Real Estate

Open House Lead Tracker

Capture visitor info at open houses with auto-bucketed Hot / Warm / Cold scoring, follow-up status pills, "hot leads needing follow-up" callout, and a conversion funnel chart.

What's Inside

Start Here — How to score leads, what status values to use, and tips on follow-up cadence.
Leads — One row per visitor with Name, Email, Phone, Property, Visit Date, Buyer Type, Pre-Approved (Yes/No pill), Timeline, Lead Score (0-100, auto-pilled Hot/Warm/Cold).
Follow-Up — Outreach status per lead (Not Contacted / Contacted / Meeting Scheduled / Closed-Won / Closed-Lost), last contact, next action.
Dashboard — Snapshot (Total Leads, Hot, Warm, Contacted, Meetings), "Hot Leads Needing Follow-Up" table, Follow-Up Funnel column chart.

Key Features

Lead Score auto-pills: 80+ green (Hot), 50-79 yellow (Warm), <50 gray (Cold).
"Hot leads needing follow-up" table on the Dashboard — hot leads still marked Not Contacted.
Follow-Up Status pills with dropdown validation.
Pre-Approved column pills Yes/No green/gray.
Conversion funnel chart from Not Contacted → Closed-Won.
Date format readable, mono numerics for score columns.

Sample Formulas

Here are some of the formulas powering this template:

Hot leads count (score 80+)

=COUNTIF(Leads!I:I,">=80")

Hot leads still needing follow-up

=QUERY({Leads!A2:I, 'Follow-Up'!C2:C}, "SELECT Col1, Col4, Col9, Col10 WHERE Col9 >= 80 AND (Col10 IS NULL OR Col10 = 'Not Contacted') ORDER BY Col9 DESC", 0)

Funnel stage counts

=COUNTIF('Follow-Up'!C:C,"Meeting Scheduled")

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Need a digital sign-in that feeds the sheet?

We build custom open house systems with tablet sign-in forms that auto-populate Google Sheets, trigger follow-up emails, and score leads instantly — no manual data entry after the event.

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