Real Estate Agent Tracker Google Sheets Excel | Realtor Commission Tracker, Lead Follow Up, Deal Pipeline, Income Goal Planner
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NowPrice:$5.99
Original Price: $11.99
50% off
Sale ends on November 23
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Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.
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Specifications
See what you will really make this year after splits and fees.
This Real Estate Agent Tracker is a ready-to-use spreadsheet for Google Sheets and Excel. Track every lead with its source and next follow-up, every deal from listing to closing with your commission after split and brokerage fees, and your expenses and mileage. Goals shows how many deals you need for your income goal and how close you are. Type in the yellow cells; everything else is calculated for you.
▶ VIDEO TUTORIAL: see every tab in about a minute: https://drive.google.com/file/d/1X7sr88VjpIN9lZQCZfCdzSVD4JtacRdP/view
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WHAT’S INSIDE (FULL VERSION, 8 TABS)
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• Start Here: quick setup guide
• Dashboard: closed and pending deals, net income, goal progress, gross commission, leads, overdue follow-ups, best lead sources, charts
• Leads: every lead with source, buyer or seller, budget, status, last contact and next follow-up; overdue in red
• Deals: price, commission rate, gross commission, your split, brokerage fees and your net for every deal
• Expenses: marketing, brokerage, MLS, photography, gifts and mileage by category
• Goals: deals needed for your income goal, progress bar, pending deals and your lead-to-closing rate
• Money: closings, commission, expenses, monthly fees and net income by month
• Setup: commission split, brokerage fee per deal and per month, income goal, mileage rate, lead sources and stages
A tab bar at the top of every page lets you jump between tabs in one click.
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YOU GET 4 FILES
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• Full version with sample data (see it working)
• Full version, blank
• Lite version (6 tabs: Start Here, Dashboard, Leads, Deals, Goals, Setup) with sample data
• Lite version, blank
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HOW IT WORKS
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1. Download the .xlsx files after purchase.
2. Google Sheets: upload to Google Drive, open, then File > Save as Google Sheets.
Excel: open the file and click Enable Editing.
3. Fill in Setup (about 3 minutes), add your leads and deals, then check Goals.
Works in Google Sheets (free) and Microsoft Excel (desktop and Microsoft 365). Not for Apple Numbers.
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LIFETIME UPDATES + FREE SMALL CHANGES
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Every improvement I make is yours for free: just download the files again from your Etsy purchases.
Need one small change? An extra column, your currency, more rows, a renamed category. Message me after your purchase and I will make it for you, free. I reply within 24 hours.
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PLEASE NOTE
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• This is a digital download. No physical item will be shipped.
• Numbers are estimates to help you plan, not financial or tax advice.
• Due to the digital nature of the product, I do not accept returns, but message me and I will help with any issue.
Designed by Albina at HomeBizPaperwork. Built with the help of AI tools and my own scripts, then checked in Google Sheets before every release.
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Item typeDigital download
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Digital file type(s)4 Files
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