> ## Documentation Index
> Fetch the complete documentation index at: https://help-empuls.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview — Xoxoday Compass Admin & User Walkthrough

> A complete tour of the Compass admin console and mobile app for sales incentives and commissions automation.

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Compass is a no-code, scalable commission automation and analytics platform. It covers data management, commission automation, sales rep motivation, compensation, ROI, and AI-powered gamification.

## Admin console

<Steps>
  <Step title="Dashboard overview">
    Open the Compass admin console to see an overview of platform access, earnings, and analytics. Filter by month, quarter, year, or week to focus the view.
  </Step>

  <Step title="Manage users">
    Enable user-level data and assign access roles to different users from the **Users** section.
  </Step>

  <Step title="Connect data sources">
    Add data through one-click integrations, webhooks, or by manually uploading CSV files. Compass is schema-agnostic, so your data doesn't need to fit a predefined template.
  </Step>

  <Step title="Build the metric library">
    In the **Metric library**, create the metrics that capture the rules and conditions used to calculate sales compensation.
  </Step>

  <Step title="Configure plans">
    Open a plan to see the participant list, milestones, milestone conditions, and rewards. Admins can customise who is added to each plan.
  </Step>

  <Step title="Set app settings and theme">
    Choose a theme for end users or create a custom theme. Configure any additional plan-level settings before going live.
  </Step>

  <Step title="Review live plan activity">
    Once a plan is live, view its transactions, earnings, and plan details — or edit the plan if changes are needed.
  </Step>

  <Step title="Track performance and analytics">
    Use the dashboard section to monitor milestones, performance tiers, key measurements (such as cars sold by variety), and how teams are progressing.
  </Step>

  <Step title="Drill into the performance report">
    See each product specialist or dealership in the performance report — with unique partner codes, performance, incentives, and total earnings. Add widgets for region, dealership, or city-level breakdowns based on any KPI.
  </Step>
</Steps>

## Mobile app

<Steps>
  <Step title="Home snapshot">
    The homepage shows a snapshot of the user's incentive plans, KPIs in focus, and current earnings.
  </Step>

  <Step title="Check earnings breakdown">
    View earnings for the current month, quarter, and year. Track performance across plans and any raised escalations.
  </Step>

  <Step title="Redeem earnings">
    Tap **Use now** to open the catalog store. Redeem points across various choices, gift cards, or use UPI for instant transfers by entering the desired amount. All redemption history is stored in the app.
  </Step>

  <Step title="View commission plans">
    Tap **Your performance** or open the **Plan** section to see commission plans. Within each plan, view progress, plan details, achievements, and completed transactions.
  </Step>

  <Step title="Check leaderboards">
    Open **Leaderboards** to see rankings and compare against other participants. Switch between multiple leaderboards within a plan, or use the dedicated leaderboard section to view all leaderboards in one place.
  </Step>

  <Step title="Browse plans">
    In the **Plans** section, see all active, upcoming, and historical plans. Tap any plan to view its progress.
  </Step>

  <Step title="Engage with groups">
    Check the groups you're part of, view announcements, and interact with posts.
  </Step>

  <Step title="Managers: track team performance">
    Managers can view active team performance, switch between reporting teams, and drill into each individual report — including historical team performance.
  </Step>

  <Step title="Profile and support">
    From **My profile**, view shared documents, change language, or contact customer support. The **Current balance** section shows redemption history.
  </Step>
</Steps>