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  "docId": "019de513-0820-75ab-b662-39d6e1093d5e",
  "docSlug": "13f9ca47e5ef611aebb1bec14d74e03a",
  "documentTitle": "Compass | Results Presentation Deck | 31 slides",
  "authorId": "compass",
  "authorName": "Compass",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-05-01 00:00:00",
  "orientation": "landscape",
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  "pageNumber": 8,
  "pageCount": 31,
  "prevPage": 7,
  "nextPage": 9,
  "slideType": "revenue_buildup",
  "function": "quantify_opportunity",
  "density": "dense",
  "nDataPoints": 8,
  "notes": "The slide uses a comparison table to highlight the delta in agent productivity segments and provides a three-point logic flow for the margin improvement projection.",
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  "slideHref": "/slides/019de513-0820-75ab-b662-39d6e1093d5e/8",
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  "deckAnchorHref": "/decks/019de513-0820-75ab-b662-39d6e1093d5e#slide-8",
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      "kind": "list",
      "text": "1) Agents generating below $150k of annual revenue generate Compass 900 bps more on average than $1m+ agents 2) If Compass had the exact same distribution of agents as the market, it would result in 584 bps of additional margin 3) We assume 190 bps (33% of the total opportunity) will be realized by FY 2025, with the rest being realized in the longer term",
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      "kind": "source-note",
      "text": "Note: In 1Q22, 63% of the agents who came to Compass told us they took a less favorable split than at their previous brokerages.",
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      "kind": "table",
      "text": "FY21 Compass Full Market Delta to Market Agents with: % of Commission Revenue Above $1m in annual revenue 60% 14% 45% Below $150k in annual revenue 4% 34% (31%)",
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      "kind": "title",
      "text": "We expect a more diversified agent mix to drive ~190 bps of margin improvement by FY 2025 (33% of the total long-term opportunity of 584 bps)",
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      "evidence": "The slide explicitly calculates a margin opportunity (584 bps) and a phased realization (190 bps by 2025).",
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      "beatId": "4340c8fe-4a2e-47c5-9868-6fa77524f353",
      "arcName": "Rags to Riches",
      "arcSlug": "rags-to-riches",
      "beatName": "Rising Success",
      "beatSlug": "rags-to-riches-rising-success",
      "evidence": "The presentation showcases Compass' improving agent economics and strong principal agent retention",
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      "confidence": 0.8,
      "parentBeatName": "Development",
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  "loops": [
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      "name": "Maturity Curve",
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      "evidence": "The presentation uses a comparison table to show Compass' agents' growth and market share",
      "position": 1,
      "objective": "Show improving agent economics and market share",
      "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap",
      "confidence": 0.6,
      "description": "Show where you are on a progression and what it takes to reach the next level"
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