Overview
Your brokerage's financial pulse — the numbers that matter, at a glance.
This month in one line
Production rose 6.0% and net profit rose 14.6%, so the month improved faster than it grew. Overhead was unchanged.
Of $80,500 in production, $22,825 is the company dollar; after $12,000 of overhead, $10,825 is real profit — 13.4% of production. 4 desks are below the line, 3 of them for structural reasons.
Brokerage net profit
$10,825
▲ $1,377 15%vs Jun '26
Production (GCI)
$80,500
▲ $4,560 6%vs Jun '26
Brokerage keeps
$22,825
▲ $1,377 6%vs Jun '26
Overhead
$12,000
— flat vs Jun '26
Active agents
12
— flat vs Jun '26
Roster composition
- 6Profitable
- 2Thin
- 4Losing
A count, not a score. Nothing here rates your brokerage.
View rosterWhere the money goes
How this month's production becomes what the brokerage actually keeps.
Of $80,500 in production, $22,825 is the company dollar; after $12,000 of overhead, $10,825 is real profit (13.4% of production).
Profit concentration
The top 3 desks generate 59% of the profit being made.
A run-rate projection — this month's net multiplied by twelve, not a forecast.
This month at a glance
Every figure as a share of the same $80,500 of production.
what the brokerage keeps of each commission
cost of running the business
what's left as profit
the commission share that leaves the business
The first three shares are all of production and do not sum to 100% — what agents are paid is the rest.
$2,160/yr
value of one split point on Alice Johnson
Agent performance
Every desk this month, after its share of overhead.
| Agent | GCI | Brokerage keeps | Overhead | Net | Status |
|---|---|---|---|---|---|
| Brian Kim | $15,000 | $3,750 | $1,000 | $2,750 | Profitable |
| Alice Johnson | $18,000 | $3,600 | $1,000 | $2,600 | Profitable |
| Carla Mendes | $12,000 | $3,600 | $1,000 | $2,600 | Profitable |
| David Chen | $9,500 | $2,850 | $1,000 | $1,850 | Profitable |
| Elena Petrova | $8,000 | $2,400 | $1,000 | $1,400 | Profitable |
| Frank Ruiz | $6,500 | $2,275 | $1,000 | $1,275 | Profitable |
| Grace Lin | $5,000 | $1,750 | $1,000 | $750 | Thin margin |
| Henry Osei | $3,000 | $1,200 | $1,000 | $200 | Thin margin |
| Isabel Cruz | $2,000 | $800 | $1,000 | ($200) | Contributing cash |
| Jack Thompson | $1,000 | $400 | $1,000 | ($600) | New — ramping |
| Liam O'Brien | $500 | $200 | $1,000 | ($800) | Contributing cash |
| Karen Novak | $0 | $0 | $1,000 | ($1,000) | Losing money |
Since last month · June
Net profit rose $526 on May; the biggest single gain was Brian Kim (+$605), and overhead held steady.
Profitability heat map
Each agent's status month by month. Green is profitable, amber is thin margin, red is losing money; a blank means they weren't on that month's roster.
| Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Kim | ||||||||||||
| Alice Johnson | ||||||||||||
| Carla Mendes | ||||||||||||
| David Chen | ||||||||||||
| Elena Petrova | ||||||||||||
| Frank Ruiz | ||||||||||||
| Grace Lin | ||||||||||||
| Henry Osei | ||||||||||||
| Isabel Cruz | ||||||||||||
| Jack Thompson | ||||||||||||
| Liam O'Brien | ||||||||||||
| Karen Novak |
Top movers
By net-profit change vs last month.
Biggest gains
- Brian Kim▲ $605
- David Chen▲ $456
- Elena Petrova▲ $387
- Liam O'Brien▲ $32
Biggest drops
- Carla Mendes▼ $264
- Alice Johnson▼ $242
- Frank Ruiz▼ $158
- Grace Lin▼ $119
- Henry Osei▼ $88
Profit momentum
Net profit over time.
Latest $10,825 · up $11,906 across 13 months
Longest run in the red
Karen Novak has been in the red for 12 months running
12-month total $12,727. A single red month is usually pipeline timing; a run this long isn't — but it reflects allocated financial results only, not tenure or circumstances.
Things worth checking
Surfaced from this month's figures — points to look at, not verdicts.
- 1 unexplained shortfall has run 3+ months
- 7 agents have no start date recorded
Fixed costs vs costs that move
Most overhead stays the same whoever is on the roster — an agent's share of the rent isn't money sitting there waiting to be freed up. Only per-head costs change with your agent count.
Allocated
$31,200/yr
Their fair share of every cost. An accounting view, not cash.
Genuinely recoverable
$2,000/yr
Based on $167/month of per-agent cost that leaves with them.
3 agents look like a loss but are paying $900/month toward your fixed costs
Isabel Cruz, Jack Thompson, Liam O'Brien. Their commissions cover the costs that came with them, and leave something over toward fixed costs that are due whoever is on the roster.
Where the shortfall sits
Ordered by how long they've been in the red — 3 months or more is beyond what one slow quarter explains.
- Karen Novak12 months running$0 GCI($1,000)
This ranking reflects allocated financial results only. It knows nothing about tenure beyond a start date, market conditions, an agent's circumstances, or what they contribute beyond production — and it should not be the sole basis for a decision about anyone's contract.
Losing money, but expected
These agents are in the red for a structural reason, not a performance one.
- Liam O'BrienContributing cashstill paying $33 a month toward fixed costs($800)
- Jack ThompsonNew — rampingmonth 6 of 12($600)
- Isabel CruzContributing cashstill paying $633 a month toward fixed costs($200)
“Expected” here means the shortfall has a structural explanation — a start date, a cap, or costs already covered. It isn't a judgement about how anyone is performing.
3 renewals in the next 90 days
A one-point move across these is worth $5,400 a year. Terms are only genuinely on the table at renewal — this is when.
- Alice Johnsonin 5 dayson 20.0% today$2,160/yr per point
- Brian Kimin 7 weekson 25.0% today$1,800/yr per point
- Carla Mendesin 2 monthson 30.0% today$1,440/yr per point
Dates are the anniversary of each agent's start date, which is the usual cycle for both contract renewal and cap reset. If yours run differently, treat these as a prompt rather than a calendar.
Quick actions
Where to go next.
- Model a split changeTest a renewal before the conversation, and see what it does to the month.
- Mark your per-head costsTech seats and franchise royalties leave with an agent; rent doesn't. Marking them makes the recoverable figure real.
- Fill in start datesWithout one, the engine reads an agent as established rather than ramping.
Put your own roster in
This is sample data, and it forgets everything when you clear your browser. Your agents, your overhead, saved month to month — the first 10 firms lock in $99/month for life.
All figures are allocated financial results. They do not reflect tenure, market conditions, or an agent's circumstances, and should not be the sole basis for a decision about anyone.