Date Activity Quantity

1/3/2024 Dials 100 Activties to track

1/3/2024 Appointments 10 1.
1/3/2024 Presentations 5 2.
1/3/2024 Recruiting Interviews 5 3.
1/3/2024 DoorKnocks 0 4.
5.

Sales By Day of Week - Annual Pre

Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday

$ Earned Per Activity

Dials
DoorKnocks
Appointments
Presentations

*This calculates how much you e

in deposits, per activity, after
chargebacks, cancels etc. After ab
3 months of activity, the averag
start to work out. 12 months you
know your #'s.
 Activties to track Totals for each activity by M
Dials Dials DoorKnocks
DoorKnocks January 100 0
Appointments February 0 0
Presentations March 0 0
Recruiting Interviews April 0 0
May 0 0
Day of Week - Annual Premium June 0 0
$1,458.72 July 0 0
$5,439.72 August 0 0
$538.32 September 0 0
$0.00 October 0 0
$0.00 November 0 0
$0.00 December 0 0
$0.00 Totals 100 0

$ Earned Per Activity Total Hours worked

This Week 0.00
$26.00 Last Week 0.00
$0.00 This Month 0.00
$260.00 Last Month 0.00
$520.00 YTD Weekly Avg -0.17

calculates how much you earn

deposits, per activity, after * Hours worked by using the following:
1 minute per dial,
backs, cancels etc. After about 1 hour per full presentation,
nths of activity, the averages 20 minutes per recruiting interview,
o work out. 12 months you will 5 min per doorknock
know your #'s.
Totals for each activity by Month Data Instr
Appointments Presentations Recruiting Interviews
10 5 5 All Formulas in boxes
0 0 0
ow
0 0 0 Activity Tracker tab:
0 0 0 Replace test data with
0 0 0 these are just exampl
0 0 0
0 0 0 You have to enter you
& quantity on each lin
0 0 0 choose from 5 activiti
0 0 0 Knocks, Appointment
0 0 0 Recruiting Interviews.
0 0 0
0 0 0 "Totals for each activi
10 5 5 formulas are calculate
type in.
www.JohnWetmore.com Client Sheet tab: AP c
Fill in data for each cli
write.
@JohnWetmore IG "Date written" & "AP"
for "sales by day" calc
necessary to calculate

Click here for video explanation of how to use the sheet

 Data Instructions

All Formulas in boxes will work on their

own.

Activity Tracker tab:

Replace test data with your daily activity,
these are just examples.
You have to enter your own date, activity
& quantity on each line daily. You can
choose from 5 activities. Dials, Door
Knocks, Appointments, Presentations &
Recruiting Interviews.

"Totals for each activity by Month"

formulas are calculated from info you
type in.
Client Sheet tab: AP column -
Fill in data for each client application you
write.
"Date written" & "AP" columns are used
for "sales by day" calculations and
necessary to calculate properly.
color codes>>
pending, at carrier approved, not yet paid paid

Date Written Insured's Name Carrier policy #

1/1/24 Bob Test royal 123456
1/2/24 Mary Test oxford 7891011
1/7/24 Steve Test royal 12131415
1/8/24 Joe Test Americo 12345
declined/withdrew www.JohnWetmore.com @JohnWetmo

Policy Type Lead Type DK? Face Amt Monthly premium

term mortgage no $140,000.00 253.31
whole mortgage no $5,000.00 44.86
whole mortgage no $15,000.00 121.56
term final expense no 30000 200
 Fill These in when you get paid and
@JohnWetmore IG highlight the row green

AP Submit Date Approved Date Actual Pay Paid Date

$3,039.72 1/5/24 1/5/24 $2,849.74 1/12/23
$538.32 1/7/24 1/7/24 $504.67 1/13/15
$1,458.72 1/8/24 1/8/24 $1,367.55 1/7/15
$2,400.00 1/8/24 1/8/24 2245.87 1/4/24
 Chargeback
Notes Amount

approved on phone, app sent to issue

issued, paperless
2245.87
 Date Amount Carrier Door Knock Commission?
1/1/24 $2,000.00 all carriers No
1/1/24 $600.00 americo No
1/2/24 $0.00 prosperity No
www.JohnWetmore.com @JohnWetmore IG
Total Deposits by Month Door Knock Commissions

