Please help me review the checklist @Dhivya Sriram @Jibin Michael @Xingguang Li @Jianing Peng

Checklist for CAPI-insights-Create-overall-metrics-and-funnel-for-a-time-period

  1. Default timeline - last 30 days
  2. Users can select another timeline: Today, Yesterday, Last 7 days, Last 30 days (Display correct the number of days)
  3. Users can custom timeline
  4. Users can reset the timeline: It will display the default timeline (last 30 days)
  5. Users can sync data by clicking Data Update available: X mins ago will be displayed —> newest data will be displayed (When finished: displayed data update available)
  6. Users can see the Funnel Overview:

6.1 Users can select an ad account and switch to another ad account

When selecting any ad account > data will display correctly with the ad account that the user selected

6.2 Dislay the Funnel Overview as Design

image.png

6.3 When the ad account has data on both lead and purchase :

The Funnel Overview included: Left side : +) Conversations started

+) Qualified leads and percentage (Qualified leads =( leads/ Convo started) * 100)

+)Purchases and percentage (Purchases= (purchases/convo started) * 100)

Middle:

+) Conversations started: Total Conversations started (Wati computed) (~~Number of contacts that have attribute source_id matching the ad id)~~

+) Qualified leads: Total Leads (Wati computed) - these are lead contacts (Number of contacts that have capi_lead_submitted = true and source_id matches the ad_id [How many leads did this ad bring in])

+)Purchases: Total purchases (Wati computed) - these are purchase events