Turn your income goals into a clear plan of action.
The Realtor Business Plan Builder helps you calculate the closings, clients, leads, appointments, contacts, and prospecting activity required to support the income you want to earn.
Digital Excel workbook • Immediate access after purchase • Use your own business assumptions
An NGU Digital Enterprises Product
“Real estate is a numbers game.” But what do the numbers actually mean?
Most agents are told to make more calls, generate more leads, and close more transactions. Few are shown how those activities connect to the income their business must produce.
Start with your real income need
Account for personal expenses, business costs, reserves, taxes, and other financial objectives.
Convert income into transactions
Use your average sales price, commission rate, broker split, and closing assumptions.
Work backward into activity
Calculate the leads, appointments, contacts, and attempts required from each lead source.
A practical planning system built around your business.
Instead of giving every agent the same generic activity goal, the workbook uses your income requirements and your own assumptions.
Set a meaningful income goal
Build the goal from your personal obligations, business expenses, cash reserves, and financial priorities.
Calculate required production
See the gross commission income and number of buyer and seller closings needed to support the plan.
Plan by lead source
Model different sources independently because referrals, prospecting, internet leads, and social media do not convert alike.
Create daily and weekly targets
Translate annual goals into manageable activity targets you can actually execute and measure.
Compare forecast to requirement
See whether the business you plan to generate is sufficient to cover the income your business needs to produce.
Track and improve performance
Compare actual results with targets and refine your assumptions as real conversion data becomes available.
Every closing begins at the top of the funnel.
A large number of initial attempts narrows at every stage. The workbook helps you understand the ratio relationships so you can work backward from the number of closings required.
That means your income goal can become a specific, measurable weekly activity plan.
Build My PlanFrom financial goal to weekly game plan.
Enter your assumptions
Add your expenses, average sales price, commission structure, work schedule, and conversion estimates.
Review the income requirement
The workbook calculates what the business must generate to support your personal and business objectives.
Select your lead sources
Choose where the business is expected to come from and apply source-specific conversion assumptions.
Follow the activity plan
Use the daily and weekly targets to focus prospecting, measure execution, and adjust based on results.
Built for agents who want clarity and structure.
Newer agents
Understand how production goals connect to the daily activity needed to build a sustainable real estate business.
Inconsistent producers
Replace vague intentions with measurable targets, source-by-source planning, and regular performance review.
Experienced agents refining their plan
Recalculate production requirements after changes in expenses, commission structure, lead sources, or income goals.
Know what your income goal requires before the year gets away from you.
Turn your financial objectives into transactions, leads, appointments, and prospecting activity—with a plan that is based on your own business assumptions.
Before you purchase.
Is this a course or an Excel workbook?
It is an Excel-based business planning and activity-management system. The workbook performs calculations based on the information and assumptions you enter.
Do I need advanced Excel skills?
No. The workbook is designed so users enter information in designated input areas while the formulas and planning outputs calculate automatically.
Does the workbook guarantee a specific income?
No. It is a planning and measurement tool, not an income guarantee. Results depend on market conditions, the quality of your lead sources, your assumptions, skill, consistency, and follow-up.
Can I change the conversion assumptions?
Yes. The system is intended to become more useful as you replace starting assumptions with conversion information based on your own activity and results.
How will I receive the workbook?
The product is delivered digitally after purchase through the sales platform connected to this page.