How to setup OPR dashboard?
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The OPR (Open, Periodic, and Results) dashboard is a central feature in Sangam CRM, allowing users to track key performance indicators related to various modules. It provides insights into both individual and team performance, helping users and managers assess progress towards goals. The sources, a set of Sangam CRM training videos, offer a glimpse into how the OPR dashboard is structured, configured, and used within the system.
OPR Dashboard Structure
The OPR dashboard comprises two main components:
- Main OPR Dashboard: This dashboard provides an overview of key metrics across different modules. Users can view the number of open, closed, and overdue activities for each module. They can also see amount-based analysis if it has been enabled for specific modules by the administrator.
- Result Dashboard: This dashboard focuses on analyzing results achieved within a specific time frame. It presents a summary of positive and negative closures for selected modules. For example, it might show the number of opportunities closed as “won” versus “lost” within a given period.
Admin Configuration Options
Administrators have several options for customizing the OPR dashboard to meet their organization’s specific requirements:
- Module Visibility Control: Administrators can choose which modules are displayed on both the main OPR dashboard and the Result Dashboard. This allows them to tailor the dashboard to the needs of different user groups, ensuring that users only see information relevant to their roles and responsibilities. For example, an administrator might choose to display only sales-related modules for users in the sales team.
- Amount Analysis Setup: Administrators determine whether to display amount-based analysis on the OPR dashboard and, if so, which field within a module should be used for this analysis. This ensures that financial performance is consistently calculated across the system. For example, an administrator might select the “Ticket Charges” field in the “Ticket” module to track the financial value of resolved tickets.
- Date Field Configuration: To ensure consistency in how time periods are calculated across the OPR dashboards, administrators specify which date field within a module should be used for time-based analysis in both the periodic and result dashboards. For example, an administrator might choose the “Closed Date” field in the “Opportunity” module to track when deals are closed.
- Status Classification: Administrators define which statuses within a module signify “open” activities and which signify “closed” activities for the purpose of the Result Dashboard. This classification determines how progress and performance are represented in the result analysis. For example, in the “Opportunity” module, the “Closed Won” status might be classified as a positive closure, “Closed Lost” as a negative closure, while other statuses like “Quotation Given” or “Negotiation” would be classified as “open” for tracking ongoing deals.
User-Level Customization
While administrators control the overall configuration of OPR dashboards, individual users also have some control over their dashboard view.
- Enabling and Disabling Modules: Users can choose which of the administrator-enabled modules they want to see on their personal OPR dashboard. This allows users to further personalize their dashboards based on their individual needs and preferences.
- Resetting to Default Settings: Users can reset their OPR dashboard settings to the default configurations defined by the administrator. This is useful if users have made changes to their dashboard and want to revert to the standard view.
Key Points and Recommendations
The sources emphasize several important points regarding OPR dashboards:
- OPR settings are only applicable to modules that are enabled within the CRM’s Studio. If a module is disabled in Studio, it cannot be configured in the OPR settings.
- Disabling and re-enabling a module in Studio resets any previous OPR configurations for that module. However, the result analysis setup for positive and negative closures will remain intact.
- Changes made to the OPR settings in the admin panel are not automatically applied to existing user profiles. Users must either manually reset their OPR settings or create a new user account to reflect the changes.
- Amount analysis and status classification settings are not available for the “Call” and “Message” modules. Analysis for these modules is limited to tracking the volume of calls or messages, which is provided in the Open Dashboard.
For more information please watch below video.
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how i can enable modules in OPR Dashboard?
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Only modules enabled in Sangam CRM’s Studio can be included on OPR dashboards. You can then enable or disable specific modules for the Main OPR Dashboard and the Result Dashboard through the admin panel’s “OPR Settings”
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how can i configure result dashboard?
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In the admin settings, you define which statuses are considered “open” and which are “closed” for each module.
This determines how data is presented on the Result Dashboard, showing progress towards closures.
For example, in the “Opportunity” module, “Closed Won” might be a positive closure, “Closed Lost” a negative closure, and other statuses like “Negotiation” or “On Hold” as “open.” You can only configure one set of open and closed statuses per module.
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Can individual users customize their OPR dashboards?
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Yes, users have some flexibility to tailor their OPR dashboard view. They can choose which administrator-enabled modules they want to see on their dashboard. This personalization helps users focus on the modules most relevant to their work.
Additionally, if users have modified their OPR settings and want to return to the administrator’s default view, they can reset their OPR dashboard using the “reset” option
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In Dashboard on lead module amount is not getting display as showing in Opportunity, Even after having made the changes in OPR Configuration on lead module enabling the amount section, Can you pls guide if any other option to be done for enabling the amount display in Lead at dashboard
let’s wait for one day…next day it will automatically reflect
Ok Thanks Rahul will wait for a day
Hello Sir,
I hope your query has been resolved.
If not, please share your URL and some screenshots for better clarification of the scenario.
Yes it is resolved after update -in 24 hrs
Thanks
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