Allocating costs to deals

A cost on its own tells you what you spent. Allocating it to deals tells you what each deal cost you — and that’s what turns revenue into profit. This page covers how to split a cost across the deals it serves, by percentage or by fixed amount.

Why allocate

Say a freelancer costs you €4,000 a month and works across three client deals. By allocating that cost — 50% to one, 30% to another, 20% to the third — Inkome can show the true cost behind each deal and feed the dashboard’s Total Costs by Deal widget. Without allocation, a cost just sits in your overheads; with it, your per-deal profitability comes alive.

Two methods

Each allocation row points at one deal and splits the cost one of two ways:

You can mix methods on the same cost — some deals by percentage, others by a fixed amount.

Building allocations

Allocations live on a tab inside the cost form. Add a row, pick a deal (the picker is searchable and shows the client name), choose the method, and enter the value. A live summary shows:

• Total Cost — the active period’s amount.
• Percentage and Fixed Amount subtotals.
• Total Allocated and Remaining (cost minus allocated).

The validation rules

Inkome keeps allocations sane and blocks the save if they don’t add up:

• Percentages can’t exceed 100%.
• Total allocated can’t exceed the cost amount (percentage share + fixed amounts combined).
• A row needs both a deal and a value greater than zero to count.

When a rule is broken, the summary turns red with a message and the save button is disabled until you fix it. A Remaining of zero means the whole cost is accounted for; a positive remaining means part of the cost is still unallocated overhead.

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