Real Estate Agent Spreadsheet

Run your whole real estate business from one connected spreadsheet. The Real Estate Agent Command Center brings your leads, clients, listings, showings, offers, deals, deadlines, commissions and goals together in 32 linked tabs, so you always know who to call, what's due and what you'll really take home.

Most agent spreadsheets do one job: a commission tracker, an offer sheet or an expense log. This one connects all of it. Add a contact once and they link to every tab by ID. Log a call and the next follow-up date updates itself. Close a deal and your commission, cap and goals update on their own.

Works in Google Sheets (free, any device) and Microsoft Excel (Microsoft 365 or Excel 2021 and newer, Windows or Mac).

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WHAT IT DOES FOR YOU
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✓ KNOW WHO TO CALL TODAY
The Action Center lists what's overdue, due today and coming up in the next 7 days, pulled from your follow-ups, tasks, showings, open houses and contract deadlines. Each item tells you which tab it lives on.

✓ NEVER MISS A CONTRACT DATE
A monthly calendar fills in on its own, with a day agenda for any date. The Deadlines tab lists every open inspection, appraisal, financing, walkthrough and closing date across all your deals, flagged Overdue, Due today or Due soon.

✓ TRACK EVERY LEAD TO CLOSING
Lead Pipeline stages, days in stage, a Follow-Up Log with next-contact dates, and a lead source report that shows which sources actually turn into closings and what each one costs you.

✓ SEE YOUR REAL TAKE-HOME PAY
Commissions are calculated with your split, annual cap, transaction fee and referral fees. Add a new plan when your terms change and your cap still counts correctly. Each payment is checked against what you expected: Paid, Expected, Partially received or Received: variance to review.

✓ SEND POLISHED CLIENT REPORTS
Print-ready pages with your name on them and no internal notes:
• Listing Report: a weekly seller update with showings, feedback, price history, open houses and your recommendation
• Compare Homes: up to four homes a buyer toured, side by side
• Offer Compare: every offer on a listing with the estimated net to seller
• Client Update: milestones, what you need from your client, your team and a wire-fraud reminder

✓ HIT YOUR INCOME GOALS
GCI goal pace by month, a conversion funnel from new lead to closing, expenses with an annual budget, and this year vs last year.

✓ CATCH MISTAKES EARLY
Data Check flags duplicates, missing contact info, missing dates and mismatches between tabs (like a listing under contract with no open deal), names the first one to fix and links you there.

✓ START IN MINUTES
Open the filled-in DEMO to see how everything works, then set up your own BLANK copy with the Start Here checklist and the 19-page User Guide.

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THE 32 TABS
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DAILY: Dashboard, Action Center, Calendar, Deadlines
PEOPLE: Contacts, Client Overview, Lead Pipeline, Follow-Up Log, Past Clients, Referrals
HOMES: Buyers, Listings, Showings, Compare Homes, Open Houses, Open House Visitors, Listing Report
DEALS: Offers, Offer Compare, Transactions, Tasks, Checklists, Deal Summary, Client Update
MONEY & GROWTH: Commissions, Expenses, Marketing, Vendors, Goals & Reports
SETUP: Start Here, Settings, Data Check

Room for 1,000 contacts, 600 opportunities, 3,000 follow-up entries, 200 listings, 1,000 showings, 300 offers, 300 deals, 1,500 tasks and 2,000 expenses.

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8 BONUS TOOLS (34 PRINTABLE PAGES)
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1. Client Communication Script Library: 40 calls, texts and emails from first inquiry to five years after closing
2. Buyer & Seller Intake Pack: intake forms and consultation agendas
3. Listing Launch Toolkit: launch timeline, seller prep, photo shot list, description worksheet
4. Open House Conversion Kit: prep list, sign-in sheet, conversation starters, 14-day follow-up plan
5. Transaction Coordinator Checklist Pack: buyer side, listing side, document tracker, closing week
6. Past Client & Referral Kit: a 12-month touch plan, review and referral asks, partner tracker
7. 90-Day Marketing Planner: 13 weekly themes, 60 content ideas, results tracker
8. Agent Business Planning Workbook: goal math, budget, lead plan, weekly scorecard, quarterly review

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WHAT YOU'LL RECEIVE (5 FILES)
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• How to Access PDF with links to copy both versions into Google Sheets
• Real Estate Agent Command Center BLANK (.xlsx)
• Real Estate Agent Command Center DEMO (.xlsx), filled with a sample agent's business
• User Guide PDF (19 pages): setup, daily routine and every tab explained
• Bonus Pack PDF (34 pages)

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HOW IT WORKS
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1. Download your files from Purchases on Etsy.
2. Open the How to Access PDF and click to make your own Google Sheets copy, or open the .xlsx files in Excel.
3. Explore the DEMO.
4. In the BLANK, follow Start Here: your name and brokerage, commission plan, goals and lead sources.
5. Add contacts and deals as you go, and open the Action Center each morning.

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GOOD TO KNOW
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• This is a digital download. Nothing will be shipped.
• One purchase, no monthly fees. Your copy is yours to keep.
• Requires a free Google account or Microsoft 365 / Excel 2021 and newer. Apple Numbers and older Excel versions are not supported.
• Reminders appear in the workbook; it does not send texts or emails for you.
• Commission figures and seller net amounts are estimates. Your brokerage statement and closing statement are final.
• Calculated cells are protected (no password) so formulas aren't typed over by accident.
• For personal business use by one agent or team. Please don't resell or share the files.
• Because this is a digital file, all sales are final. If anything isn't working, message me and I'll help right away.

Questions? Message me through Etsy anytime.

Muse & Make CoCreated by Muse & Make Co with the help of AI tools.