How is commission calculated?

The commission percentage from "Settings" is multiplied by the property price.

How does the reminder work?

When the next contact date arrives, the client appears in "Call List".

How many properties can I track?

Up to 100 properties and 400 viewings.

Does the file store client data?

Yes, on your own computer; please keep the file secure.

No. The file works in Excel 2007 and later and in LibreOffice, and all calculations use ordinary formulas.

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Real Estate Agent Tracker — Properties, Viewings and Deals Excel Template

A mini-CRM for real estate agents: properties, viewings, deals, expected commission and a "call today" list, plus a funnel summary.

≈ $4.89

390 ₽

Blank template + filled-in example · Excel 2007+, LibreOffice, Google Sheets

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What it is for

Properties, clients and viewings quickly turn into chaos. The spreadsheet keeps track of properties, records viewings, calculates expected commission and reminds you who to call today.

What is inside

"Properties": address, type, price, status, owner, commission.
"Viewings": date, client, property, result.
"Deals": closed deals and commission.
"Call List": clients who are due for a call, plus a summary.

Who it is for

Independent real estate agents, small agencies and property sales managers.

What you get

The download includes a blank template and a filled-in sample with fictitious data, so you can see how the formulas and checks work. It is an Excel spreadsheet with ordinary formulas, not an accounting program. All fixes and new versions of the project are free.

Compatibility

Excel 2007 and later, LibreOffice. No macros. The file is in English. Thresholds and percentages are set in the settings: check them before use. Calculations are approximate.

📘 Real Estate Agent Tracking Spreadsheet: Properties, Viewings, Commission

Questions and answers

How is commission calculated?: The commission percentage from "Settings" is multiplied by the property price.
How does the reminder work?: When the next contact date arrives, the client appears in "Call List".
How many properties can I track?: Up to 100 properties and 400 viewings.
Does the file store client data?: Yes, on your own computer; please keep the file secure.
Do I need macros?: No. The file works in Excel 2007 and later and in LibreOffice, and all calculations use ordinary formulas.