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ACTUAL PRODUCT PREVIEWReal Estate Agent Tracker
See what you will really make this year after splits and fees.
Secure purchase through Etsy. Check the listing for current availability, included files and purchase instructions.
Take a closer look ↓What can Real Estate Agent Tracker help you do?
This Real Estate Agent Tracker is a ready-to-use spreadsheet for Google Sheets and Excel. Track every lead with its source and next follow-up, every deal from listing to closing with your commission after split and brokerage fees, and your expenses and mileage. Goals shows how many deals you need for your income goal and how close you are. Type in the yellow cells; everything else is calculated for you.
Who is it for?
Designed for independent real estate agents. Use the preview to check whether the screens and level of detail fit the way you prefer to work.
What's inside.
- Start Here: quick setup guide
- Dashboard: closed and pending deals, net income, goal progress, gross commission, leads, overdue follow-ups, best lead sources, charts
- Leads: every lead with source, buyer or seller, budget, status, last contact and next follow-up; overdue in red
- Deals: price, commission rate, gross commission, your split, brokerage fees and your net for every deal
- Expenses: marketing, brokerage, MLS, photography, gifts and mileage by category
- Goals: deals needed for your income goal, progress bar, pending deals and your lead-to-closing rate
- Money: closings, commission, expenses, monthly fees and net income by month
- Setup: commission split, brokerage fee per deal and per month, income goal, mileage rate, lead sources and stages
Real screens. Clearer decisions.
Explore the supplied product previews. Example data illustrates the layout; your own entries will be different. Select an image to view it at full size.
Dashboard
Dashboard: closed and pending deals, net income, goal progress, gross commission, leads, overdue follow-ups, best lead sources, charts
Deals
Deals: price, commission rate, gross commission, your split, brokerage fees and your net for every deal
Goals
Goals: deals needed for your income goal, progress bar, pending deals and your lead-to-closing rate
Leads
Leads: every lead with source, buyer or seller, budget, status, last contact and next follow-up; overdue in red
A little guidance, when you need it.
Explore the product details and screenshots above. For a question about this tool, message Albina on Etsy.
Before you make it yours.
A simple way to get started
- Review the screenshots and included tools to check the template fits your workflow.
- Open the matching Etsy listing to confirm the current version, compatibility and what is included.
- After purchase, follow the supplied setup instructions. Start with a small set of your own records and review the results.
Good to know
- Numbers are estimates to help you plan, not financial or tax advice.
- Check the Etsy listing for included files and supported spreadsheet software before purchase. Enter your own information and review calculated results before relying on them.