Deals & commission

A deal is a sale you are working on a lead. It carries a pipeline stage, a sale price, a target close date, an optional link to a property listing, and a commission split across everyone involved. Deals live on the lead's detail page and on the dedicated Deals board in the CRM sidebar.

The deal panel

Open any deal to see it in full.

• Stage and status. A deal moves through pipeline stages (Qualified, Viewing, Offer, Reserved, Under contract) while it is open, then closes as Won or Lost. The header shows how long it has sat in its current stage.
• Facts. The responsible agent, the dates (created, expected close / notary), the sale price, and the property line.
• Parties. Everyone connected to the deal, each linking through to their record: the buyer and seller (and their lawyers) link to their lead pages; your agents link to the team member.
• Commission. The full breakdown (see below).
• History. Every stage change, as a timeline.

Commission

Commission is free-form: enter it however your agency records it, as a percentage, a fixed amount, or both, using the Mode toggle (% or €). Fondaro then shows a two-tier breakdown that mirrors how the money actually splits.

• Total commission is what the agency invoices on the sale (a percentage of the sale price, or a fixed figure).
• Collaborators are external parties who take a cut: a co-selling agency, a referrer, a third-party agent. Each collaborator's share comes off the total. Agency commission = total commission − all collaborator shares.
• Users are your own agents who earn on the deal. Each user's share comes off the agency commission. Agency net result = agency commission − all user shares.

A collaborator's percentage is taken of the total commission; a user's percentage is taken of the agency commission, matching the way the figures cascade. The agency commission and agency net result are always calculated for you from the parties you add, so they stay correct as you edit. Nothing forces the shares to add up to 100%, so you can record whatever the real agreement is.

Editing parties and commission

In a deal's edit view you can set the deal-level commission, then add collaborators (pick the contact, set their Mode and share, add a note) and add users (pick the team member, set their Mode and share). A running Agency commission and Agency net result update live as you add each party. Agents you add as commission users are also given access to the deal.

Creating a deal and handing it over

Create a deal from the New deal button on the Deals board or from a lead's detail page. The form includes an Assignees picker, prefilled with the lead's current assignees; change it to hand the deal to a colleague as you create it. An assistant working a lead can create the deal and assign it straight to the responsible agent, no admin needed. Reassigning an existing deal to other people remains an admin action.

Deal access includes the lead

Anyone you put on a deal is also added to the lead behind it. A deal is a layer on top of the lead, so whoever works the deal can open the lead's contact details, notes, and history rather than seeing the deal card alone. This holds however the access arrives: the Assignees picker on a new deal, a later reassignment, or an agent added as a commission user. Everyone on the lead sees the assignment in the lead's timeline, so it is always clear who added whom.

Removing someone from a deal does not remove them from the lead. Lead access stays an explicit lead-level decision: if you want someone off the lead entirely, remove them from the lead's own assignee list on its detail page.

Deleting a deal

Admins can delete a deal from its edit view. Use this when a deal was opened prematurely and the lead should go back to nurturing: the deal and its stage history are removed permanently, but the lead itself, its notes, and its pipeline status are untouched. The confirm step offers an optional note, posted to the lead, so the plan for the lead survives the deleted deal.

If the deal already carries invoice data (an invoice number or a collection date), the confirm step warns you and suggests closing it as Lost instead, which keeps the financial record.

Deals from an Inmobalia import

If you imported from Inmobalia (see Migrations), your sales arrive as deals automatically, already attached to the buyer's or seller's lead and already carrying every party and commission share from the sale. From there they behave exactly like a deal you created by hand: edit the parties, advance the stage, or close it won or lost.

Reporting

The Reports builder includes deal metrics: pipeline by stage, win rate, revenue won over time, and commission won over time (total commission booked on the deals you win in each period).