Tip #17: Stay informed of significant business impact using Orchestly

Tip #17: Stay informed of significant business impact using Orchestly



With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.
 
Orchestly recognizes such requirements and provides adaptable solutions for all business owners. Business Rules in Orchestly helps business owners set up conditional actions to be triggered when events of significant business impact occur. Also, Reports allows you to compare and gain insights on your business performance. 

Keep tabs on high value orders   

Business Rules allows you to stay informed via emails when orders exceeding a specific value is placed by a customer. Similarly you can also set up business rules to monitor the purchases made by your company as well.  

 

Watch out for cancelled subscriptions

One important factor to access your performance is to monitor the cancelled subscriptions in your organization. Business rules help you trigger conditional actions when users cancel subscription.

 

Track your business performance

Reports in Orchestly helps analyze your business performance on the go. You can monitor the number of orders placed for this quarter, number of new sign ups, number of cancellations, and also gain insights on future updates.



Let us know if this post is useful for your organization. We'd love to hear the other ways in which you study your business impact.

Visit our help center to get detailed insights into Orchestly. Explore our Tutorials and Short help videos to familiarize individual features and on-board faster. 

    Access your files securely from anywhere







                        Zoho Developer Community





                                              Use cases

                                              Make the most of Zoho Desk with the use cases.

                                               
                                                

                                              eBooks

                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                               
                                                

                                              Videos

                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                               
                                                

                                              Webinar

                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                               
                                                
                                              • Desk Community Learning Series


                                              • Meetups


                                              • Ask the Experts


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                                        • Sticky Posts

                                                        • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

                                                          Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
                                                        • Qntrl's 2023 year in review

                                                          This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
                                                        • Tip #61: 5 different ways to create Cards in Qntrl

                                                          Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
                                                        • Tip #17: Stay informed of significant business impact using Orchestly

                                                          With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
                                                        • Onboard faster with Orchestly's Tutorials

                                                          We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric


                                                        Manage your brands on social media



                                                              Zoho TeamInbox Resources



                                                                  Zoho CRM Plus Resources

                                                                    Zoho Books Resources


                                                                      Zoho Subscriptions Resources

                                                                        Zoho Projects Resources


                                                                          Zoho Sprints Resources


                                                                            Qntrl Resources


                                                                              Zoho Creator Resources



                                                                                  Zoho CRM Resources

                                                                                  • CRM Community Learning Series

                                                                                    CRM Community Learning Series


                                                                                  • Kaizen

                                                                                    Kaizen

                                                                                  • Functions

                                                                                    Functions

                                                                                  • Meetups

                                                                                    Meetups

                                                                                  • Kbase

                                                                                    Kbase

                                                                                  • Resources

                                                                                    Resources

                                                                                  • Digest

                                                                                    Digest

                                                                                  • CRM Marketplace

                                                                                    CRM Marketplace

                                                                                  • MVP Corner

                                                                                    MVP Corner







                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now


                                                                                        Zoho Show Resources


                                                                                          Zoho Writer Writer

                                                                                          Get Started. Write Away!

                                                                                          Writer is a powerful online word processor, designed for collaborative work.

                                                                                            Zoho CRM コンテンツ






                                                                                              Nederlandse Hulpbronnen


                                                                                                  ご検討中の方




                                                                                                        • Recent Topics

                                                                                                        • Is there a way to prevent a user from removing a payment method on a live, recurring subscription?

                                                                                                          As it stands, if you allow users to remove payment methods, they can do so on live subscriptions. This leaves the sub without a payment method. The user should be able to REPLACE the card with a new one, but not remove all payment methods. We have had
                                                                                                        • Multi file upload

                                                                                                          Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany
                                                                                                        • Try CRM for everyone button in the way of workflow

                                                                                                          Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.
                                                                                                        • 🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

                                                                                                          Hello everyone, WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps. In our previous announcement, we unveiled the
                                                                                                        • Function #25: Automatically generate purchase orders from a sales order

                                                                                                          We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
                                                                                                        • Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

                                                                                                          Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.
                                                                                                        • Search Bar Improvement for Zoho Commerce

                                                                                                          Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you
                                                                                                        • Tabular View Report | Scale To Fit Screen

                                                                                                          Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap after
                                                                                                        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                        • Why Server error in creatiing Landing Pages

                                                                                                          Hi Zoho Team, pls see my screenshot and tell me, what's wrong. Thx
                                                                                                        • Formula Fields inside of Blueprint Transitions

                                                                                                          We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profit
                                                                                                        • Auto CC - Moving Departments

                                                                                                          We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move
                                                                                                        • How to create a directory report from one-to-many relationship

                                                                                                          Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,
                                                                                                        • Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria

                                                                                                          Hi folks,   I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit
                                                                                                        • Assistance Required: Report Export to Excel and WorkDrive Upload via Deluge

                                                                                                          I'm working on automating a scheduled workflow in Zoho Creator that needs to run weekly. The goal is to: Export a report from Zoho Creator in Excel (.xls or .xlsx) format, and Upload the exported file to a specific folder in Zoho WorkDrive using a Deluge
                                                                                                        • Avoiding Inventory Duplication When Creating Bills for Previously Added Stock

                                                                                                          I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert
                                                                                                        • Bulk update account type when adding a bill

                                                                                                          Hi I've only been using Zoho Books for a short while but I'm impressed so far, keep up the great work. One minor issue I'm coming up against is when creating a new bill from a scanned document (supplier invoice). In some cases, the supplier invoice could
                                                                                                        • How to start fresh after many years of using Zoho Books without deleting everything and creating a new organisation?

