At Compass, we're always looking to enhance ourselves with new features and enhancements. These are the list of features we have released:
Approval Template and Auto mailer Improvements:
Approval template can be now be set from plan creation page, where admin can configure the template and the same will be used for all the multiple levels of approval. Auto mailer is also improved wherein it works seamlessly even for first level approval once plan creator sets themselves as first level approver, earlier the first level approver mails were not configured.
Check KPI wise performance for all users in an incentive plan:
Admins can now configure a user wise KPI report on the Plan's dashboard to better understand the KPI wise performance for each user. This is helpful when admins need to track sales or achievements across multiple categories of products in the same report.
Admins can configure this from Plan creation page after the Plan settings.
This is visible on the dashboard after the Performance report called User Wise Report:
Client Specific Google Sheet Integration:
We completed the google sheet integration for client specific modules and pipelines.
Upcoming Items:
Set Role Based Access at Brand Admin Level based on user data- Brand admins would be segregated based on unique user data fields.
Ability to customize user wise report with inter metric operation- KPIs in the user wise report can be set to calculate and display values after inter metric operations.