Pipeline | 5 Tabs
Transform the way you manage your real estate business with the Real Estate Pipeline Tracker—a streamlined, all-in-one Google Sheets solution to keep your buyers, sellers, and leads organized and moving forward in the real estate process. This dynamic tool gives you a clear overview of where each client stands, from initial contact to closing, and allows you to seamlessly move them through each stage of your pipeline. Stay on top of your progress with features that track key milestones, client touchpoints, commissions, and essential dates, all in one place. You can even link your Google Drive client files directly to the spreadsheet for effortless access to important documents.
What Makes This Pipeline Tracker Essential for Real Estate Agents?
Comprehensive Client Tracking: Effortlessly manage every step in the client journey. From lead generation to closing, easily track progress and see where each buyer, seller, or lead stands in your process.
Commission Tracking: Keep a close eye on your potential and actual commissions at every stage, ensuring you always know what’s coming down the pipeline.
Task Management & Checklist Integration: Use built-in task checklists to stay on top of your daily to-dos and never miss a critical step in the transaction process.
Document & Deadline Management: Record important dates, deadlines, and associated vendors, making it easy to keep track of every detail in a transaction.
Organizational Efficiency: Designed to help you stay focused and organized, this tracker saves time and reduces stress by centralizing all your essential information.
What’s Included in This Google Sheets Template? 5 Tabs
Setup Tab: Quickly get started with a streamlined setup tab. Comprehensive user instructions are included in both PDF format and an easy-to-follow YouTube video tutorial.
Pipeline Overview Tab: Visualize your business at a glance with graphs and charts that summarize your pipeline by status, client type, and business source. See a breakdown of your leads, sales, and volume, as well as the commission potential and earnings at each stage.
Detailed Pipeline Tab: Dive deep into each transaction with this tab that tracks all critical details. Built-in filters let you sort data by stage, client type, and priority, so you can manage your business more effectively.
Follow-Up Calendar & Habit Tracker Tab: Never miss a follow-up! Set follow-up dates directly in the pipeline and monitor your completion rates. Also, keep track of your daily routines and habits with space for notes, ensuring you maintain efficient and productive business practices.
Contingency & Closing Calendar Tab: Stay on top of all critical deadlines with a dedicated calendar tab that tracks transaction contingencies and closing dates, so you can manage every deal with confidence.
HOW DOES IT WORK?
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This is a Google Sheets product and does not transfer to Excel.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes without explicit written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
Transform the way you manage your real estate business with the Real Estate Pipeline Tracker—a streamlined, all-in-one Google Sheets solution to keep your buyers, sellers, and leads organized and moving forward in the real estate process. This dynamic tool gives you a clear overview of where each client stands, from initial contact to closing, and allows you to seamlessly move them through each stage of your pipeline. Stay on top of your progress with features that track key milestones, client touchpoints, commissions, and essential dates, all in one place. You can even link your Google Drive client files directly to the spreadsheet for effortless access to important documents.
What Makes This Pipeline Tracker Essential for Real Estate Agents?
Comprehensive Client Tracking: Effortlessly manage every step in the client journey. From lead generation to closing, easily track progress and see where each buyer, seller, or lead stands in your process.
Commission Tracking: Keep a close eye on your potential and actual commissions at every stage, ensuring you always know what’s coming down the pipeline.
Task Management & Checklist Integration: Use built-in task checklists to stay on top of your daily to-dos and never miss a critical step in the transaction process.
Document & Deadline Management: Record important dates, deadlines, and associated vendors, making it easy to keep track of every detail in a transaction.
Organizational Efficiency: Designed to help you stay focused and organized, this tracker saves time and reduces stress by centralizing all your essential information.
What’s Included in This Google Sheets Template? 5 Tabs
Setup Tab: Quickly get started with a streamlined setup tab. Comprehensive user instructions are included in both PDF format and an easy-to-follow YouTube video tutorial.
Pipeline Overview Tab: Visualize your business at a glance with graphs and charts that summarize your pipeline by status, client type, and business source. See a breakdown of your leads, sales, and volume, as well as the commission potential and earnings at each stage.
Detailed Pipeline Tab: Dive deep into each transaction with this tab that tracks all critical details. Built-in filters let you sort data by stage, client type, and priority, so you can manage your business more effectively.
Follow-Up Calendar & Habit Tracker Tab: Never miss a follow-up! Set follow-up dates directly in the pipeline and monitor your completion rates. Also, keep track of your daily routines and habits with space for notes, ensuring you maintain efficient and productive business practices.
Contingency & Closing Calendar Tab: Stay on top of all critical deadlines with a dedicated calendar tab that tracks transaction contingencies and closing dates, so you can manage every deal with confidence.
HOW DOES IT WORK?
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This is a Google Sheets product and does not transfer to Excel.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes without explicit written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
Transform the way you manage your real estate business with the Real Estate Pipeline Tracker—a streamlined, all-in-one Google Sheets solution to keep your buyers, sellers, and leads organized and moving forward in the real estate process. This dynamic tool gives you a clear overview of where each client stands, from initial contact to closing, and allows you to seamlessly move them through each stage of your pipeline. Stay on top of your progress with features that track key milestones, client touchpoints, commissions, and essential dates, all in one place. You can even link your Google Drive client files directly to the spreadsheet for effortless access to important documents.
What Makes This Pipeline Tracker Essential for Real Estate Agents?
Comprehensive Client Tracking: Effortlessly manage every step in the client journey. From lead generation to closing, easily track progress and see where each buyer, seller, or lead stands in your process.
Commission Tracking: Keep a close eye on your potential and actual commissions at every stage, ensuring you always know what’s coming down the pipeline.
Task Management & Checklist Integration: Use built-in task checklists to stay on top of your daily to-dos and never miss a critical step in the transaction process.
Document & Deadline Management: Record important dates, deadlines, and associated vendors, making it easy to keep track of every detail in a transaction.
Organizational Efficiency: Designed to help you stay focused and organized, this tracker saves time and reduces stress by centralizing all your essential information.
What’s Included in This Google Sheets Template? 5 Tabs
Setup Tab: Quickly get started with a streamlined setup tab. Comprehensive user instructions are included in both PDF format and an easy-to-follow YouTube video tutorial.
Pipeline Overview Tab: Visualize your business at a glance with graphs and charts that summarize your pipeline by status, client type, and business source. See a breakdown of your leads, sales, and volume, as well as the commission potential and earnings at each stage.
Detailed Pipeline Tab: Dive deep into each transaction with this tab that tracks all critical details. Built-in filters let you sort data by stage, client type, and priority, so you can manage your business more effectively.
Follow-Up Calendar & Habit Tracker Tab: Never miss a follow-up! Set follow-up dates directly in the pipeline and monitor your completion rates. Also, keep track of your daily routines and habits with space for notes, ensuring you maintain efficient and productive business practices.
Contingency & Closing Calendar Tab: Stay on top of all critical deadlines with a dedicated calendar tab that tracks transaction contingencies and closing dates, so you can manage every deal with confidence.
HOW DOES IT WORK?
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This is a Google Sheets product and does not transfer to Excel.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes without explicit written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
