Every deal, from first contact to closing day, tracked in one place. Know where each prospect stands, what needs follow-up, and how much commission is in the pipeline. Built for agents and teams who close deals, not manage CRM software.
What's Inside
Deal Log — One row per deal. Contact name, property address, deal type (Buyer / Seller / Both), listing price, offer price, stage (Lead → Showing → Offer → Under Contract → Closing → Closed), assigned agent, expected close date, and commission percentage. Dropdown stages keep your pipeline clean.
Follow-Up Queue — Auto-filtered view of deals needing action. Shows days since last contact, next follow-up date, and follow-up notes. Conditional formatting highlights overdue follow-ups in red so nothing slips.
Dashboard — Pipeline value by stage, deals closing this month, win rate (closed / total leads), average days to close, commission forecast, and agent leaderboard. See your business health at a glance.
Key Features
Visual pipeline stages with deal count and total value at each step
Commission forecast based on pipeline value and historical close rate
Follow-up tracking with overdue alerts — never let a hot lead go cold
Win rate calculated automatically from your deal history
Agent leaderboard for teams — closed deals, pipeline value, and conversion rate per agent
Works for residential, commercial, or mixed practices
Sample Formulas
Here are some of the formulas powering this template:
We build custom deal pipelines that pull leads from Zillow, Realtor.com, and your website directly into Google Sheets — automatic lead capture, follow-up reminders, and commission tracking.