Your numbers, last year and this year
Start with what actually happened last year, then set the year you want. Everything below updates as you type. Your plan saves on this device automatically.
Units and pricing
Listings and buyers are counted as sides.
| Input | Last year | This year goal |
|---|---|---|
| Listings sold | ||
| Buyers closed | ||
| Average home price ($) | ||
| Listing-side commission (%) | ||
| Buyer-side commission (%) | ||
| Total closings | ||
| Sales volume | ||
| Gross commission income | ||
| Avg GCI per closing |
Where the business comes from
Set the % of this year's closings by lead source. Units fill in.
| Lead source | Last year units | This year % | This year units |
|---|---|---|---|
| Total |
Seasonality
Spread this year's closings across the months you expect them.
What it takes every day
Work backward from your GCI goal to the conversations you need to have this week and today. Your rates are editable; if you don't know yours yet, keep the defaults and track for 90 days.
Your conversion rates
Defaults are reasonable starting points for a working agent.
Listing side
Buyer side
Activity
Tom Ferry's rule of thumb: new agents average about 80 conversations per closed sale, veterans about 40. If you know your own number, type it below.
A "conversation" is a real two-way exchange about real estate with a person who could buy, sell, or refer. An Hour of Power is one focused, uninterrupted hour of outreach. Sources: Tom Ferry Show ep. 193; Brian Icenhower, ICT Coaching (sphere leads take 8–12 contacts per appointment; cold or internet leads 15–25 for experienced prospectors, up to 150 for new ones).
From conversations to closings
Your activity scorecard
What you need to do this year, this week, and today.
| Activity | This year | This week | Today |
|---|---|---|---|
| Conversations | |||
| Hours of Power | |||
| Listing appointments | |||
| Buyer consultations | |||
| Listings taken | — | ||
| Buyer agreements signed | — | ||
| Closings | — |
What you keep
Gross commission is not income. Follow the money from your GCI goal to what's left after your broker, taxes, and your actual cost of living. Not tax advice; your CPA has the final word.
Income inputs
Monthly budget
Enter monthly amounts. Annual totals fill in.
| Category | Monthly | Annual | % of budget |
|---|---|---|---|
| Total budget | 100% |
Your financial plan
Pre-tax contributions and business deductions depend on how you're set up (sole proprietor, S-corp, etc.). Use this to see the shape of the year, then confirm the details with a tax professional.
Every commission check
Split each check the day it lands so taxes and the business are always funded.
Your one-page plan
Everything you set, on one page. Save it as a PDF, put it where you'll see it every morning, and share it with someone who'll hold you to it.