OPR Dashboard and Activity Management

Welcome to Day 19 of our 30-day journey exploring Sangam CRM! Yesterday, we explored the comprehensive security and access control features. Today, we dive into one of the most powerful and unique capabilities of Sangam CRM—the OPR Dashboard and Activity Management. This is where data transforms into action, and where Sangam CRM truly distinguishes itself from other solutions.

At JMD eSolutions (www.jmdes.in) , we believe that a CRM's true value lies not in storing data, but in driving action. The OPR Dashboard is the engine that makes this possible.

What is the OPR Dashboard?

OPR stands for Open, Periodic, and Result—three states that represent the lifecycle of every activity in your business . As one Sangam CRM expert explains, "Reports or graphs are excellent for getting historical data and tracking trends, but OPR empowers you to act swiftly. This way, you see what needs immediate attention" .

The OPR Dashboard is described as "the #dashboard with the most profound philosophy behind it" . It focuses on what matters most: actionable numbers that represent your business's pulse, not its entire medical history .

The OPR Dashboard: Core Concept

The OPR Dashboard organizes activities into three simple but powerful states:

1. Open

Activities that have been created but not yet started. These represent opportunities, tasks, or tickets that need attention.

2. Periodic

Activities that are currently in progress. Your team is working on them, and they need to be monitored for progress.

3. Result

Activities that have been completed. These provide historical data for analysis and improvement.

This simple framework makes it easy to see what needs attention at a glance.

Key OPR Dashboard Features

1. Single Dashboard Reporting

One of the most powerful aspects of the OPR Dashboard is its ability to provide single dashboard reporting . As seen in the Value Point System case study, managers can get quick insights and take required actions from a single view .

Key Capabilities:

• Centralized Data: All data consolidated in one place 

• Quick Insights: View what needs immediate attention

• Standardized Reporting: Consistent view across the organization

2. Activity Tracking

The OPR Dashboard provides comprehensive activity tracking, organizing activities into three states: In Progress, Completed, or Missed . This clarity helps teams stay accountable and managers identify bottlenecks.

3. Sales Funnel Visibility

Managers can quickly and conveniently identify available prospects and opportunities in the pipeline . The OPR Dashboard provides:

• Number of leads and opportunities

• Sales-person wise tracking

• Product-wise analysis 

4. Projection Reports

One can easily create Projection Reports in the CRM. The projection keeps the team on track; this allows the manager to take timely actions when things are not going right .

5. Automated Follow-up Tracking

The OPR Dashboard is integrated with follow-up management. When a follow-up date is set, the lead automatically appears under "Due Today" on the OPR Dashboard . This ensures sales and service teams never miss an important follow-up.

6. Task and Activity Management

The OPR Dashboard provides holistic task and activity management :

• Track status: See what's progressing well and what's overdue

• Email to Task Functionality: Automatically create activities when assigned over email 

• Recurring Activities: Create activities that repeat weekly, monthly, quarterly, or yearly 

• Time Cost Analysis: Analyze hours spent on each activity 

Activity Management Workflow

The Activity Lifecycle

1. Creating an Activity

• Activities can be created manually or automatically

• Examples: Follow-ups, tasks, emails, visits, meetings, calls, WhatsApp messages

2. Open State

• Activity is created but not yet started

• Appears in "Open" section of OPR Dashboard

3. Periodic State

• Work begins on the activity

• Status updated to "In Process"

• Appears in "Periodic" section

4. Check-in/Check-out

• Check-in: When you check in, an activity is automatically created with "In Process" status

• Check-out: Upon checkout, the activity is marked as "Completed" automatically

5. Result State

• Activity is completed

• Appears in "Result" section

• Provides historical data for analysis

Follow-up Management Example

Based on best practices from implementation partners, here's a typical follow-up workflow :

1. Set Fields: Lead Type (Hot, Warm, Cold), Lead Status, Comment

2. Make Call: Employee calls the customer and has a conversation

3. Update Lead:

   • Lead Status: In Process

   • Lead Type: Cold (or as appropriate)

   • Comment Field: Write brief summary

   • Next Follow-Up Date: Set as needed

4. Automatic Reminder: On the next follow-up date, the lead automatically appears under "Due Today" on the OPR Dashboard 

5. Contextual Follow-up: Before calling, the employee reads the previous comment history for context 

Real-World Success Stories

Value Point System: Single Dashboard Reporting

Challenges Before:

• Multiple divisions with scattered data

• No single dashboard for reporting

• Sales heads unable to track prospect progress

Sangam Solutions:

• OPR Dashboard: Centralized all data into a single view 

• Pipeline Visibility: Managers could identify prospects and opportunities 

• Projection Reports: Kept teams on track with timely actions 

Results:

• Quick insights for managers

• Standardized reporting across divisions

• Timely actions when things weren't going right

Nature Care Fertilizer: 20% Sales Increase

Challenges Before:

• Fragmented data across Excel sheets

• Inefficient field visit tracking

• Manual order and payment management

Sangam Solutions:

• Centralized Data: Consolidated all data in one place 

• Activity Module: Planned and optimized field visits 

• Customized Modules: Attendance, activity tracking, payment collections 

Results:

• 20% increase in sales 

• Optimized field visits for better dealer engagement 

• Efficient payment recovery 

OPR Dashboard vs. Traditional Reporting

Aspect	Traditional Reporting	OPR Dashboard
Focus	Historical data and trends	Actionable numbers
Timeframe	Past performance	Current and future action
User Experience	Requires analysis and interpretation	Empowers swift action
Health Check	Limited	Helps audit CRM health regularly
Insight Type	What happened	What needs attention now

As the philosophy behind OPR explains, "small regular lifestyle changes can lead to better physical health, similarly small regular CRM tweaks based on OPR insights can lead to a thriving business" .

Best Practices for OPR Dashboard Success

1. Review Daily: Check the OPR Dashboard every morning to prioritize activities

2. Set Follow-ups: Always set a next follow-up date for leads and opportunities

3. Use Comments: Document context for future follow-ups

4. Monitor "Due Today": Never let a "Due Today" item go unattended

5. Leverage Projection Reports: Create weekly projection reports to keep teams on track

6. Train Your Team: Ensure everyone understands the OPR philosophy

7. Regular Health Checks: Use OPR to audit your CRM health regularly

Mobile OPR Dashboard

The OPR Dashboard is available on the Sangam Mobile CRM app, bringing real-time activity tracking to field teams . Mobile OPR features include:

• Manager's Dashboard and Executive Dashboard 

• Ticketing Management: One-click check-in/checkout 

• Geo-Location Tagging: Log meetings with GPS and attach images as MOM 

• Activity Tracking: Update status from anywhere

Why Choose JMD eSolutions for Your CRM Implementation?

At JMD eSolutions (www.jmdes.in) , we specialize in helping businesses leverage the power of the OPR Dashboard:

• Dashboard Setup: We help configure the OPR Dashboard for your business

• Activity Management: We guide you in setting up effective activity workflows

• Training & Support: We ensure your team understands the OPR philosophy

• Continuous Improvement: We help you optimize based on OPR insights