BA-201 · Question #305
Universal Containers has asked a business analyst (BA) to assist the sales management team with a request for a new picklist field called "Lost Reason" on the Opportunity object with the goal of…
The correct answer is A. As a sales leader, I want to see more details on Closed/Lost Opportunities so I can help the sales. After mapping the stakeholders to the 'sales leader' persona and conducting discovery, the BA found that the underlying need is understanding Closed/Lost Opportunities to coach sales teams-not simply adding a picklist field. A user story should reflect the persona's true goal…
Question
Universal Containers has asked a business analyst (BA) to assist the sales management team with a request for a new picklist field called "Lost Reason" on the Opportunity object with the goal of improving pipeline reports. After mapping the managers to the sales leader persona and obtaining feedback from them, the BA has discovered that the managers want to better understand Closed/Lost Opportunities so they can help sales teams close more deals. Which option should the BA use to construct the user story?
Options
- AAs a sales leader, I want to see more details on Closed/Lost Opportunities so I can help the sales
- BAs a sales team member, I need additional enablement training and reporting information to help
- CAS a sales leader, I need a new "Closed/Lost Reason" picklist field on Opportunities and better
How the community answered
(31 responses)- A84% (26)
- B6% (2)
- C10% (3)
Explanation
After mapping the stakeholders to the 'sales leader' persona and conducting discovery, the BA found that the underlying need is understanding Closed/Lost Opportunities to coach sales teams-not simply adding a picklist field. A user story should reflect the persona's true goal and business value, not the assumed technical solution. Option B uses the wrong persona (sales team member) and focuses on training, not reporting. Option C leads with the technical solution (the picklist field), which is the opposite of good user story writing-stories should describe the 'why' and 'what,' not the 'how.' Option A-'As a sales leader, I want to see more details on Closed/Lost Opportunities so I can help the sales...'-correctly centers on the sales leader persona, their actual want (visibility into lost deals), and the business benefit (enabling coaching and improved win rates).
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