Agent Business Tracker Pack
$19- Instant digital download by email and on your confirmation page.
- Licensed for use in your own real estate business.
- Digital download: all sales are final once delivered.
Instant digital download. All sales are final once the files are delivered. See our refund policy.
Most of your business runs on numbers you can write down in two minutes. The Agent Business Tracker Pack gives you a place for each. Use the Excel workbook and let the formulas do the math, or print the trackers and write on them.
What's inside
- Excel workbook: a dashboard, deal pipeline (weighted forecast and overdue follow-up flags), commission tracker (gross to net after referral fee, brokerage share and fees), expense log, monthly results with a goal pace, quarterly tax set-aside, sinking funds for annual bills and a 30-day content planner. Dropdown menus and example rows are included.
- Printable PDF: landscape trackers for pipeline, commissions, expenses and monthly results, a set-aside and sinking funds page, and the 30-day content planner.
Good to know: the workbook is a record-keeping tool, not tax, legal or financial advice. The set-aside rate and goals are examples you change to match your own business. It is an Excel workbook; it can be uploaded to Google Sheets, though some formatting or the chart may look different.
Delivery: instant download of two files in one ZIP. Licensed for one agent.