with large datasets so that I can work seamlessly without delays when updating or interacting with dashboards."
Description

Ensure that the Insight Spotlight feature performs efficiently with large datasets and real-time updates. Implement caching strategies, incremental computation, and asynchronous processing to minimize latency when detecting and highlighting insights. The system should handle datasets up to 1 million rows without degrading the user’s interactive experience on the canvas, adhering to predefined response-time SLAs.

Acceptance Criteria
Initial Load Performance with Large Dataset
Given a dataset of 1,000,000 rows, when the Insight Spotlight is first loaded, then initial detection and highlighting complete within 500 milliseconds in at least 95% of attempts.
Real-time Data Update Responsiveness
Given a real-time data stream at up to 100 updates per second, when new data arrives, then the system processes updates and applies highlights within 200 milliseconds per update without dropping any updates.
Cache Efficiency on Repeated Access
Given the same dataset is reloaded within a single session, when Insight Spotlight runs again, then results are retrieved from cache and computation time is reduced by at least 80% compared to the initial load.
Incremental Computation Correctness and Speed
Given changes to a subset of the dataset not exceeding 5% of total rows, when performing incremental computation, then only changed rows are reprocessed and detection completes within 300 milliseconds.
UI Responsiveness During Asynchronous Processing
Given asynchronous insight detection under heavy load, when the system is processing, then user interactions on the canvas (e.g., dragging, zooming) respond within 100 milliseconds without UI freezes.
Highlight Export and Sharing
"As a project manager, I want to export dashboards with highlighted insights into a presentation so that I can distribute clear, annotated reports to my team."
Description

Enable users to export highlighted insights along with visual annotations in multiple formats (PDF, PNG, PPT) and share them directly from the Dashlet platform. The export should preserve the context of annotations, include an insights summary section outlining detected trends, and support embedding within external documents or presentations. Integration with email and collaboration tools should allow for one-click sharing to stakeholders.

Acceptance Criteria
Export highlighted insights as PDF
Given a dashboard frame with highlighted insights and annotations, When the user selects the “Export” → “PDF” option, Then the system generates and makes available a PDF file that preserves all visual annotations, includes an insights summary section outlining detected trends, and maintains the original layout and context of the dashboard frame.
Export highlighted insights as PNG
Given a single dashboard frame with highlighted insights, When the user selects the “Export” → “PNG” option, Then the system provides a PNG image that clearly displays all highlights and annotations in their correct positions and includes a summary of detected trends below the chart within the same image.
Export highlighted insights as PPT
Given multiple dashboard frames with highlighted insights and annotations, When the user selects the “Export” → “PPT” option, Then the system generates a PowerPoint file with each frame on a separate slide, preserving all annotations, and includes an introductory slide summarizing the detected trends across all frames.
Share highlighted insights via email
Given an exported file format (PDF, PNG, or PPT), When the user chooses the “Share” → “Email” option, enters valid recipient addresses, and clicks “Send,” Then the system attaches the exported file, populates an email body with the insights summary, and successfully sends the email to the specified recipients.
Share highlighted insights via collaboration tools
Given an exported file or direct link, When the user selects “Share” → “Collaboration Tool” (e.g., Slack, Teams), chooses a channel or conversation, and confirms, Then the system posts the file or link along with the insights summary into the selected channel or conversation.
Embed highlighted insights in external documents
Given a dashboard frame with highlights and annotations, When the user selects “Embed Code” and copies the provided snippet, Then pasting the snippet into an external HTML-supported document or presentation displays an interactive representation of the chart with preserved annotations and a collapsible insights summary section.

VoiceSync

Enables users to record or upload custom voiceovers for each frame and automatically syncs narration with visual transitions, delivering polished, multimedia data tours without external editing tools.

Requirements

In-App Voice Recorder
"As a small business manager, I want to record voice narration for my dashboard frames directly in Dashlet so that I can explain data trends without switching to another application."
Description

Integrate a native audio recording interface within the Dashlet application, allowing users to directly capture voiceovers for each dashboard frame. This feature must offer start, pause, resume, and stop controls, visualize recording levels, and save the audio in a compatible format. The recorder should seamlessly link recordings to specific frames, ensuring users can narrate their data insights without external tools. Expected outcomes include reduced setup time, improved user experience, and higher engagement through personalized audio commentary.

Acceptance Criteria
Start Recording a Dashboard Frame
Given the user is on a specific dashboard frame with the recording interface visible When the user clicks the 'Start' button Then audio recording begins immediately, elapsed time is displayed in MM:SS format, and the recording state changes to 'Recording'
Pause and Resume Recording
Given an ongoing audio recording When the user clicks the 'Pause' button Then the recording pauses and the elapsed time freezes When the user clicks 'Resume' Then recording continues from the paused timestamp without data loss
Real-Time Audio Level Display
Given the user is recording audio When the recording is active Then the UI displays real-time audio level meters updating at least every 200ms and accurately reflects input volume changes
Save and Link Recording
Given the user has finished recording When the user clicks the 'Stop' button Then the audio file is saved in a high-quality, compatible format (e.g., MP3 or WAV) and automatically linked to the corresponding dashboard frame
Playback Recorded Audio
Given an audio recording is linked to a frame When the user clicks the 'Play' button in the frame's audio panel Then the recording plays back with synchronized visual indicators and playback controls (play, pause, seek) are functional
Overwrite Existing Frame Recording
Given a frame already has an existing recording When the user initiates a new recording and confirms overwrite Then the previous audio file is replaced, and the updated recording is saved and linked without residual data from the earlier file
Custom Audio Upload
"As a marketing analyst, I want to upload my professionally recorded voiceovers so that I can maintain high audio quality in my data tours."
Description

Allow users to upload pre-recorded audio files (MP3, WAV) for each frame, validating file types and sizes. Uploaded files should be processed to match Dashlet’s internal format and linked to the corresponding frame. The system must display upload progress and confirm successful integration. This requirement ensures users can reuse professional recordings or collaborate with voice talent when in-app recording isn’t sufficient.

Acceptance Criteria
Uploading a Supported Audio File Within Size Limit
Given a user selects an MP3 or WAV file under 20MB, when they click upload, then the system accepts the file, displays a progress bar updating to 100%, and lists the uploaded file name under the selected frame.
Handling Unsupported File Formats
Given a user selects a non-MP3/WAV file, when they attempt to upload, then the system rejects the file and displays an error message specifying supported formats.
Displaying Upload Progress and Completion Confirmation
Given a user uploads a file, when the upload starts, then the system displays a progress indicator that updates at least every second and shows a success notification within 2 seconds of completion.
Processing Uploaded Audio for Playback Compatibility
Given a user’s audio file is uploaded, when the system processes it, then the file is transcoded to the internal format and a 5-second preview plays with no more than 500ms latency.
Linking Uploaded Audio to the Correct Frame
Given a processed audio file, when the user navigates to the associated frame, then the audio appears in that frame’s media list and is playable in the preview pane.
Narration-Slide Synchronization
"As a product manager, I want my narration to automatically sync with slide changes so that I can deliver a cohesive presentation without manual timing tweaks."
Description

Develop an algorithm that automatically aligns recorded or uploaded audio with frame transitions. The sync engine should analyze audio timestamps and slide durations, then generate keyframes for smooth playback. It must handle variable-length narrations and allow for both fixed-duration and audio-driven transitions. This feature ensures polished multimedia tours without manual timing adjustments.

Acceptance Criteria
Fixed-Duration Slide Synchronization
Given a fixed slide duration set to 10 seconds, when the user uploads a narration of any length, then each slide transitions exactly at the 10-second mark regardless of audio length.
Audio-Driven Transition Synchronization
Given an uploaded audio file with clear speech pauses, when the sync engine analyzes audio timestamps, then slide transitions align with detected pauses within a 100 ms tolerance.
Variable-Length Narration Handling
Given slides with narration segments of varying lengths, when syncing, then the engine generates keyframes so each slide's display duration matches the narration length plus a 0.5-second buffer.
Manual Timing Adjustment
Given auto-synced slides, when the user adjusts transition timing manually, then the system saves and applies the custom timings to the playback sequence.
Missing Timestamp Error Handling
Given an uploaded audio file lacking valid timestamps, when processing begins, then the system displays an informative error message and prevents synchronization until a valid audio file is provided.
Audio-Visual Timeline Editor
"As an executive, I want to fine-tune the timing between my voiceover and visual transitions so that my narrative is perfectly aligned with the data display."
Description

Provide an interactive timeline editor where users can view and adjust the alignment between audio waveforms and slide transitions. Users should be able to drag transition markers, trim audio segments, and preview changes in real time. The editor must support zooming on the timeline and snapping features for precise adjustments. This requirement gives users full control over narration timing for maximum clarity.

Acceptance Criteria
User adjusts clip boundaries for precise narration alignment
Given an audio clip and transition markers on the timeline, when the user drags a clip boundary, then the start or end time updates visually and the timestamp displays with at most 50ms deviation.
User enables timeline zoom to fine-tune waveform detail
Given the timeline view, when the user uses zoom controls, then the timeline scales smoothly across at least eight discrete zoom levels and waveform detail remains clear and draggable.
User snaps transition marker to nearest audio peak
Given detected audio peak positions, when the user drags a transition marker within 20px of a peak, then the marker snaps to the exact peak time with a maximum 10ms offset.
User trims audio segment spanning multiple slides
Given a selected audio segment that spans multiple slide transitions, when the user trims segment handles, then the audio is trimmed accurately, and the slide-transition associations update correctly for the remaining audio.
User previews timeline changes in real time
Given any adjustments to audio or transition markers, when the user clicks 'Preview', then playback starts at the current playhead and audio and slide transitions remain synchronized within 50ms drift over a 5-minute playback.
Real-Time Preview
"As a small business owner, I want to preview my narrated dashboard in real time so that I can verify synchronization and overall flow before sharing."
Description

Implement a preview mode that plays the dashboard with synchronized audio, reflecting all recorded or uploaded voiceovers and timing adjustments. The feature should allow pausing, seeking, and looping segments. Preview feedback must be near-instantaneous to support iterative refinement. This ensures users can validate their multimedia tours before publishing.

Acceptance Criteria
Playback Synchronization
Given a dashboard with multiple frames and associated voiceovers, when the user clicks 'Play Preview', then the audio should start and each frame transition should occur precisely at the timestamps defined in the voiceover metadata.
Pause and Resume Control
Given the preview is playing, when the user clicks 'Pause', then both audio and visual transitions should halt immediately, and when the user clicks 'Play', then playback should resume from the exact paused timestamp.
Seek Functionality
Given the preview is playing or paused, when the user drags the timeline slider to a specific time, then the preview should jump to that timestamp with synchronized visuals and audio starting from that point.
Loop Segment
Given a user selects a segment start and end time, when the user enables 'Loop Segment', then the preview should continuously replay the specified segment until the user disables looping.
Feedback Latency
When the user triggers any preview control (Play, Pause, Seek, Loop), then the action should reflect on the screen within 500 milliseconds to ensure near-instantaneous feedback.
Export Narrated Dashboards
"As a consultant, I want to export my narrated dashboards as standalone videos so that I can share complete presentations with clients who don’t use Dashlet."
Description

Enable exporting of dashboards with embedded audio into shareable formats such as MP4 video and HTML5 with inline audio. The export process should bundle visuals, transitions, and voiceovers into a single file or package, maintain audio quality settings, and offer options for resolution and compression. This feature allows users to distribute polished, self-contained presentations to stakeholders.

Acceptance Criteria
Export to MP4 with Default Settings
Given a dashboard with embedded voiceovers and visual transitions and default export settings, When the user selects "Export to MP4", Then the system generates an MP4 file containing synchronized video and audio with default resolution (1080p) and no additional compression.
Export to HTML5 Bundle with Inline Audio
Given a dashboard configured with custom voiceovers, When the user selects "Export to HTML5", Then the system creates a package containing HTML, CSS, JavaScript, and audio files where voiceovers are inlined and playback is synchronized across modern browsers.
Export with Custom Resolution and Compression
Given a dashboard ready for export, When the user chooses a custom resolution (e.g., 720p) and a target file size or compression level, Then the output video meets the specified resolution and does not exceed the target file size while maintaining audio quality above 192 kbps.
Maintain Audio-Video Synchronization
Given long voiceover tracks and complex transition sequences, When exporting to any supported format, Then the exported file preserves synchronization within a 100 ms threshold across all frames and audio segments.
Handle Unsupported Audio Formats During Export
Given dashboard voiceovers in an unsupported audio format, When the user initiates export, Then the system automatically transcodes audio to a supported format (e.g., AAC) without user intervention and notifies the user of the format conversion.
Audio Quality Configuration
"As a sales rep, I want to adjust audio quality settings so that I can optimize file sizes for quick email sharing without compromising narration clarity."
Description

Offer settings for audio bitrate, sample rate, and compression within Dashlet’s audio engine. Users should choose presets (e.g., high-fidelity, balanced, size-optimized) or customize parameters. The system must preview the impact on file size and quality. This ensures users can balance clarity and distribution needs.

Acceptance Criteria
Preset Selection
Given the user opens the audio quality settings, When the user selects the 'High-Fidelity' preset, Then the bitrate is set to 320 kbps, sample rate to 48 kHz, and compression is disabled.
Custom Audio Parameter Configuration
Given the user chooses the custom option, When the user sets bitrate to 128 kbps, sample rate to 44.1 kHz, and compression level to 50%, Then the settings are applied, saved, and reflected in the UI.
File Size and Quality Preview
Given the user has configured any preset or custom settings, When the user views the preview, Then the system displays an estimated file size and a visual quality rating within 2 seconds.
Invalid Parameter Handling
Given the user enters a bitrate below 32 kbps or above 320 kbps or sample rate outside 8–96 kHz, When the user attempts to save, Then an inline validation error appears and settings are not saved.
Configuration Persistence Across Sessions
Given the user configures and saves audio settings, When the user closes and reopens the application, Then the last saved audio settings are loaded by default.
Exported Audio Quality Verification
Given the user exports a voiceover with configured settings, When the export completes, Then the output file’s metadata matches the selected bitrate, sample rate, and compression settings.

Storyboard Outline

Provides a collapsible outline panel that displays the entire narrative structure, allowing users to easily reorder, add, or remove frames and maintain a clear view of the story flow at a glance.

Requirements

Toggle Outline Panel
"As a user, I want to show or hide the outline panel so that I can manage my workspace and focus on the canvas or structure as needed."
Description

A collapsible panel that users can show or hide to access the entire storyboard structure while managing screen space, enabling quick transitions between focusing on the narrative flow and the canvas workspace.

Acceptance Criteria
User Toggles Outline Panel Visibility
Given the user is on the storyboard canvas when they click the outline panel toggle button then the outline panel should smoothly collapse or expand within 300ms and the toggle icon should update to reflect the current state.
Persistent Panel State on Save
After the user toggles the outline panel visibility and saves the storyboard when they reopen the storyboard then the outline panel should retain its last visibility state.
Responsive Behavior on Different Screen Sizes
On viewport widths below 768px when the user toggles the outline panel then the panel should overlay the canvas and automatically close when a frame is selected without obstructing the frame area.
Keyboard Accessibility for Toggle Control
Given keyboard navigation mode is enabled when the toggle button has focus and the user presses Enter or Space then the outline panel should toggle visibility and focus should move to the first actionable item in the panel if opened.
Animation Performance During Toggle
When toggling the outline panel with 100 frames loaded then the collapse or expand animation should complete without frame rate dropping below 30fps.
Drag-and-Drop Reordering
"As a user, I want to reorder frames by dragging them in the outline so that I can quickly adjust the narrative flow without manual renumbering."
Description

Enable users to reorder storyboard frames by dragging and dropping entries within the outline panel, with changes instantly reflected on the canvas to maintain narrative continuity and streamline adjustments.

