Product overview:
This covers a quick overview of Compass and the admin and end user walkthrough in a 5 minute video, covering all the necessary aspects of admin including- Data upload, metric creation, plan creation, reports, widgets and covers personalization, themes, earnings, leaderboards, estimator and escalations on the end user side. Overview- Compass- Admin and User Walkthrough.mp4
Detailed Admin Walkthrough Video:
This video covers complete admin workflow of compass in detail- how to upload user data and map columns, how to upload sales data, creating joins, creating metrics, creating commission plans- configuring milestones, rewards, metrics to display, themes, reports- payout reports, approval reports, user performance reports, how to setup custom approval workflows, Dashboard- leaderboard and report widgets, configuring performance reports, milestone wise performance, Groups, Logs and more. Compass- Complete Admin Walkthrough- all modules.mp4
Detailed End User Web and Mobile Walkthrough Video:
This video covers complete user workflow in compass web and app. Viewing the commission plans, their performance reports, KPIs to focus on, commission statements, breakdown of earnings, using estimator to estimate their upcoming commissions, their active, upcoming and completed plans along with leaderboards, groups and how to raise escalations in case of any queries or complaints. Compass- Complete End User Walkthrough.mp4
Module wise Videos:
Understanding User Data, Data Integrations and Connections- This video covers how to upload and map user data, how to setup your integrations and create connections using the data uploaded- Compass- User Data, Data Integrations and Connections.mp4
Creating Metrics and Plans- This video covers how to create metrics using our no code formula builder and how to create incentive or commission plans- Compass- Plans and Metrics- Creating and Implementing Plans and Metrics.mp4
Earnings and Approvals- This video covers how to setup approval flows and view, edit and approve or reject earnings in Compass- Compass- Earning Approvals.mp4
Groups, Reports and Escalations- This video covers the groups section, the set of reports available and escalations that users can raise in case of any discrepancies and how to resolve those- Compass- Groups, Reports and Escalations.mp4