Fiscal Year-Aware Reporting
Description: Compass now ingests fiscal year and quarter definitions from your connected CRM — Salesforce or HubSpot — and applies them across all time-period filtering and reporting, including quota attainment, pipeline, and deal analytics. Period views such as This Quarter and This FY resolve to your fiscal boundaries and use fiscal naming (for example, FQ2 FY 2027). The information pane now also shows the selected period's end date.
Solution & Impact: Organizations on a non-calendar fiscal year see Compass figures that line up exactly with their CRM reports, ensuring consistency and eliminating manual reconciliation. Organizations on a calendar fiscal year are unaffected apart from the new end-date display.
Call Recorder
Call Recorder
GoToMeeting Recording (Native Integration)
Description: Added a native GoToMeeting integration for the Compass call recorder. Org admins connect GoToMeeting over OAuth from Compass integration settings, and Compass then detects scheduled GoToMeeting calls on connected calendars and joins the recorder at meeting start. Rescheduled and cancelled meetings are picked up automatically, duplicate bots are prevented on recurring invites, and calls are consistently labeled with GoToMeeting as the source in both the call record and analytics.
Solution & Impact: Teams running on GoToMeeting now get the same recording, transcription, and deal-matching coverage same as Zoom, Teams, and Google Meet, with no manual uploads or workarounds. Calls that fail to record or capture only part of a conversation are flagged for review.
Download Call Transcripts
Description: Added a Download action to the transcript panel within a deal's Meetings tab. The export contains the full transcript with speaker labels and timestamps exactly as shown in the interface, available as .txt, .pdf, or .docx, with a self-describing filename.
Solution & Impact: Reps and managers can share a call transcript outside Compass, feed it into another tool, or keep a local record without copying text out of the UI.