Acceptance Criteria
Reordering a Single Frame within the Outline Panel
Given a storyboard with frames 'Frame 1', 'Frame 2', 'Frame 3'; when the user drags 'Frame 2' and drops it above 'Frame 1'; then the outline panel and canvas update to ['Frame 2', 'Frame 1', 'Frame 3'] within 500ms.
Moving Multiple Frames Consecutively
Given a storyboard with frames 'Frame 1', 'Frame 2', 'Frame 3', 'Frame 4'; when the user moves 'Frame 4' to position 2 and then moves 'Frame 3' to position 1; then the outline panel and canvas update to ['Frame 3', 'Frame 4', 'Frame 1', 'Frame 2'] without errors.
Dragging Frame to Invalid Drop Target
Given a storyboard with multiple frames; when the user drags a frame outside the valid reorder zone and releases it; then no change occurs and a tooltip 'Invalid drop target' appears.
Undo Reorder Action
Given a frame has just been reordered; when the user clicks 'Undo' within 5 seconds; then the outline panel and canvas revert to the previous frame order exactly.
Reordering Boundary Frames
Given the first frame in the outline panel; when the user drags it to the bottom position; then it appears last in both the outline panel and canvas without data loss.
Add Frame from Outline
"As a user, I want to add a new frame at a specific point in the outline so that I can expand my narrative exactly where I need it."
Description

Allow users to insert new frames directly at any position within the outline panel, automatically creating corresponding frames on the canvas, to facilitate rapid story expansion at the exact point of interest.

Acceptance Criteria
Insert New Frame at Top of Outline
Given the outline panel is visible with at least one frame When the user hovers over the first frame and clicks the 'Add Frame' button Then a new frame is inserted above the first frame in the outline And a corresponding frame appears at the top of the canvas in the same position
Insert New Frame Between Existing Frames
Given the outline panel shows multiple frames When the user selects the space between two existing frames and clicks the 'Add Frame' button Then a new frame is inserted at that position in the outline And the canvas displays the new frame at the corresponding position
Insert New Frame at End of Outline
Given the outline panel contains one or more frames When the user clicks the 'Add Frame' button below the last frame Then a new frame is appended to the end of the outline And a corresponding frame is added to the end of the canvas
Auto-Focus New Frame for Editing
Given a new frame has been added via the outline panel When the new frame is created Then the outline automatically scrolls to bring the new frame into view And the title field of the new frame is focused for immediate editing
Maintain Sequential Frame Numbering
Given frames in the outline and canvas are numbered sequentially When a new frame is inserted at any position Then all frames are renumbered to maintain the correct sequence in both the outline and canvas
Delete Frame from Outline
"As a user, I want to delete frames from the outline so that I can remove unwanted parts of my narrative quickly."
Description

Provide functionality to remove frames directly from the outline panel with a confirmation prompt to prevent accidental deletions, ensuring users can maintain a clean and relevant storyboard structure.

Acceptance Criteria
Delete Frame from Context Menu
Given a user has multiple frames in the outline panel When the user right-clicks a frame and selects 'Delete' Then a confirmation dialog appears with the frame title and options 'Confirm' and 'Cancel'
Cancel Deletion from Prompt
Given a confirmation dialog is displayed for deleting a frame When the user clicks 'Cancel' Then the dialog closes and the frame remains in its original position in the outline
Delete Frame via Delete Key
Given a frame is selected in the outline panel When the user presses the 'Delete' key on the keyboard Then the same confirmation dialog appears as with the context menu delete action
Outline Updates Post-Deletion
Given a frame deletion is confirmed When the user confirms the deletion Then the frame is removed from the outline, remaining frames shift correctly, and the total frame count decreases by one
Delete Option Disabled When No Frame Selected
Given no frame is selected in the outline panel When the user attempts to trigger a delete action Then the delete option in the context menu and delete key action are disabled
Sync Outline and Canvas Selection
"As a user, I want selecting frames in the outline to highlight them on the canvas so that I can easily locate and edit the right frame."
Description

Synchronize frame selection between the outline panel and the canvas, so that selecting an item in one view highlights it in the other, allowing users to easily locate and edit frames across both interfaces.

Acceptance Criteria
Outline-to-Canvas Selection Sync
Given the outline panel is visible and the canvas is loaded, when the user clicks on a frame item in the outline, then the corresponding frame on the canvas is highlighted with a distinct border and scrolled into view.
Canvas-to-Outline Selection Sync
Given the canvas is visible and the outline panel may be collapsed or expanded, when the user clicks on a frame on the canvas, then the corresponding item in the outline is highlighted and the panel expands if collapsed.
Selection Persistence Across Panel Collapse
Given a frame is selected in either view, when the user collapses and then reopens the outline panel or canvas, then the previously selected frame remains highlighted in both views.
Keyboard Navigation Synchronization
Given the outline panel is focused, when the user navigates frame items using the up/down arrow keys, then the canvas highlights and scrolls to the newly selected frame accordingly.
Search-driven Selection Synchronization
Given the user searches for a frame title in the outline panel and selects a result, then the corresponding frame on the canvas is highlighted and centered in the viewport.
Keyboard Shortcuts for Outline Actions
"As a power user, I want to use keyboard shortcuts for outline actions so that I can navigate and manage my storyboard without leaving the keyboard."
Description

Implement keyboard shortcuts for common outline operations—such as toggling visibility, adding, deleting, and moving frames—to accelerate workflow and support power users.

Acceptance Criteria
Toggle Outline Panel Visibility Shortcut
Given the outline panel is visible, when the user presses Ctrl+Shift+O, then the outline panel hides; and given the panel is hidden, pressing Ctrl+Shift+O shows it immediately without UI lag.
Add New Frame Shortcut
Given a frame is selected in the outline, when the user presses Ctrl+N, then a new frame is inserted immediately after the selected frame and the new frame gains focus for editing.
Delete Selected Frame Shortcut
Given a single frame is selected in the outline, when the user presses Delete, then a confirmation prompt appears, and upon confirmation the selected frame is removed and the next frame (or previous if none) is selected.
Move Frame Up Shortcut
Given a frame (not the first) is selected, when the user presses Alt+Up Arrow, then the frame moves one position up in the outline and retains focus.
Move Frame Down Shortcut
Given a frame (not the last) is selected, when the user presses Alt+Down Arrow, then the frame moves one position down in the outline and retains focus.

ThemeLink

Applies consistent design themes, fonts, and color palettes across all frames with a single click, ensuring visual cohesion and reinforcing brand identity throughout the data presentation.

Requirements

Bulk Theme Application
"As a small business manager, I want to apply a design theme to my entire dashboard at once so that all my visuals maintain a cohesive look without manual adjustments."
Description

Enable users to apply a selected theme across all dashboard frames with a single action. This feature ensures consistent design by propagating fonts, colors, and style settings to every chart, table, and widget in the dashboard. It streamlines the workflow by eliminating repetitive manual styling, reduces the risk of visual inconsistencies, and reinforces brand identity throughout the entire data presentation.

Acceptance Criteria
Initiate Bulk Theme Application
Given a dashboard with multiple frames, when the user selects a theme and clicks 'Apply to All Frames', then all frames update to use the selected theme's fonts, colors, and style settings simultaneously.
Custom Style Override Preservation
Given frames with custom style overrides, when bulk theme is applied, then the default theme settings propagate but existing custom overrides remain intact for those elements.
Preview Bulk Theme Changes
Given a user in preview mode, when selecting a new theme, then the dashboard displays a live preview of theme changes on all frames before confirmation.
Performance on Large Dashboards
Given a dashboard with 100 or more frames, when applying a theme in bulk, then the operation completes within 5 seconds without errors.
Undo Bulk Theme Application
Given a theme has been applied to all frames, when the user clicks 'Undo', then the dashboard restores the previous theme settings for every frame.
Bulk Theme Application Error Handling
Given a failure during bulk apply (e.g., network error), when the operation fails, then an error message 'Theme application failed. Please try again.' is displayed and no partial theme changes are applied.
Custom Theme Builder
"As a marketing lead, I want to build and save a custom theme matching our brand guidelines so that I can quickly apply it to all my dashboards."
Description

Provide an interface for users to create and save custom themes by selecting color palettes, typography, and style accents. Users can name and store these themes for reuse across multiple dashboards. This capability empowers businesses to define unique brand identities, encourages consistency in reporting, and reduces setup time for future projects.

Acceptance Criteria
Creating a New Custom Theme
Given the user is on the Custom Theme Builder interface When they select a color palette, typography, and style accents and enter a unique theme name Then the system shall save the new theme and display it in the user’s list of custom themes
Editing an Existing Theme
Given the user has at least one saved theme When they select a theme for editing, modify one or more attributes, and click Save Then the system shall update the theme, replace the old settings, and reflect changes immediately in the theme list
Applying a Saved Theme to a Dashboard
Given the user has one or more saved custom themes and an open dashboard When they choose a theme from the custom theme list and apply it Then all frames in the dashboard shall update to use the selected theme’s colors, fonts, and accents
Renaming a Custom Theme
Given the user has at least one saved custom theme When they select a theme, change its name, and confirm the update Then the system shall persist the new name, update any references, and display it correctly in the theme list
Deleting a Custom Theme
Given the user has at least one saved custom theme When they choose to delete a theme and confirm the deletion prompt Then the system shall remove the theme from the list and prevent its further use in any dashboards
Theme Preview Mode
"As a dashboard creator, I want to preview a new theme on my dashboard before applying it so that I can ensure the design aligns with our visual standards."
Description

Introduce a live preview mode that shows how a theme will look when applied to the dashboard before confirmation. Users can toggle between current and new theme styles in real time, inspect individual frames, and iterate on design choices without committing changes. This minimizes styling errors, enhances confidence in design adjustments, and improves the user experience by providing immediate visual feedback.

Acceptance Criteria
Toggle Theme Live Preview
Given a user is editing a dashboard, when they click the "Live Preview" toggle, then the dashboard instantly updates to display the selected theme without saving changes.
Compare Current and New Theme
Given a new theme is selected, when the user clicks "Compare Themes", then the interface displays a side-by-side view of the current dashboard and the dashboard with the new theme applied.
Inspect Individual Frame Styles
Given live preview is enabled, when a user hovers over a specific frame, then that frame’s theme-specific styling properties (colors, fonts) are highlighted and detailed in a tooltip.
Iterate Theme Adjustments
Given live preview mode is active, when the user modifies theme settings (color palette or font), then the dashboard updates in real time to reflect those modifications.
Confirm or Cancel Theme Change
Given the user reviews the live preview, when they click "Confirm", then the new theme is applied and saved; when they click "Cancel", then the dashboard reverts to the original theme without changes.
Theme Import/Export
"As a data analyst, I want to import a theme file from our design team so that I can maintain brand consistency without recreating settings manually."
Description

Allow users to export themes as shareable files (e.g., JSON or XML) and import themes provided by others. This feature facilitates collaboration between teams, enables sharing of approved brand themes, and accelerates setup of dashboards in different workspaces or accounts. It also supports version control of design templates across an organization.

Acceptance Criteria
Export Theme as JSON File
Given a user has applied a theme, when they select ‘Export’ and choose JSON format, then a downloadable .json file is generated containing all theme properties matching the current design.
Export Theme as XML File
Given a user has applied a theme, when they select ‘Export’ and choose XML format, then a downloadable .xml file is generated containing all theme properties matching the current design.
Import Theme from JSON File
Given a user uploads a valid theme.json file, when they confirm import, then the dashboard’s fonts, colors, and layout update to match the imported theme and a success message appears.
Import Theme from XML File
Given a user uploads a valid theme.xml file, when they confirm import, then the dashboard’s fonts, colors, and layout update to match the imported theme and a success message appears.
Handle Invalid Theme File During Import
Given a user uploads a file that is not a valid theme or is corrupt, when they attempt import, then the system rejects the file, displays an error message, and makes no changes to the current theme.
Validate Theme File Version Compatibility
Given a user uploads a theme file with an unsupported version, when they attempt import, then the system displays a version incompatibility warning and prevents import until a compatible file is provided.
Accessibility Compliance Checker
"As an accessibility officer, I want the theme tool to verify compliance with accessibility guidelines so that our dashboards are usable by people with visual impairments."
Description

Integrate automated checks for contrast ratios, font sizes, and color-blind friendly palettes within themes. The system will flag non-compliant elements and suggest alternatives to meet accessibility standards (e.g., WCAG 2.1). This ensures dashboards are inclusive, improves readability for all viewers, and helps businesses meet legal and ethical design requirements.

Acceptance Criteria
Contrast Ratio Validation on Theme Application
Given a theme is applied, when loading all frames, then every text and background color pair must achieve a minimum contrast ratio of 4.5:1 according to WCAG 2.1 AA standards.
Font Size Compliance for Dashboard Text
Given all text elements within a dashboard, when performing an automated check, then body text must be at least 14px and headings at least 18px to meet minimum readability standards.
Color-Blind Palette Recommendation
Given a selected color palette, when the system detects potential color-blind accessibility issues, then it flags all non-compliant color combinations and presents at least one alternative palette optimized for protanopia, deuteranopia, and tritanopia.
Real-Time Accessibility Suggestions During Color Selection
Given a user changes a data series or chart color via the color picker, when the new color fails WCAG contrast or color-blind criteria, then an inline warning appears with at least two suggested alternative colors that pass accessibility checks.
Accessibility Compliance Report Generation
Given the user requests an accessibility report, when clicking the "Generate Compliance Report" button, then the system produces a downloadable PDF summarizing each frame’s compliance status, identified issues, and recommended fixes.
Color Accessibility Support
"As a dashboard end-user with colorblindness, I want the dashboard to use color palettes optimized for my vision so that I can accurately interpret the data."
Description

Implement adaptive color adjustments that automatically modify theme palettes for various types of color vision deficiencies, such as deuteranopia and protanopia. Users can select a colorblind-friendly mode which remaps problematic hues to distinguishable alternatives. This feature broadens audience reach, ensures clear data interpretation for all users, and demonstrates a commitment to accessibility.

Acceptance Criteria
User Enables Deuteranopia Mode
Given the user is viewing a dashboard When the user selects 'Colorblind-Friendly Mode' and chooses 'Deuteranopia' Then all chart palettes and UI elements adjust to a predefined deuteranopia-safe color set
Dashboard Elements Remap Upon Mode Switch
Given a loaded dashboard with standard theme colors When the user toggles color vision deficiency mode Then all chart types (bar, line, pie) and UI components instantly update to new accessible colors within 2 seconds
Multiple Deficiency Modes Available
Given the 'Colorblind-Friendly Mode' menu is open Then the user can choose from 'Deuteranopia', 'Protanopia', and 'Tritanopia' And each option applies a distinct, accessible palette without errors
Export Preserves Accessibility Colors
Given an accessible-themed dashboard When the user exports the dashboard as PNG or PDF Then the exported file displays the adjusted colorblind-friendly palette identical to the on-screen view
Revert to Original Theme
Given the user is in a colorblind-friendly mode When the user disables 'Colorblind-Friendly Mode' Then the dashboard reverts to the original theme palette exactly as before, with no residual color adjustments

Presence Pulse

Displays real-time indicators of collaborators on the dashboard—live cursors, colored highlights, and activity badges—so users always know who’s working where and can avoid conflicts or duplication of effort.

