Master Tracker Spreadsheet
Business Tracking & Planning Tool
Your entire business at your fingertips
-
✺
This easy-to-use spreadsheet is so robust! Twelve (12) preset tabs capture pivotal business and customer information, including your Startup costs and Continuing Education classes.
-
✺
Separate tabs track your Expenses and Income (by lead source), then compile a real-time Profit and Loss Statement your tax preparer will thank you for!
-
✺
The Volume tab helps you understand what type of transactions you are closing, their value, and what percent of your business comes from sellers versus buyers.
-
✺
Don’t have a Customer Relationship Marketing program yet? No problem! Use the SOI tab to track your database, rank them by priority and flag your top referrers!
-
✺
The Buyers and Listings tabs help you monitor your clients as they progress through your sales pipeline, calculating your conversion ratios!
-
✺
Use the Action Plan tab to not only determine how many transactions you’ll need to close to reach your monetary goals, but how many contacts you’ll need weekly to accomplish those goals!
-
✺
Enter your production goals in the Business Plan tab and easily check your progress as the spreadsheet pulls your actual numbers. Fine tune these even further by lead source!
-
✺
Everything marketing should be tracked on the Marketing Plan tab - warm marketing by month, cold marketing and a Top Referrer’s Club - with budget versus actual columns.
-
✺
ADDED MARKETING BONUS! Two geographical farming calculators let you compare neighborhoods side by side and pick the one with the best ROI!
Order Today!
This Master Tracker spreadsheet tracks all of the information real estate professionals need to know to monitor their business' health. Included are tabs to track Start-up Costs, Continuing Education, Expenses, Income, Volume, a Profit and Loss Statement, Sphere of Influence (SOI), Buyers, Sellers, Action Plan, Business Plan, and Marketing Plan.