Free Real Estate Pipeline Template (Excel + Google Sheets)
What Is a Real Estate Pipeline Template
A real estate pipeline template tracks every listing or buyer transaction an agent is working, from first lead through closing, with the fields a real estate deal actually needs - property address, client, stage, value, and commission - rather than a generic B2B "deal" record.
It's the working list an agent or small team checks daily to see what's moving, what's stalled, and what commission is coming in.
Free Real Estate Pipeline Excel Template: What's Inside
The workbook is a single Pipeline sheet, one row per transaction, up to 150. Each row has property address, client name, stage, listing or sale value, and your commission rate.
Commission amount calculates automatically the moment you fill in value and rate - for every deal, not just the ones already closed, so you can see projected commission on work still in progress.
Tracking Leads, Showings and Closings
The most common free sales pipeline templates - from HubSpot, Smartsheet and ClickUp - are generic B2B pipelines built around deal stage and dollar value, with no real estate fields at all: no listing address, no showing count, no closing date. This template's stage dropdown is real-estate-specific: Lead, Showing, Offer, Under contract, Closed.
That means the summary rollup below the table - how many deals sit in each stage, calculated with COUNTIF - actually reflects a real estate workflow instead of a generic sales funnel you'd have to relabel yourself.
Commission Calculator by Deal Stage
Every row calculates its own commission amount from value times commission rate, whether the deal is still a lead or already closed - useful for forecasting expected commission across your whole pipeline, not just what's already been paid.
The summary also totals commission specifically on Closed deals with SUMIF, so you can separate realized commission from pipeline projections at a glance. The one comparable real-estate-specific competitor found in search results (a Gumroad CRM template) is paid; this version is free and ungated.
How to use it
- List every transaction: property address, client, stage, value and commission rate.
- Commission amount calculates automatically for every row.
- Move each deal's stage forward as it progresses: Lead, Showing, Offer, Under contract, Closed.
- Check the summary below the table for deals per stage and total commission on closed deals.
Download the free Free Real Estate Pipeline Template (Excel + Google Sheets)
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CRM & Sales Pipeline Tracker
If you want stage-to-stage conversion analytics and a 3-scenario forecast on top of your pipeline, the paid CRM & Sales Pipeline template ($14) adds that dashboard layer.
See the full versionFrequently asked questions
How many transactions can this template track?
Up to 150 rows in the Pipeline sheet, covering every deal from lead through closing.
Does commission calculate on every deal or only closed ones?
Commission amount calculates for every row regardless of stage, so you can see projected commission on deals still in progress. The summary separately totals commission on Closed deals only.
How is this different from crm-excel-dashboard on this site?
The CRM & Sales Pipeline template is a generic B2B pipeline (deal value, stage, conversion forecast) for any sales process. This template is real-estate-specific: property address, showings, listing/sale value and commission by stage.
Does this work in Google Sheets?
Yes. Upload the downloaded file to Google Drive, then open it and choose File > Save as Google Sheets. Every formula carries over and calculates the same way.
Can I track both listings and buyer-side deals in the same sheet?
Yes. Each row is just a property, client, stage and value - it doesn't distinguish listing side from buyer side, so use the client or property field to note that if it matters to you.
What's the usage license?
Personal use or use within one brokerage or team. It's not meant to be resold or redistributed as a template product.