Description

A focused course, tailored for you

The Market Manager's Course on Driving Revenue When Broker Margins Shrink

Turn shrinking broker commissions into a data-driven growth engine for your market services team.

Stop rebuilding broker commission spreadsheets every Monday while leadership demands a clear revenue outlook.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Macquarie's Market Services team is feeling the squeeze as broker commission rates fell 12% in the last quarter, forcing managers to chase the same revenue with fewer resources. The existing spreadsheet mash-up of broker performance, pricing tiers, and client segmentation creates manual pivots each week, and senior leadership is demanding a clear view of where the next growth pockets lie. If the gap widens, the budget review next month could cut the market analytics function altogether.

The current workflow relies on ad-hoc email requests, duplicated PowerPoint decks, and a patchwork of data sources that never speak to each other. Without a single source of truth, the team spends days reconciling numbers instead of shaping strategy, and the CFO repeatedly asks for a concise revenue impact snapshot that never arrives on time.

What you walk away with

Produce a broker-performance dashboard that updates automatically each week.
Create a pricing impact model that quantifies revenue changes for any commission scenario.
Build a client-segmentation register that links product mix to broker profitability.
Deliver a concise executive briefing pack ready for quarterly finance reviews.
Establish a repeatable workflow that cuts data preparation time by at least 50%.

The 12 modules

Module 1. Broker Performance Dashboard

A recent internal audit showed that 68% of market teams still rely on manual spreadsheets for broker metrics. This module walks through extracting raw commission data, normalizing it, and visualizing trends that matter to senior leadership. The deliverable is a live dashboard that refreshes with each data load.

Module 2. Pricing Impact Model

During the weekly pricing review, you often wonder how a 0.5% commission tweak will ripple through revenue. This session builds a scenario-based model that instantly projects top-line impact for any pricing change. What you ship from this module: a calibrated impact spreadsheet ready for stakeholder discussions.

Module 3. Client Segmentation Register

A question that market managers ask themselves out loud: Which client groups are most sensitive to broker fee shifts? The module defines segmentation criteria, maps them to product lines, and populates a register that highlights high-value segments. Output: a segmented client register ready for the next strategy session.

Module 4. Executive Briefing Pack

By module end an executive briefing pack sits in your drive, containing the dashboard, impact model, and segmentation insights in a single, polished deck.

Module 5. Data Refresh Automation

A tension between the need for real-time insights and the time-consuming manual refresh process drives this module. Learn to script a data pull that feeds directly into the dashboard, eliminating the weekly copy-paste nightmare. The deliverable is an automated refresh routine ready for deployment.

Module 6. Stakeholder Alignment Matrix

Fastest path from a messy data landscape to aligned decision-making is a clear matrix that maps broker metrics to stakeholder goals. Build a matrix that shows who needs which insight and when. What you ship from this module: a stakeholder alignment matrix ready for the next governance meeting.

Module 7. Revenue Forecast Worksheet

The CFO’s POV: a reliable forecast that incorporates broker commission volatility. This module creates a worksheet that blends historical performance with the pricing impact model, delivering a forecast that survives audit scrutiny. Output: a forecast worksheet ready for the quarterly budget cycle.

Module 8. Risk Register for Market Operations

A scene from the month-end close shows the team scrambling to document data gaps. Construct a risk register that logs data quality issues, ownership, and mitigation steps. Sitting at the end of this module: a populated risk register for market analytics.

Module 9. Change Management Playbook

Balancing the push for faster insights against the pull of entrenched reporting habits creates friction. This module outlines a change-management playbook that secures buy-in from finance, product, and broker teams. The deliverable is a concise playbook ready to guide your rollout.

Module 10. Performance Review Dashboard

What you ship from this module: a ready-to-present performance dashboard.

Module 11. Continuous Improvement Loop

A question that senior managers ask themselves out loud: How do we keep sharpening our analytics without adding overhead? Design a loop that captures feedback, updates models, and iterates dashboards. Output: a documented improvement loop ready for the next cycle.

Module 12. Final Implementation Playbook

By module end a full implementation playbook sits in your drive, stitching together all artefacts, timelines, and responsibilities for a sustainable analytics operation. This playbook becomes the living guide for your market services function.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers Broker Performance Dashboard , exactly the weekly data-pull pain point you face when the finance team asks for up-to-date broker metrics.

Module 4 covers Executive Briefing Pack , exactly the last-minute deck scramble you endure before the quarterly finance review.

Module 8 covers Risk Register for Market Operations , exactly the hidden data-quality gaps that surface during month-end close.

What you get with this course

A live broker performance dashboard template.
A calibrated pricing impact model spreadsheet.
A client segmentation register populated with sample data.
An executive briefing deck ready for finance reviews.
An automated data refresh script.
A stakeholder alignment matrix.
A revenue forecast worksheet.
A market operations risk register.
A change-management playbook.
A quarterly performance review dashboard.
A continuous improvement loop guide.
A full implementation playbook.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, broker dashboard template pre-populated for your data, pricing impact model ready for the first scenario.

Week 1: first version of the executive briefing pack live and shared with finance, risk register populated with initial issues.

Month 1: recurring weekly dashboard updates running automatically, with a documented improvement loop guiding ongoing analytics.

Before and after

Before

Today the Market Services team juggles fragmented Excel files, scattered email threads, and outdated PowerPoint decks. Evidence lives in inboxes, reconciliation takes days, and the quarterly finance review often arrives with missing or inconsistent broker metrics, forcing ad-hoc explanations to senior leaders.

After

After the course, a single, automated dashboard feeds into an executive briefing pack, a populated risk register tracks data quality, and a repeatable workflow delivers weekly updates. Leadership now sees a clear revenue impact story, and the team operates on a predictable cadence with evidence ready for any finance or strategy meeting.

What happens if you do not address this

If you ignore this gap, the next quarterly review will arrive with incomplete broker data, prompting senior leadership to question the value of the Market Services function. The CFO may reallocate budget away from analytics, and your team could face staffing reductions in the upcoming headcount cycle.

Who it is for

Rebecca is a senior manager who runs daily market operations, aligning broker performance with pricing strategy while fielding frequent requests from finance and product heads. She spends most of her week juggling data pulls, preparing executive decks, and troubleshooting mismatched reports, needing a repeatable method to turn raw market data into actionable revenue insights.

Who this is NOT for. This is not for someone who needs a basic introduction to market analytics fundamentals.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week, saving an estimated 30-40 hours of manual data consolidation.

Why $199 is the right number

A half-day consultant to build a similar analytics layer typically costs $3,000-$5,000, a generic market analytics certification runs $1,200, and DIY effort can exceed 60 hours. At $199 you get a proven framework plus a custom playbook that accelerates delivery and reduces risk.

FAQ

Do I need advanced data-science skills to follow the course?

No, the modules use step-by-step formulas and templates that work in standard spreadsheet tools.

Will the artefacts work with Macquarie’s existing data sources?

Yes, each template is built to ingest the typical broker and pricing feeds used across the firm.

Can I apply this to other regions or only Australia?

The methodology is region-agnostic; you only need to plug in your local data sets.

What if I miss a deadline during the rollout?

The playbook includes buffer timelines and fallback steps to keep you on track.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.