---
# System prepended metadata

title: Organism / Financial Performance
tags: [organism]

---

---
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!