Umbrella Inc. Forecast - 2019

Transcript

1. Business Forecast FY 2019 Moving Forward Umbrella Inc.
2. Overview of 2018 How Did We Do? Umbrella Inc.
3. 2018 Employee Financial Overview ⇢ Base salary for all employees is $72M ⇢ Commission total of $97M based on 20k Closed Accounts Defining Attributes $700M $530k Average Net Revenue Per Employee $169M Total Compensation Umbrella Inc. ⇢ Total Gross Revenue $530M ⇢ Total Net Revenue 1,000 0 200 400 600 800 1,000 1,200 Number of Employees for FY 2018
4. ⇢ Surpassed Target Gross Revenue by over 110% ⇢ Overall employee morale consistent with growth ⇢ Every employee exceeded their quota by at least 60% $699,144,198 $621,050,000 $500,000,000 $550,000,000 $600,000,000 $650,000,000 $700,000,000 $750,000,000 Gross Revenue Target Gross Revenue Total Gross Revenue Compared to Target Gross Revenue Umbrella Inc. Exceeded 2018 Revenue Expectations
5. Strategy Realization How Do We Move Forward? Umbrella Inc.
6. Strategy Realization For 2019 Umbrella Inc. ⇢ Optimization of our workforce and operational systems ⇢ Synchronization of the efficacy of our workforce and the goal of $1B in revenue ⇢ Current employee and customer satisfaction To Achieve: ⇢ Plan for increases or reductions in the workforce ⇢ Adjust quotas, commission structures or growth rate ⇢ Maintain the best possible work environment and provide great products to our customers We Have To:
7. Strategy One – Increasing Book of Business Umbrella Inc. $908,887,457 $699,144,198 $400,000,000 $500,000,000 $600,000,000 $700,000,000 $800,000,000 $900,000,000 $1,000,000,000 Assumed Gross Revenue Gross Revenue Assumed Gross Revenue Compared to 2018 Gross Revenue ⇢ Gross Revenue reaches $900M ⇢ A step in the right direction
8. Strategy One – By The Numbers Umbrella Inc. Growth Rate of 30% ⇢ Client base increase New Accounts Closed – 26k ⇢ Better employee incentives ⇢ Increase from $530M to $710M Total Net Revenue ⇢ Increase from $530k to $710k Average Net Revenue Per Employee ⇢ Increase from $169M to $198M Total Employee Compensation ⇢ Increase in customer satisfaction Applied Variable
9. Strategy Two – Increasing Headcount Umbrella Inc. $838,973,038 $699,144,198 $400,000,000 $450,000,000 $500,000,000 $550,000,000 $600,000,000 $650,000,000 $700,000,000 $750,000,000 $800,000,000 $850,000,000 $900,000,000 Assumed Gross Revenue Gross Revenue Assumed Gross Revenue Compared to 2018 Gross Revenue 1,200 0 200 400 600 800 1,000 1,200 1,400 Assumed Number of Employees ⇢ Gross Revenue decreases by 20% from Strategy One ⇢ Number of employees increase by 200
10. Strategy Two – By The Numbers Umbrella Inc. ⇢ Same as 2018 – $530k Average Net Revenue Per Employee Total Employee Compensation ⇢ Increase from $169M to $203M ⇢ Client base increase New Accounts Closed – 24k ⇢ Increase from $530M to $636M; less than Strategy One Total Net Revenue ⇢ Increase in customer satisfaction ⇢ Fewer closed accounts; less than Strategy One Growth Rate of 30% Applied Variable
11. Commission Structure Comparison Umbrella Inc. ⇢ Commission ⇢ Base Salary 2018 Strategy One Strategy Two ⇢ Commission Per Account $72M $72M $86M $97M $5k $127M $5k $117M $5k
12. The Ideal Strategy How Do We Move Forward? Umbrella Inc.
13. Strategy Three – Combined Strategy Umbrella Inc. $1,083,673,507 $699,144,198 $400,000,000 $500,000,000 $600,000,000 $700,000,000 $800,000,000 $900,000,000 $1,000,000,000 $1,100,000,000 $1,200,000,000 Assumed Gross Revenue Gross Revenue Assumed Gross Revenue Compared to 2018 Gross Revenue 1,200 0 200 400 600 800 1,000 1,200 1,400 Assumed Number of Employees ⇢ Gross Revenue exceeds goal of $1.0B ⇢ Number of employees increase by 200
14. Strategy Three – By The Numbers Umbrella Inc. ⇢ Client base increase New Accounts Closed – 31k ⇢ Best employee incentives ⇢ Increase from $530M to $846M Total Net Revenue ⇢ Increase from $530k to $705k Average Net Revenue Per Employee ⇢ Increase from $169M to $237M Total Employee Compensation ⇢ Increase in customer satisfaction Growth Rate of 35% Applied Variable
15. Commission Structure Comparison Umbrella Inc. ⇢ Commission ⇢ Base Salary 2018 Strategy One Strategy Two ⇢ Commission Per Account $72M $72M $86M $97M $5k $127M $5k $117M $5k Strategy Three $86M $150M $5k Combined Strategy
16. 2019 Company Financial Forecast ⇢ Base salary for all employees is $86M ⇢ Commission total of $150M based on 31k Closed Accounts Key Projections $1.0B $705k Average Net Revenue Per Employee $237M Total Compensation Umbrella Inc. ⇢ Total Gross Revenue $846M ⇢ Total Net Revenue 1,200 0 200 400 600 800 1,000 1,200 1,400 Assumed Number of Employees
17. Q&A 2019 and Beyond Umbrella Inc.