At Compass, we try to make it as easy as possible for you to explore your team's deep structure, so that you can spend less time fiddling with menus and modals, and more time winning hearts and minds with your newfound knowledge! The key to all of that lies in Compass's user interfaces—the tools that you use to draw insight from your data.
We're constantly iterating on these interfaces to make them more effective and intuitive, so if you ever have suggestions, don't hesitate to let us know. The rest of this guide explains how to navigate Compass's three main user interfaces: the map, the side panel, and the admin panel.
The map in Compass is where your team structure comes to life, with all of its intricate network connections visualized.
The map is fully interactive. You can use your mouse to poke, prod, bump, and bounce your data into new positions—and this is a great way to stumble across new insights! You can also scroll to zoom in and out, and you can hover your cursor over any circle or line to highlight all the nearby items.
Along the top of the map, you'll find a toolbar that helps you customize the data you're currently looking at. - Use the leftmost tool to choose whether you want to connect people to channels, or people to people - Use the middle tool to change the time period that you're analyzing - Use the rightmost tool to color your people and channels based on their metadata (for example, the sentiment of their messages)
At the bottom of the map, you'll see a slider that you can use to set a threshold of interactions. Set it to 3, and Compass will only draw connections between people and channels that have exchanged messages or mentions at least three times in the time period you chose at the top of the map.
Finally, you can click on individual people, channels, and connections on your map to bring up a detailed profile in the side panel, whose other uses are described in the next section.
The side panel in Compass sits on the left side of the screen and gives you access to four data-rich tools: the overview, leaderboards, stats, and surveys.
The Overview tool provides the highest-level analytics on your team's Slack activity. Total messages, total mentions, a timeline of messages and their sentiment, lists of most active people and channels—there's a lot of great information to work through!
Compass will open your overview by default, and you can re-visit it anytime you need to answer high-level questions about your team.
The Leaderboards tool allows you to dig deep into your organization's structure with the help of social network analysis (SNA) metrics. Compass ranks your team members based on their scores for each metric, so you can spot outliers and identify specific questions you should be asking about the team.
To learn more about these metrics and how to use them, check out our full guide on Leaderboards.
Sometimes, it's easiest to explore your Slack analytics in a more traditional table layout, without losing sight of the map itself. The Stats tool lets you do just that! You can search for people, channels, and fields to quickly see analytics on their messages, mentions, and sentiment.
You can use the Surveys tool to send questions out to your teammates. After you run a survey, you can select it from the Surveys tool, and Compass will re-draw a brand new version of your map based on the type of question you're asking and the way your teammates answered.
Surveys are an incredibly powerful way to view your team's structure in a different light, especially when you suspect your team structure isn't quite captured by the messages & mentions analysis.
If you have admin access to Compass, you'll be able to access the admin panel—just click the settings icon in the bottom left corner.
In the admin interface, you can customize Compass to your liking:
- Enable insights from private messages
- Hide channels from Compass
- Add custom fields
- Use the fast renderer to display a simpler network map at a higher speed
- See an activity log of who signed into Compass and when
You can also, of course, take more administrative actions:
- Adjust your billing information
- Grant Compass access to your team members, and decide whether they have view-only or full admin access
- Resync user and channel data
- Rebuild your team's metrics from scratch
- Export your data as a JSON file that can be imported into Kumu (a flexible mapping tool and Compass's sister product)
Congrats, you are now an expert in Compass's user interfaces!