> ## 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.

# Complete end user walkthrough

> The Compass end-user experience on web and mobile — dashboards, plans, teams, earnings, leaderboards, escalations, and groups.

<iframe width="100%" height="450" src="https://www.youtube.com/embed/AWL4YFNuizs?rel=0" frameborder="0" allowfullscreen allow="autoplay; fullscreen; picture-in-picture; encrypted-media" title="Xoxoday Compass — Complete End User Walkthrough" style={{borderRadius: '12px', border: 'none', display: 'block'}} />

A complete tour of the Compass end-user experience across web and mobile — covering dashboards, teams, plans, earnings, escalations, and groups.

## Web app

<Steps>
  <Step title="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.
  </Step>

  <Step title="Explore leaderboards">
    Click any leaderboard to see your rank and how you're performing on that metric — alongside everyone else in the plan.
  </Step>

  <Step title="Read the widgets">
    Widgets like bar charts show your personal performance. Admins see the same widgets aggregated across the group.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Mobile app

<Steps>
  <Step title="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.
  </Step>

  <Step title="Your performance">
    View active plans, achievements, and raise escalations for any commission discrepancies.
  </Step>

  <Step title="Plan detail">
    Inside a plan, track progress across milestones and see the earnings breakdown. View plan achievements and leaderboards without leaving the plan.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Plans overview">
    From **Plans**, browse **Active**, **Upcoming**, and **Completed** plans. Each card shows achievements at a glance. Historical plans live under **History**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Groups">
    See the groups you belong to, request to join closed groups, and post or interact with others' posts.
  </Step>

  <Step title="Profile">
    In **My profile**, check your earned and current balance, redemption records, shared documents, change language, or contact customer support.
  </Step>
</Steps>