Team performance and incentives

Track each member's work and optionally reward order creation, confirmation and monthly goals.

বাংলায়: অর্ডার তৈরি, নিশ্চিত করা ও মাসিক লক্ষ্য পূরণের জন্য আলাদা ইনসেনটিভ চালু করতে পারবেন। সব সেটিং ঐচ্ছিক।

Where to find it: Sidebar > Team > Performance, or Reports > Team performance.

Open Team > Performance, or Reports > Team performance. Choose a calendar month to see orders created and confirmed, monthly goal progress, and earned incentives. Months follow the business timezone shown on the screen.

Set optional incentives

Open Incentive settings. All options start disabled and can be used independently:

• Order creation: a fixed amount for the person who creates an original order.
• Order confirmation: a fixed amount for the first person who confirms the order. Reconfirming it never earns a second incentive.
• Monthly goal bonus: choose created, confirmed or delivered orders, a monthly target, and a fixed bonus. Each member can earn one goal bonus per calendar month. A delivered-order goal credits the original creator.

Save the settings to apply them to future eligible actions. Previous earnings retain their original amounts. Historical orders do not receive creation incentives retroactively. Creation requires successfully saved items; POS creation requires successful sale completion. Imported, automated creations, exchanges and partial-return records do not earn creation incentives. Imports, exchanges and partial-return records are excluded from incentives entirely. A normal customer order created by an online store can still earn a confirmation incentive for the teammate who first confirms it.

The first eligible event fixes a member's goal for that month. Later goal edits apply to the following month. Turning the monthly goal option off pauses further progress; bonuses already earned are retained. The monthly goal is independent of the date range used in other reports.

Delivery incentives optionally adds a fixed amount per delivered order or a percentage of delivered sales. If return reversal is enabled when the delivery is earned, a later return reverses that delivery's fixed amount using its original rate. Creation and confirmation earnings are retained after cancellation or return.

Open a member

Select a member row to open that person's performance page for the month. It keeps the month in the address, so the page can be bookmarked or shared with someone who has access. ← Team performance (the back arrow on a phone) returns to the month's table.

The summary shows what they earned, their created and confirmed orders, deliveries, returns, delivery rate, delivered sales and average order, plus monthly goal progress. Below it are the orders behind their earnings and their recent order activity.

Customize a member

On the member's page, Incentive settings shows the rule they follow. Choose Set a custom rule to replace the business default for that person. No incentive turns every option off in the form; save to apply it. Business default removes the override immediately. Previous earnings stay recorded. If they follow the business rule, Edit business default opens the same settings as the month toolbar.

Review earnings

The member page lists creation, confirmation, delivery, bonus and return amounts, and Earning orders lists the orders behind them. The displayed rule is the current configuration; individual earning records retain the rates used when the work happened. Export the month's CSV for a detailed breakdown.

Earned is calculated compensation, not a payment confirmation. This feature does not send payments or track payroll settlement. Members removed from the team remain in historical reports when they have work or earnings in the selected dates.

Owners and people with Edit Users can manage incentive settings and see team earnings. People who can view the team can see performance, but other members' pay is private without edit access. A member with report access can see their own earnings.

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Checked against the product on 2026-10-29.