One entry tool for Pay Plans, What-If instructions, Associates, Sales and Commission Records. The relationships are maintained here; CAP receives four Excel import files plus a What-If request summary.
| Level | From ($) | To ($) | Rate (%) |
|---|
| Plan Name | Comparator | Blend | Levels | Level Structure | Actions |
|---|
Choose an existing pay plan as the starting point. The app copies its comparator, blend setting and levels so you only need to change what you want CAP to test.
| Level | From ($) | To ($) | Rate (%) |
|---|
Leave a side as No Change unless you want the scenario to use a different off-the-top amount.
Only associates assigned to the selected base plan are shown. Choose No Change, Add / Modify, or Remove for each associate.
| Associate | ID | Action | Deduction Type | Value | Percentage Basis | Notes |
|---|
| ID | Name | Office | Anniversary | Pay Plan | Starting Performance | Actions |
|---|
| Sale No. | Type | Address | Sale Price | Close | Branch | List % | Sell % | Actions |
|---|
Choose an existing sale and associate. Their IDs are inserted automatically, eliminating re-keying of the relational values.
| Sale No. | Property | Associate ID | Associate | Role Played | Portion Rate | Actions |
|---|
This checks the relational links before any files are generated.
Enter a company or project identifier. One click creates a ZIP package containing all four CAP Excel import files.
Example: ABC_Realty_2026-09-09_CAP_Import.zip, containing PayPlans, Associates, Sales and CommCalcs workbooks.
Clear all information currently entered. Use this when you are ready to begin a new company or analysis.