Hi All,
We would like to know some options for formulating and tracking our goals/business plan. We currently use a pretty basic Excel spreadsheet that tracks how many transactions we want to complete at our current commission level to get to the income we want to achieve. We have been looking into various software packages that do this on a more detailed level, such as Create-A-Plan, PlanMagic, and Symplifi. While they all look great, the cost is somewhat more than we wish to pay. Does anyone know of or use software similar to these that will do a good job of tracking expenses, transactions, goals, budgeting etc. without breaking the bank, or maybe you have a good spreadsheet you use that you would be willing to share? We've been looking thru the posts and while many people mention some business planning solutions, no one (that we have seen) has mentioned where to get a good one or been willing to share their planning spreadsheet. I know SOMEONE out there in RainLand has a solution that will suit our needs! Any assistance will be MUCH appreciated!
Pat & Wayne Harriman
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