Compass is a no-code commission automation and analytics platform. This walkthrough covers every admin module — from uploading user and sales data, through metrics and plans, to approvals, reports, and dashboards.
Users
1
Open Users
The Users section holds the full list of users in the account, with all user-level data.
2
Import users via CSV or add manually
Users can be imported by CSV or added manually. When importing, five columns are mandatory: name, email ID, supervisor, access role, and partner code. Admins can include any additional columns beyond these.
Data and integrations
1
Upload sales data
In Data and integrations, upload sales data via CSV or through built-in integrations (custom integrations are also supported). All uploaded data is browsable here.
2
Create a connection
A connection joins user data with sales data. Click New connection and pick a join type:
- Left join — all rows from the left table + matching rows from the right (union-like; most common)
- Inner join — only rows present in both tables
- Full outer join — all rows from both tables
3
Configure the join
Choose the fields to join on — for example, join user table.partner_code with sales data.partner_code. Joins can span multiple fields with
AND / OR conditions, and a single connection can contain multiple chained joins.4
Review the connection
Once created, view the consolidated table and the configuration behind it — a full view of user attributes alongside sales transactions.
Metrics
1
Create a metric
Metrics are the rules and conditions used to calculate commissions. Give the metric a name, pick a type, and choose the underlying connection.
2
Build the formula
Use built-in mathematical functions on the fields exposed by the connection — for example,
SUM(achievement) / SUM(target) to get a sales achievement percentage.3
Nest metrics for complex logic
Metrics can reference other metrics. For example, define
Coke sales = SUM(invoice_value) WHERE brand = 'Coke', then reference it inside a higher-level metric. This lets you build nested and conditional logic step by step.Commission plans
1
Start a milestone plan
Click Create a plan, choose a plan label, and pick Milestone plan. Milestone plans give out rewards in slabs based on KPI achievement.
2
Select participants
Include everyone, or define user groups with conditions (for example,
designation = SDR). Multiple user groups can be part of one plan.3
Configure milestones
Add milestones as slab conditions — for example,
Coke sales BETWEEN 20 AND 40. Every user meeting the condition is placed in that milestone.4
Add rewards
For each milestone, add a reward — either a fixed amount (like
1000) or a dynamic expression (like Coke sales × 0.5). Apply a cap to bound dynamic rewards (for example, capped at 10000). A milestone can carry multiple rewards.5
Set mandatory plan settings
Configure start date, end date, and recurrence (daily, weekly on a specific day, monthly, or custom). Recurring plans create scheduled copies through the end date.
6
Add display name, buffer, and transaction dates
Set a display name (what end users see), a rewarding buffer time (grace period between calculation and payout — for example, 10 days for admin edits), and the transaction date field from the connection.
7
Add description and optional attachments
Add a plan description and attach supporting files (PDF, PNG, JPEG) if needed. Toggle Hidden plan to run a plan without exposing it to end users, or Cascading plan to feed this plan’s output into another (useful for rolling monthly plans into quarterly or yearly ones).
8
Pick a theme
Choose from built-in plan themes or upload logos and imagery to create a custom theme.
9
Set targets and control transparency
Add per-metric targets that show up on the end user’s mobile and web app. Under Metrics to display, choose which task and reward metrics — and how much detail — end users see.
10
Configure thresholds (optional)
Use Threshold for metrics to bump users close to a target into a milestone — for example, promote users at 80–90% achievement into the next tier.
11
Set up the estimator (optional)
An estimator lets end users forecast commissions on pipeline deals. Define the input fields they can adjust (like Coke sales) and map them to metrics so the estimator can compute earnings.
12
Activate the plan
Once configured, click Activate to publish.
Plan labels and approval workflows
1
Understand plan labels
Every plan belongs to a plan label. Plan labels carry the approval permissions for three stages: rewards, plan report, and plan configuration.
2
Configure reward approvals
Choose whether rewards are given out automatically or after approval. If approval is required, pick approvers — for example, supervisor level 1 routes to each user’s first-level supervisor, or a specific person / distribution list routes centrally.
3
Configure plan report and plan config approvals
Repeat the same setup for the plan report and the plan configuration — deciding who signs off before a plan can go live and before its report is considered final.
Approvals
1
See what's pending
The Plan approvals page shows pending plan approvals, plus counts of active-approved and rejected plans.
2
Approve or reject incentives
Under Approvals pending, select individual or all incentives and approve or reject with a reason.
3
Validate performance reports
Under Performance validation, review pending plan reports — checking that metrics, achievements, and rewards are calculated correctly. Approve, reject, or view plan details (approver list, prior comments).
4
Override approved incentives
In the Approved section, view earnings, approved amount, payout, and balance per user. Use Override adjustment to add or subtract a value with a reason if needed.
Reports and logs
1
Browse the report library
Reports cover: Overview (logins, redemption trends, points awarded, available balance), Login (user activity times), User access (first activity of the day + web vs. mobile), Payout (per-user earnings and payouts for a period), and Consolidated user performance (a user’s plans, earnings, KPI values, and transactions across time).
2
Check the logs
Logs track CSV uploads (which rows were accepted vs. skipped and why), plan processing, metric edits, and the processing queue — giving visibility into how much data is being processed and where.
Groups and escalations
1
Create groups
Create a Town hall (public group with everyone included) or closed groups. For private groups, admins approve who joins. Post announcements — users can react, share, or interact.
2
Resolve escalations
Escalations surface user-raised issues — for example, discrepancies in commissions or missing achievements. Investigate and respond, then close the ticket.
Dashboards
1
Account-level dashboard
The account dashboard summarises everything running in the account. Switch the time frame (week, month, quarter, year) — all widgets update accordingly. See user access, pending escalations, payouts to approve, user groups, approved and pending earnings, and configurable performance reports.
2
Compare plans and payouts
Add widgets for plan-vs-plan comparison (compare metrics like Coke sales vs. Thumbs Up sales across plans to gauge ROI), plan payout trends (how much has been paid out and when), and any performance reports you want at the top.
3
Plan-wise dashboards
From a plan (or from the account dashboard), click View dashboard to open its plan dashboard. See milestone performance (participants in each milestone) and the plan’s single source of truth for achievements and payouts.
4
Validate and compare
Compare performance reports between plans, or upload a CSV to validate that Compass calculations match your own systems.
5
Configure leaderboards
Add a leaderboard widget: name it, select up to three metrics as ranking criteria, choose ranking direction, group by any user-data field, control visibility (managers or specific participants), and optionally award ranks or rank-ranges with fixed or dynamic rewards (with caps).
6
Add analytics widgets
Add comparison reports (for example, aggregate Coke vs. Thumbs Up sales grouped by a user attribute), line graphs, bar charts, and tables — each configurable by metric and user field.
Settings
1
Review account information
See the details you provided at sign-up.
2
Brand the app
Under Branding and customisation, set the Compass logo, background, and theme colours. The interface reflects the changes throughout the app.
3
Configure rewards
Define the reward types available on the account — points, scores, or badges.
4
Set up the repository
Share knowledge or reference files. Make repositories public for all users or private for specific users, and map attachments to individual users where relevant.