Widgets help you track metrics, rewards, or scores directly from your Compass dashboard.
Follow these steps to add and manage a widget.
Step 1: Navigate to the Dashboard
Go to Dashboards in the main menu.
Click Add a Widget.
Step 2: Set Up Your Report
Name Your Report – Enter a clear, descriptive name.
Select the Type of Report – Choose from the following options:
2.1 Plan vs Plan
Purpose: Track performance (metrics, rewards, or scores) across multiple plans.
How to Set Up:
Select the type of input to compare – Metric, Score, or Point.
For each, choose the specific metric, score, or point from the dropdown.
Select the date range using the Calendar.
Select the plans from the dropdown menu.
Click Save.
Editing/Deleting:
Can be edited using the three-dot menu.
Can be deleted from the dashboard.
2.2 Plan Payout Trend
Purpose: Track performance of a metric, reward, or score over time.
How to Set Up:
Select the date range using the Calendar.
Select up to three plans from the dropdown menu.
Click Save.
Editing/Deleting:
Can be edited using the three-dot menu.
Can be deleted from the dashboard.
2.3 Performance Report
Purpose: Track a plan’s performance report across plans.
How to Set Up:
Select the plan from the dropdown menu.
Choose the positioning.
To add more performance reports, click Add New and repeat the process.
Click Save.
Editing/Deleting:
Can be expanded for advanced functionality using the three-dot menu.
Cannot be deleted from the dashboard.
2.4 Comparison
Purpose: Compare two or more plans based on common metrics.
How to Set Up:
Group 1:
Select the date range using the Calendar.
Select up to 10 plans from the dropdown menu.
Group 2:
Repeat the above steps for the second group.
Add the metrics you want to compare (up to 5 metrics).
Make sure both groups share the same metrics.
Click Save.
Editing/Deleting:
Can be edited using the three-dot menu.
Can be deleted from the dashboard.
You can choose to make the widget visible to Managers or Users.
Reach out to [email protected] in case of any feedback or query.