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The LYD Incentive System manages sales incentive calculations and payouts. It tracks client orders, pays a flat acquisition percentage per order, accumulates each employee's delivery revenue toward an annual revenue bonus, handles approvals, and generates payout batches for payroll. Use the language switcher (EN / 中文) in the navigation bar to switch between English and Chinese.

Go to the sign-in page and use Google OAuth or your email and password. After signing in you will be taken to the Dashboard.

As an employee you can view your dashboard, manage clients and orders, submit attributions (who gets credit for acquisition or delivery), and view your compensation profile and annual revenue bonus status.

Dashboard

Your dashboard shows your total estimated incentives (from pending and approved events), and a list of your orders. Click an order to view details, add attributions, or record deliveries.

Clients

Create and view client records. When creating an order you will select a client. Add a client name (required) and optional notes.

Orders

Create orders by selecting a client and order type from the dropdown. If an admin configured a default price for that type, price is prefilled and read-only; unconfigured types and "Other" require manual entry. View all orders in the table; click a row to open the order detail page where you can add attributions and record deliveries.

My compensation

View your compensation profile (annual base salary) and your annual revenue bonus status: year-to-date delivery revenue, the bonus owed so far this year, and how much has already been paid. Delivery revenue is your share (by delivery percentage) of every delivered order you contributed to. Once it passes 2x your base salary you earn 15% on the amount above that; once it passes 3x, you earn 30% on the amount above that. Each payout batch pays out the difference between what's owed year-to-date and what's already been paid this year.

Administrators have access to all employee features plus: incentive rules, approval workflow, payout batches, and all compensation profiles.

Incentive rules

Define the acquisition incentive: optional order type and price range, an acquisition percentage and cap, and an effective date. New rules get a new version number. Acquisition is flat — the same percentage applies to every order matching the rule, regardless of anyone's revenue tier. Delivery has no rule-level percentage: it only feeds each contributor's cumulative revenue toward their annual revenue bonus (see Compensation Profiles).

Approvals

Review pending attributions submitted by employees. For each item you can Approve (optionally with a reason) or Reject (reason required). DELIVERY attributions can also be Adjusted (change the percentage with a reason); ACQUISITION attributions are always 100% to a single contributor and cannot be adjusted — reject and resubmit instead. When all attributions for an order are approved, the related incentive event is automatically approved and can be included in a payout batch.

Payout batches

Create a payout batch with period start/end dates. Before collecting per-order events, the system computes each employee's annual revenue bonus true-up as of the period end and includes it too. Batches start as OPEN. When ready, click Freeze to lock the batch (this collects all approved incentive events in the period and creates payout items; freezing is irreversible). Then use Export CSV to download the data for payroll.

All compensation profiles

Create and view compensation profiles: annual base salary and effective date. The annual revenue bonus brackets (2x and 3x base salary) are computed from base salary automatically — there's nothing else to configure per employee. See the Administrator Manual for details.

Adjustments

On any order detail page, use the Adjustment section to add manual incentive adjustments (e.g. bonuses or corrections). Enter a reason and a breakdown by user (user ID, type ACQUISITION or DELIVERY, amount). Amounts can be negative for deductions.

Order default prices

On Order Defaults (/admin/order-defaults), set a default price per order type. Configured types are prefilled and read-only on the create-order form; unconfigured types and Other remain editable.