Requirements

Real-Time Cursor Tracking
"As a dashboard collaborator, I want to see live cursors of other users on the canvas so that I can understand where they are working and avoid conflicting edits."
Description

System captures and displays live cursor positions of collaborators on the dashboard canvas, overlaying uniquely colored cursor icons and labels to represent each user. This feature enhances team awareness by providing immediate visual feedback on where others are working, reducing the risk of editing conflicts and improving coordination. It integrates seamlessly with the drag-and-drop canvas, updating positions in real time using efficient WebSocket or similar streaming technologies to ensure low-latency synchronization across all connected clients.

Acceptance Criteria
Initial Cursor Connection
Given two users open the same dashboard canvas, when both users complete connection, then each user sees the other’s cursor icon appear within 2 seconds of connection.
Real-Time Cursor Movement
Given User A moves their cursor on the canvas, when movement occurs, then User B’s view updates User A’s cursor position with a latency of less than 100ms and within 5 pixels of the true position.
Cursor Color and Label Assignment
When a new collaborator joins the session, then the system assigns them a unique cursor color and displays their username label adjacent to their cursor icon.
Handling Network Interruptions
Given a temporary network drop for a connected user, when the user’s connection is restored, then the system resynchronizes all cursor positions within 3 seconds without creating duplicate cursor icons.
Overlapping Cursors Visibility
Given two or more cursors occupy the same canvas region, when cursors overlap, then each cursor icon is displayed with a slight offset or stacking order to ensure all cursors and labels remain individually visible.
Color-Coded User Highlights
"As a dashboard editor, I want to see which elements others are interacting with by color-coded highlights so I can avoid modifying the same items simultaneously."
Description

When a collaborator selects or interacts with a chart, widget, or data element, the system applies a distinct colored highlight around the selected object based on the user’s assigned color. This visual cue enables immediate identification of active edits, helps prevent simultaneous modifications of the same element, and fosters smoother collaborative workflows. Implementation involves listening for selection events and dynamically applying CSS overlays or SVG strokes tied to user identifiers.

Acceptance Criteria
Single User Selection Highlight
Given a user selects a chart or widget, When the selection event is detected, Then the system applies a colored highlight matching the user’s assigned color around the selected object within 200ms.
Multiple Users Concurrent Selection
Given two users select the same element simultaneously, When the second selection event occurs, Then the system retains both colored highlights distinctly and does not overwrite the original highlight.
Deselection and Highlight Removal
Given a user deselects an element, When the deselection event is detected, Then the system removes the colored highlight within 200ms and returns the element to its default state.
Persistence Across Reloads
Given a user has an active selection highlighted, When the dashboard is reloaded or the user reconnects within the same session, Then the previously applied highlight persists on the element until explicitly deselected.
Performance Under High Load
Given ten users interact with different elements simultaneously, When all selection events are processed, Then the system applies all colored highlights without noticeable lag and maintains a frame rate above 30 FPS.
Activity Badges and Notifications
"As a team lead, I want to see activity badges for each collaborator so that I know who is currently editing, commenting, or inactive."
Description

Display real-time activity badges next to collaborator names and cursors indicating their current status (e.g., editing, typing, idle). Provide optional in-app notifications or subtle toasts when collaborators start or stop significant actions. This feature keeps users informed of team activity without constant manual checking, improving awareness of collaborative progress and enabling better timing for interactions. Integration utilizes event-driven updates tied to user activity logs.

Acceptance Criteria
Collaborator Begins Editing Element
Given a user is viewing the dashboard and another collaborator initiates editing a dashboard element, When the collaborator starts typing or dragging a widget, Then an activity badge with the collaborator's avatar and 'editing' status appears next to their cursor and name within 1 second.
Collaborator Idle After Typing Pause
Given a collaborator stops typing or interacting for more than 10 seconds, When the inactivity threshold is reached, Then the collaborator's activity badge changes to 'idle' and their cursor highlight dims accordingly.
Significant Action Notification
Given a collaborator performs a significant action (such as adding, deleting, or moving a widget), When the action is completed, Then an in-app toast notification appears to other active users within 3 seconds, indicating the collaborator's name and action details, unless notifications are disabled.
Concurrent Collaborator Activity Indication
Given two or more collaborators interact with elements in the same dashboard area, When their cursors enter the overlap region, Then distinct colored highlights and badges are visible for each collaborator without overlap or confusion.
Notification Preference Toggle
Given a user opens the dashboard settings and toggles activity notifications off or on, When preferences are saved, Then toast notifications and badges reflect the updated preference immediately without requiring a page reload.
Presence Awareness Toggle
"As a user, I want to toggle the visibility of collaborator presence indicators so that I can focus without distractions when needed."
Description

Offer a user-controlled toggle in the UI settings to enable or disable display of presence indicators (cursors, highlights, badges). This preference allows individuals to reduce visual clutter or distractions when focusing on specific tasks, enhancing user experience and accessibility. The setting persists per user and applies immediately, with state managed via user profile configurations and client-side preferences storage.

Acceptance Criteria
Default Toggle State for New Users
Given a new user with no saved preference, When they access the UI settings, Then the Presence Awareness Toggle defaults to Enabled.
Enable Presence Indicators
Given a user with Presence Awareness Toggle set to Disabled, When they switch the toggle to Enabled, Then live cursors, colored highlights, and activity badges immediately appear on the dashboard.
Disable Presence Indicators
Given a user with Presence Awareness Toggle set to Enabled, When they switch the toggle to Disabled, Then all live cursors, colored highlights, and activity badges immediately disappear from the dashboard.
Preference Persistence Across Sessions
Given a user who has changed their Presence Awareness Toggle setting, When they log out and log back in on any device, Then their toggle setting remains as last configured.
Preference Persistence After Page Refresh
Given a user who updates the Presence Awareness Toggle, When they refresh the browser or navigate to a different dashboard, Then the displayed presence indicators reflect the current toggle state without additional user action.
Scalability for Multiple Collaborators
"As an operations manager, I want the presence indicators to work smoothly even when many users are collaborating simultaneously so that our team can work efficiently without lag."
Description

Architect and optimize the Presence Pulse features to support up to 50 concurrent users per dashboard without performance degradation. Implement efficient data synchronization strategies, such as delta-based updates and message throttling, and leverage scalable backend technologies (e.g., load-balanced WebSocket servers) to handle high-frequency presence events. Ensure client rendering performance remains smooth through virtualization or batching techniques.

Acceptance Criteria
High-Concurrency Connection Handling
Given a dashboard with 50 active collaborator sessions, when all users attempt to establish or maintain WebSocket connections concurrently, then the server accepts and maintains all connections within 2 seconds without any connection refusals, drops, or timeouts.
Efficient Presence Data Synchronization
When any collaborator performs presence actions (cursor movement, selection changes), the system transmits only the delta changes, ensuring each synchronization payload does not exceed 5KB and aggregate bandwidth usage stays under 500KB/s for all users combined.
Real-Time Update Latency Under Peak Load
When 50 users generate presence events simultaneously, 95% of clients receive and render the updates within 200 milliseconds, as measured over a continuous 5-minute test period.
Smooth Rendering of Collaborator Indicators
When 50 collaborators are displayed on-screen, the client maintains a rendering performance of at least 30 frames per second during continuous presence updates.
Graceful Degradation Under Network Throttling
When network latency exceeds 300 milliseconds or packet loss surpasses 5%, the system throttles presence updates to a maximum of 10 events per second per user and displays a 'Connection Degraded' badge next to each affected collaborator's indicator.

Permission Matrix

Offers granular, role-based access controls that let administrators assign viewing, editing, and commenting rights to individuals or groups, ensuring secure collaboration and clear accountability.

Requirements

Role Management
"As an administrator, I want to define and manage user roles so that I can organize and apply permission sets efficiently."
Description

Provide administrators with the ability to create, edit, and delete custom roles, defining a set of permissions for each role. This integrates into the admin panel, allowing straightforward role lifecycle management and ensuring consistent application of access controls across the Dashlet platform.

Acceptance Criteria
Create Custom Role Workflow
Given an administrator navigates to the Role Management page and opens the Create Role form When they enter a unique role name, select at least one permission, and click Save Then the new role is added to the role list with the correct permissions and a success notification is displayed
Edit Existing Role Workflow
Given an existing custom role in the role list When the administrator clicks Edit, modifies the role name or permission set, and clicks Save Then the changes are reflected immediately in the role list and a confirmation message is shown
Delete Custom Role Workflow
Given a custom role that is not assigned to any user When the administrator clicks Delete next to the role and confirms the deletion Then the role is removed from the list and a success notification is displayed
Assign Permissions to Role
Given an administrator editing a custom role When they select or deselect permissions from the permission matrix and save the role Then the updated permission set is stored and enforced for all users with that role
Prevent Duplicate Role Names
Given an administrator enters a role name that already exists When they attempt to save the new or edited role Then the system displays an error message stating 'Role name must be unique' and prevents the form from being submitted
User & Group Assignment
"As an administrator, I want to assign individuals or groups to specific roles so that I can control access rights in bulk."
Description

Enable administrators to assign individual users or entire groups to predefined roles through a searchable, filterable interface. This feature supports importing group definitions from external directories and bulk operations, streamlining the distribution of permissions.

Acceptance Criteria
Assign Single User to Role
Given an administrator is on the User & Group Assignment page and a user exists in the system, When the administrator searches for the user's name, selects the user, chooses a role from the dropdown, and confirms the assignment, Then the user is assigned the role and the assignment appears in the assignment list with timestamp and administrator detail.
Bulk Role Assignment via CSV Upload
Given an administrator has a CSV file formatted per template with user/group identifiers and role fields, When the administrator uploads the file and confirms the column mappings, Then all valid entries are assigned to their specified roles, errors are reported for invalid entries, and a summary report is displayed.
Search and Filter Users and Groups
Given an administrator navigates to the assignment interface, When the administrator inputs search keywords or applies filters for status, role, or group membership, Then the interface displays only matching users and groups in real time and updates pagination accordingly.
Import Groups from External Directory
Given an administrator connects to an LDAP/AD directory with valid credentials, When the administrator selects specific organizational units to import, Then groups and their member lists are imported into the system within two minutes and available for role assignment without duplication.
Audit Trail Logging
Given any assignment or removal of roles to users or groups, When the action is completed, Then the system logs the actor, action type, target entity, previous role state, and timestamp in the audit history accessible to administrators with audit permissions.
Permission Level Configuration
"As an administrator, I want to configure granular permission levels like view, edit, and comment so that I can tailor access to different user needs."
Description

Offer granular configuration of permissions—view, edit, and comment—for dashboards, data sources, and widgets. Include default permission templates and options for creating custom templates to adapt to varied collaboration needs.

Acceptance Criteria
Assign Default Permission Template to Dashboard
Given an administrator selects a default permission template When they apply it to a new dashboard Then all users assigned to roles in the template receive the correct view, edit, and comment permissions on the dashboard and its widgets.
Create Custom Permission Template
Given an administrator navigates to the permission templates section and enters a template name and specific rights When they save the new template Then the template is added to the list of available templates and can be selected for dashboards and data sources.
Apply Custom Permission Template to Data Source
Given a custom permission template exists When an administrator applies this template to a data source Then the data source inherits the defined view, edit, and comment permissions and only specified users can perform those actions.
Modify Existing Permission Template
Given an administrator views an existing permission template When they update the rights and save changes Then the updated template automatically applies to all dashboards, data sources, and widgets that use it.
Prevent Unauthorized Access to Widget
Given a widget is configured with view-only permission for a user When that user attempts to edit or comment on the widget Then the system denies the action and displays an 'Insufficient Permissions' message.
Access Enforcement & UI Indicators
"As a user with view-only access, I want editing controls hidden so that I only see what I'm allowed to view."
Description

Implement real-time enforcement of role-based permissions within the Dashlet UI, hiding or disabling controls based on the user’s rights. Display clear visual indicators when content is read-only or restricted to guide user interactions.

Acceptance Criteria
Restricted Widget Edit Attempt
Given an Editor-role user without edit permission for a specific widget When the user clicks the widget’s edit control Then the edit control must be disabled and display a tooltip stating "Edit permission required"
Read-Only View Indicator Display
Given a Viewer-role user accessing a dashboard When the dashboard loads Then all interactive controls (edit, delete, annotate) are rendered in a non-interactive state and a visible "Read-Only" badge appears in the header
Permission Assignment by Administrator
Given an Administrator user on the Permission Matrix panel When the administrator assigns Editor rights to a user group for a dashboard Then each group member can see and interact with edit controls on the assigned dashboard
Comment Access Enforcement
Given a Commenter-role user for Dashboard A where commenting is disabled on Chart X When the user attempts to add a comment to Chart X Then the comment input field must be disabled and display an information icon with the message "Commenting disabled for this chart"
Unauthorized Controls Hidden
Given a user without delete privileges viewing a dashboard widget When the user opens the widget’s context menu Then the "Delete" option must not appear in the menu
Audit Logging for Permissions
"As an administrator, I want to review audit logs of permission changes so that I can ensure accountability and security."
Description

Track and record all permission changes, including who made the change, what was modified, and when. Deliver searchable, filterable audit logs within the admin dashboard to support compliance, security reviews, and accountability.

Acceptance Criteria
User Role Permission Modification
Given an administrator updates a user's role permissions, when the administrator saves the changes, then an audit log entry is created containing the administrator's identity, the target user's identity, the permission changes made, and the timestamp.
Group Editing Rights Revocation
Given an administrator revokes editing rights from a user group, when the administrator confirms the revocation, then an audit log entry is recorded capturing the group name, the specific rights removed, the administrator's identity, and the exact date and time of the action.
Audit Log Search by User and Date
Given an administrator accesses the audit log page, when they apply filters for a specific user and a defined date range, then the system displays only the audit entries matching the selected user and dates, sorted in chronological order.
Audit Log Export Functionality
Given an administrator selects the export option after applying filters on the audit log, when they choose 'Export to CSV,' then the system generates and downloads a CSV file containing all visible log entries with columns for timestamp, actor, target entity, action performed, and details of permission changes.
Detailed Audit Entry View
Given an administrator clicks on a specific audit log entry from the list, when the entry is selected, then a detailed view is displayed showing the timestamp, administrator identity, target entity, previous permission state, updated permission state, and any related comments.
Bulk Permission Updates
"As an administrator, I want to update permissions for multiple assets at once so that I can save time managing access."
Description

Allow administrators to select multiple dashboards, data sources, or user groups and apply permission changes in a single action. This feature reduces manual effort and ensures consistency when modifying access across many assets.

Acceptance Criteria
Bulk Grant View Permissions to Multiple Dashboards
Given an administrator selects multiple dashboards from the asset list When the administrator assigns 'view' permissions to a user or group in a single action Then each selected dashboard grants 'view' permission to the specified user or group and the system shows a confirmation message.
Bulk Assign Edit and Comment Rights on Data Sources
Given an administrator selects a set of data sources When the administrator applies 'edit' and 'comment' permissions to a user group Then the specified permissions are updated for all selected data sources, and the change is visible in the permissions matrix with a success notification.
Bulk Revoke Permissions from Multiple User Groups
Given an administrator selects multiple user groups in the permission matrix When the administrator revokes all permissions in a single bulk action Then the system removes all existing permissions for the selected groups across all assets and confirms the revocation with a success message.
Bulk Update with Invalid Asset Selection
Given an administrator includes both valid and invalid asset identifiers in the bulk selection When the administrator attempts to apply permission changes Then the system applies changes only to valid assets, reports detailed error messages for invalid entries, and does not abort the entire operation.
Unauthorized User Attempts Bulk Permission Update
Given a non-administrator user attempts to perform a bulk permission update When the user selects assets and tries to apply permission changes Then the system denies the action, displays an 'insufficient privileges' error, and no changes are made.