                                                                                                          Hi, I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take. Instead, I'd like back up my old records and start anew. What is the best
                                                                                                        • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

                                                                                                          I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main
                                                                                                        • Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

                                                                                                          Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers
                                                                                                        • Canvas: Add Sections to Detail View

                                                                                                          Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and
                                                                                                        • Automation#32:Auto Add New Portal Users to the Help Center User Groups

                                                                                                          Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with
                                                                                                        • View Linked Subscription on Invoice list

                                                                                                          When looking at the list of invoices in billing is it possible to see the subscription that an invoice is for. This would allow you to see if it's a subscription a customer is behind on, or they simply haven't paid a one time invoice.
                                                                                                        • Cannot delete old accounts

                                                                                                          Hello, I try to delete old accounts from CRM, but it won't permit, saying documents are still linked to them. I searched in CRM and BOOKS, found some documents and deleted them, but still CRM won't delete them. Any idea how to do that ? I have a lot of
                                                                                                        • Is it possible to Bulk Update 'Product Name' in Zoho Desk?

                                                                                                          Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.
                                                                                                        • Feature Suggestion: Dynamic Browser Tab Icon for Check-in/Check-out Status

                                                                                                          Hello Zoho People Team, I am a regular user of Zoho People, and I believe I have a simple but powerful feature suggestion that would significantly improve the user experience for everyone. The Problem: Our team, and likely many others, sometimes forgets
                                                                                                        • Offline mode on Android TV app?

                                                                                                          Hello! Is there a way to use Zoho Show offline in the Android TV app? I have an Android TV based projector, and I travel with it, and don't want to have to rely on a steady internet connection when giving a presentation.
                                                                                                        • Choice-based Field Rules on Global Lists

                                                                                                          Hi, The new Choice-based Field Rules should also be able to work with Global Lists not just local lists. Thanks Dan
                                                                                                        • Tip #36- How to use Survey in Zoho Assist to capture valuable feedback from remote sessions- 'Insider Insights'

                                                                                                          How to use Survey in Zoho Assist to capture valuable feedback from remote sessions The survey feature allows technicians and customers to share their valuable feedback, contributing to the improvement of remote service quality. After the completion of
                                                                                                        • Assigning multiple roles to a user in Creator

                                                                                                          Hi I find we can assign only one role and permission to an user in creator. There is a requirement to assign multiple roles and corresponding permission to one user. Is there any solution or workaround for this? Refer the screenshot below
                                                                                                        • Improve History Feature in Zoho Inventory

                                                                                                          At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include
                                                                                                        • Writing by Hand in "Write" Notes

                                                                                                          Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!
                                                                                                        • Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings

                                                                                                          Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration
                                                                                                        • Narrative 3 - Comprehending User Management

                                                                                                          Behind the scenes of a successful ticketing system - BTS Series Narrative 3 - Comprehending User Management User management in a ticketing system is how administrators oversee user access, roles, and permissions. This process involves not just creating
                                                                                                        • Payment Schedule

                                                                                                          Please add the ability to create a payment schedule. The other options, like retainer invoices or two invoices, do not work for the customer.  We invoice a client and need to be able to show them everything they owe in one invoice, and when each payment
                                                                                                        • Useful enhancements to Mail Merge in Zoho CRM

                                                                                                          Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents
                                                                                                        • Product Details's Description is lost

                                                                                                          Hi CRM lost its description in Product details subform. Can you make some test before deploy any update?
                                                                                                        • Automatically Hide Unauthorized Sections from Agent Interface in Zoho Desk

                                                                                                          Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agent
                                                                                                        • メール一括配信の未送信のメールについて知りたい

                                                                                                          メール一括配信の後の、未送信のメールの数は添付のようにシステムから連絡がくるのですが それらの対象者を知りたい。レポートなど一覧で知りたい。 また配信対象者なのに(担当者、リード)の メールの履歴に配信したメールの件名でさえ表示されないのはどう理解したらよいのか知りたいです。 また、これらの人をレポートで一覧で出す方法を教えてください。把握したいためです。
                                                                                                        • Zoho Bookings Issues We are facing

                                                                                                          Hi team, Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business.  1: SMS reminders for staff  There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if
                                                                                                        • Next Page