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  3. Quala Roundup: October 2021 – Data Dashboard, Upgraded Automation, and More
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  3. Quala Roundup: October 2021 – Data Dashboard, Upgraded Automation, and More

Quala Roundup Quala Roundup: October 2021 – Data Dashboard, Upgraded Automation, and More

Dan Perrera Oct 28, 2021

We’re excited to catch you up on the biggest features we released in August and September – and how you can leverage them to drive the right actions for the right customers.

Our recent product updates were all about faster, simpler data delivery.

Data Dashboard

data dashboards


We completely reimagined how we display data for customers in Quala. Now, you can see key metrics like health score alongside engagement metrics, assessments, and behaviors.

This new dashboard was designed to quickly deliver high-level trends while maintaining an approachable interface, allowing everyone from CSMs to the C-Suite to get value out of the data in Quala.

Automation Upgrades

automation upgrades


The Automation Detail Page got a new refined look – making it even easier to understand.

“Apply to” Improvement

automation refinements


Now, Automations can be “applied to” All Customers, Customers by Filter (the same options from the customer filter), or Customers by Cohort.

Want to apply to all customers in a stage? Only high revenue customers? Now you can decide in the moment. No need to make a custom cohort for automations anymore.

Customer Filter Improvements

We added Customer Cohorts to the Customer Filter so Quala feels more like the living dashboard that it’s designed to be. With a single click, you can customize your view to display your most important customers.

Contacts Revamp

Our elevated customer contacts display helpful information more clearly. And while you can still apply automations to cohorts, we’ve added the ability to target specific segments of your customer base with a customer filter. This makes it easy to design purpose-built automations for particular segments of your customer base.