Threaded Chat

Integrates a dedicated in-dashboard chat panel with threaded conversations, direct messaging, file attachments, and emoji reactions, reducing context switching and keeping discussions tied directly to the data.

Requirements

In-Dashboard Chat Panel
"As a business manager, I want an integrated chat panel in my dashboard so that I can discuss data insights without switching applications."
Description

Embed a collapsible chat panel within the dashboard interface, enabling users to start and view conversations without leaving their data view. The panel should resize dynamically with the dashboard canvas, maintain visibility across multiple dashboard views, and support both light and dark UI themes. This integration reduces context switching, ensuring users can discuss insights directly alongside their charts and tables.

Acceptance Criteria
Chat Panel Toggle Functionality
Given the user is viewing a dashboard, when they click the chat panel toggle button, then the chat panel collapses or expands within 300ms and the dashboard canvas resizes accordingly.
Dynamic Resizing of Chat Panel
Given the dashboard layout changes (screen resize or panel collapse/expand), then the chat panel adjusts its width and height proportionally, ensuring no overlap with dashboard widgets.
Visibility Across Multiple Dashboard Views
Given the user navigates to a different dashboard view, when the dashboard loads, then the chat panel remains in its previous open or closed state and displays the active conversation threads.
Theme Compatibility
Given the user switches the UI theme to light or dark mode, when the dashboard theme changes, then the chat panel's background, fonts, and icons update to match the selected theme with a minimum contrast ratio of 4.5:1.
Message and Attachment Delivery
Given a user composes a message with or without an attachment (max 10MB), when they send the message, then it appears instantly in the thread with timestamp, and attachments are displayed as clickable download links. When another user is viewing the same dashboard, they receive the message and attachment link within 2 seconds.
Threaded Conversations
"As a team member, I want to reply to specific comments in a threaded format so that discussions stay organized and contextual."
Description

Implement nested, threaded messaging within each chat topic, allowing users to reply to specific messages and maintain conversation context. Threads should display parent messages and replies clearly, support infinite nesting levels, and collapse/expand to manage screen real estate. This feature enhances clarity in discussions, ensuring feedback remains tied to the correct data points.

Acceptance Criteria
Starting a New Thread
Given a user views the chat panel, When the user hovers over a message and clicks the 'Reply' icon, Then a new nested thread input appears beneath that message and the user's reply is posted as a child message under the correct parent.
Replying to an Existing Thread
Given a user is viewing an expanded thread, When the user types a reply in the thread input and submits, Then the reply appears in the thread in chronological order with proper indentation.
Infinite Thread Nesting
Given multiple nested replies, When the nesting depth exceeds the initial view limit, Then the system continues to allow replies at any level without errors or cutoffs, preserving indentation and parent references.
Collapsing and Expanding Threads
Given a thread with multiple levels of replies, When the user clicks the collapse arrow on the parent message, Then all descendant replies are hidden and a count indicator displays the number of hidden replies; When the user clicks the expand arrow, Then hidden replies are revealed in place.
Thread Visual Clarity
Given parent and child messages in the chat panel, When rendered, Then parent messages and their replies are visually distinct using indentation, borders, or background shading, ensuring readability and clear association.
Direct Messaging
"As a dashboard user, I want to send private messages to colleagues so that I can discuss sensitive data privately."
Description

Enable one-on-one private messaging between users directly from the dashboard. Users should be able to search for colleagues, initiate private chats, and view their direct message list separately from group discussions. Secure message storage and access controls must be enforced to protect privacy.

Acceptance Criteria
Searching for a colleague to start a direct message
Given a user is on the dashboard chat panel When they enter at least three characters of a colleague's name in the search box Then the system displays a list of matching colleagues sorted by name and role And the list updates as the user types additional characters And selecting a colleague from the list highlights the selection
Initiating a private chat session
Given a user has selected a colleague from the search results When they click 'Start Chat' Then a new direct message thread is created between the user and the selected colleague And the new thread appears at the top of the user's direct message list And both users see an empty conversation view ready for messaging
Viewing direct message list separately
Given a user opens the chat panel When they navigate to the 'Direct Messages' tab Then only one-on-one message threads are displayed And threads are sorted by the timestamp of the latest message in descending order And unread threads are visually distinguished and appear above read threads
Secure message storage and retrieval
Given a user sends and receives messages in a direct message thread When messages are stored in the backend Then all messages are encrypted at rest using AES-256 And only authorized users can decrypt messages upon retrieval And upon refreshing or reloading the dashboard, the full message history is correctly retrieved and displayed in chronological order
Access control enforcement on private messages
Given a user attempts to access a direct message thread they are not a participant of When they navigate to the thread's URL or select it Then the system returns a '403 Forbidden' error And no message content or metadata is exposed to the unauthorized user
File Attachments
"As a user, I want to attach files to my chat messages so that I can share supplementary data and documents directly within the discussion."
Description

Allow users to attach files (e.g., screenshots, spreadsheets, PDFs) to chat messages. The system should support drag-and-drop uploads, preview thumbnails for common file types, and secure storage with access control. Attachments should be downloadable and linked to the relevant conversation thread.

Acceptance Criteria
Drag-and-Drop File Attachment
Given the user drags a supported file type onto the chat panel When the file hovers over the drop zone Then the system automatically uploads the file and displays it in the conversation thread with a progress indicator and filename
Upload Button File Attachment
Given the user clicks the 'Attach File' button When the user selects one or more supported files and confirms Then the files are uploaded, listed in the chat message composer, and attached to the sent message
Preview Thumbnail Generation
Given a file of type PNG, JPG, PDF, or XLSX has been uploaded When the upload completes Then a preview thumbnail is generated and displayed next to the file attachment within 2 seconds
Secure Access Control
Given a file is attached to a conversation When a user without attachment permissions attempts to view or download the file Then the system denies access and displays an 'Access Denied' message
Attachment Download Functionality
Given an attachment is present in a chat thread When a user clicks the download icon Then the original file is downloaded to the user's device without corruption and retains the original filename
Emoji Reactions
"As a team member, I want to react to messages with emojis so that I can quickly express feedback or agreement."
Description

Provide a set of emoji reactions for messages and threads, enabling quick feedback without typing. Users should be able to add, remove, and see counts for each reaction. Reactions must sync in real-time across all participants and support customization of the emoji set.

Acceptance Criteria
Adding an Emoji Reaction
Given a user views a message in the chat panel When the user clicks the reaction button Then a selector with default emojis appears; When the user selects an emoji Then the emoji appears beneath the message with a count of 1; The reaction is visible to all participants in real-time
Removing an Emoji Reaction
Given a user has reacted with an emoji When the user clicks their added emoji reaction Then the reaction count decreases by 1; The emoji is removed from that user's reaction list; Update visible to all participants immediately
Real-time Synchronization of Reactions
Given multiple users are viewing the same thread When one user adds or removes a reaction Then all other users see the update within 2 seconds without manual refresh
Customizing the Emoji Set
Given a user opens reaction settings When the user adds or removes emojis from their custom set Then the updated set appears in the reaction selector; Changes persist across sessions
Displaying Reaction Counts
Given messages with multiple reactions When users add reactions Then each emoji displays the correct count; Total reactions update if counts exceed 99, displaying '99+'
Real-Time Notifications
"As a user, I want to receive notifications for mentions and new messages so that I don’t miss important updates in conversations."
Description

Implement real-time notifications for new messages, replies, and mentions within the chat panel. Notifications should appear in a badge counter on the chat icon, with optional desktop/browser alerts and in-app toast messages. Users can customize notification preferences by channel and message type.

Acceptance Criteria
Badge Counter Updates on New Messages
Given a user receives a new chat message When the message arrives while the chat panel is closed or minimized Then the badge counter on the chat icon increments by one and displays the total unread messages
Desktop Alerts for Mentions
Given a user has enabled desktop/browser notifications for mentions When another user mentions them in a chat thread Then a desktop notification appears showing the sender’s name, message preview, and a link to open the specific conversation
In-App Toast Notifications for Replies
Given a user is actively viewing a dashboard with the chat panel open When someone replies to a message in a thread they participated in Then an in-app toast notification displays at the corner with the replier’s name and a snippet of the reply
Notification Preference Customization
Given a user navigates to notification settings When they select or deselect notification types (new messages, replies, mentions) by channel Then only the chosen notification types trigger badge updates, desktop alerts, or toast messages as configured
Unread Counter Reset on Panel Open
Given a user has unread messages indicated by the badge counter When the user clicks on the chat icon and opens the chat panel Then all messages in view are marked as read and the badge counter resets to zero

Review Mode

Allows teams to freeze the dashboard for formal review sessions, annotate charts, mark approvals or change requests inline, and track the status of feedback until sign-off is complete.

Requirements

Dashboard State Freeze
"As a product manager, I want to freeze the dashboard state during review sessions so that all team members see consistent data, avoiding confusion caused by live data changes."
Description

Implement a snapshot mechanism that locks the dashboard’s data and visual layout at a specific point in time. This feature enables teams to conduct formal review sessions on a static view of the dashboard, ensuring consistency and preventing changes to live metrics during discussions. The snapshot should include all current filters, time ranges, and visual settings, and integrate seamlessly with the existing dashboard interface to allow easy creation, retrieval, and management of frozen states.

Acceptance Criteria
Creating a New Dashboard Snapshot
Given a user on a dashboard, when they click "Create Snapshot", then the system captures the current data, filters, time ranges, and visual layout, assigns a unique name and timestamp, and displays a confirmation message.
Retrieving an Existing Snapshot
Given a user in the snapshot manager, when they select a saved snapshot, then the system loads the dashboard in the exact frozen state, including all filters, time ranges, and visual settings, and displays a read-only indicator.
Preventing Edits on Frozen Dashboards
Given a frozen snapshot view is active, when a user attempts to modify data, filters, or visualizations, then the system blocks the action and displays a lock icon with a tooltip explaining that the dashboard is in review mode.
Annotating a Frozen Dashboard
Given a user views a frozen snapshot, when they add an annotation or comment, then the system records the annotation inline, captures the author and timestamp, and displays it in the review panel.
Managing Snapshot Lifecycle
Given a user in the snapshot manager, when they rename or delete a snapshot, then the system prompts for confirmation, performs the update or removal, and refreshes the snapshot list without affecting live dashboards.
Inline Annotation Tools
"As an analyst, I want to annotate charts with comments and highlights inline so that I can convey specific observations and suggestions during review sessions."
Description

Provide a suite of annotation tools—such as freehand drawing, shape overlays, and sticky-note comments—that can be applied directly onto charts and widgets. These tools allow reviewers to highlight data points, draw attention to trends, and leave contextual comments without leaving the dashboard. Annotations should be editable, deletable, and visible only within the review mode to prevent clutter in day-to-day usage.

Acceptance Criteria
Annotation Toolset Accessibility
Given the dashboard is in review mode, when the reviewer opens the annotation toolbar, then freehand drawing, shape overlays, and sticky-note comment options are visible and selectable.
Freehand Drawing Usage
Given the reviewer selects the freehand drawing tool, when they draw on a chart, then the stroke appears at the correct location, color, and thickness as chosen and is editable or deletable afterward.
Shape Overlay Application
Given the reviewer chooses a shape overlay, when they click and drag on a widget, then the shape is rendered at the intended position and size, and can be resized, moved, or deleted.
Sticky-Note Commenting
Given the reviewer selects the sticky-note tool, when they click on a data point, then a note field appears allowing text entry, and the note is saved, editable, and deletable.
Annotation Visibility Control
Given annotations have been added, when the reviewer exits review mode, then all annotations are hidden from the dashboard and do not appear in day-to-day usage.
Approval and Change Request Tags
"As a team lead, I want to mark charts as 'Approved' or 'Change Requested' inline so that the team can quickly identify feedback items and their resolution status."
Description

Enable users to mark individual charts or annotations with standardized statuses—such as 'Approved', 'Needs Changes', or 'Under Review'. These tags should be visible inline and integrated into the review mode toolbar. The feature helps teams quickly identify which elements have sign-off and which require further work, improving clarity in collaborative sessions.

Acceptance Criteria
Approving a Chart in Review Mode
Given a reviewer is in Review Mode on a dashboard When the reviewer selects a chart and applies the “Approved” tag Then the chart displays an inline “Approved” label with a green icon And the Review Mode toolbar updates the “Approved” count accordingly
Requesting Changes on a Chart in Review Mode
Given a reviewer is annotating a chart in Review Mode When the reviewer marks the annotation with “Needs Changes” Then the annotation displays a red “Needs Changes” tag inline And the chart’s tag status indicator updates to red
Viewing Tag Summary in Review Toolbar
Given the dashboard is in Review Mode When the reviewer opens the Review Mode toolbar Then the toolbar displays counts for “Approved,” “Needs Changes,” and “Under Review” tags And the counts update in real time as tags are applied or removed
Filtering Charts by Tag Status
Given multiple charts have different tags in Review Mode When the user selects a tag filter (e.g., “Under Review”) in the toolbar Then only charts with the selected tag remain visible on the canvas And charts with other tags are hidden
Persisting Tags After Exiting Review Mode
Given a review session has ended and Review Mode is closed When a user reopens the dashboard in normal mode Then all previously applied tags remain visible inline But tags cannot be edited until Review Mode is reentered
Feedback Tracking Panel
"As a project manager, I want to track all feedback items in a dashboarded view so that I can monitor contributions, statuses, and ensure timely resolution."
Description

Introduce a dedicated sidebar panel that aggregates all annotations, tags, and comments into a consolidated list view. Each entry should display the item’s context (chart name, widget, or slide), author, timestamp, and current status. Users should be able to filter, sort, and search feedback items, enabling efficient tracking and follow-up on all review notes.

Acceptance Criteria
Accessing the Feedback Tracking Panel
Given a user in Review Mode, when the user clicks the Feedback Panel icon, then the sidebar opens displaying a list of all feedback entries.
Filtering Feedback Entries
Given the Feedback Tracking Panel is open, when the user selects a filter for status or tag, then only feedback entries matching the selected criteria are displayed.
Searching Feedback Items
Given the Feedback Tracking Panel is open, when the user enters a keyword in the search field and presses Enter, then the list shows only feedback entries containing the keyword in content, author name, or context.
Sorting Feedback List
Given the Feedback Tracking Panel is open, when the user selects a sort option (timestamp, author, status), then the feedback entries reorder accordingly in ascending or descending order.
Viewing Feedback Details
Given the Feedback Tracking Panel is open, when the user clicks on a feedback entry, then the panel displays the full annotation, context snippet, and any linked chart or widget.
Exportable Review Report
"As a stakeholder, I want to export the reviewed dashboard with annotations to a PDF so that I can share the findings and decisions with external partners who don't have access to Dashlet."
Description

Allow users to generate exportable artifacts (PDF, PowerPoint) that capture the frozen dashboard along with all inline annotations, tags, and feedback statuses. The export should include metadata like reviewer names, timestamps, and an itemized feedback summary. This enables easy offline distribution and archival of formal review sessions.

