Review criteria
- +Pipeline from prospect to closed
- +Property type, size, and value columns
- +Weighted projected-fee total
- +Works in Google Sheets and Excel
CRE Deal Pipeline in Commercial Real Estate Broker
The CRE Deal Pipeline is a copy-ready spreadsheet for commercial real estate broker that tracks deals, type, size, stage, projected fee. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “CRE Deal Pipeline”
Tabs: How to use · Deals · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 12
Columns (grey = calculated for you)
- Deal
- Client
- Side
- Property type
- Size (sq ft)
- Stage
- Deal value
- Fee rate
- Probability
- Expected close
- Projected fee
- Weighted value
- Open the Deals tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Deal value is the sale price or total lease consideration; Projected fee uses your fee rate and Weighted value adjusts by probability.
- Review probabilities weekly; a stalled LOI should drop back.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
CRE Deal Pipeline
About this template
It is built for people who want results without another subscription: cRE brokers tracking a deal pipeline. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing CRE Deal Pipeline
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +CRE brokers tracking a deal pipeline
- +Anyone forecasting projected commission
Pause before choosing when
- -Listing syndication platforms
- -Market-data integration
About Commercial Real Estate Broker
Why people consider this option
- +Track deals and rent comps without paid CRE software
- +Keep commission and pipeline numbers in one file
- +Own your comp database instead of renting one
What to review before acting
- -No CoStar-grade data or listing syndication without a tool
- -Busy brokers eventually want CRE deal software
Trust FAQ
Questions people ask before copying a template
Does the CRE Deal Pipeline work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the CRE Deal Pipeline really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the CRE Deal Pipeline track?
It tracks deals, type, size, stage, projected fee. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.