Real Estate

Property Deal Pipeline

Track deals from prospect to close with stage pills, weighted pipeline value (Price × Probability), win rate, and a conversion funnel chart. Top deals surfaced automatically.

What's Inside

Start Here — Stage definitions, recommended probabilities, and how the weighted pipeline math works.
Deals — One row per active deal. Stage pills (Prospect / Qualified / Showing / Offer / Under Contract / Closed-Won / Closed-Lost). Probability 0-100. Commission projection.
Follow-Up Queue — Active outreach per client across deals.
Pipeline Dashboard — Snapshot (Total Pipeline, Weighted Pipeline, Open Deals, Win Rate, Avg Days to Close), conversion funnel chart, top deals by weighted value.

Key Features

Weighted pipeline = Σ(Price × Probability ÷ 100) — what you can actually count on.
Win rate auto-calculated from Closed-Won vs (Closed-Won + Closed-Lost).
Stage pills with dropdown validation on every deal.
Top deals by weighted value surfaced on the Dashboard.
Conversion funnel column chart shows where deals get stuck.
Currency + date + percent formatting throughout.

Sample Formulas

Here are some of the formulas powering this template:

Weighted pipeline value

=SUMPRODUCT(Deals!B2:B, Deals!F2:F) / 100

Win rate

=COUNTIF(Deals!C:C,"Closed-Won") / (COUNTIF(Deals!C:C,"Closed-Won") + COUNTIF(Deals!C:C,"Closed-Lost"))

Top deals by weighted value

=QUERY({Deals!A2:F, ARRAYFORMULA(Deals!B2:B*Deals!F2:F/100)}, "SELECT Col1, Col2, Col3, Col6, Col11 WHERE Col3 <> 'Closed-Won' ORDER BY Col11 DESC LIMIT 8", 0)

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