Real Estate Agent Sales & Client Tracker – Google Sheets Template
Stay organized and in control of your real estate business with this Real Estate Sales & Client Tracker Google Sheets Template. Designed specifically for REALTORS®, this all-in-one tracker helps you monitor every transaction, client, and income detail throughout the year — all in one professional and easy-to-use spreadsheet.
Perfect for both new and experienced agents, this digital tracker lets you record and manage:
Client details (name, contact info, address, referral source, and more)
Transaction milestones, key dates, and contingencies
Service providers like lawyers, inspectors, and title companies
Sale price, commission %, gross income, deductions, and net earnings
Transaction notes and post-closing follow-ups
The built-in milestone checklists, progress bar graphs and priority alerts make it simple to visualize each deal’s stage and ensure no steps are overlooked. Automatic calculations and customizable dropdowns save time while maintaining accuracy.
Use it year after year to build your business records, review performance trends, and stay on top of every client relationship.
✨ Features
Comprehensive Sales & Client Tracker with automatic summaries
Auto-calculated graphs showing your yearly progress and income trends
Customizable dropdown menus for transaction types and sources
Easy navigation with link creation and collapsible sections
Detailed instructions included — no advanced spreadsheet skills required
What You’ll Receive
1 Google Sheets Real Estate Sales & Client Tracker
Step-by-step user guide
Details
Instant digital download – start tracking right away
For Google Sheets only (not compatible with Excel)
Personal use license – not for resale or distribution
Keep your business running smoothly with a system built by real estate professionals who understand your workflow. Simplify your transaction management, track your income with confidence, and focus on growing your business.
Created by Real Estate Design Co. — professional tools for organized real estate businesses.
Real Estate Agent Sales & Client Tracker – Google Sheets Template
Stay organized and in control of your real estate business with this Real Estate Sales & Client Tracker Google Sheets Template. Designed specifically for REALTORS®, this all-in-one tracker helps you monitor every transaction, client, and income detail throughout the year — all in one professional and easy-to-use spreadsheet.
Perfect for both new and experienced agents, this digital tracker lets you record and manage:
Client details (name, contact info, address, referral source, and more)
Transaction milestones, key dates, and contingencies
Service providers like lawyers, inspectors, and title companies
Sale price, commission %, gross income, deductions, and net earnings
Transaction notes and post-closing follow-ups
The built-in milestone checklists, progress bar graphs and priority alerts make it simple to visualize each deal’s stage and ensure no steps are overlooked. Automatic calculations and customizable dropdowns save time while maintaining accuracy.
Use it year after year to build your business records, review performance trends, and stay on top of every client relationship.
✨ Features
Comprehensive Sales & Client Tracker with automatic summaries
Auto-calculated graphs showing your yearly progress and income trends
Customizable dropdown menus for transaction types and sources
Easy navigation with link creation and collapsible sections
Detailed instructions included — no advanced spreadsheet skills required
What You’ll Receive
1 Google Sheets Real Estate Sales & Client Tracker
Step-by-step user guide
Details
Instant digital download – start tracking right away
For Google Sheets only (not compatible with Excel)
Personal use license – not for resale or distribution
Keep your business running smoothly with a system built by real estate professionals who understand your workflow. Simplify your transaction management, track your income with confidence, and focus on growing your business.
Created by Real Estate Design Co. — professional tools for organized real estate businesses.
