Tip #36: Create efficient trend analysis Reports in Qntrl
Reports in Qntrl gives you an overview and monitors the important activities within the organization. With this feature, you will be able to have an insight over different information in a simple visual format, making it more relatable and efficient when it comes to taking business decisions. Apart from the Default Reports that Qntrl provides, Custom Reports help display the trend of a specific information long-term.
You can capture the response to different tasks and hurdles, and try to improve the processes by identifying possible bottlenecks or hurdles that can help the business grow in the right direction.
You can improve or change strategies if the processes have been underperforming or stuck up for a while.
You can make informed decisions with the data available, acting as evidence to your decision-making.
Here’s how you can do it.
This report shows the most commonly preferred way of marketing a campaign by the Marketing team, helping the organization choose a marketing tool based on the usage statistics.
The report configuration and trend analysis is as shown below. Set the Y-axis as ‘Count’ & ‘Card’, and the Group By as ‘Assignee’.
This report shows the trend of onboarded clients and their current status in the sales cycle, helping the organization understand the swiftness or deviation in the delay of the onboarding process, if any.
Set the Y-axis as ‘Count’ & ‘Card’, and the Group By as ‘Assignee’.
Some of the other instances where you can generate trend analysis reports are:
Checking if the employees have set the right priority of tasks when they work, based on client order flow.
Analyzing the campaign objective in the last 2 years to understand click through rate in the sales vs. educational campaigns.
Monitoring the employee’s monthly stats while handling Enterprise Customers’ escalations.
Comparing the conversion rates of the launched products, weekly.
Before you go on to create these reports, here are some things to ensure that the business data is collected, recorded, reported, and evaluated efficiently.
Every data you wish to monitor in the Reports has to be a Dropdown/User Dropdown/Date/ Date&Time field in the card details page, or default Qntrl values (like Created time, Closed time, Stage, etc., in the X-axis) in order to maintain useable format of data.
When you analyze critical decision points like potential cash flow issues, staffing, peak sales periods, success of marketing campaigns, staff hours, stock (in or out) - ensure to collect information on a regular basis with the frequency determined by the type of data you are collecting. This ensures the participation of team/individuals so that they can regularly update the status of cards to collect and record data.
Try out and create trend analysis reports and explore unique ways to use them in your organization. Leave your comments below or email us at
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
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
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Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements. We value customer opinion
Work remote using Orchestly
As the current global pandemic forces us in the confinement of our homes, businesses around the world are looking for ways to automate and track their everyday work. We, at Orchestly, have been effective in coordinating our releases even from scattered workspaces using our very own orchestration software. Here's a sneak peek of how Orchestly helps our teams to plan, collaborate, and automate the processes. Product Manager's (PM) Blueprint Purpose: To approve new features, prepare UX design, develop,
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