Agent Assist 5.0

Page 1

Personalized Goals Analysis and Business Plan Provided By: Brad Andersohn Name: Company: Yearly Goals Beginning:

Your Name Here Company Here 1/1/2006

20 19

20 18

Needed for Year

16 14

Information

12

# of Sales Made:

10

Average Sales Price: Company Commission: Your Commission Split: Weeks for Vacation: Work Weeks for Year: Business Days per Week: Business Hours per Day: Total Annual Hours: Target Income: Worth per Hour: Commission per Sale:

$225,000 3.0% 60% 3 49 5 8 1,960 $80,000 $41 $4,050

Closed Sales Needed for Year Needed per Month Needed per Week

20 1.67 0.41

Appointments: 1 Closed Sale =

4 Appointments

Needed for Year Needed per Month Needed per Week Needed per Day

80 6.67 1.63 0.33

Contacts: 1 Appt. = Needed for Year Needed per Month Needed per Week Needed per Day

35 Contacts 2800 233.33 57.14 11.43

8

Needed for Year to Goal

6 4

2

2 0 1

Progress Analysis Actual Average Sales Price # of Sales Made: # Months Remaining: Actual Average Commission Commissions to Date

$237,500 2 12 $4,275 $8,550

Closed Sales Needed to Goal Needed for Year to Goal Needed per Month Needed per Week

19 1.50 0.38

Appts. Needed to Goal Needed for Year Needed per Month Needed per Week Needed per Day

72 6.00 1.50 0.30

Contacts Needed to Goal Needed per Year Needed per Month Needed per Week Needed per Day

2660 221.67 55.42 11.08

Brad Andersohn Business Dev. Customer Relations 601 First Street, Ste 200 Benicia, CA 94510 Off:707-747-1131 Fax :707-747-1164 Send Brad an Email

Agent Assist 5.0

"Helping Our Clients Acheive Their Goals!"

8/12/2006 10:38 PM


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