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This sheet is protected, input details in the blue outlined cells.
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2026 Yearly Goals and Fees
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1. Enter Your Gross Commissions Income GoalAnnual Gross Commission
GOAL
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Do not leave blank. Calculations depend on this number.
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2. Do you pay a franchise fee on each transaction?
Franchise Fee
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If yes, fill in the flat fee to be deducted from each transaction or % deducted from each transaction.
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Leave blank if no franchise fee.
Flat FeeFranchise Fee as a %.
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Is there a franchise fees cap?
Franchise Fee Cap
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If you contribute franchise fees from each transaction until you have reached a specific threshold, the answer is yes. Enter your "franchise fee cap" here.
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Leave blank if no franchise fee and/or no franchise fee cap.
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3. Do you pay a marketing fee on each transaction?
Marketing Fee
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If yes, fill in the flat fee to be deducted from each transaction or % deducted from each transaction.
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Leave blank if no per transaction marketing fee.
Flat Fee Marketing Fee as a %.
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Is there a "marketing fee cap"?
Marketing Fee Cap
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If you contribute marketing fees from each transaction until you have reached a specific threshold, the answer is yes. Enter your "marketing fee cap" here.
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Leave blank if no marketing fee and/or no marketing fee cap.
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4. Commission Structure -
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Is your split dependent on an Office Cap or Fair Share? Do you have a progressive split structure?
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If your split is on a sliding scale, sometimes referred to as a progressive split,
based on total earned income year to date, enter the upper end of each of the tiers below along with the corresponding split as a %.
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Enter office cap or fair share here.
Office Cap / Fair Share
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For example, if you have a fair share or office cap of $40,000. You may start the year with a 50/50 split until you have paid the office $40,000. Once you have met your fair share/office cap, your split would change.% of
gross commission
Fill-In Earned Income Tiers .
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$0to
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What is your starting split at the beginning of each year?
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Starting Split as a %$1to
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Enter this as your percentage.
Must contain a value greater than 0Leave blank if last tier.
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For example, if you are on a 60/40 split, where you receive 60% and 40% goes to the office, enter 60%.

Must enter a value.
$1to
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Must contain a value greater than 0Leave blank if last tier.
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What is your split after office cap/fair share has been met?$1to
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Secondary Split as a %Enter 100% unless split is appliedLeave blank if last tier.
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Enter this as your percentage.
$1to
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For example, if you are on a 80/20 split, where you receive 80% and 20% goes to the office, enter 80%.

Enter 100% unless split is appliedLeave blank if last tier.
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Note: If you go to 100% commission once you meet your cap/fair share, enter 100% here.$1+
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Enter 100% unless split is applied**Blue outlined boxes
indicate a value is needed.
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