Jan-Feb-March 2024

At Compass, we’re always looking to enhance ourselves with new features and enhancements. These are the list of features we have released to ensure that you can automate sales incentives/commissions calculations at scale, motivate sellers and make data-driven decisions with real-time insights.

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Here are the latest updates on Compass:

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1. Email alerts to sales reps on changes in calculation logic:

You can now send email notifications to specific users when new sales data is added to the existing plan, resulting in a change in the calculation logic. This will reduce the ambiguity of recalculation updates and give the sales team a more precise understanding.

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2.New report filters showing active and inactive users:

We have now included a new report filter in the dashboard that provides the number of active users (Reps who have achieved a milestone within a period) and inactive users (Reps who haven’t achieved any milestone).

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3. Edit the existing plan instead of creating a new one every time:

You can now edit the plan elements like metrics, quota attainment rate, milestone criteria and more during the plan period rather than creating a new plan to make a small change. This reduces the implementation time by over 60%.

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4. Build plans that cover over 200 KPIs against a single milestone:

We have increased the reward creation limit for a single milestone to nearly 200. This change will reduce the number of plans needed, as most rewards can now be included in a single plan. Consequently, this will decrease the overall implementation time and reduce the system load.

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5. Threshold deviation on approvals:

We have enabled the admin/approver to show calculations for a pre-defined value or % deviation on each KPI and be able to view and select the earnings for approval accordingly.

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6. Multi-team approvals based on hierarchy:

You can now build plans for multiple teams under a single plan group and set up approvals for the payout as per the immediate hierarchy, including L1, L2, etc.

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7. Adding Participant Criteria for Data Refinement

We have made integration enhancements in pre-processing configuration settings with additional fields for data refinement, including participant criteria.

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Upcoming Features:​

• Mobile App Enhancement:

Launch of mobile app with enhanced UI/UX improvements and upgraded backend technology for increased speed and robustness.

• Custom Filters and Report Comparison:

The ability to save custom filters for reusability and the option to upload and compare reports for validation will reduce the time spent on data validation during implementation.

• Query Support Across Event Tables:

Enabling Query support across event tables for creating custom columns as well as entirely new data sets.

• Cascaded Plan Display:

The provision to display cascaded plans within the UI will offer consolidated visibility across plans in a tree-like structure, aiding in presenting both parent and child plans.

• Transition to Spark Backend:

Transitioning the backend technology to “Spark” as a framework for big data processing, aiming to reduce processing/calculation time and enhance system stability. Stay tuned for more exciting updates as we continue to enhance the Compass experience for you and your organization!