Excel Brokerage What If Forecaster
The Excel Brokerage What If Forecaster is a planning model for examining how changes in volume, roster, pricing, retained company dollar, referrals, fees, and expenses affect a brokerage or team worksheet. Use it to compare scenarios with clearly labeled assumptions.
Excel Brokerage What If Forecaster for Teams and Brokerages
Download the Excel Brokerage What If Forecaster
Let’s start with the current
Download the Excel Brokerage What If Forecaster. Begin with the current worksheet and keep a dated copy before changing assumptions.
Enter the operating assumptions
The input cells are the values intended to be changed. Record the units completed in the last period, the current sales-person roster, average per-person production, average price, and average retained company-dollar percentage. Add company referral units when a company-generated lead program produced closed work in the period being reviewed.
Then enter the retained company-dollar percentage, any transaction fee, and any monthly technology fee. Keep the unit, time period, and percentage basis consistent across the row; an output is only as useful as the assumptions behind it.
Read the calculated lines
The worksheet calculates gross commissions, referral revenue, company dollar, expenses, and net operating profit from the entered assumptions. Read each line as a scenario estimate. If a figure changes unexpectedly, return to the inputs and check the period, rate, or unit definition before drawing a conclusion.
Use the variables section
If the company passes referral leads to agents, enter the referral percentage charged to the agent, the average price, and the average commission used for that scenario. Compare one changed assumption at a time when you want to understand which variable moved the result.
Review the decision
Save the current case, then create a clearly named alternative for the decision you are considering. Discuss the assumptions with the people who own the numbers and record what will be checked against actual performance later.
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