Real Estate Lead Tracker and Pipeline Dashboard
ResultEvery lead, follow-up date, and deal status in one place, with a dashboard showing which follow-ups are due today.
A Google Sheets lead tracker for realtors that shows every lead's stage, flags today's follow-ups, and tracks the sales pipeline.
- Google Sheets
- Microsoft Excel
Sample project. This tracker uses 12 fictional leads in Queens, New York. All names, emails, and prices are made up.
The task
Real estate agents get leads from many places: Zillow, their website, referrals, open houses, and Facebook. When an agent is busy with showings, leads slip through the cracks, and a lead that doesn't hear back quickly often goes to another agent.
What I built
- Leads sheet: every buyer, seller, renter, and investor in one place, with source, area, budget, timeline, and stage
- Automatic follow-ups: each stage (New, Contacted, Showing scheduled, Offer made, Under contract, Closed, Lost) has its own follow-up timing, so the next follow-up date calculates itself
- Dashboard: active leads, hot leads (ready to move within 3 months), total pipeline value, leads by stage, which sources bring in clients, and a list of who to follow up with today
- How to use page: a short guide, a color legend, and follow-up settings the agent can change
The result
At a glance, the agent sees 10 active leads, 5 hot leads, a $8.5M pipeline, and the 4 people to call today, so no lead goes cold.
As your VA, I can set up a tracker like this, keep it updated every day, and handle the follow-up messages for you.
