The plan period is the selection of a date range within which one wants to consider the transactions of users.

For example, if the date range is from 01-05-2022 to 31-05-2022, then all the transactions for May 2022 will be considered in the incentive calculation for relevant users.

This is why a transaction date is necessary in the dataset. The system will use it to define which entries to consider for a particular time period and which ones not to.

The Plan period can be set from the third section, Settings, in the Plan creation process. Please refer to the sample screenshot below.

An addition to the Plan Period section is the recurrence feature.

In a nutshell, this feature allows you to repeat a Plan periodically.

Recurrence can be used in such scenarios where you want to run the same Plan multiple times, without having to create it every time.

The recurring can be done only till the date till which the Plan groups are valid for.

Please note that the recurrence feature can only be used for present or future Plans.

Recurrence can only be implemented for standalone Plans, it does not work for cascading, and a new Plan will be created for each recurrence in the same Plan group.

As seen in the below screenshot, there are 4 options for recurrence-

Once you select a recurrence condition from the dropdown, text below the dropdown will give information about the recurrence set up, i.e. how many times it will repeat and till what date.

Buffer time or buffer period is the count of days a Plan is to be kept in the “Active” state, after which it is marked as “Completed” and the rewards are awarded to the users. Prior to being Completed, the users can see the rewards they have earned, but they are not awarded those until the Plan has been completed.

So if a Plan is supposed to end on the last date of a month, and has a buffer date of 10 days, it will be completed 10 days after the end of the month and the users will then be credited the rewards.

After it is completed it will be shifted to the “History” tab on the mobile app. The user can still see their incentives, and their transactions.

After a Plan completes, one can see the incentives in the “Incentives” tab for approval or adjustments (unless the rewards are on set to auto-approval, in which case they are credited automatically).

You can add the buffer time in the “Settings” stage of Plan creation as shown below.

Buffer time can be modified for Draft as well as Active Plans, as many times as needed.

While creating a Plan, you get an option to select whether you would like that Plan to be visible to the end users or not.

If you are creating a Plan only for internal purposes or just to be used as an output in another Plan, you can choose to hide it from the end users so that only relevant Plans are visible to them.

This also helps keep them more engaged as else the app can get cluttered.

To hide any Plan, just select the check box on the bottom of the Plan settings.

Kindly note, once a Plan is active, this setting cannot be changed later.

If you would like to use the output of one Plan as an input in some other Plan, this can be enabled using the cascading feature of Compass.

To enable cascading for any Plan, just select the check box in the Plan settings while creating that Plan.

While creating a cascading Plan, you will get an option to create a new view for it or use the existing view (if any old Plans from the same view had been created earlier).

If you choose a new view, an entirely new view will be created and based on the new view you will have to create your metrics for the next set of Plans to use the output of this Plan as an input.

Whereas, if you choose the existing view, all the available views, if any, will appear in the dropdown menu and can be selected for this Plan. The Plan will add the output for this new Plan in the view you select. If there are any existing metrics created on that view, you can continue to use them as is and they would now give you the output of this new Plan as well.

There are 4 Plan themes in which you can display the Plans to the end-users on the mobile app.

These themes can be changed even after the Plans have been published and will be visible to the users after they re-login into the app.