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Features · the surfaces

One instrument. Every EOS® surface.

Nine surfaces inside CompassFlow. Each one matches the standard EOS® Toolbox shape, with the keyboard-first UX of a tool you'll actually use every week.

Live
AKMTRSCJDP
Ready to start

L10 Meeting® · Week 21

Target 90 min · 5 attendees

Agenda
  1. 01Segue5m
  2. 02Scorecard5m
  3. 03Rock Review5m
  4. 04Headlines5m
  5. 05To-Do List5m
  6. 06IDS®60m
  7. 07Conclude5m
Start meeting
01 · Weekly

Level 10 Meeting®

Same agenda every week. Section timers. Attendee ratings at the end. Notes survive into next week's prep.

  • Seven-section agenda: Segue, Scorecard™, Rock Review, Headlines, To-Do List, IDS®, Conclude
  • 90-minute target with section timers that don't yell at you
  • Per-attendee 1-to-10 rating at the end, team average computed
  • Headlines captured inline; To-Dos generated during IDS
  • Read-only replay of completed meetings
02 · Quarterly

Rocks

Three to seven priorities per person. Click status to cycle on-track, off-track, done. Off-track shows up early, the way it should.

  • Company Rocks and individual Rocks, both visible together
  • Milestones with dated checkpoints
  • Progress entered as a percentage, status held separately
  • Status cycle on a single click: on-track → off-track → done
  • No yellow ambiguity
Rocks · 2026 Q1
02 · Individual Rocks
Add Rock
New Rock
MTMorgan
Save Rock
Ship Q1 marketing site90%AK
Roll out new onboarding55%RS
EOS Scorecard
2026 Q1 · Week 21
Metric
Owner
Goal
W18
W19
W20
W21
Pipeline value
MT
≥ $500K
-
Demos / week
AK
≥ 12
-
Demo-to-close
AK
≥ 30%
-
NPS
RS
≥ 50
-
1 off track
11 on track
Updated 2h ago
03 · Weekly

Scorecard

Five to fifteen leading-indicator metrics. Click any cell to enter a value. Thirteen weeks rolling, always visible.

  • Inline cell entry, keyboard-first
  • Currency, percentage, ratio, and plain-number formats
  • Status auto-computed against goal (≥, ≤, or =)
  • Sticky metric/owner/goal columns during horizontal scroll
  • Off-track and on-track counts in the footer
04 · Yearly · revisited quarterly

Vision/Traction Organizer®

All eight sections of the V/TO® in one editable document. No modal forms. Type into a field, it autosaves.

  • Core Values, Core Focus, 10-Year Target
  • Marketing Strategy (Target Market, Three Uniques, Proven Process, Guarantee)
  • 3-Year Picture, 1-Year Plan
  • Rocks and long-term Issues pulled in read-only from their own surfaces
  • Always current, always shared
V/TO® · Vision/Traction Organizer®
Autosaves
01
Core Values
Three to seven values that define the team.
DisciplineOperational rigorTell the truth+ Add value
03
10-Year Target
The big finish, ten years out.
A specific, measurable, time-bound vision ten years out.
04
Marketing Strategy
Target market, Three Uniques, Proven Process, Guarantee.
Target market
Mid-market teams on EOS
Guarantee
A working L10 in week one
Issues · IDS®
2 open
Add an issue to the running list…
Slow renewal cycle in EMEAOpen
Q1 hiring slowdownDiscussing
Pipeline review cadenceSolved
05 · At the L10

Issues + IDS®

Short-term Issues feed the L10. Long-term Issues feed the V/TO®. One click moves through the IDS® workflow.

  • Inline add, no modal
  • Status cycle: open → discussing → solved
  • Solve summary captured at close
  • Dropped Issues kept for audit, not for noise
06 · The structure

Accountability Chart®

Top-down boxes-and-lines diagram with up to five numbered roles per seat. The same shape EOS Implementer®s expect from the standard Accountability Chart template.

  • One seat per function, one person per seat
  • Up to five roles per seat
  • Drag to re-parent (coming soon)
  • Horizontal scroll for wide organizations
Accountability Chart®
1 seats
Visionary
AKAvery K
  1. 1Vision
  2. 2Culture
  3. 3Big problems
To-Dos · This week
4 open · 0 done
Mine · 4 to do
Send draft contract to Don
from IDS · Due Thu
AK
Pull Q1 close-rate from CRM
from Pipeline rock · Due Wed
MT
Schedule onboarding kickoff
from L10 · Due Fri
RS
Update vendor list for renewals
from IDS · Due Next week
AK
07 · Between meetings

To-Dos

Action items captured during the L10. Owner, due date, and a 90% completion expectation by the next L10.

  • Grouped by Overdue, Today, This Week, Later
  • Parent links to the Rock, Issue, or Meeting they came from
  • One-tap done
08 · Quarterly

People Analyzer®

Core Values × People grid plus GWC® per person. Scored as +, +/-, or − against the team's own Core Values.

  • Pulls Core Values automatically from the V/TO®
  • GWC: Gets it, Wants it, has the Capacity to do it
  • Quarterly evaluation periods with completion tracking
People Analyzer® · Q1 2026
4 people · 3 values
Person
Driven
Honest
Owner
AKAvery K
+
+
+
MTMorgan T
+
+
+
RSRiley S
+
±
+
CJCameron J
+
+
±
+Above the bar
±At the bar
Below the bar
Process · Sales onboarding
Autosaves
01
Major step
Name the major step (one sentence)
Sub-steps
Add the substeps under this major step.
The 20% that gets 80% of results
What matters most about this step.
09 · Documented

3-Step Process Documenter

Major steps, sub-steps, and the twenty percent of activities that drive eighty percent of results. One process per core function.

  • Major step → sub-steps → 20% notes
  • Owner per process, last-reviewed date
  • Editable inline, autosaves

One instrument. Three weeks free.

21 days. No credit card. All features.