Real Estate TEAM Pipeline
Elevate your real estate team’s efficiency with our comprehensive Team Pipeline, designed to keep your operations streamlined and organized!
🌟 Key Features:
Visual Progress Tracking: Monitor client progress from initial lead to final sale. Move clients through each stage of the pipeline and track every crucial detail along the way.
Commission Insights: Effortlessly track team commissions and profit-sharing splits for each agent. Enjoy auto-calculated summaries for clear financial insights.
Smart Integration: Link your Google Drive files for quick access to all essential client information.
Essential Documentation: Record and manage key dates, deadlines, and vendor details to ensure nothing is overlooked.
Team Collaboration: Share the pipeline easily with your team for seamless coordination.
WHAT’S INCLUDED? ✓ 1 Google Sheets Spreadsheet with 6 Tabs:
Team Summary: View dynamic graphs and charts that provide a snapshot of your pipeline data. Use these insights to guide team goals and decisions.
Team Pipeline: Enter and track detailed information such as lead agent, client contacts, lead details, business sources, touchpoints, follow-up schedules, milestones, important dates, vendor details, and commission splits.
View by Agent: Get a detailed summary by agent. Select an agent from the drop-down menu to see data, graphs, and charts specific to them.
Calendar: View all critical dates including contingency deadlines, closings, and possession dates. Customize your calendar start date.
Follow-up: Track upcoming client follow-ups with a summary view by date and weekly calendar.
Stage Summary: Visualize your leads and transactions in a clear, list-based format.
✓ Setup Tab: Easy customization of drop-down menus. Track up to 25 team members and manage profit-sharing for up to 5 agents per transaction. ✓ PDF Instructions: Access straightforward instructions for setting up and using the template.
HOW IT WORKS: ♥ Customizable Template: Includes easy-to-follow instructions for personalization. ♥ Google Sheets Only: This product is designed for Google Sheets and does not transfer to Excel. ♥ Instant Download: No physical items will be shipped—get your template immediately. ♥ Personal Use Only: For individual use only; not for resale, redistribution, or commercial purposes without explicit written permission from Real Estate Design Co.
Thank you for choosing Real Estate Design Co.!
Elevate your real estate team’s efficiency with our comprehensive Team Pipeline, designed to keep your operations streamlined and organized!
🌟 Key Features:
Visual Progress Tracking: Monitor client progress from initial lead to final sale. Move clients through each stage of the pipeline and track every crucial detail along the way.
Commission Insights: Effortlessly track team commissions and profit-sharing splits for each agent. Enjoy auto-calculated summaries for clear financial insights.
Smart Integration: Link your Google Drive files for quick access to all essential client information.
Essential Documentation: Record and manage key dates, deadlines, and vendor details to ensure nothing is overlooked.
Team Collaboration: Share the pipeline easily with your team for seamless coordination.
WHAT’S INCLUDED? ✓ 1 Google Sheets Spreadsheet with 6 Tabs:
Team Summary: View dynamic graphs and charts that provide a snapshot of your pipeline data. Use these insights to guide team goals and decisions.
Team Pipeline: Enter and track detailed information such as lead agent, client contacts, lead details, business sources, touchpoints, follow-up schedules, milestones, important dates, vendor details, and commission splits.
View by Agent: Get a detailed summary by agent. Select an agent from the drop-down menu to see data, graphs, and charts specific to them.
Calendar: View all critical dates including contingency deadlines, closings, and possession dates. Customize your calendar start date.
Follow-up: Track upcoming client follow-ups with a summary view by date and weekly calendar.
Stage Summary: Visualize your leads and transactions in a clear, list-based format.
✓ Setup Tab: Easy customization of drop-down menus. Track up to 25 team members and manage profit-sharing for up to 5 agents per transaction. ✓ PDF Instructions: Access straightforward instructions for setting up and using the template.
HOW IT WORKS: ♥ Customizable Template: Includes easy-to-follow instructions for personalization. ♥ Google Sheets Only: This product is designed for Google Sheets and does not transfer to Excel. ♥ Instant Download: No physical items will be shipped—get your template immediately. ♥ Personal Use Only: For individual use only; not for resale, redistribution, or commercial purposes without explicit written permission from Real Estate Design Co.
Thank you for choosing Real Estate Design Co.!
Elevate your real estate team’s efficiency with our comprehensive Team Pipeline, designed to keep your operations streamlined and organized!
🌟 Key Features:
Visual Progress Tracking: Monitor client progress from initial lead to final sale. Move clients through each stage of the pipeline and track every crucial detail along the way.
Commission Insights: Effortlessly track team commissions and profit-sharing splits for each agent. Enjoy auto-calculated summaries for clear financial insights.
Smart Integration: Link your Google Drive files for quick access to all essential client information.
Essential Documentation: Record and manage key dates, deadlines, and vendor details to ensure nothing is overlooked.
Team Collaboration: Share the pipeline easily with your team for seamless coordination.
WHAT’S INCLUDED? ✓ 1 Google Sheets Spreadsheet with 6 Tabs:
Team Summary: View dynamic graphs and charts that provide a snapshot of your pipeline data. Use these insights to guide team goals and decisions.
Team Pipeline: Enter and track detailed information such as lead agent, client contacts, lead details, business sources, touchpoints, follow-up schedules, milestones, important dates, vendor details, and commission splits.
View by Agent: Get a detailed summary by agent. Select an agent from the drop-down menu to see data, graphs, and charts specific to them.
Calendar: View all critical dates including contingency deadlines, closings, and possession dates. Customize your calendar start date.
Follow-up: Track upcoming client follow-ups with a summary view by date and weekly calendar.
Stage Summary: Visualize your leads and transactions in a clear, list-based format.
✓ Setup Tab: Easy customization of drop-down menus. Track up to 25 team members and manage profit-sharing for up to 5 agents per transaction. ✓ PDF Instructions: Access straightforward instructions for setting up and using the template.
HOW IT WORKS: ♥ Customizable Template: Includes easy-to-follow instructions for personalization. ♥ Google Sheets Only: This product is designed for Google Sheets and does not transfer to Excel. ♥ Instant Download: No physical items will be shipped—get your template immediately. ♥ Personal Use Only: For individual use only; not for resale, redistribution, or commercial purposes without explicit written permission from Real Estate Design Co.
Thank you for choosing Real Estate Design Co.!
