What happens to the money when a deal closes or falls through?

Mark a deal Sold or Terminated and KeyFlow stops recalculating its net income. From that moment on, the deal shows exactly what it earned the day it closed, not what the same numbers would earn under today's commission cap position.

Before you start

• This applies once a deal reaches Sold or Terminated, and stays true afterward, however long ago it closed.

Steps

1. Change the deal's status to Sold, or to Terminated, and save.
2. On that save, KeyFlow computes net income from the Financials tab's fields, gross commission, referral fee, admin fee, your broker split, and the flat transaction fee, priced against your commission-cap position as it stood right before this deal closed, and writes the result onto the deal as a stored number.
3. Every later save while the deal is still Sold or Terminated repeats that same calculation and overwrites the stored figure. Simply opening and viewing the deal does not: it just reads whatever was last stored, the way an Active or Contract deal's still-live projection never does.

What you should see

A Sold or Terminated deal's net income stays fixed at whatever it was the day it closed, even six months later, even after your cap position for the current period has moved on. Reopening it and looking again produces the same number every time.

Sold and Terminated are not the same story

A Sold deal earned its full commission; its stored net income reflects that. A deal that falls through is not automatically a deal that earned nothing: the Financials tab's fields are not gated by status, so if a referral fee or another commission line was genuinely earned before the deal fell apart, it can be entered and stored on a Terminated deal the same way. A Terminated deal with every financial field left blank simply stores zero, because that is what was on the file. Check the specific deal rather than assuming Terminated always means $0.

When it doesn't work

A closed deal's number can look stale next to a sibling deal from the same period. KeyFlow priced a settled deal wrong exactly once: a fix that re-priced Sold and Terminated deals against the cap counters as they stood just before each one closed, rather than today's running totals, left the list still showing each deal's old stored figure until that specific deal was opened and saved again. If a closed deal's net income looks off compared to one nearby, open it and save it: that refreshes the stored number. The underlying math was never wrong, only what had been written down for that one deal.