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. 
    • 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
      • Recent Topics

      • Introducing Bin Locations In Zoho Inventory

        Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
      • Error "Invalid client task found corresponding properties" only when triggered from workflow ?

        Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.
      • How to setup pricing in Zoho

        Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
      • Is it possible to create a word cloud chart in ZoHo Analystics?

        Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
      • How to interpret Campaign report statistics - definitions/explanation

        I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/Open
      • Add Custom Reports To Dashboard or Home Tab

        Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
      • Feature request - pin or flag note

        Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
      • How do I filter contacts by account parameters?

        Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
      • Maximum limit of rows exceeded

        I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?
      • Schedule a Call by Date and Time when a specific lead status is selected

        Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks
      • Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

        Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello
      • How can I bold text on Zoho Forms submit buttons?

        In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.
      • Stage History

        when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current
      • Lead Owner Signature Merge Field

        I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields
      • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)

        ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら(無料):https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした
      • Hiding Pre-defined Views

        You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined views - we don't use ANY of the pre-defined views. Adding the feature to allow a predefined view to be hidden completely or only visible to certain users would be a big improvement in usability for Zoho CRM. This feature is already available
      • Rich-text fields in Zoho CRM

        Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
      • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

        Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
      • [Integration Edition] Deluge Learning Series – Third-Party Integrations with Deluge | October 2025

        We’re excited to continue this three-month edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session 3 – Third-Party
      • Feature Request: Tag, Search, and Report on Individual Private Comments

        Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear history
      • Zoho CRM Community Digest - August 2025 | Part 2

        Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August. Product Updates: Meeting Enhancements in Zoho CRM! Track whether a meeting is online, in-office, or at the client’s location using the new
      • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

        Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
      • Round robin

        Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I
      • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

        Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,
      • Time Entry Notifications

        Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?
      • Change text in help desk

        Hi, Please let me know how can i change the this text, see screenshot.
      • Customer happiness customisation

        Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? Also
      • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

        792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.
      • Cells Border

        Hi I am using Zoho Sheet on S Tab , is there any option to make all border of any cell at once. I think this is very basic which we are missing. This is available in mobile but not in tab or suggest if i am missing this function. And for Tab can you give
      • Custom order for Current Stage (Blueprint field)

        Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!
      • Zoho Sheets saying locked when not locked

        Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.
      • No Zoho Support Response in Months

        I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a support
      • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

        Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
      • Null

        If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?
      • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

        Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go
      • Slow uploads of large files

        I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going through
      • Format a "return" message

        Good day, Is there a way to format the message of the "return" function in CRM deluge script?
      • Items Below Reorder Point Report?

        Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s
      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
      • Having Trouble Opening The Candidate Portal

        Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.
      • Next Page