A complete tour of the Compass end-user experience across web and mobile — covering dashboards, teams, plans, earnings, escalations, and groups.
Web app
1
Dashboard overview
The dashboard shows every plan you’re actively participating in. Total earnings appear at the top, along with achievements, transaction details, and leaderboards. Widgets and leaderboards are organised on criteria your admin configures.
2
Explore leaderboards
Click any leaderboard to see your rank and how you’re performing on that metric — alongside everyone else in the plan.
3
Read the widgets
Widgets like bar charts show your personal performance. Admins see the same widgets aggregated across the group.
4
Managers: view your team
If you have direct reports, click View team to see everyone reporting to you. In Team status, view your own performance in the current plan, then drill into each report’s plan progress, metrics, and leaderboard rankings.
5
Browse plans
Switch between Active, Upcoming, and Historical plans. Click a plan to see total earnings, achievements, and the milestone graphic showing progress toward the next tier — a core part of the gamification loop. When you hit the next milestone, Compass tells you exactly how far you are from the following one.
6
Achievements and earnings
In Achievements, see every KPI computed for you with its name and value. In Earnings, view current wallet balance, transaction status (earned, calculated, rejected), dates, amounts, and originating plan — a full record of your incentive history.
7
Raise an escalation
If there’s an issue with a plan, use Escalations to raise a ticket, add comments describing the issue, and route it to the plan owner. They’ll respond and close the escalation with you.
8
Interact in groups
The Groups / town hall is your communication feed. Post messages, like, comment, and high-five teammates. Admin-only groups act as a broadcast channel for plan updates and announcements.
Mobile app
1
Home screen
See your dashboard at a glance — key KPIs, current balance, and earnings for the current month, quarter, and year with a complete breakdown of transactions.
2
Your performance
View active plans, achievements, and raise escalations for any commission discrepancies.
3
Plan detail
Inside a plan, track progress across milestones and see the earnings breakdown. View plan achievements and leaderboards without leaving the plan.
4
Use the estimator
Open Estimator, enter values into the admin-defined fields, and tap Calculate to preview estimated earnings for pipeline opportunities. The milestone tier and matching rewards are shown alongside. Reset the fields to try new scenarios.
5
Plans overview
From Plans, browse Active, Upcoming, and Completed plans. Each card shows achievements at a glance. Historical plans live under History.
6
Leaderboards
View all leaderboards in one place. Each plan can carry multiple leaderboards on different criteria — inside each, see your standing plus the top performers.
7
Groups
See the groups you belong to, request to join closed groups, and post or interact with others’ posts.
8
Profile
In My profile, check your earned and current balance, redemption records, shared documents, change language, or contact customer support.