You can set up SPIFs, accelerators, clawbacks, multipliers, ramps and other incentive/commission structures with fully no-code plan designers, which allows you to build these structures much faster than in typical spreadsheets or Excel.

Yes, Compass supports importing organizational hierarchies of any size and dimension. Whether you need to structure data by product lines, territories, roles, or geographies, you can ensure that your commission calculations align with your organizational structure.

You can calculate the commissions based on deal level, which motivates reps to keep closing more deals, or you can launch an incentive plan that runs for 15 days, calculate the incentives and automate payouts.

Compass will have a complete history of the employee lifestyle, including promotions, exits, transfers or PIPs, which ensures these aspects are taken care of before the commissions or incentives are calculated and paid.

Before the commission or incentive plans go live, you can test changes to compensation plans, including variable adjustments and reporting structures. This ensures that you can predict the impact of any changes and make informed decisions without disrupting your operations.

Yes, we provide an in-app escalations or dispute management module which allows the reps to raise commission queries, and the respective admin can resolve it without going back and forth with multiple emails.

Compass can integrate with leading eSignature solutions, enabling admins to send and receive secured contracts and allowing for quick approvals on the commission agreements and on-demand downloads of signed agreements within the platform.

Compass provides a communities module that allows admins to build different groups for different roles, geographies, hierarchies, etc., and the users can discuss commission plans and their effectiveness, fostering a more collaborative and transparent environment.

You can set up any commission plan without being constrained by predefined templates, enabling you to build complex and unique compensation structures that align perfectly with your organization's needs.

Compass can handle large data volumes. One of our enterprise customers typically pushes around 30-40GBs of data each month, which is refreshed daily. However, we have tested our system to handle as many as 30-40 million daily transactions.

Compass is optimized for efficiency, ensuring that commission calculations, data imports, and reporting are completed quickly, even in high-volume environments. This means less time waiting for results and more focus on driving business growth.

Yes, Compass is user-friendly and designed with administrators and end-users in mind. Its simple, transparent setup makes it easy for teams to configure and manage commission plans without advanced technical expertise.

The sales reps can track their commissions in real-time upon closing each deal or based on specific criteria set by the admin. They can access a complete history of their commission payouts and forecast future earnings with an earnings estimator.

Users can see how their performance compares to others on their team or within their organization through leaderboards and performance metrics, fostering a competitive and transparent environment.

Yes, Compass ensures transparency and helps users understand how their commissions and incentives are calculated by providing detailed data breakdowns and formulas.

Yes, you can automate email and in-app notifications to keep users informed about their earnings, including details on payouts and any adjustments, as well as quota attainment, ensuring clear communication and reducing uncertainty.

We have provided a plan documents tab attached to each commission plan, allowing them to view the performance metrics and plan calculation logic on the go with a mobile app.

We provide a mobile app that is in both the Apple Store and Google Play store. Users can easily view and download detailed information about their commission plans, including rules, structures, and updates, ensuring they have all the necessary information on the go.

You can create multiple reports from basic to advanced, including bar charts, graphs, pie charts, plan comparison, plan effectiveness, budget allocated vs commission spend and more. This enables teams like operations, finance and sales to make data-driven decisions rather than guesswork.

You can provide visibility into quota attainment for reps with custom and personalized dashboards, allowing them to track their progress in real time. The admin can view the rep's quota attainment rates with separate dashboards to help them improve performance.

You can view the complete audit trail of the commission plans, payouts, and more changes, enabling you to achieve transparency and remove shadow accounting or errors.

Yes, before approving the payouts, the admins can see in their "earnings approval" dashboard the list of users (sales reps) and their commissions earned one last time before sending it to the payees, allowing administrators to review and make any necessary adjustments before final distribution.

If required by your team, we can provide you with an API key, which you can use to connect with external reporting tools, including Power BI, Tableau, and more.

Yes, you can tailor the gamification elements to align with your sales goals, creating dynamic and engaging sales contests that motivate your sales teams to hit their targets through recognition and healthy competition.

Compass allows you to gamify various sales behaviours and activities, such as calls, emails, meetings booked, deals closed, pipeline growth, and so on, depending on the KPIs you want to push that align with the organization's revenue objectives.

Compass allows you to configure various rewards and incentives, including monetary rewards, gift cards, and non-monetary recognition like badges, certificates, or public recognition within the organization.

Yes, the sales reps can track their progress, check leaderboards, or receive rewards; they can stay connected and motivated even when away from their desk, ensuring seamless engagement across different devices.

We will help you set up our platform once you are onboard. We ensure your data is pulled into Compass without errors and offer comprehensive training and support until you familiarize yourself with your platform.

The typical implementation time is between 2 to 4 weeks, which can extend upto a month or more depending on the complexity of the commission plans.

Yes, compass is completely user-friendly, which provides a very low learning curve, allowing you to build and launch commission plans 10X faster than you did in Spreadsheets or Excel.

Yes. A dedicated customer success manager will be available in case of any queries or hardships you face while using compass.

Compass supports a comprehensive plan based on the Success criteria / SLAs mentioned and conducts a case-wise training plan. The Training plan spreads across different teams and different users. A sample training plan is attached as a Worksheet.



‍https://drive.google.com/file/d/1PrferDQdEyWQCk4IT6eZDjfB_yJJmXke/view?pli=1

We ensure the confidentiality, integrity, security & privacy of our customers and their end user's data by adopting industry-standard best practices.
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While we continue to invest resources into building hardened systems, we are simultaneously compliant with the certifications listed below:
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· ISO 27001:2013 (Information Security Management Systems),
· SOC 2 Type 1,
· GDPR,
· HIPAA
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We have also adopted a standard practice to conduct periodic VAPT to mitigate any new risks that arise over time. We are earning a SOC 2 Type 2, ISO 27701 and ISO 14001 certification.

We ensure AES 256-bit encryption for Data at Rest & TLS1.2 for Data in transit.