January $2,600.00 January $0.00

February $0.00 February $0.00
March $0.00 March $0.00
April $0.00 April $0.00
May $0.00 May $0.00
June $0.00 June $0.00
July $0.00 July $0.00
August $0.00 August $0.00
September $0.00 September $0.00
October $0.00 October $0.00
November $0.00 November $0.00
December $0.00 December $0.00
Totals $2,600.00 Totals $0.00
 Data Instructions

All Formulas in boxes will work on

their own. For the total by carrier, it
will update next time you open the
file, or click in the box, hit "PivotTable
Analize" on the menu bar, and hit
"refresh"

Deposits tab:
Fill in data for each deposit you
receive. Replace the test data
entered 1/1-4/1 with your own data
and continue daily as yo u get paid.

Data will be used for "totals by

month", "activity totals" and "$ per
activity" formulas on "activity
tracker" sheet as well as "deposits by
month" & "door knock commissions"
formulas on this sheet

**If one commission has $ from

multiple policies and one of them is
from a door knock, you'll want to
separate for the formulas to be
accurate if you care about DK Data.
Example. You get 1 commission for
$3,000 from Americo on 1/1/24, but
$500 is from a door knock and rest is
not. Make 2 separate lines and put
"Yes" next to the $500 that is from a
door knock sale, the remaining can
be lumped together.
 date lead vendor lead $ spend Quantity
1/1/2024 Bobs $500.00 25
2/1/2024 Steves $12.00 0
3/1/2024 Joes $12.00 0
www.JohnWetmore.com @JohnWetmore IG
Total Leads by Month
Month Spend Lead Qty Deposits
January $500.00 25 $2,600.00
February $12.00 0 $0.00
March $12.00 0 $0.00
April $0.00 0 $0.00
May $0.00 0 $0.00
June $0.00 0 $0.00
July $0.00 0 $0.00
August $0.00 0 $0.00
September $0.00 0 $0.00
October $0.00 0 $0.00
November $0.00 0 $0.00
December $0.00 0 $0.00
Totals $524.00 25 $2,600.00

If your profitabliity is low, I bet your "avg times leads called" i

low too
@JohnWetmore IG Data Instructi

Month All Formulas in boxes

Avg times each lead called Profit their own. For the to
vendor, it will update n
4.00 $2,100.00 open the file, or click in
0.00 -$12.00 "PivotTable Analize" o
0.00 -$12.00 bar, and hit "ref
0.00 $0.00
0.00 $0.00 Lead Tracking tab:
0.00 $0.00
Fill in data for each lead
you make. Replace the t
0.00 $0.00 entered with your own
0.00 $0.00 continue daily as you bu
0.00 $0.00
0.00 $0.00 Data will be used for "to
0.00 $0.00 month", "activity totals"
0.00 $0.00
activity" formulas on "a
tracker" sheet as well as
4.00 $2,076.00 month" & "door knock c
formulas on this sheet
r "avg times leads called" is
**If one commission ha
multiple policies and on
from a door knock, you'
separate for the formul
accurate if you care abo
Example. You get 1 com
$3,000 from Americo on
$500 is from a door kno
not. Make 2 separate li
"Yes" next to the $500 t
door knock sale, the rem
be lumped together.
 Data Instructions

ormulas in boxes will work on

ir own. For the total by lead
or, it will update next time you
the file, or click in the box, hit
otTable Analize" on the menu
bar, and hit "refresh"

racking tab:
data for each lead purchase
ake. Replace the test data
ed with your own data and
ue daily as you buy leads.

will be used for "totals by

h", "activity totals" and "$ per
y" formulas on "activity
r" sheet as well as "deposits by
h" & "door knock commissions"
las on this sheet

ne commission has $ from

le policies and one of them is
a door knock, you'll want to
ate for the formulas to be
ate if you care about DK Data.
ple. You get 1 commission for
0 from Americo on 1/1/24, but
s from a door knock and rest is
Make 2 separate lines and put
next to the $500 that is from a
nock sale, the remaining can
mped together.
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