Acceptance Criteria
PDF Export Generation
Given a user completes annotations in Review Mode, When the user clicks "Export to PDF", Then the system generates a downloadable PDF file capturing the frozen dashboard exactly as displayed, including all annotations and tags.
PowerPoint Export Generation
Given the user finalizes all inline feedback, When the user selects "Export to PowerPoint", Then the system produces a PPTX file with one slide per dashboard view, preserving chart layout, annotations, tags, and feedback markers.
Inclusion of Inline Annotations
When an export (PDF or PPT) is initiated, Then all inline annotations (text notes, highlights, stamps) appear in the exported artifact at the same positions, sizes, and formatting as on the frozen dashboard.
Metadata Inclusion
When exporting the review report, Then the artifact includes a header section listing reviewer names, their roles, timestamp of each annotation, and the export generation datetime.
Feedback Summary Accuracy
Given multiple feedback items tagged with statuses (e.g., Approved, Change Requested), When the report is generated, Then the export contains an itemized summary table listing each feedback item, its author, status, timestamp, and any resolution notes.

Collab Insights

Provides analytics on collaboration patterns—tracking edits, comment response times, active contributors, and bottlenecks—so teams can optimize workflows and identify power users or areas needing attention.

Requirements

Real-time Edit Tracking
"As a team leader, I want to see edits as they happen so that I can monitor progress and address issues immediately."
Description

Implement a system that captures and visualizes edits on dashboards as they occur, displaying who made each change, on which component, and at what time. This feature will integrate with Dashlet’s existing data model and UI, updating the collaboration insights canvas in real time. Users benefit from increased transparency and the ability to quickly understand ongoing modifications, reducing confusion and ensuring everyone stays on the same page.

Acceptance Criteria
Enabling Real-time Edit Tracking on Active Dashboards
Given a user has an active dashboard open, when any collaborator makes an edit, then the system captures the change within 2 seconds and logs the editor’s name, component edited, and timestamp in the change log.
Displaying Editor Identity and Timestamp in Change Log Panel
Given the change log panel is visible, when a new edit is recorded, then the panel displays the editor’s full name, the specific component changed, and the exact time of change in local user timezone.
Highlighting Modified Dashboard Components in Real Time
Given an edit occurs on any dashboard component, when the change is logged, then the modified component flashes with a blue outline for 3 seconds and shows a tooltip with editor and timestamp details.
Updating Collaboration Insights Metrics Instantly
Given real-time edit data is streaming, when at least one edit is captured, then the collaboration insights canvas updates metrics—total edits, active contributors, and average response time—within 5 seconds without a full page reload.
Handling Network Interruptions During Live Updates
Given intermittent network connectivity, when an edit is made offline, then the system queues the change locally and syncs it automatically upon reconnection, ensuring edit order and timestamps remain accurate.
Comment Response Time Analysis
"As a project manager, I want to know how quickly my team responds to comments so that I can identify communication delays and optimize workflows."
Description

Develop analytics to measure the time taken for comments to receive responses, calculating averages and highlighting outliers. The module will pull timestamp data from comment threads, compute response intervals, and present the findings in an interactive chart. By understanding response delays, teams can improve communication efficiency and ensure timely feedback loops.

Acceptance Criteria
Raw Comment Data Ingestion
Given a valid spreadsheet file with comment entries including author, timestamp, and thread ID, when the analytics module imports the data, then 100% of comment records are ingested within 30 seconds without errors.
Average Response Time Calculation
Given ingested comment data with multiple response timestamps, when computing average response time per thread over the selected period, then the system calculates the mean response interval with no deviation greater than one second from manual calculation.
Outlier Detection
Given computed response times for all comment threads, when identifying outliers, then the system highlights threads with response times exceeding two standard deviations above the mean, marking them distinctly in the dataset.
Interactive Chart Display
Given processed analytics including average response times and outliers, when rendering the interactive chart on the dashboard, then the chart displays all data points correctly with tooltips showing thread ID, average response time, and outlier status.
Response Time Threshold Alert
Given a user-defined threshold for acceptable response time, when any thread's response time exceeds the threshold during a real-time data refresh, then the system generates an alert notification within 5 seconds to the designated user.
Contributor Activity Dashboard
"As a small business owner, I want to view each collaborator’s activity summary so that I can acknowledge high performers and redistribute tasks if necessary."
Description

Create a dashboard that aggregates each user’s contributions—edits made, comments added, and tasks completed—over customizable timeframes. This component will integrate with the collaboration insights canvas, allowing filtering by user, date range, and project. Highlighting active contributors helps recognize top performers and balance workloads across the team.

Acceptance Criteria
Contributors Overview for a Project
Given a user opens the Contributor Activity Dashboard for a selected project within the Collab Insights canvas, when the dashboard loads, then it displays a table listing each contributor with columns for edits made, comments added, and tasks completed for the default time range (last 30 days); and the total counts are accurate based on underlying data.
User Filtering by Name
Given a user inputs a contributor's name into the user filter field, when the filter is applied, then the dashboard refreshes to show only the selected contributor's activity metrics, with all other contributor data hidden.
Custom Date Range Selection
Given a user selects a custom start date and end date using the date range picker, when the date range is submitted, then the dashboard updates to reflect contributions within that period, and no data outside the range is included.
Highlighting Top Contributors
Given the dashboard displays contributor metrics, when the "Highlight Top Performers" option is enabled, then the top three contributors by total activity count are visually distinguished with a star icon and highlighted row, and are sorted at the top of the list.
Data Export Functionality
Given a user clicks the "Export CSV" button on the dashboard, when the export action completes, then a CSV file is downloaded containing columns for contributor name, edits, comments, tasks, and date range, with data matching the current dashboard view.
Workflow Bottleneck Alerts
"As a team member, I want to be notified when collaboration stalls so that I can step in to resolve issues and keep the project moving."
Description

Introduce an alerting mechanism that detects stalls in collaboration, such as long-unresolved comments or inactive periods on shared dashboards. The system will apply configurable thresholds and send notifications via email or in-app messages. By proactively surfacing bottlenecks, teams can address blockers before they derail deadlines.

Acceptance Criteria
Unresolved Comment Duration Exceeded
Given a comment remains unresolved past the configured threshold, When the system performs its hourly bottleneck scan, Then an alert is generated for that comment and sent to the dashboard owner.
Dashboard Inactivity Period Detected
Given no edits or comments occur on a shared dashboard for longer than the inactivity threshold, When the system checks collaboration activity, Then an alert is triggered and delivered to all active contributors.
Threshold Configuration Updated
Given an administrator updates the bottleneck thresholds in settings, When the changes are saved, Then the new thresholds are applied immediately for all subsequent bottleneck checks.
Email Notification Delivery
Given an alert is triggered, When emails are dispatched, Then each recipient receives a correctly formatted email within five minutes containing the dashboard name, bottleneck type, and a link to resolve it.
In-app Alert Reception
Given an alert is active for a user’s dashboard, When the user logs into Dashlet, Then the alert appears in their in-app notifications panel with a timestamp and direct link to the dashboard.
Customizable Collaboration Reports
"As a manager, I want to export customized collaboration reports so that I can share metrics with executives and inform strategic planning."
Description

Enable users to generate and export tailored reports on collaboration metrics, selecting data points like edit counts, response times, and contributor activity. Reports can be scheduled or created ad hoc in PDF or CSV format, allowing managers to share insights with stakeholders and drive data-driven decisions.

Acceptance Criteria
Ad Hoc Report Generation
Given the user is on the report builder page, When they select at least one collaboration metric and a valid date range and click 'Generate Report', Then a report in the chosen format (PDF or CSV) is downloaded within 10 seconds containing accurate data for the selected metrics.
Scheduled Report Delivery
Given the user configures a recurring report schedule with specified recipients, format, and parameters, When the scheduled trigger time occurs, Then the system sends an email to all recipients with the correctly generated report attached in the chosen format.
Metric Selection Customization
Given the user opens the report configuration panel, When they select or deselect collaboration metrics, Then the preview pane updates instantly to display only the chosen metrics, and the final exported report includes exactly those metrics.
Report Format Validation
Given the user selects PDF format, When the report is generated, Then the PDF exports with properly formatted charts and tables and no truncated content; Given the user selects CSV format, When the report is generated, Then the CSV file contains correctly structured rows and columns matching the selected metrics.
User Permission Enforcement
Given a user without report export permissions attempts to generate or schedule a report, When they initiate the action, Then the system displays an access denied message and blocks the operation; Given a user with appropriate permissions, When they perform the same action, Then the report creation or scheduling completes successfully.

VoiceTune

Guides users through a quick, interactive voice training session to learn their speaking style and accents, refining recognition algorithms for more accurate command execution and fewer misunderstandings.

Requirements

Voice Training Session Flow
"As a small business owner, I want a guided voice training session so that the system can learn my speaking style and accurately interpret my commands."
Description

Implement an interactive, step-by-step voice training wizard that guides users through sample phrases and questions. The system records voice inputs, provides on-screen prompts, and seamlessly integrates with the Dashlet backend to store raw audio samples for model calibration. This requirement ensures users can easily complete their training without technical knowledge, improving initial recognition accuracy and engagement.

Acceptance Criteria
Initial Phrase Recording Session
Given the user starts the voice training wizard When the user records and confirms the first sample phrase Then the system saves the raw audio, shows a playback control, and displays a success message.
Multiple Sample Phrase Progression
Given the user has completed recording a phrase When the user clicks 'Next' for the required 5 phrases Then the wizard proceeds to the next phrase until all samples are recorded.
Real-Time Audio Quality Feedback
Given the user is recording a phrase When background noise exceeds threshold Then the system warns the user and prompts to retry the recording.
Backend Storage Confirmation
Given a recording completes Then the system sends the audio to the backend and receives a 200 OK response within 3 seconds.
Session Completion and Summary Display
Given the user has recorded all required phrases Then the wizard displays a summary of successful recordings and a 'Finish' button.
Accent Profile Calibration
"As a Dashlet user, I want the system to detect and adapt to my accent so that my spoken commands are recognized correctly."
Description

Develop an accent detection module that analyzes recorded audio to identify speech patterns such as regional accents and pronunciation variations. The module generates an accent profile and applies dynamic adjustments to the recognition engine. By tailoring voice models to individual accents, this requirement reduces misinterpretations and enhances recognition reliability for diverse user backgrounds.

Acceptance Criteria
Initial Pronunciation Sample Recording
Given the user starts a calibration session, When the system prompts for 20 distinct sample phrases and records each with signal-to-noise ratio ≥ 20dB, Then all recordings are successfully stored for analysis.
Accent Feature Extraction Process
Given the stored audio samples, When the extraction module runs, Then the system identifies and extracts at least five phonetic and prosodic features (e.g., vowel duration, pitch variation) per user sample.
Accent Profile Creation
Given extracted speech features, When the profile generator executes, Then the system compiles these features into a user-specific accent profile with a confidence score of ≥ 0.8.
Dynamic Recognition Adjustment
Given the generated accent profile, When the user speaks a predefined test set of 50 phrases, Then the engine applies profile adjustments and achieves at least a 15% reduction in word error rate compared to the baseline.
Accent Profile Persistence
Given the calibration session is complete, When the user logs out and later logs back in, Then the saved accent profile is automatically loaded and applied to the recognition engine within two seconds.
Personalized Speech Model Generation
"As a frequent Dashlet user, I want a personalized voice model so that the system consistently understands my unique speaking style."
Description

Create a backend process that aggregates user-specific voice samples to build a personalized speech recognition model. This involves feature extraction, acoustic modeling, and continuous retraining using incremental learning techniques. The generated model is stored in the user’s profile and prioritized during command processing to boost performance and reduce fallback errors.

Acceptance Criteria
Initial Voice Sample Aggregation
Given a new user uploads at least five distinct voice samples during the VoiceTune session When the backend training process is triggered Then a personalized speech model is generated within 10 minutes and achieves at least 70% accuracy on the validation set derived from held-out samples
Incremental Model Retraining Activation
Given an existing user profile with a trained personalized model When the user uploads new voice samples Then the incremental retraining process completes within 5 minutes and the updated model accuracy does not degrade by more than 2% compared to the prior version
Command Processing with Personalized Model
Given a user issues a voice command When the speech recognition engine processes the command Then it selects the personalized model over the generic model, returns recognition results in under 200ms, and demonstrates at least a 15% improvement in accuracy over the generic baseline
Fallback Mechanism Reduction
Given a set of previously ambiguous commands that triggered fallback to manual input When processed using the personalized model Then the rate of fallback occurrences decreases by at least 30% compared to historical data and all fallback events are logged for analysis
Model Storage in User Profile
Given a personalized model is generated or retrained When the process completes Then the model is stored in the user’s profile, is retrievable and loadable on any device within 2 seconds, and defaults to the generic model only if loading fails
Real-Time Pronunciation Feedback
"As a user undergoing training, I want immediate feedback on my pronunciation so that I can correct errors and improve recognition accuracy."
Description

Enable real-time feedback during training by displaying visual indicators (e.g., confidence scores, phoneme highlights) when the user speaks. The system identifies mispronounced words or low-confidence segments and prompts the user to retry. Integrating this feedback loop improves sample quality and helps users adjust pronunciation on the fly, leading to more accurate model training.

Acceptance Criteria
Real-Time Confidence Score Display
Given the user speaks a word during training, When the system processes the audio, Then a confidence score between 0 and 100% must be displayed within 200 milliseconds of speech end.
Phoneme Highlighting on Pronunciation Errors
Given the user’s speech is analyzed, When a phoneme is detected below the confidence threshold of 70%, Then the specific phoneme must be highlighted in red on the transcript display.
Retry Prompt for Low-Confidence Segments
Given a spoken segment confidence falls below 60%, When the segment analysis completes, Then the system must prompt the user to retry that segment with an audible and visual cue.
Training Session Flow Continuity
Given the user completes a pronunciation attempt and receives feedback, When the user retries or continues, Then the session must seamlessly proceed without requiring manual page refresh or navigation.
Feedback Performance Logging
Given each real-time feedback event (confidence score, highlights, prompts), When the event occurs, Then it must be logged with timestamp and audio snippet reference in the session report.
Training Progress Analytics
"As a small business manager, I want to see my voice training progress and accuracy metrics so that I can understand and improve my command recognition performance."
Description

Implement a dashboard within Dashlet that shows users their voice training progress, including metrics like total recorded phrases, average confidence score, and error trends over time. Provide recommendations for additional practice based on areas of low recognition accuracy. This requirement enhances transparency, motivates users to complete training, and tracks improvement.

Acceptance Criteria
User views session summary metrics
Given the user has completed a voice training session and opens the Training Progress Analytics dashboard, when the dashboard loads, then the Total Recorded Phrases metric must display the exact count of recorded phrases; and the Average Confidence Score must match the calculated average rounded to two decimal places; and the Error Trends chart must visualize error rate changes over the last 5 sessions.
User receives practice recommendations
Given the user's Error Trends show accuracy below 75% on certain phrases, when the dashboard loads, then at least one practice recommendation must be displayed; recommendations must target phrases with accuracy below the threshold; and no more than five recommendations are shown.
User filters analytics by date range
Given the user selects a valid start and end date on the date-range filter, when the filter is applied, then all displayed metrics and charts must reflect only sessions within the selected date range; and if no sessions exist, a 'No data available' message must appear instead of charts.
User exports progress report
Given the user clicks the 'Export Progress Report' button, when the export completes, then a CSV file must be downloaded containing columns 'Session Date', 'Total Recorded Phrases', 'Average Confidence Score', 'Error Rate'; and the file content must match displayed dashboard values; and the download must initiate within 5 seconds.
User sees real-time updates after recording
Given the user completes recording a new phrase, when the recording confirmation appears, then the Training Progress Analytics dashboard must automatically refresh; and the Total Recorded Phrases must increment by one; and the Average Confidence Score and Error Trends chart must update to include the new data point.

