Five-Year Forecast: Fees per Family per Year & the Growing Cost Curve
This lesson is part of the course
In this lesson
You turn a case-by-case fee forecast into a family-by-year grid with SUMIFS, add five-year totals and year totals and measure how fast the portfolio's cost grows with a compound growth rate.
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Lessons in this course
- The Portfolio Map: Families, Countries, Filing Dates & Status Locked
- Fee Schedules: Renewal Fees that Rise with Age & Trademark Terms Locked
- Due-Date Calendars: Anniversaries, Grace Periods & Surcharges Locked
- Currency & Service Fees: Official Fees Abroad, Exchange Rates & Agent Charges Locked
- Five-Year Forecast: Fees per Family per Year & the Growing Cost Curve Locked
- Keep or Drop: Value Scores, Cost per Score Point & a Decision Rule Locked
- Savings from Pruning: Dropping Countries & Families, Before and After Locked
- Capstone: Cost per Product, Budget vs Actual & a Chart Locked