Compass is back with a bang this July to solve more of your problems!

Compass improves on itself this month to make the lives of its admin users even more comfortable with an array of feature updates in Plans. The kinds and sheer volumes of data sources the admin can use to build their Plans is significantly enhanced. There are updates in interface design, incentive calculation, etc to make the Plan life-cycle more dynamic

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You can now actively roll back or revoke one (through selection) or multiple incentives (through CSV upload) at one go enabling real-time incentive management. You can find this feature under Incentives.

Eg. Let’s say that an insurance company sales team-lead made a wrong decision in giving incentive to a particular sales representative in their team. Now, they can roll-back that decision with zero fuss.

Select the incentive ID(s) that you’d like revoked

You can now easily create and run incentives Plans that were missed or that were run before the Compass launch. You can find this option in Plan creation.

Let’s say that you are a delivery manager with a team of hyperlocal delivery boys reporting to you. Now you are empowered to make your deserving delivery boys get their incentive using backdated Plans. This will surely further motivate your team thereby increasing long-term business value derived from the team.

Days until present day will automatically be added to keep the backdated Plan current

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Instead of configuring 'all participants' via formula, now it comes pre-configured and separated from custom user selection in Plan creation.

Now you can save time by adding a group of participants all in one go instead of one by one.

Add groups of participants simultaneously

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All variables from connected data sources can be now configured within the same Plan. The interface neatly displays the data source description along with the variable. This feature is present in Plan creation.

In a nutshell, all variables from all the views that have been created are available as metrics to consider while creating Plans and setting Milestones

Milestones can now be based on data from multiple data sources

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Now you can filter out users in a more user-friendly and dynamic manner within User management with filters namely, Access Role Name, Company Name and Supervisor.

Upgraded filters with drop-downs and buttons for better user interaction

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Now view the team’s comprehensive and detailed Plan calculation report and download the same as a CSV file.

Get insights on your team’s individual performance so far as a screen view or download the whole report as a sheet.

Performance tracking of every end user

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The new design will give better classification and distinction between different states of Plans - active, published, draft, and a new drop-down to classify Plans.

The Plans tiles themselves have Plan status displayed on them. You can find this in Plan Groups

All new drop-down menu to classify and display Plans

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Get rid of draft Plans in one go and focus on Plans that matter. You can find this feature in Plan Groups

Delete draft Plan

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To make data validation in Plans more robust - the data type of the variable metric can be now defined right at the creation stage. You can find this within Variable creation in Data Sources and Variables.

Data types such as numbers, strings, dates, etc are clearly displayed next to the respective metrics. This solves a lot of confusion and avoids situations such as wrong logic used to calculate incentives later during Plan creation.

Data Type of variable displayed

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Apart from the previously available calculated incentive, now the score, approval status, who has made the approval are all available in the incentive report dashboard. You can find this within Incentives.

This enables the manager to have an all-in-one dashboard for incentive tracking for his teams.

A more comprehensive incentive report