Template Talk

Lets users apply and customize popular dashboard templates using simple voice prompts (e.g., “Show sales by region”), accelerating setup by instantly turning spoken requests into polished visuals.

Requirements

Voice Command Processing
"As a small business owner, I want to speak my dashboard requests so that I can generate visuals without manual clicks."
Description

Implement a robust voice capture and transcription system that accurately converts user speech into text commands. This entails integrating a high-accuracy speech-to-text engine, managing microphone permissions, handling background noise and accents, and securing voice data. The solution should provide real-time transcription with low latency and integrate seamlessly into the Dashlet UI, ensuring spoken inputs trigger downstream template actions promptly.

Acceptance Criteria
User Initiates Voice Command
Given the user clicks the microphone icon in the Dashlet UI When they speak a valid template command Then the system captures and displays the transcribed text within 1 second And triggers the appropriate template action
Speech Recognition in Noisy Environment
Given ambient noise levels up to 70 dB When the user issues a voice command Then the system achieves transcription accuracy of at least 90%
Accented Speech Transcription
Given users with diverse regional accents When a user speaks a template request Then the system maintains transcription accuracy of at least 85%
Microphone Permission Handling
Given a first-time user When Dashlet requests microphone access Then the system displays the OS permission prompt And handles both acceptance and denial without errors
Secure Voice Data Transmission
Given a captured voice transcript When data is sent to the backend Then the data is encrypted in transit (TLS) and at rest And complies with company security and privacy policies
Template Catalog Navigation
"As a user, I want to browse and choose a dashboard template by voice so that I can quickly start with a relevant layout."
Description

Enable users to navigate and select from a library of predefined dashboard templates using voice prompts. The system should interpret selection commands, filter templates by category or popularity, and present options in an intuitive list. Integration with the existing template repository should ensure up-to-date availability and seamless transition from voice selection to dashboard instantiation.

Acceptance Criteria
Voice Command for Template Category Filtering
Given a user issues a voice command specifying a template category (e.g., 'Show me marketing templates'), when the system processes the command, then it filters the template catalog to display only templates within the specified category.
Template Popularity Sorting via Voice
Given a user requests 'Show me the top 10 most popular templates' via voice, when the system interprets the command, then it orders templates by descending usage count and displays the top 10 results.
Voice-Activated Template Selection
Given a user states 'Select the Sales Overview template', when the system recognizes the template name, then it highlights the template in the list and loads it into the dashboard canvas.
Handling Ambiguous Voice Prompts
Given a user issues an incomplete or ambiguous voice request (e.g., 'Show me that template'), when the system cannot determine intent, then it prompts the user for clarification by listing matching template names.
Fallback for Unrecognized Commands
Given a user speaks an unsupported command, when the system fails to match any template-related intent, then it responds with an error message and suggests help or example commands.
Voice-Driven Customization
"As a business manager, I want to adjust template settings by speaking commands so that I can tailor my dashboard without leaving the voice interface."
Description

Allow users to refine and customize selected templates through follow-up voice instructions. This includes modifying chart types, metrics, labels, date ranges, and color schemes. The implementation must map common phrasing to UI parameters, validate inputs, and update the template dynamically, maintaining consistency with the drag-and-drop canvas architecture.

Acceptance Criteria
Changing Chart Type via Voice
Given a user has an existing bar chart template loaded, when the user says "Change chart to line", then the system updates the chart type to line within 2 seconds and reflects the change on the canvas without page reload.
Updating Metric Selection
Given a template displaying profit metrics, when the user says "Show revenue instead of profit", then the dashboard updates to display revenue metrics, remaps the data source accordingly, and refreshes the visualization automatically.
Adjusting Date Range
Given a chart showing year-to-date data, when the user says "Show data from January to March", then the system updates the date range filters to January 1st through March 31st, reloads the chart data within 3 seconds, and displays the filtered results.
Modifying Color Scheme
Given a multi-series chart with default colors, when the user says "Make the bars blue and green", then the system applies a blue color to the first series and green to the second, validates the color inputs, and updates the legend and chart on the canvas.
Renaming Chart Labels
Given a chart with generic axis labels, when the user says "Label the X axis as 'Month' and Y axis as 'Sales'", then the system updates the axis labels accordingly and displays the new labels on the chart immediately.
Real-time Voice Preview
"As a user, I want to see my dashboard changes instantly when I speak so that I can confirm the system understood me."
Description

Provide instantaneous visual feedback by rendering a live chart preview after each voice command. The system should minimize lag between spoken input and UI update, reuse rendering pipelines, and highlight which elements changed. This ensures users can verify their request immediately and iterate via voice without interruption.

Acceptance Criteria
Initial Chart Preview Latency
Given a user issues a valid voice command to generate a chart, when speech recognition completes, then the system displays the correct chart preview within 500ms of command end.
Iterative Voice Command Update
Given a user issues a follow-up voice command to refine the current chart, when recognition completes, then the chart updates with new parameters within 500ms and displays the updated visualization.
Rapid Successive Voice Commands
Given a user speaks multiple voice commands in quick succession (within 1 second), then the system queues or cancels previous requests and renders the final command’s chart preview within 500ms of the last command.
Speech Recognition Error Handling
Given the system cannot recognize or parse a voice command, then within 300ms it displays an inline error message prompting the user to retry and does not freeze or block further input.
Highlighting Changed Elements
Given a chart is updated after a voice command, then the elements that have changed are visually highlighted (for example, with a distinct color outline) for at least 2 seconds immediately after rendering.
Voice Guidance & Error Feedback
"As a user, I want helpful guidance when my voice commands fail so that I can correct them and continue building my dashboard."
Description

Implement clear feedback mechanisms for misrecognized or unsupported voice commands. The system should prompt users with suggestions for valid commands, offer alternative phrasings, and display example voice inputs. Error states must be non-blocking and guide the user toward successful command execution, enhancing usability and reducing frustration.

Acceptance Criteria
Feedback for Unsupported Voice Commands
Given the user issues a voice command that is not supported, when the system fails to recognize the command intent, then the system displays a non-blocking alert stating 'Sorry, I didn't understand that. Try saying “Show sales by region” or “Add a chart”.' and lists at least three example voice inputs.
Disambiguation for Ambiguous Commands
Given the user provides a voice command that matches multiple dashboard templates, when ambiguity is detected, then the system prompts 'I found multiple matches. Did you mean Template A, Template B, or Template C?' with clickable suggestion buttons for each option.
Non-Blocking Error Prompt with Retry
Given the system encounters a misrecognized voice command, when an error occurs, then an inline message appears below the voice input field without blocking the canvas, and the user can immediately issue a new command or click a 'Try Again' button.
Guidance for Alternative Command Phrasing
Given the voice input fails twice consecutively, when the user attempts a third voice command, then the system displays a tooltip suggesting alternative phrasings with at least three example commands such as “Show me monthly revenue,” “Display top products,” and “Filter by date range.”
Error Feedback Persistence After Navigation
Given the user navigates away from the voice input area after an error, when returning, then the last error feedback remains visible until the user issues a successful voice command or manually dismisses it.

ClarifyCue

Detects ambiguous or incomplete voice commands and follows up with targeted questions—such as “Do you mean revenue or profit?”—to ensure the system interprets requests correctly every time.

Requirements

Ambiguity Detection Engine
"As a small business manager, I want the system to detect ambiguous terms in my voice commands so that the dashboard I generate reflects exactly the data I need."
Description

Develop a real-time processing module that analyzes incoming voice commands to identify ambiguous or incomplete terms (e.g., ‘revenue vs. profit’, time ranges, undefined metrics). The engine must integrate with the existing speech-to-text layer, support rapid evaluation of natural language inputs, and flag uncertainties for follow-up. It should handle common business vocabulary and be extensible for future domain-specific terms.

Acceptance Criteria
Identify Ambiguous Financial Metric
Given a user voice command containing 'revenue vs. profit', when processed by the ambiguity detection engine, then it should detect both 'revenue' and 'profit' as ambiguous metrics and flag them for clarification.
Detect Unspecified Time Range
Given a user voice command 'Show me sales figures', when processed, then the engine must detect the absence of a time range and prompt the user to specify one.
Flag Incomplete Command for Missing Metric
Given a user voice command 'Generate chart', when processed, then the engine should recognize the missing metric specification and ask the user to specify which metric to chart.
Unknown Domain Term Detection
Given a user voice command containing the term 'EBITDA', when processed, then the engine should identify 'EBITDA' as an unknown or domain-specific term and flag it for follow-up questions or dictionary extension.
Real-Time Speech-to-Text Integration
Given a live voice input stream, when the speech-to-text layer outputs a transcript, then the ambiguity detection engine should process the text within 100ms of transcript completion and return any ambiguity flags.
Clarification Question Generator
"As a user, I want the system to ask precise follow-up questions when my request is unclear so that I can quickly provide the necessary details."
Description

Implement a targeted question generation component that, upon detecting ambiguity, formulates concise follow-up prompts (e.g., ‘Do you mean monthly or quarterly revenue?’). The component should use context from the original command to keep questions relevant, maintain a consistent tone, and minimize cognitive load on the user.

Acceptance Criteria
Metric Type Ambiguity Clarification
Given a user issues a voice command with an ambiguous metric (e.g., “revenue” vs “profit”), when ambiguity is detected, then system prompts within 2 seconds with “Do you mean revenue or profit?”
Time Granularity Clarification
Given a user requests data with unclear time granularity (e.g., “monthly” vs “quarterly”), when ambiguity is detected, then system asks “Do you mean monthly or quarterly revenue?” referencing the original metric
Consistent Tone and Style
All follow-up questions maintain a neutral, concise tone, are under 15 words, and follow the established brand voice guidelines
Contextual Reference Inclusion
Each clarification prompt includes at least one keyword from the original voice command to ensure contextual relevance
Cognitive Load Minimization
Each question uses simple language with no technical jargon and achieves a Flesch–Kincaid reading grade level of 6 or below
Contextual Dialogue Manager
"As a user, I want the system to remember my previous clarifications so that it doesn’t ask the same question twice and maintains the flow of conversation."
Description

Build a dialogue management system to track the state of multi-turn interactions, user responses, and remaining ambiguities. It should maintain context across a session, avoid repeating resolved questions, and seamlessly integrate clarified data back into the dashboard generation workflow.

Acceptance Criteria
Session Context Initialization
Given a user starts a new dialogue session When the system initializes the Contextual Dialogue Manager Then it creates and stores a unique session ID and an empty context state record
Ambiguity Detection in User Queries
Given a user submits a voice command containing ambiguous terms When the system parses the command Then it logs any term lacking sufficient disambiguation and flags the query for clarification
Follow-Up Clarification Prompt
Given the system has flagged an ambiguous term When it generates a follow-up prompt Then it asks a concise, targeted question (e.g., “Do you mean revenue or profit?”) within 2 seconds of detecting the ambiguity
Context Update Post-Clarification
Given the user provides clarification in response to a follow-up prompt When the system receives the clarification Then it updates the session context to resolve the ambiguity and does not repeat the same question later in the session
Integration with Dashboard Workflow
Given all ambiguities in a multi-turn interaction have been resolved When the user finalizes the command Then the system seamlessly passes the clarified parameters to the dashboard generator without data loss or additional prompts
Multilingual Clarification Support
"As a Spanish-speaking manager, I want the system to clarify ambiguous terms in my preferred language so that I can interact naturally and effectively."
Description

Extend the ClarifyCue feature to support clarification detection and question generation in multiple languages (initially English and Spanish). This involves adapting the ambiguity detection engine’s lexicon, translating follow-up prompts, and ensuring accurate speech-to-text conversions across languages.

Acceptance Criteria
English Ambiguity Clarification
Given a user issues an English voice command containing an ambiguous financial term (e.g., 'revenue') When the ClarifyCue engine processes the command Then within 2 seconds it must prompt the user with 'Do you mean gross revenue or net profit?' and await a valid selection.
Spanish Ambiguity Clarification
Given a user issues a Spanish voice command containing an ambiguous term de métricas (e.g., 'ingresos') When the ClarifyCue engine processes the command Then within 2 seconds it must prompt the user with '¿Te refieres a ingresos brutos o ingresos netos?' and await a valid selection.
Code-Switch Clarification
Given a user issues a mixed-language command combining English and Spanish terms (e.g., 'Show me ganancias de Q1') When the ClarifyCue engine detects the mixed-language ambiguity Then it must respond in the primary language of the ambiguous term within 2 seconds, asking '¿Te refieres a ganancias brutas o ganancias netas?'.
Rapid Multilingual Queries
Given a user issues consecutive voice commands alternating between English and Spanish ambiguous terms When the ClarifyCue engine processes each command Then for each it must detect the command language correctly and deliver the clarification prompt in the matching language within 2 seconds of each command.
Speech-to-Text Accuracy in Spanish
Given a Spanish-accented voice command containing an ambiguous term When the speech-to-text module transcribes the audio Then the ClarifyCue engine must correctly identify the ambiguous term at least 95% of the time and generate the appropriate Spanish clarification question within 2 seconds.
Clarification Interaction Analytics
"As a product owner, I want to view analytics on clarification interactions so that I can identify patterns, optimize the system, and measure user satisfaction."
Description

Create an analytics dashboard that tracks metrics such as frequency of ambiguities detected, average resolution time, common ambiguous terms, and user satisfaction ratings. This data will drive continuous improvement of the ClarifyCue feature and inform training priorities for the language models.

Acceptance Criteria
Ambiguity Detection Frequency Accuracy
Given a dataset of 100 voice commands with 20 ambiguous entries, when the dashboard displays the frequency of ambiguities detected, then the value matches 20±1 entries.
Average Resolution Time Calculation
Given recorded timestamps for ambiguity prompts and user responses, when calculating the average resolution time over a 100-entry sample, then the dashboard value equals the computed average within one second.
Common Ambiguous Terms Ranking
Given a log of ambiguous terms over the past month, when generating the top 10 common ambiguous terms report, then the list reflects the correct term frequency order and percentage distribution.
User Satisfaction Rating Trend
Given user satisfaction ratings collected after each clarification interaction, when plotting the trend over a 30-day period, then the dashboard updates dynamically and the graphical representation matches the source data within a 2% margin.
Real-time Data Refresh Performance
Given new clarification interaction data arrives every minute, when the dashboard refresh is triggered, then all metrics update within 5 seconds without data loss or duplication.

MacroMaker

Enables users to record a series of voice commands into reusable macros (e.g., “Weekly sales report”), automating repetitive dashboard-building tasks and launching multi-step workflows with a single prompt.

Requirements

Voice Command Capture
"As a small business manager, I want to record my spoken dashboard-building steps so that I can automate repetitive report creation without manually retracing each action."
Description

Implement a feature that listens for and accurately records a series of user voice commands, converting spoken instructions into discrete, timestamped actions. This requirement ensures the system can recognize various voice inputs, handle pauses and ambient noise, and log each command step for reproducibility. It integrates with the transcription service and the macro storage to maintain a reliable command sequence that can be replayed.

