Excel What If Forecaster for Teams and Brokerages
Our Excel What If tool was primarily designed for Brokers who are looking for the most effective and efficient ways to boost EBITA (profit). But the model also works for teams to help them see how scaling growth can effect the bottom line.
The numbers in white are designed to be changed. The rest of the numbers will auto-calculate so you can get a picture of how each factor effects the potential bottom line.
Let’s start with the current.
Units – How many did you do last year?
Sales People – What doe the current roster look like?
Average PPP – This will auto calculate. The higher your price point, the lower the number this tends to be.
Average Price – What was you average price in the last year?
Average Retained Co $ % – What was you average % of retained company dollar in the last year?
Company Referral Units – Did you have any company generated lead program leads that closed in the last year?
Retained Co $ % – How much Co $ % are you keeping on average?
Transaction Fee – If you charge any transaction fees, put them in here.
Tech fee – If you charge a monthly tech fee, put them in here.
Gross Commissions – This will auto calculate.
Referral Revenue – This will auto calculate.
Company Dollar – This will auto calculate.
Expenses – What were your total expenses, after commissions paid, this last year?
Net EBITA (profit) – This will auto calculate.
Variables – If your company is passing out referral leads, put int the % charged to the agent, the average price and average commission here.