Review criteria
- +Pipeline from contract to closing
- +Contingency and deadline highlighting
- +Projected GCI columns
- +Works in Google Sheets and Excel
Transaction Pipeline Tracker in Real Estate Brokerage
The Transaction Pipeline Tracker is a copy-ready spreadsheet for real estate brokerage that tracks transactions, stage, price, close date, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 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 “Transaction Pipeline Tracker”
Tabs: How to use · Transactions · PipelineFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 10
Columns (grey = calculated for you)
- Property
- Agent
- Side
- Price
- Contract date
- Stage
- Next contingency deadline
- Close date
- Commission rate
- Gross commission
- Open the Transactions tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Next contingency deadline turns red when an inspection, appraisal or financing date passes: those deadlines can cost a client their deposit.
- Pending GCI shows commission under contract that has not closed yet.
- 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.
Transaction Pipeline Tracker
About this template
It is built for people who want results without another subscription: brokerages tracking deals to closing. 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 Transaction Pipeline Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Brokerages tracking deals to closing
- +Anyone watching contingencies and deadlines
Pause before choosing when
- -Transaction-management e-signature
- -MLS integration
About Real Estate Brokerage
Why people consider this option
- +Track agents, commission splits, and transactions without paid software
- +Calculate splits and caps correctly
- +See the transaction pipeline at a glance
What to review before acting
- -No transaction-management or compliance integration
- -Growing brokerages eventually need a back-office system
Trust FAQ
Questions people ask before copying a template
Does the Transaction Pipeline Tracker 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 Transaction Pipeline Tracker 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 Transaction Pipeline Tracker track?
It tracks transactions, stage, price, close date, status. 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.