Building on the connection created for Carol in the previous video, this walkthrough shows how to author a metric and use it in a milestone plan to compute rewards.
Create a metric
1
Open the metric library
Go to Metrics and click Create a metric. A metric is the logic applied on a connection to compute a value.
2
Pick the metric type
Compass supports three types:
- Aggregate metric — sums, averages, counts on a connection
- Linear metric — formula-based
- Mapping variable — value lookups
3
Configure the metric
Give the metric a name (for example,
Test metric 1), select an aggregate type such as Sum, and choose the connection (for example, Additive data). Compass then lists the fields available in that connection.4
Add functions and operators
Use built-in functions to shape the calculation — logical (
if / then / else), mathematical, and operators such as greater than, not equal to, between, null, not null. You can also add mappings.5
Sum the target field and save
For this example, apply Sum to the
monthly field and click Save. The metric is now a reusable slice of logic available to any plan.Create a milestone plan
1
Open Plans and start a new plan
Go to Plans, open a plan group, and click Create plan. Compass offers three plan types — for this example, choose Milestone plan. A milestone plan awards rewards when users hit thresholds defined by one or more KPIs.
2
Name the plan
Enter a plan name (for example,
Test plan 001) and click Next.3
Define the milestone condition
Add a milestone condition using the metric you just created — for example,
Test metric 1 > 0. Every user whose value satisfies this condition is added to the plan as an active participant.4
Configure the reward
Add a reward. Rewards can be a fixed amount or a dynamic expression built from your metrics. For this example, give a Score equal to
Test metric 1 × 0.5 — half of the summed monthly value. Save and click Next.5
Set dates and description
Select the campaign period (for example, January) and add a short plan description. Complete the remaining steps and Activate the plan.
6
View the plan dashboard
Click View dashboard to see the plan report — first name, partner code,
Test metric 1, and the computed score. Sort the report to inspect individual users (like Carol) and see the sum, the reward, and the final earnings.