Deal Value and Commission Tracking
Learn how to track deal values, calculate commissions, and do accurate revenue forecasting for better business planning.
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Accurate deal value and commission tracking are essential for revenue forecasting, agent performance measurement, and business planning. Tesoro CRM provides comprehensive tools for tracking deal values, Automatische commissie berekeningen, and real-time revenue reporting.
Setting and Tracking Deal Value
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1. Add Deal Value
Open the deal detail view and scroll to Deal Value section:
- Expected value: Estimated transaction value (property price or rent value)
- Currency: EUR, USD, GBP, etc.
- Frequency: One-time (sale) or recurring (monthly/yearly rent)
Tips for accurate values:
- For sales: use asking price as starting value
- For rentals: use monthly rent × expected lease period
- Update value during negotiation if price changes
- Track multiple scenarios (optimistic, realistic, pessimistic)
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2. Set Commission Percentage
Configure commission structure for the deal:
- Commission %: Your commission percentage (e.g., 3%, 5%, etc.)
- Commission type: Percentage of value or fixed amount
- Split commission: If multiple agents involved
Commission calculation:
System automatically calculates:Commission = Deal Value × Commission %
Example:
- Deal value: €250,000
- Commission %: 3%
- Calculated commission: €7,500
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3. Commission Split for Team Deals
For deals with multiple agents, you can split commission:
Split options:
- Equal split: Divide equally among all agents
- Custom split: Assign specific percentages per agent
- Role-based split: Different percentages for lead agent vs support
Example custom split:
- Total commission: €7,500
- Lead agent (60%): €4,500
- Support agent (40%): €3,000
System tracks individual commission amounts per agent for accurate performance reporting.
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4. Closing Date and Forecasting
Set expected closing date for revenue forecasting:
- Expected closing date: When you expect to close the deal
- Confidence level: How certain you are (percentage)
- Weighted value: Deal value × confidence level
Forecasting example:
- Deal value: €250,000
- Confidence: 70% (in Negotiation stage)
- Weighted forecast: €175,000
System uses weighted values for realistic revenue forecasts, accounting for deal stage and likelihood.
Revenue and Commission Reporting
Access comprehensive revenue reports via Dashboard:
Available reports:
- Pipeline value: Total value of all active deals per stage
- Weighted forecast: Realistic revenue forecast based on stage confidence
- Won deals revenue: Actual closed revenue per period
- Commission earned: Total commission per agent and team
- Average deal value: Mean value per deal type
- Conversion rate: Win rate per stage and overall
Filtering options:
- By period (this month, quarter, year)
- By agent or team
- By deal type (sale vs rent)
- By property type
Best Practices for Value Tracking
Frequently Asked Questions
How accurate are the revenue forecasts?
Forecast accuracy depends on how well you update deal values and closing dates. With realistic values, accurate stage progression, and regular updates, forecasts are typically 80-90% accurate within quarterly timeframes.
Can I automatically invoice commission?
Yes, when deal status becomes 'Won' you can generate automatic commission invoice. The system uses the calculated commission amount and company invoice template to create professional invoices you can send directly to clients.
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