Financial Health
Revenue Share Trend
Monthly History + FY 2026 Revenue
eXp Bonus Note Recurring unallocated bonus (~$18,455/mo) is included in Final Rev Share but is never assigned to any agent or transaction.
Monthly Rev per Active Agent
Forecast Summary + Monthly History
Denominator: Non-offboarding active base (7,292). Partial months marked.
EAS Cash & Reserves
Forecast Reserve Status (Dec 31 Target)
Current Funding Progress
EAS Bank Cash Projection
EAS Cash Flow v1 + Reserve Dashboard
Base vs Conservative scenarios. Actual through July 2026.
Required Reserves vs Cash
Reserve Dashboard
Actuals vs Forecast Scorecard Baseline locked 2026-06-24. Partial months labeled.
MonthStatus Original Forecast
Locked Jun 24		 Latest Pre-Close Forecast
Frozen before actuals		 Actual / Confirmed Var vs Original Var vs Latest EAS Product Total Cash In
Governance Missing actuals are left blank — never estimated. Partial-month entries are labeled. Forecast rows use current-cycle assumptions.
Controlled Growth Engine — Break-Even Glidepath Formula: Cosponsor RS + Net EAS Product − EAS Operating Expenses
Monthly Net Contribution vs Glidepath
EAS Cash Flow v1 · Cosponsor Growth Model
Break-even means Dec 2026 monthly run-rate ≥ $0 Not erasure of the cumulative historical deficit. Owner distributions, tax-reserve transfers, CBP, and investments are excluded from this calculation.
Monthly Detail
Operating Expenses Payroll + payroll tax + contractors + Amex + B1 + Lofty + fees + contingency = $116,267/month. Individual compensation not shown in Team view.
Forecast Accuracy Separate from business performance. Accuracy grades against frozen pre-close forecast.
Latest Closed Month Accuracy
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Rolling 3-Month Weighted Error
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YTD Weighted Forecast Error
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Forecast Accuracy vs Business Performance — Two Separate Concepts Forecast Accuracy: ABS(Actual − Pre-Close Forecast) ÷ Pre-Close Forecast. GREEN ≤ 3% · YELLOW 3–5% · RED > 5%. Business Performance: signed actual vs original baseline. An 8% upside is positive business performance but RED forecast accuracy. Pre-close snapshots not yet captured — accuracy grading begins with the next monthly close.
Active Organization
Headcount Waterfall
Three distinct counts — definitions matter
Displayed/Linear Org
Celebration/reporting count. May contain non-paying positions or spacers. Source: CustomReport 2026-07-14.
 — includes all roster rows regardless of revenue-share eligibility
Payable Contributor Org
Revenue-share-eligible organizational view. Source: RevShareGroupSummary 07-25-2026.
 — only agents eligible for revenue share computation
Non-Offboarding Active Base
Primary economic headcount. Payable/displayed agents less matched offboarding stock. Source: Net Agent Forecast.
 — primary economic denominator for productivity metrics
Payable Org by Level
Org Snapshot ·
Payable Organization Reconciliation Control
Direct Cosponsor Roots
Matched direct AdoptiveSponsees in the payable roster. These are agents who named Jay as their co-sponsor.
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AdoptiveSponsees matched to payable roster
Downstream Cosponsor Tree
All payable agents beneath the direct cosponsor roots, recursively reconstructed from the Sponsor field. Does not double-count roots.
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Payable agents beneath direct roots
Full Cosponsor Tree
Direct cosponsor roots plus all payable downstream agents beneath them. Cosponsor tree / payable org = the economic contribution of the controlled growth strategy.
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Cosponsor Root Growth Over Time
Cosponsor Growth Model · AdoptiveSponsees snapshots
FLA / FLQA Front Line Active · Front Line Qualifying Active · Targets: FLA=110, FLQA=55
Gained / Lost Methodology
Top Recruiting Legs
Forecast Summary
#Root Co-Sponsor Payable Tree Downstream June Est. Final Rev Share YTD Rev Share
Controlled Growth Monthly joins by cohort. Legacy residual = eXp joins outside reconstructed cosponsor tree.
Cosponsor Tree Joins/Month
Direct roots plus downstream joins inside the reconstructed cosponsor tree. This is "controlled new org." Source: Net Agent Forecast.
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TTM average · controlled new org
Legacy Residual Joins/Month
Payable joins outside the reconstructed cosponsor tree. Not GHL-derived. Slightly declining on TTM basis before cosponsor contribution.
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eXp joins outside cosponsor tree · TTM
Total Net Active Growth/Month
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All joins less TTM offboarding
Stacked Monthly Joins by Cohort
Net Agent Forecast + Legacy vs Cosponsor
eXcelerate / Funnel Pilot Impact Labeled "Not yet attributable" — GHL-to-eXp identity mapping has not been validated. Attribution will be shown once validated.
Cosponsor Forward Revenue Projection (Aug–Dec 2026)
Cosponsor Growth Model · mature run-rate, not guaranteed cash
Model Caveat Downstream is forecast as structural leverage already embedded in revenue per root. It is not double-counted as separate revenue. This is a mature run-rate objective, not guaranteed December cash.
Revenue Attribution: Legacy vs Cosponsor
Legacy vs Cosponsor
Production Period Initial Total Legacy Initial Cosp Direct Cosp Downstream Cosp Initial Cosp % Est Cosp Final Cosp Agents Notes
Unmatched Records Unmatched co-sponsors (5 agents) listed on Hidden Downline tab. Revenue held in unmatched bucket until matched.
Attrition Seasonally adjusted. Grade closed months only.
TTM Attrition Rate
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Approximate · 25% was too low
TTM Offboards/Month Avg
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Use seasonality below — not flat forecast
6-Month Stress Indicator
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Alarm check · Jan–Jun 2026 average
EOY Active Forecast
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Non-offboarding active base · Dec 2026
Monthly Offboarding vs Expected
Net Agent Forecast · seasonal baseline
Month Expected Green Max Yellow Upper Actual Variance Status Notes
Grading Rule Green = ≥5% better than expected. Yellow = within ±5%. Red = >5% worse. Grade applied to closed months only — never annualize a partial month.
Revenue Productivity Closed-paid basis. eXp bonus included in Final RS but never agent-attributed.
FY Production Rev Forecast
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Production basis · 6.5% unallocated bonus forecast
FY 2025 Actual
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Source: Monthly History
YTD Actual (Jan–Jun 2026)
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Closed months only
YoY Forecast Growth
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FY 2026 forecast vs FY 2025 actual
FY 2026 Monthly Revenue — Initial vs Adjustment vs Final
FY 2026 Revenue
eXp Bonus "Adjustment / eXp Bonus" is recurring unallocated revenue. It is never assigned to an agent, transaction, or cohort. Source: recurring monthly batch entry; forecast rate 6.5% of initial.
Cohort Productivity — June Closed Paid
Source: Legacy vs Cosponsor + Productivity tabs
Monthly Rev per Non-Offboarding Active Agent
Denominator: 7,292 non-offboarding active agents
Data Quality & Governance This dashboard never invents, estimates, or silently recalculates missing values.
Refresh Status
Open Flags
Partial Months & Unmatched Records
Source of Truth All data sourced from the canonical HBN_Forecast Google Sheet (ID: 1EJcM7yjYMhPcbaFindLfVIXfbdcBE8WDl_QweOT7QuU). This dashboard is read-only. Sheet link: Open Sheet ↗