Customer Compass Documentation
Setup, the 24 signals, widgets and metrics, security, billing, and troubleshooting — everything you need to get the most out of Customer Compass.
Where do you want to start?
Getting started
Sign up, connect Xero read-only, and run your first scan — twelve minutes end-to-end.
The 24 signals
A page per signal. What Compass measures, why it matters, how to act on it, and a worked example against the demo fixture.
Actions this week
Review, edit and approve the drafted first action. Nothing writes back to Xero without you clicking Approve.
Widgets
Every Overview + Segments dashboard widget explained — what it shows, how it is computed, when it is useful.
Metrics
The 22 business metrics Compass computes deterministically. MRR / ARR / DSO / DPO / retention and the rest, adapted to service-business language.
Data privacy & security
The user-facing summary of the Security Statement — encryption, token storage rationale, incident response, ICO registration.
Billing
Pay-as-you-go credits vs Compass Pro, cancelling, and the refund position.
Troubleshooting
Common Xero-connect failures, credit-consumed-but-scan-failed reconciliation, and how to reach support.
Still stuck?
Email support@customercompass.ai. Initial response within two business days.