--- tags: organism --- # Organism / Financial Performance This organism is a part of Financials Tab within the Deal Room (both Founder & Investor) This organism differs between the Founder & Investor view. For the Investor, this will only ever show a complete/happy state (never empty), because the founder cannot launch a deal room without investment terms! ## States & Variables ... ### Founder View #### Happy State Happy states for both Historical and Financial Performance. <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D13620%253A2797" allowfullscreen></iframe> <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D24035%253A14522" allowfullscreen></iframe> ##### Variables - Audit Confirmation Bar - Break Even Icon - This icon will appear next to the year in which the company broke even. *This might be in either the Historical or Forecast graph* - Hover Tool - This will show a value ($) when the user hovers over one of the graph bars. They do not need to be labelled with names because of the colour key in the Header ... <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D14990%253A22268&chrome=DOCUMENTATION" allowfullscreen></iframe> <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D14990%253A22326&chrome=DOCUMENTATION" allowfullscreen></iframe> #### Empty State This is the empty state for Financial Performance. Once the founder has added any financial performance data, the graph will appear. ##### Historical <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D24035%253A15438" allowfullscreen></iframe> ... ##### Forecast <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D24035%253A14291" allowfullscreen></iframe> ... .. . #### Edit State ##### Historical <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D24035%253A204" allowfullscreen></iframe> ... ##### Forecast <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D24035%253A335" allowfullscreen></iframe> ... ##### Variables - Radio Button - The Founder will be able to select which financial data provider they use. The default state will be "Other (or None)". - Has your financial data been audited? - Yes - No - [EBITDA Badge](https://hackmd.io/97PboGppT0iyJDRGpzZo-A) - Positive Growth - Negative Growth <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D13972%253A11640&chrome=DOCUMENTATION" allowfullscreen></iframe> <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D13972%253A11686&chrome=DOCUMENTATION" allowfullscreen></iframe> ... ... ... ### Investor View The investor's view of the Financial Performance component will be almost identical to the founder's, with the exception of the "Edit" button and it's capabilities. #### Happy State ##### Historical <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D24035%253A14742" allowfullscreen></iframe> ... ##### Forecast <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D24035%253A14877" allowfullscreen></iframe> ... ##### Variables - Audit Confirmation Bar - Yes - No - Break Even Icon - This icon will appear next to the year in which the company broke even. *This might be in either the Historical or Forecast graph* <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D13972%253A12456&chrome=DOCUMENTATION" allowfullscreen></iframe> <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D13972%253A12457&chrome=DOCUMENTATION" allowfullscreen></iframe> ... #### Empty State ##### Historical <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D24035%253A16066" allowfullscreen></iframe> ... ##### Forecast <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fe7aAVFo0T5tVAjxCmCh3XK%2FRaise%3Fnode-id%3D24035%253A16065" allowfullscreen></iframe> ... .. . ## Interactions - ... - ... ```gherkin Feature: Investor / Financial Performance Scenario: View Financial Performance Given I am an Investor And I click on the "Financials" tab And I see a card titled Financial Performance Then I see the card in a Happy State with a verification bar ``` ```gherkin Feature: Founder / Financial Performance Scenario: View Financial Performance Given I am a Founder And I see a card titled Financial Performance When I fill in finacial data Then I see the card in Happy State in both Historical and Forecast Scenario: Edit Financial Performance Given I am a Founder And I see a card titled Financial Performance And I click the "Edit" button Then I am able to edit the data and the card is in Edit State And I see the deafult state for the financial data provider radio button is "Other (or None)" Scenario: No Financial Performance Given I am a Founder And I see a card titled Financial Performance When I have not added any Financial Performance data Then I see the card in Empty State ``` ### Notes: 1. Maintain language text that we currently have on the Raise platform both in Founder and Investor. 2. Change made on 12th Oct to remove the Break Even ("celebrate") icon/emoji from the graph calendar year. Instead, the year is documented in the key above. Mata had this as a blocker because different OSs use different emojis!