System Requirements Document for Heroic-Me

Introduction

Heroic-Me is a comprehensive sales tracker CRM designed to enhance the efficiency of sales teams, specifically focusing on setters and closers. The system is structured to automate downstream calculations from lead cards, ensuring that data is entered only once and utilized across various views and modules.

System Overview

Heroic-Me is designed to streamline sales tracking and management through three primary views and a projection module. The system is mobile-friendly, allowing for fast daily input and highlighting potential issues in real-time. The core components include a Kanban Board for lead management, a Lead Log for data analysis, and a Visibility Dashboard for performance metrics. Additionally, the Projection Module provides revenue forecasts based on current data.

Functional Requirements as Story Points

• As a Sales Setter, I should be able to drag and drop lead cards across a Kanban board with columns for different lead statuses.
• As a Sales Closer, I should be able to view and update contact details, meeting statuses, and financial information on each lead card.
• As a Sales Manager, I should be able to filter and sort all lead data in a Lead Log table.
• As a Sales Manager, I should be able to view auto-calculated metrics on a Visibility Dashboard, filterable by representative, source, and date range.
• As a Sales Setter, I should be able to input daily activity data to track Dials/DMs sent and Conversations.
• As a Sales Closer, I should be able to view metrics such as Offer Rate %, Close Rate %, and Average Deal Size.
• As a Sales Manager, I should be able to view a breakdown of Loss Reasons in a pie/bar chart format.
• As a Sales Manager, I should be able to forecast end-of-month revenue and cash flow using the Projection Module.
• As a Sales Manager, I should be alerted to potential issues such as booking lag over 4 days, follow-ups aging 7+ days, and deposits unpaid for 14+ days.

User Personas

• Sales Setter: Responsible for initial contact and setting up meetings with potential clients.
• Sales Closer: Focuses on closing deals and managing client relationships post-initial contact.
• Sales Manager: Oversees the sales team, analyzes performance metrics, and forecasts revenue.

Core User Flows

• Sales Setter updates lead card -> Drags card to appropriate status on Kanban board -> Inputs daily activity data.
• Sales Closer reviews lead card -> Updates meeting status and financials -> Moves card to next status.
• Sales Manager accesses Lead Log -> Filters and sorts data -> Analyzes Visibility Dashboard metrics -> Uses Projection Module for forecasting.

Visuals Colors and Theme

• primary: #1E90FF (Dodger Blue)
• primary_light: #63B8FF (Light Dodger Blue)
• secondary: #FFD700 (Gold)
• accent: #FF4500 (Orange Red)
• highlight: #32CD32 (Lime Green)
• bg: #F5F5F5 (White Smoke)
• surface: #FFFFFF (White)
• text: #333333 (Dark Gray)
• text_muted: #777777 (Gray)
• border: #DDDDDD (Light Gray)

Signature Design Concept

Interactive Kanban Experience

The homepage features an interactive Kanban board that visually represents the sales pipeline. Each lead card is a dynamic element that users can drag and drop between columns. As cards move, they animate with a smooth transition, providing visual feedback. The board is designed with a clean, modern aesthetic, using the primary and secondary colors to differentiate between lead statuses. Hovering over a card reveals additional details in a pop-up, and clicking on a card expands it to show full lead information.

Landing Hero Motion Brief

The landing page introduces the Kanban board with a short animation sequence: lead cards appear from the bottom of the screen and snap into their respective columns. The animation loops every 10 seconds, showcasing the fluidity of the drag-and-drop feature. The sequence is built using motion/react for seamless transitions and responsive behavior. The animation highlights the transformation of leads through the sales process, emphasizing the system's efficiency and ease of use.

Interaction Model & Motion Direction

• Interaction Model: Animated
• The landing page features moderate scroll-triggered reveals and hover transitions. Interactive elements, such as lead cards, utilize spring physics for a polished experience. The design is optimized for feature-rich product pages, ensuring clarity and engagement.

Non-Functional Requirements

• The system must be mobile-friendly and responsive across all devices.
• Data entry should be minimized to prevent duplication and ensure accuracy.
• The system should provide real-time updates and alerts for potential issues.

Tech Stack

• Frontend: React for Web
• Backend: Python, FastAPI
• Database: MySQL or MariaDB
• AI Models: GPT 5.4 for user-friendly responses
• Local Orchestration: Docker, docker-compose

Assumptions and Constraints

• The system assumes a stable internet connection for real-time updates.
• User authentication and secure access control are assumed but not detailed in this document.
• The system is constrained to the specified tech stack for development and deployment.

Glossary

• Kanban Board: A visual tool for managing work as it moves through a process.
• Lead Card: A digital representation of a potential client or deal.
• Setter: A sales team member responsible for initial contact with leads.
• Closer: A sales team member responsible for finalizing deals.
• Projection Module: A tool for forecasting future sales and revenue.