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Real Estate Agency Google Sheets Template

4.6 (5 reviews)

Google Sheets template for real estate agencies. Manage your brokers and gather your data in one place. Access from any device.

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TEMPLATE DESCRIPTION

Controlling anything in a real estate agency would be frustrating. So, this Real Estate Agency Google Sheets Template is here to help organize your brokers and data.

We understand that it’s hard to keep track when there are many brokers and several properties to sell or rent. Also, there are still many things to consider if you want to succeed in your business.

There is a unique tool for Real Estate Agent owners and their brokers. With this Google Sheets template, you will be able to calculate your income easily.

How to monitor the commission rate of selling a property

Real Estate Agency Template Main Sections:

Firstly, this template consists of 6 different sections and a menu.

Above all, the menu of the Real Estate Agency Google Sheets Template is produced as the main page. The navigation button is available so you can reach any page through the buttons. You can input your brokers, their info, contacts, expense clauses, property types, status, service types (Sale, Rent, etc.), and, the currency here.

Dashboard of Real Estate Agency Google Sheets Template to manage Property Database

1. Broker Target Tracking

Moreover, broker target tracking aims to follow your brokers and their financial status. You can gather their sales and calculate your income. Also, charts will automatically take the data and visualize it on the dashboard.

To clarify, with the dropdown boxes, there are more KPIs that you can enter such as commission target, number of sales, number of customer target, and number of portfolio target.

Manage portfolio of the real estate industry and monitor the net commission of each broker.

2. Property Database of Real Estate Agency Google Sheets Template

Firstly, this database is the key part of the portfolio of any Real Estate Agency. You can input all the information about the properties which is in your portfolio. There is an easy-to-use dropdown box here. You can just choose whichever property type and filter them as you like.

If you have picky customers who want only one type of property, you can filter and show what they want. All information in this property database can be filtered as property type.

Choose property type and add more detail like rent and sell price in Real Estate Agency

3. Task Database

The task database of Real Estate Agency Google Sheets Template is the main spreadsheet to assign new tasks to your brokers. There are several drop-down boxes here for you to save time. Also, you can add new missions to brokers such as certain property sales or rent.

For Example, the broker named Laura Hartman will start to sell a property for 250.000. This task will include her commission rate, net income, and status.

Note: You can identify different commission rates for each task, it will still be counted on the dashboard and visualized it. 

Assign new tasks to each of your brokers in Task Sheet of Real Estate Financial Template

4. Expenses

The expenses page is to calculate your expenditure of your Real Estate Agency. In addition, you can add new types of expenses through the menu then come back here and use it with drop-down boxes.
Each expenditure row includes a certain year so you will be able to use it for years!

calculate your expenditure monthly and yearly

5. Invoice

Basically, brokers will be able to arrange an invoice with your brand and print them easily. In this way, every customer of yours will get the same-looking invoice. İts good for your brand and customer experience. Especially, regular customers will like this!

6. Dashboard

Lastly, the Dashboard of Real Estate Agency Google Sheets Template will take all the data you created and visualize it for you with the charts.

Income and Expenses dynamic dashboard to have a better data visualisation with Google Sheets

Then, charts will help you to understand how you can improve your agency’s service quality, income, and commission calculations. In conclusion, in this way, you will be in charge of everything with just a Google Sheets template.

Meanwhile, all you need is an internet connection and a Google account to get started. And everything will be in sync!

Real Estate Agency Google Sheets Template Features Summary

  • Real Estate Agency Template in Google Sheets
  • Income calculations with the commission calculator
  • Invoice creator for brokers
  • Dynamic dashboard with online charts
  • All printable
  • Informational notes included
  • Ready-to-use template
  • Works on any operating system
  • Suitable for any device including mobile, tablet, desktop

Real Estate Agency is a ready-to-use Google Sheets Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our Custom Services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

USER REVIEWS & COMMENTS

5 reviews for Real Estate Agency Google Sheets Template

  1. Yasna

    Clear youtube toturial video, I undrestood how to use this template with it.

  2. Vinay Todi

    I wished it was cheaper so I could purchase it for all my team!

    • Someka

      Hello, these templates are created by developers and it took effort and time.
      But, you can purchase a multi-license and use it with your team. Please read this link carefully.
      Hope it will help you.

  3. Mohammed Waleed

    Hello, Thanks Someka for this user-friendly template.
    I just have a tiny question, can I define different commission rate for each of my brokers?

    • Someka

      Hi, Thanks for your nice words.
      Yes, it is possible to dedicate a specific commission rate for each of your brokers.
      From the task database sheet, you can add specific commission rates to each of your brokers.

  4. Nicola

    I like the dashboard which changes automaticaaly due to data, thanks

  5. Kalvin.L

    You really made my life eaier with this template. My brokers were driving me crazy, now I can handle their finances better.

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