What Is a Deal?
A Deal in Introzy is a financial record that tracks the revenue and fees associated with a successful referral opportunity. Deals are the bridge between your pipeline activity and your financial records — they feed into invoices, fee calculations, and your accounts receivable.
Note: Deals are created automatically. You cannot manually create a deal from scratch; they are always generated from a referral opportunity being sent to Finance.
How Deals Are Created from Referrals
Deals in Introzy originate from referral opportunities in your Referral Opps pipeline. Here's the step-by-step flow:
Step 1 — A referral opportunity is progressed through the pipeline
A referral exists in your pipeline with these key parties identified:
Seeker — the company or person looking for a solution
Solution Provider (SP) — the company providing the product or service
Connector — the person who made the introduction
Facilitator (optional) — an additional party who assisted the deal
Referrals move through pipeline stages: New Referral → Qualified → Engaged → Proposal Sent → Closed Won.
Step 2 — Fee Plans are linked to the relevant parties
Before a referral opportunity can be sent to Finance, at least one Fee Plan must be linked to the users or product involved in the referral. If no fee plans are linked, the Send to Finance button will be inactive and you'll see: "No fee plans found. Link fee plans to the users or product before sending to finance."
Fee Plans define who pays whom and under what conditions. You can link them from Finance > Fee Plans.
Step 3 — The referral opportunity is sent to Finance
From the referral opportunity's detail panel, scroll to the Finance section at the bottom. You can optionally enter a Deal Amount (this can also be set later on the deal page), then click Send to Finance →.
This action creates a new Deal record under Finance > Deals, automatically named after the originating referral opportunity (e.g., "Deal 85706276").
Step 4 — The deal is reviewed and activated
Once created, the deal enters Pending Review status. A marketplace owner or admin reviews the deal details, confirms the fee recipients and contract value, and activates it.
Deal Information on the Deal Page
Each deal page shows the following information:
Field | Description |
Total Contract Value (TCV) | The total deal value, summed across all Deal Amount Periods |
Financial Status | Whether fees have been calculated, invoiced, or paid |
Created | The date the deal was sent to Finance |
Customer | The Seeker from the original referral |
Solution Provider | The SP from the original referral |
Connector | The person who made the introduction |
Marketplace | The Introzy marketplace this deal belongs to |
ID | The ID of the originating referral opportunity that generated this deal |
Deal Amount Periods
Deal value is tracked across Deal Amount Periods — time-bounded revenue segments that make up the Total Contract Value. Overlapping periods are additive (for example, a base contract plus add-on services running concurrently).
Each period has:
Period Start / Period End — the date range this revenue applies to
Amount — the revenue value for that period
Fees — calculated or "Not calculated" if fees haven't been run yet
Notes — a description (e.g., "onboarding fee", "Initial one time period from referral conversion")
You can add additional periods at any time using Add Period Amount.
Fee Calculation
How Fee Plans Work
Fee Plans define the financial relationship between parties in a deal. Each plan specifies:
Payer → Payee — who owes money to whom (e.g., solution provider → connector, marketplace owner → facilitator)
Fee Rules — one or more rules that define the amount, trigger, timing, and recurrence
A single deal can have multiple fee plans attached — one per recipient role (Connector, Facilitator, Marketplace Owner, etc.).
Fee Rule Components
Each rule within a Fee Plan has four properties:
Property | What It Means |
Trigger | What event causes this fee to calculate — e.g., |
Amount | A flat percentage or tiered percentage (e.g., 10%, or $0–$10k: 15%, $10k–$50k: 12%) |
Timing | When payment is due after the trigger — e.g., Immediate, or starting from a specific month |
Recurrence | How often this rule fires — One-time, Monthly (ongoing), Annually (2x), Annually (ongoing) |
Fee Rule Trigger Types
DEAL_CLOSED — fee fires once when the deal is marked complete
MONTHLY — fee fires every month for the life of the deal
ANNUALLY — fee fires once per year
Revenue Model Options for Fee Preview
When reviewing a Fee Plan, you can use the Fee Impact Analysis calculator to preview how fees will flow. Select a revenue model to see projections:
Annual Revenue — for subscription or recurring annual contracts
Monthly Revenue — for month-to-month arrangements
One-Time Deal — for single payment engagements
Pending Fee Rules vs. Fee Events
On the deal page:
Pending Fee Rules — fee structures linked to the deal that will calculate when their trigger condition is met. Each shows the Fee Plan name, trigger, amount type, payer → payee direction, and current status (e.g., ✓ Calculated).
Fee Events — fees that have already been calculated and applied. Each event shows the trigger event, payer → payee, amount, status (Applied), and a link to the related invoice.
Fee Recipients
The Fee Recipients table on a deal lists every person receiving a fee from this deal, their role, which Fee Plan applies to them, and their Expected Fee amount.
Common recipient roles: Connector, Facilitator, Marketplace Owner.
Deal Stages
Deals in Finance > Deals move through four statuses:
Status | What It Means |
Pending Review | The deal has been sent to Finance but hasn't been activated yet. Fees have not been calculated. The Date column shows "Not activated." |
Active | The deal is live. Fee rules are running on their scheduled triggers. Periods are being tracked. |
Completed | The deal is closed out. All fees have been applied. |
Cancelled | The deal was voided and will not generate fees or invoices. |
You can filter the Deals list by status using the tabs at the top of the Finance > Deals page.
Generating Invoices and Calculating Fees
From an individual deal page, two actions are available:
Calculate Fees — runs the fee rules against the current Deal Amount Periods and populates the Pending Fee Rules with calculated amounts.
Generate Invoice — creates an invoice for the fee events on this deal, which then appears in Finance > Invoices and Accounts Receivable.
Common Questions
Why does the "Send to Finance" button look greyed out on my referral? A fee plan must be linked to the parties involved before a referral opportunity can be sent to Finance. Go to Finance > Fee Plans and either link an existing plan to the relevant user or product, or create a new one.
Can I edit the deal amount after the deal is created? Yes. From the deal page, you can edit existing Deal Amount Periods or add new ones using Add Period Amount.
What happens to a fee plan that's linked to an active deal if I try to delete it? You cannot delete a fee plan that is in use by an active deal. You can deactivate it instead — this prevents new deals from using it, but existing deals will continue to use the plan.
Why is the fees column showing "Not calculated" on a Deal Amount Period? Fees are calculated separately using the Calculate Fees button on the deal page. Until that action is taken, the fees column will show "Not calculated."
Where do I find the invoices generated from deals? Go to Finance > Invoices or Finance > Accounts Receivable. Each Fee Event on a deal page also has a View Invoice link once an invoice has been generated.