Compass Sherpa is built on a tab based approach, where the tabs are in the order of how you would put together a deal:
Accounts = Find your prospect
TCO = Determine the current volume and cost
Asset Strategy = Structure your solution
Printer Pricer / Solution Configurator = Build it and choose the pricing level
Financials = Price it out and propose it
Each tab has its own specific function, and you will not use every tab for every deal. For example, you would not use Printer Pricer to propose a new piece of equipment, and you would not use Solution Configurator to propose MPS.
Below is when you would want to use each area: