broker

  1. D

    Looking for a formula to show last 10 transactions based on multiple criteria

    Hi, can anyone advise what type of formula would be best if I wanted to create a dashboard that listed the last 10 transactions based on multiple criteria? In my case it would based on the account status, i.e., Approved, Declined, Pending and the second criteria would be the submitting broker...
  2. T

    Advanced Filter Question

    I'm wondering why my code sometimes works and sometimes doesn't (giving me a Runtime 1004 The extract range has a missing or illegal field name). I'm using .AdvancedFilter to remove duplicate names from a selected column so that each name is only counted a single time. I get the error message...
  3. A

    Real Estate Commission with Cap Formula

    Hello All! Via some google searches, I found a few similar questions answered by you fine people but didn't see my exact question and couldn't tweak on my own. Here is the scenario: Agent has an 80/20 split with the brokerage. If they sell 100000.00 house, they get 3% commission (3000) and...
  4. B

    Excel formula to adjust for a short fall?

    Hello, what is the best Excel formula to adjust for this shortfall? <colgroup><col><col><col></colgroup><tbody> Revenue Split Total Revenue $5,000 100% Agent (80%) $4,000 80% Broker (20%) $1,000 20% Minimum Broker Revenue $1,500 Agent Adjusted Payout ($4,000 - $500 = $3,500...
  5. P

    If Function with Multiple Conditions to be met first

    Using Excel 2016. Windows 7. I'm stumped and need help. A new real estate investment property was purchased that contains vacant and occupied units. There are two kinds of vacant units: Vacant Penthouse Units (PH) and Vacant Units (or all others that aren’t PH). There are a total of 14 Vacant...
  6. B

    Commission Net Down Calculations Request

    Hi All, I am trying to figure out a formula so I can create a calculator for use in my business. I am trying to figure out the calculations needed to net down the commission and find the correct commission & premium amount. Example below: I am the insurer. I have quoted a piece of business to...
  7. B

    Pivot Table

    Hi, I am wondering if a Pivot Table would be the best method to achieve the results we are looking for. We operate a small carrier company and we would like to filter broker contacts based on the lanes we run in. The brokers could have inbound/outbound loads in multiple lanes I am thinking a...
  8. G

    Advise on Large Project

    I am hoping to get some direction on this issue. In a nut shell… I am discouraged on what route to go- Access or some other DBM. What I am doing is creating an in-house database for a Freight broker company that I work for. There are only 5 of us here. The company as been in business for over...

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