Download Excel Tracking Templates

1. Click here to download the AgentDailyTracking.xlsx file into your computer.

2. Create a folder in C drive with folder name --> AgentTracking

2. Copy downloaded  AgentDailyTracking.xlsx file from step 1 above to your C:\AgentTracking

What does each columns in the excel mean?

• Listing Lead (applicable for sub-sale agent only): Lead you received by owner for sell or for rent either through call, sms, sms blast or etc.
• Customer Lead: Lead you receive to buy or want to rent, either from cold call, facebook ads, flyers, roadshow, property portal or etc.
• Listing Appointment (applicable for sub-sale agent only): Appointment you set with owner for sell or for rent, either to discuss the details about the house, inspection or take photos.
• Customer Appointment: Appointment you set with buyer or tenant to view the property.
• Listing Closed (applicable for sub-sale agent only): You have close the deal where letter of offer for sale or for rent has been sign by owner and buyer/tenant. Listing closed refer to you have the listing, you close it either by co-agent or your lead engaged you for this particular listing. 
• Customer Closed: You have close the deal where letter of offer for sale or for rent has been sign by owner and buyer/tenant.Customer closed for project is straightfoward, you close a deal, you enter how many deal close for that day, for sub-sale refer to you close the customer whether you do not have the listing but co-agent or your first listing view by customer is not close buy 2nd or 3rd listing.
• Total Close: Sum of Listing Closed and Customer Closed.
• Gross Comission Income: Your total gross commission income.

Notes: Why there is Listing Lead, Appointment, Closed and Customer Lead, Appointment, Closed?

This is to let you know that how good are you at getting listing or customer, you are good in dealing with owner or buyer?