Acceptance Criteria
Recording a simple macro via voice
Given the user issues voice commands 'Open report', 'Filter date last week', 'Generate chart', When the user finishes speaking, Then the system logs three distinct commands with accurate transcription and sequential timestamps.
Handling user pauses during recording
Given the user pauses up to 3 seconds between commands, When the system detects each pause, Then it records separate command entries rather than merging them.
Filtering out ambient noise
Given background noise levels up to 60 dB, When capturing voice input, Then the transcription accuracy remains at or above 95%.
Synchronizing timestamps with command order
Given the user issues consecutive voice commands, When each command is captured, Then the associated timestamp reflects the actual capture time within ±50ms and preserves the correct sequence.
Integrating with transcription and macro storage
Given a recorded sequence of commands, When saving the macro, Then each command and timestamp is successfully sent to the transcription service and persisted in the macro repository with retrievable identifiers.
Macro Editor Interface
"As a Dashlet user, I want to adjust and organize recorded macro steps so that I can refine my automated workflows to match my exact dashboard setup preferences."
Description

Provide an intuitive editor where users can view, rename, reorder, and delete recorded voice commands within a macro. This interface should display each step with a descriptive label, allow users to modify command parameters, and preview the macro flow before saving. The editor enhances usability by giving users control and flexibility over their automated workflows.

Acceptance Criteria
Viewing Commands List
Given a user opens the Macro Editor for an existing macro When the editor loads Then all recorded commands are displayed in chronological order with descriptive labels and index positions.
Renaming a Recorded Command
Given a user selects a command label in the Macro Editor When the user clicks the rename icon and enters a new label Then the command label updates immediately in the list and the change persists when the macro is saved.
Reordering Commands in Macro Editor
Given a user clicks and drags a command step When the user drops it at a new position in the sequence Then the command order updates visually, and the new sequence persists after saving.
Modifying Command Parameters
Given a user opens the parameter editor for a specific command When the user modifies parameter values and confirms changes Then the updated parameters are applied to the command and reflected in the preview.
Previewing Macro Flow Before Saving
Given a user has made edits to the macro When the user clicks the preview button Then the editor animates each command step in order and highlights the active step for user validation.
Macro Execution Engine
"As an operations manager, I want to replay my saved macro with a single command so that I can generate complex dashboard updates in seconds."
Description

Develop a playback engine that executes recorded macros step-by-step on the drag-and-drop canvas. The engine must handle timing between steps, confirm command success, and provide progress feedback. It integrates with the core dashboard-building modules to trigger actions like data import, chart creation, and layout adjustments automatically.

Acceptance Criteria
Macro Playback Initialization
Given a recorded macro is selected for execution, when the user starts playback, then the engine must load all macro steps within 2 seconds and display the first command on the drag-and-drop canvas.
Step-by-Step Command Execution
Given a macro with multiple recorded commands, when playback is in progress, then the engine must execute each command sequentially, enforce a configurable delay between commands, and verify successful completion of one step before starting the next.
Error Handling and Recovery
Given a command fails during playback due to an execution error, when the failure is detected, then the engine must halt further execution, log the error details, and present the user with options to retry the failed step or abort the macro.
Progress Feedback Display
When a macro is being executed, then the engine must display a real-time progress indicator showing the current step number, total steps, and estimated time remaining, updating the display within 500ms after each step completes.
Integration with Dashboard Modules
Given a macro step that involves data import, chart creation, or layout adjustment, then the engine must correctly call the corresponding core module APIs with valid parameters and reflect the resulting changes on the dashboard canvas.
Error Handling & Recovery
"As a Dashlet user, I want the system to alert me and let me resume or fix issues if a macro step fails so that my automated workflow can continue smoothly."
Description

Implement robust error detection during macro execution, including timeouts, invalid command responses, and data mismatches. The system should pause execution on errors, offer retry or skip options, and log detailed error information. This requirement ensures reliability and user trust by enabling recovery from interruptions without losing macro progress.

Acceptance Criteria
Timeout Handling During Macro Execution
Given a macro is running, when an individual command exceeds the defined execution time limit, then the system pauses the macro, displays a timeout error message, and provides options to retry the timed-out command or skip it.
Invalid Command Response Handling
Given the user has recorded a macro, when the system encounters an unrecognized or invalid voice command during playback, then the macro execution pauses, an error dialogue appears identifying the invalid command, and the user is offered retry or skip options.
Data Mismatch Detection
Given a macro step expects a specific data format or schema, when the returned data does not match the expected format, then the system logs a data mismatch error, halts the macro at that step, and prompts the user to choose retry, edit the macro, or skip the step.
Progress Preservation After Error
Given a macro execution has been paused due to an error, when the user selects retry or skip and confirms, then the macro resumes from the same failed step without losing previously completed steps, and execution logs are preserved.
Comprehensive Error Logging
Given any error occurs during macro execution, when the macro is paused or stopped, then the system records detailed error information including timestamp, macro name, step index, error type, and user action taken in the error log accessible in the application’s logs section.
Macro Library & Sharing
"As a business analyst, I want to share my custom dashboard macros with my team so that everyone can benefit from standardized reporting processes."
Description

Create a centralized library where users can save, categorize, search, and share their macros with team members. The library should support tagging, versioning, and access control, enabling collaborative reuse of common workflows. It integrates with user profiles and team settings to manage permissions and macro visibility.

Acceptance Criteria
Saving a New Macro to the Library
Given a user has recorded a new macro and fills in the name, tags, and description, when the user clicks 'Save to Library', then the macro is saved to the centralized library with version 1.0 and the metadata fields populated correctly.
Searching and Filtering Macros by Tag
Given the library contains macros tagged with 'Sales' and 'Weekly', when the user selects the 'Sales' tag filter or enters 'Sales' in the search bar, then only macros tagged 'Sales' are displayed and the filter applies within 2 seconds.
Versioning an Updated Macro
Given an existing macro version 1.0, when the user edits the macro and confirms saving, then the system increments the version to 1.1, retains the previous version, and logs the change with timestamp and user ID.
Sharing a Macro with Team Members
Given a user selects a macro and chooses team members and sets permissions, when the user confirms sharing, then the selected members see the macro in their shared library with assigned view or edit rights, and the sharing action is logged.
Access Control Enforcement for Macro Visibility
Given a macro is shared with 'View Only' permission, when a non-permitted user attempts to execute or edit it, then access is denied with an appropriate error message and no execution occurs.

WhisperMode

Offers a low-volume and bone-conduction input option for private or noisy environments, capturing voice commands discreetly without disturbing others while maintaining high recognition accuracy.

Requirements

Bone-Conduction Microphone Integration
"As a small business owner, I want to use bone-conduction input so that I can issue voice commands discreetly without disturbing others or requiring a conventional microphone."
Description

Integrate a bone-conduction microphone input option to capture whispered voice commands directly through bone vibration sensors, ensuring clear command detection without relying on air conduction. This functionality reduces ambient noise interference, maintains user privacy in shared spaces, and seamlessly interfaces with Dashlet’s existing voice command processing pipeline to enable discrete interaction.

Acceptance Criteria
Quiet Office Whisper Command Input
Given the bone-conduction microphone is activated in WhisperMode, when a user whispers "Open Dashboard", then the system recognizes the command with at least 95% accuracy within 300ms and successfully opens the Dashboard view.
Noisy Environment Whisper Recognition
Given ambient noise levels exceed 80 dB, when a user whispers "Show Sales Trend", then the system filters out ambient noise and accurately recognizes the command at least 90% of the time.
Shared Workspace Privacy Mode
Given the user enables Privacy Mode, when a whisper command is issued, then no audio is emitted through speakers, the bone-conduction mic captures the command only through vibration, and the system processes it without any air conduction input.
Seamless Pipeline Integration
Given a whispered command is successfully captured, when the data is passed into the existing Dashlet voice-command pipeline, then the pipeline processes the command without errors, and the appropriate dashboard action is executed.
Low-Battery Mode Robustness
Given the device battery level falls below 15%, when a user continues to whisper commands, then the bone-conduction mic maintains at least 85% recognition accuracy and does not introduce latency greater than 500ms.
Low-Volume Audio Feedback
"As a manager working in a quiet office, I want the system to provide low-volume confirmations so that I receive real-time feedback without disturbing colleagues."
Description

Provide configurable low-volume or bone-conduction audio feedback for command confirmations and system prompts. This feature delivers tactile or near-silent audio cues to users, preserving privacy in quiet environments and ensuring that feedback is noticeable without causing disruption.

Acceptance Criteria
Adjusting Low-Volume Audio Setting
Given the user sets the audio feedback to 'Low-Volume' in settings, when a system prompt occurs, then the feedback plays at or below 30 dB SPL measured at the user’s ear within ±5 dB.
Enabling Bone Conduction Output
Given the user activates bone conduction mode, when audio feedback is generated, then the output is delivered exclusively via the bone conduction device with no audible speaker output.
Automatic Quiet Environment Detection
Given the ambient noise level is detected below 40 dB SPL, when a feedback event triggers, then the system automatically uses the low-volume or bone conduction mode without user intervention.
Fallback on Headset Disconnection
Given a bone conduction device disconnects during feedback playback, when the next feedback event occurs, then the system defaults to low-volume speaker output and displays a visual notification of the mode change.
Meeting Mode Audio Compliance
Given the user schedules a meeting in the system calendar, when the meeting start time is reached, then all audio feedback is delivered at or below 25 dB SPL via low-volume mode or bone conduction.
Real-Time Noise Filtering Engine
"As a warehouse supervisor, I want the system to filter background noise so that my whispered commands are recognized accurately even in noisy environments."
Description

Develop a real-time signal processing engine that dynamically filters out ambient and background noise while amplifying whispered speech. This engine should adapt to varying noise conditions, maintain high speech recognition accuracy, and integrate with Dashlet’s voice command recognition module.

Acceptance Criteria
High Ambient Noise Filtering
Given ambient noise levels reach 80dB in a busy environment, when the engine is active, then background noise is reduced by at least 60% without reducing whispered speech clarity.
Low-Volume Whisper Recognition
Given a user whispers at 30dBSPL, when processed by the engine, then speech recognition accuracy is at least 90% for predefined command set.
Dynamic Noise Profile Adaptation
Given noise conditions change by more than 20dB within 2 seconds, when the engine adjusts its filters, then recognition accuracy remains within a 5% degradation threshold.
Integration with Voice Command Module
Given a valid whispered command is captured, when passed to Dashlet's voice recognition module, then the module executes the correct command with less than 200ms additional latency.
Performance Under Rapid Noise Fluctuations
Given alternating periods of quiet (30dB) and loud noise (85dB) every 1 second, when the engine processes the input, then no more than 2 command misrecognitions occur in a 60-second test.
Privacy Mode Shortcut Activation
"As a presenter during a live demo, I want a one-click shortcut to enable WhisperMode so that I can switch to private voice input without breaking my presentation flow."
Description

Implement a quick-access shortcut (keyboard hotkey, UI button, or gesture) to activate and deactivate WhisperMode instantly. This allows users to switch to private input mode without navigating deep menus, ensuring seamless workflow continuity.

Acceptance Criteria
Keyboard Shortcut Activation
Given the Dashlet application is in focus, when the user presses the designated hotkey (e.g., Ctrl+Shift+P), then WhisperMode must activate immediately, with the WhisperMode icon changing to the active state within 200ms. Given WhisperMode is active, when the user presses the same hotkey again, then WhisperMode must deactivate immediately, reverting to normal input mode and updating the icon within 200ms. The hotkey combination must be configurable in settings and changes must persist across app restarts.
UI Button Toggle
Given the Dashlet dashboard dashboard view is visible, when the user clicks the WhisperMode toggle button in the toolbar, then WhisperMode must activate instantly, changing the button appearance and showing an onscreen confirmation message. Given WhisperMode is active, when the user clicks the same toggle button again, then WhisperMode must deactivate and display a confirmation message. The toggle button must be accessible via keyboard navigation and screen readers.
Gesture Activation on Touch Device
Given the Dashlet mobile interface is displayed on a touch-enabled device, when the user performs the predefined gesture (e.g., swipe down with three fingers), then WhisperMode must activate, with a visual cue displayed within 300ms. Given WhisperMode is active, when the user performs the same gesture again, then WhisperMode must deactivate with a visual cue.
Shortcut Conflict Handling
Given the user assigns a custom hotkey that conflicts with an existing system or Dashlet shortcut, when the user attempts to save it, then the system must display a clear warning message describing the conflict and prevent saving until resolved. The user must be able to choose to override the existing assignment or select a different key combination.
Persistence Across Sessions
Given a user activates WhisperMode via any shortcut, when the user closes and reopens the Dashlet application, then the WhisperMode state must remain as it was before closing. The last-used activation method must be preserved in settings and reflected in the UI upon restart.
Performance Under Load
Given the Dashlet application is processing large datasets (>100,000 rows), when the user triggers WhisperMode using any shortcut method, then activation and deactivation must complete within 500ms without causing input lag or application freezes.
Adaptive Environment Sensing
"As a retail store manager, I want the system to detect noisy conditions and recommend WhisperMode so that I don’t have to manually adjust settings."
Description

Incorporate ambient noise level detection to automatically suggest or switch between normal voice mode and WhisperMode. The system analyzes environmental sound levels in real time and prompts users when whisper mode may improve command accuracy and privacy.

Acceptance Criteria
Switch Prompt in Quiet Environment
Given the ambient noise level remains below 30 dB for at least 5 seconds When the user issues a voice command Then the system displays a prompt suggesting WhisperMode
Automatic WhisperMode Activation in Noisy Surroundings
Given the ambient noise level exceeds 70 dB for at least 3 seconds When the user issues a voice command Then the system automatically switches to WhisperMode and confirms activation via a non-audible indicator
Suggestion Prompt in Moderate Noise Level
Given the ambient noise level stays between 30 dB and 70 dB for 5 seconds When the user initiates a voice command Then the system displays a non-intrusive banner suggesting WhisperMode without automatically switching
Prompt Suppression When User Disables Suggestions
Given the user has disabled environment-based prompts in settings When the ambient noise crosses any predefined threshold Then the system does not display any suggestion or auto-switch to WhisperMode
Sustained Noise Threshold Validation
Given the ambient noise level experiences a spike above 70 dB lasting less than 2 seconds When measuring the environment before a voice command Then the system does not trigger any WhisperMode prompt or switch

Polyglot Mode

Automatically detects and supports multiple languages and dialects in real time, allowing global teams to interact with Dashlet’s voice interface in their preferred language.

Requirements

Real-Time Language Detection
"As a global team member, I want the system to recognize my spoken language automatically so that I can interact naturally without changing settings."
Description

Automatically identify the spoken language and dialect from audio input within 2 seconds, supporting at least 20 languages and their regional dialects. This functionality ensures seamless switching between languages without manual selection, enhancing user experience for global teams. The detection module integrates with the voice interface to route audio to appropriate speech recognition engines, reducing friction and enabling instant responses in the user’s language.

