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Transaction Coordinator Pipeline Tracker

$12.00
$12.00
Sale Sold out

Description

Keep every transaction organized and on track with a Google Sheets pipeline and transaction tracker designed specifically for transaction coordinators. View all transaction details in one place, customize headings and checkbox tasks to match your process, and monitor progress with visual task completion bars throughout the sheet. Priority alerts for all major dates and deadlines keep you ahead of every deadline — deadlines 3 days away show as high priority, 4–7 days as medium, and 8–14 days as low. Calendar pop-ups make adding dates quick and easy, and instructions are included for adding location links, Google Drive files, or folder links directly in the sheet.

What's Included:

  • 1 Google Sheet (Complete Pipeline & Transaction Tracker)
  • Customizable Headings & Checkbox Tasks
  • Visual Task Completion Bars
  • Priority Alerts for Major Dates & Deadlines (High, Medium & Low)
  • Calendar Pop-Ups for Easy Date Entry
  • Instructions for Adding Location Links, Google Drive Files & Folder Links
  • Detailed User Instructions

Requirements: Requires a Google account. Designed for Google Sheets only—not compatible with Excel. Digital download only—no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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