Free Real Estate Sales Pipeline Spreadsheet Template
Track real-estate accounts or properties, owners, stages, deal values, probabilities, weighted values, and next actions in a Dashboard, Pipeline, and Setup workbook.
Do this with AI
Make this real-estate pipeline fit your review.
Open the workbook and ask Griddy to adjust stages, priorities, owners, or next-milestone fields.
What is in this workbook?
This workbook has three sheets: Dashboard, Pipeline, and Setup. Dashboard is the quick-review surface, Pipeline is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Pipeline for account or property, owner, stage, deal value, probability, weighted value, next action, and notes; update stage meanings in Setup. Dashboard counts pipeline rows, sums deal value and weighted value, and counts rows not Closed won. Pipeline calculates Weighted value as Deal value multiplied by Probability.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use property nicknames or opportunity IDs rather than tenant or client payment details. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Related guides
Learn how teams actually use this template
Do this with AI
Make this real-estate pipeline fit your review.
Open the workbook and ask Griddy to adjust stages, priorities, owners, or next-milestone fields.