Acceptance Criteria
Single Language Rapid Detection
Given a user speaks in Spanish, when the speech input ends, then the system identifies the language as "Spanish" within 2 seconds at ≥90% confidence.
Dialect Identification Accuracy
Given a user speaks in Indian English, when the speech input is received, then the system correctly identifies the dialect as "en-IN" within 2 seconds at ≥85% accuracy.
Multi-Language Switching
Given a user alternates between English and French mid-conversation, when the second language is spoken, then the system switches detection to "French" within 2 seconds without manual intervention.
High-Noise Environment Detection
Given a user speaks in German with background noise at 10 dB SNR, when the audio is captured, then the system detects the language as "German" within 2 seconds at ≥80% accuracy.
Supported Language Coverage
Given the list of 20+ supported languages and dialects, when testing each supported language input, then the system detects each language within 2 seconds at ≥90% accuracy.
Multi-Engine Speech Recognition
"As a user speaking in a less-common dialect, I want the system to leverage the most accurate recognition engine so that my commands are correctly interpreted."
Description

Implement support for multiple speech recognition engines optimized per language and dialect. The feature should route audio inputs to the best-performing engine for each detected language, ensuring high accuracy rates (>95%) across supported languages. It should include fallback mechanisms if the primary engine fails and allow for easy integration of new engines.

Acceptance Criteria
Real-Time Language Identification
Given a user begins speaking in a supported language, when the audio stream is processed, then the system must detect the correct language within 2 seconds with at least 95% confidence.
Dynamic Engine Routing
Given a detected language, when the audio input is received, then the system routes the audio to the optimized speech recognition engine for that language with no additional latency beyond 200 ms.
Fallback to Secondary Engine
Given the primary engine fails to respond within 3 seconds or returns a confidence score below 80%, when the failure is detected, then the system automatically routes the audio to a secondary engine within 0.5 seconds and maintains uninterrupted transcription.
New Engine Integration
Given a developer registers a new speech recognition engine for a specific language, when the configuration is updated, then the system acknowledges the new engine and includes it in routing decisions without requiring a system restart.
Multi-Participant Multi-Language Transcription
Given multiple participants speak in different supported languages simultaneously, when the audio is processed, then the system segments by speaker, routes each segment to the correct engine, and transcribes with overall Word Error Rate under 5% per language channel.
Contextual Translation and Transcription
"As a manager in a multinational team, I want live transcription and translation of voice inputs so that I can follow conversations in my preferred language."
Description

Provide real-time transcription of voice input and contextual translation in the user’s preferred language. Transcriptions should appear on the dashboard instantly, with translation accuracy of at least 90%. The feature must preserve formatting for commands and data references, enabling users to see both original and translated text.

Acceptance Criteria
French Voice Command Translation Scenario
Given a user speaks a valid French voice command into Dashlet When the command is processed Then the dashboard displays the original French transcription within 2 seconds And displays the English translation with at least 90% accuracy And preserves all data references and formatting from the original command
Spanish Data Query Scenario
Given a user issues a voice command in Spanish to generate a sales chart When the voice input is captured Then the system transcribes the Spanish command accurately within 2 seconds And the translated English command matches 90% to a predefined reference transcription And retains the field identifiers in their original form where specified
German Complex Command Scenario
Given a user dictates a multi-sentence command in German referencing multiple data fields When the command is processed Then the full transcription is displayed in German, including punctuation and line breaks And the English translation maintains context and accuracy >= 90% And all data field names remain formatted as code elements
Original and Translated Display Scenario
Given a user toggles the display mode to show both original and translated text When a voice command is processed Then the dashboard displays side-by-side panels, one with the original transcription and one with the translation And both panels show timestamps aligned sentence by sentence And translation accuracy is validated against a translation service with >= 90% score
Performance Latency Scenario
Given continuous voice input from the user When the user speaks for up to 30 seconds Then the dashboard transcribes and translates each segment with no more than 2 seconds of delay per sentence And the system maintains accuracy >= 90% throughout the session
User Preference Profiles
"As a frequent user, I want to save my language preferences so that the system automatically uses my preferred dialect every time I log in."
Description

Allow users to set and manage language and dialect preferences per profile. Preferences should persist across sessions and devices, enabling personalized voice interface interactions. The system must default to the preferred language on login and offer a quick switch option in the interface.

Acceptance Criteria
Initial Profile Creation with Language Preference
Given a new user accesses the profile settings, when they select "Spanish (Mexico)" as their language and dialect and click "Save Preferences", then the system stores these settings and displays a confirmation message.
Persistence of Language Setting Across Sessions
Given a user has saved their language as "French (Canada)", when they log out and then log back in, then the voice interface is displayed in "French (Canada)" without requiring additional input.
Synchronization of Preferences Across Multiple Devices
Given a user updates their language preference to "German (Standard)" on their laptop, when they open Dashlet on their mobile device within 2 minutes, then the mobile app displays and uses "German (Standard)" as the selected language and dialect.
Default Language Loading on Login
Given an existing user profile with a saved preference of "Japanese (Tokyo)", when the user logs into Dashlet, then the system immediately initializes the voice interface in "Japanese (Tokyo)" without prompting.
Quick Language Switch via Interface
Given a user is on the dashboard and the current language is "English (US)", when they click the language icon and select "Portuguese (Brazil)", then the voice interface switches to "Portuguese (Brazil)" within 3 seconds and confirms the change.
QA & Automated Testing Framework
"As a QA engineer, I want automated tests for all supported languages so that I can ensure consistent quality after updates."
Description

Develop an automated testing framework to validate language detection, recognition, translation accuracy, and dialect support. The framework should simulate voice inputs across all supported languages, track performance metrics, and generate reports for ongoing improvements.

Acceptance Criteria
Language Detection Accuracy Test
Given voice input in any supported language When processed by the testing framework Then the framework should identify the correct language with at least 95% accuracy across 100 test samples.
Dialect Recognition Test
Given voice samples containing regional dialects When analyzed by the framework Then the system correctly recognizes the intended dialect variant with at least 90% accuracy.
Speech-to-Text Transcription Accuracy
Given multilingual voice input When transcribed by the framework Then the transcribed text matches the original spoken words with a word error rate below 5%.
Real-Time Translation Verification
Given voice input in one language and a target translation language When the framework translates in real time Then the output translation should preserve the meaning with at least 90% semantic similarity score.
Performance Metrics Logging
Given continuous voice input across multiple languages When processed by the framework Then performance metrics (latency, throughput, error rates) are logged and accessible in the report dashboard.
Automated Test Report Generation
Given completion of a test run When the framework finalizes results Then a comprehensive report is generated summarizing accuracy, performance metrics, failures, and recommendations.

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Imagined press coverage for this groundbreaking product concept.

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Dashlet Unveils Pattern Pulse AI to Detect Trends and Elevate Data Visualization in Real Time

Imagined Press Article

San Francisco, CA, July 7, 2025 — Dashlet, the leading no-code dashboard solution for small businesses, today announced the launch of Pattern Pulse, an AI-powered feature designed to scan incoming data streams for emerging trends and anomalies in real time while instantly recommending the most impactful chart types. By combining machine learning with intuitive design, Pattern Pulse empowers business owners and managers—regardless of technical skill—to uncover actionable insights the moment they appear, transforming raw spreadsheets into dynamic dashboards in minutes. Who Pattern Pulse Empowers Pattern Pulse is ideal for Spreadsheet Newbies who need a simple way to surface key trends without manual data wrangling, Insight Seekers who require rapid visualization for presentations and decision-making, and Operations Optimizers monitoring live KPIs to maintain efficiency. With Pattern Pulse’s instant alerts and chart suggestions, users spend less time combing through cells and more time taking action on the insights that matter most. Key Capabilities • Real-Time Trend Detection: Pattern Pulse continuously analyzes incoming data updates, automatically identifying shifts, spikes, or drops in metrics across any spreadsheet. • Instant Chart Recommendations: Once a pattern is detected, the feature instantly suggests the optimal visualization—be it a bar chart, line graph, heatmap, or bubble chart—based on data type, volume, and context. • Contextual Chart Tips: For each recommendation, Pattern Pulse provides on-the-spot best-practice tips, explaining why a particular chart type highlights the trend effectively and offering guidance on labels, colors, and layout. • Audience Mode Integration: Chart suggestions adapt to the intended audience, delivering simplified visuals for non-technical stakeholders and advanced views for data-savvy decision-makers. “Pattern Pulse represents the next frontier in democratizing data insights,” said Priya Shah, CEO of Dashlet. “Our mission has always been to remove barriers between raw data and clear, actionable dashboards. Now, users don’t need to know which chart to choose or how to interpret subtle shifts—they see the most relevant visualization as soon as the data changes, enabling them to respond in real time.” Real-World Impact Trend-Tracking Theo, a retail boutique owner, tested Pattern Pulse during the beta program. “I no longer have to refresh my spreadsheet manually every morning,” said Theo. “Pattern Pulse flagged an unexpected dip in foot traffic at our downtown store and suggested a heatmap of hourly transactions. That insight helped me adjust staffing levels immediately and recover lost sales.” Integrations and Availability Pattern Pulse is part of Dashlet’s Summer 2025 release and is available now to all Professional and Enterprise customers at no additional cost. The feature works seamlessly with QuickLaunch Import, ensuring that newly uploaded data sets are automatically analyzed and visualized. About Dashlet Dashlet transforms raw spreadsheets into interactive dashboards in minutes, empowering small business owners and managers to uncover trends and make data-driven decisions without writing any code. With drag-and-drop canvas, instant chart previews, and AI-driven recommendations, Dashlet streamlines reporting so users can focus on growing their business. For media inquiries, please contact: Sarah Kim Director of Communications, Dashlet press@dashlet.com (415) 555-0123

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Dashlet Launches Template Trove and QuickLaunch Import to Accelerate Dashboard Creation for Every Business

Imagined Press Article

San Francisco, CA, July 7, 2025 — Dashlet today announced the general availability of Template Trove, a community-driven library of prebuilt dashboards, alongside QuickLaunch Import, a one-click template application feature that maps and styles data instantly. These complementary capabilities enable both novice and power users to jumpstart dashboard creation with proven layouts tailored to a wide range of industries and use cases, reducing setup time from hours to seconds. A Curated Library at Your Fingertips Template Trove offers curated template bundles organized by industry sector, department function, and data type—from sales and marketing to operations and human resources. Each template is vetted through the Review Hub, which aggregates community ratings, written feedback, and usage statistics to highlight high-quality, effective designs. Users can browse collections such as eCommerce Performance, Financial Dashboards, and Project Tracking to find a blueprint that matches their objectives. Instant Customization with QuickLaunch Import Once a template is selected, QuickLaunch Import transforms raw spreadsheet data into a polished dashboard with automatic field mapping and style alignment. The feature applies brand guidelines or presentation themes—fonts, colors, and layout preferences—ensuring visuals match corporate identity without manual tweaking. QuickLaunch Import leverages Style Sync to maintain consistent branding across every chart and panel, saving users significant time and effort. “We designed Template Trove and QuickLaunch Import to bridge the gap between inspiration and execution,” said Javier Morales, Chief Product Officer at Dashlet. “Users no longer need to start from scratch or wrestle with field mapping. With a single click, they can apply a professionally designed template to their own data, resulting in on-brand, actionable dashboards instantly.” Use Cases Across Industries • Consulting Pro: Freelance analysts can now deliver polished, client-ready dashboards in minutes by selecting from consulting-specific templates and applying data via QuickLaunch Import. • Social-Savvy Sam: Marketing leads can experiment with campaign dashboards optimized for tracking ROI and engagement metrics, then refine them on the fly for stakeholder presentations. • Budget-Brain Blake: CFOs at startups can deploy financial dashboards that monitor cash burn, runway, and key ratios, ensuring investors receive clear and timely reports. Community-Driven Innovation Dashlet encourages users to contribute to Template Trove by uploading custom dashboards that address unique challenges. With the Template Editor and Version Vault, contributors can fork existing templates, customize layouts, and share iterations while maintaining version history and collaborative feedback threads. Availability and Pricing Template Trove and QuickLaunch Import are available immediately to all Dashlet Professional and Enterprise subscribers. Users on the Free plan can access a limited selection of templates and upgrade to unlock the full library and unlimited imports. About Dashlet Dashlet transforms raw spreadsheets into interactive dashboards in minutes, empowering business leaders to visualize data and make decisions without technical complexity. With AI-driven suggestions, community templates, and one-click imports, Dashlet frees users from manual reporting and accelerates time to insight. Press Contact: Maria Alvarez Head of Public Relations, Dashlet media@dashlet.com (415) 555-0456

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Dashlet Introduces VoiceViz Wizard and VoiceSync for Hands-Free, Multimedia Dashboard Storytelling

Imagined Press Article

San Francisco, CA, July 7, 2025 — Dashlet, the no-code dashboard platform trusted by small businesses and consultants alike, today unveiled two groundbreaking features—VoiceViz Wizard and VoiceSync—that revolutionize the way dashboards are created and presented. By enabling hands-free chart building and integrated voiceovers, Dashlet empowers users to craft engaging, multimedia data stories in record time. VoiceViz Wizard: Speak Your Dashboard into Being VoiceViz Wizard harnesses advanced speech recognition and natural language processing to transform simple voice commands into fully interactive dashboard elements. Users can say commands such as “Show quarterly revenue by region as a bar chart” or “Compare year-over-year website traffic” and see charts materialize instantly. With ClarifyCue technology, VoiceViz Wizard detects ambiguities in requests—e.g., distinguishing between revenue and profit—and prompts follow-up questions to ensure accuracy. • MacroMaker Integration: Users can record multi-step voice macros—like “Prepare my weekly sales snapshot”—that automate complex workflows and generate entire dashboards on demand. • WhisperMode Option: A low-volume, bone-conduction input method allows users to issue commands in quiet or sensitive environments without disturbing others. • Polyglot Mode Support: VoiceViz Wizard automatically identifies and accommodates different languages and dialects, enabling global teams to collaborate seamlessly. VoiceSync: Add Polished Narration with a Single Click Dashlet’s new VoiceSync feature allows users to record or upload custom voiceovers for each dashboard frame, then automatically aligns narration to visual transitions. VoiceSync leverages AI-powered timing algorithms to synchronize callouts, highlights, and slide movements so that story flow remains natural and engaging. Users can preview the complete multimedia tour before exporting or presenting, ensuring every key insight is underscored with professional narration. “By combining VoiceViz Wizard and VoiceSync, Dashlet now offers a complete hands-free and multimedia dashboard experience,” said Elena Martinez, Vice President of Product Innovation at Dashlet. “Teams can focus on the narrative and insights rather than technical setup, delivering compelling presentations that resonate with any audience.” Real-World Applications Analytic-Advocate Ana at a nonprofit organization tested the new features in beta and reported dramatic time savings. “With VoiceViz Wizard, I created a donor impact dashboard in under two minutes. Then VoiceSync let me record a voiceover that played as I walked stakeholders through program outcomes. It felt like having a professional editor on my team.” Technology Behind the Scenes VoiceViz Wizard and VoiceSync utilize Dashlet’s proprietary VoiceEngine architecture, which includes industry-leading voice recognition, adaptive noise filtering, and neural speech synthesis. The features are built on the same robust data pipeline that underpins Dashlet’s instant chart previews and AI-driven chart suggestions, ensuring reliability and performance at scale. Availability and Pricing VoiceViz Wizard and VoiceSync are available as part of Dashlet’s Enterprise Plan starting today. Existing customers can upgrade or request a trial through their account representative. VoiceEngine license and usage fees apply based on the number of voice commands processed and narration minutes recorded. About Dashlet Dashlet transforms raw spreadsheets into interactive dashboards in minutes, empowering business owners, analysts, and consultants to unlock insights and tell compelling data stories without code. With a suite of AI-driven features, community templates, and now voice-driven creation tools, Dashlet continues to redefine how teams visualize and present their data. For more information or to schedule a demo, please contact: David Nguyen Director of Marketing, Dashlet sales@dashlet.com (415) 555-0789

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