





Real Estate Agent Spreadsheet, Realtor Commission Tracker, Lead Pipeline, Expenses, Realtor Business Planner, Excel Google Sheets
$4.49 USD
Buy on EtsyInstant digital download for Microsoft Excel and Google Sheets. Checkout and delivery are handled securely by Etsy.
Real Estate Agent Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Run your real estate business by the numbers. Track every lead from first contact to closing, calculate your net commission after splits and referral fees, log expenses, and see how many deals you still need to hit your income goal.
✨ NOW INCLUDES 4 FILES: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info), each in an Excel edition and a Google Sheets edition.
★ WHAT'S INCLUDED ★
• 13 tabs: Start Here, Dashboard, Pipeline, Follow-Ups, Listings, GCI Goals, Monthly Summary, Lead Sources, Commission Calculator, Expenses, Mileage, Settings, Guide & FAQ
• Clickable Start Here cover page with quick-start steps and a color key (yellow = you type)
• Agent Dashboard: GCI, net commission, expenses, net profit, deals closed, goal progress, weighted pipeline, sales volume, average net per deal, leads added, average days to close and tax set-aside, with progress bars, on-pace checks, a Needs Attention panel and 4 charts
• Pipeline (300 rows): 8 stages with probability %, lead source, price, expected close, next step and follow-up status, expected and weighted GCI
• Closed deals calculate GCI, referral fee, brokerage split, transaction fees and net commission automatically
• Brokerage cap built in: your split stops once you reach your yearly cap, and you see how much is left
• Follow-Ups: your next 25 follow-ups sorted by date with overdue ones first, plus deals closing soon
• Listings (60 rows): days on market, price changes, showings, open houses, offers, expiry alerts and sale-to-list %
• GCI Goals: your net income goal worked back to GCI, closed deals, contracts, appointments and leads needed per year, month and week, with on-pace status and monthly goal vs actual charts
• Monthly Summary: leads, closings, volume, GCI, net commission, expenses, profit, miles and tax set-aside for every month, plus expenses by category vs budget
• Lead Source ROI: leads, close rate, GCI, net commission, marketing spend, ROI, cost per lead and cost per closing for each source
• Commission Calculator: take-home for any deal, a net commission grid by price and rate, and a side-by-side comparison of 3 brokerage plans (split, cap, fees, royalty)
• Expense tracker (1,000 rows) with agent categories, yearly budgets and optional lead source for ROI
• Mileage log (500 trips) with round-trip miles and the mileage deduction at your rate
• Settings for your goal, commission %, split, cap, fees, stages, lead sources and budgets, plus a Guide & FAQ tab
• 11 charts, drop-down lists, data bars and color-coded alerts throughout
• Sample data version + blank ready-to-use version (Excel + Google Sheets)
★ YOU MAY ALSO LIKE ★
Pairs well with the Real Estate Investor Spreadsheet Bundle (5 templates, save 46%)
PLEASE NOTE
• DIGITAL download only. No physical item will be shipped.
• Business tracking tool, not tax or legal advic
Free Monthly Budget Starter Kit
5 printable pages: a monthly budget sheet, a 12-month bill checklist and 3 savings-goal trackers. Free when you join the email list.
Get the free kit