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    63bf6df10fc062b5a939864f - 6 - Real Estate Lead Spreadsheet

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    rohitranjansindri
    This document tracks real estate leads and their progress through various pipeline stages. It lists 12 leads by name and provides details like their budget range, next steps, and current pipeline stage. The stages include new lead, sent intro, engaged with, qualified, offer made, under contract, closed won and closed lost. It also defines the midpoint of budget range and risk-adjusted pipeline values used to forecast sales potential.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    63bf6df10fc062b5a939864f - 6 - Real Estate Lead Spreadsheet

    Uploaded by

    rohitranjansindri
    50 views9 pages
    This document tracks real estate leads and their progress through various pipeline stages. It lists 12 leads by name and provides details like their budget range, next steps, and current pipeline stage. The stages include new lead, sent intro, engaged with, qualified, offer made, under contract, closed won and closed lost. It also defines the midpoint of budget range and risk-adjusted pipeline values used to forecast sales potential.

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    63bf6df10fc062b5a939864f_6 - Real Estate Lead Spreadsheet

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    This document tracks real estate leads and their progress through various pipeline stages. It lists 12 leads by name and provides details like their budget range, next steps, and current pipeline stage. The stages include new lead, sent intro, engaged with, qualified, offer made, under contract, closed won and closed lost. It also defines the midpoint of budget range and risk-adjusted pipeline values used to forecast sales potential.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    50 views9 pages

    63bf6df10fc062b5a939864f - 6 - Real Estate Lead Spreadsheet

    Uploaded by

    rohitranjansindri
    This document tracks real estate leads and their progress through various pipeline stages. It lists 12 leads by name and provides details like their budget range, next steps, and current pipeline stage. The stages include new lead, sent intro, engaged with, qualified, offer made, under contract, closed won and closed lost. It also defines the midpoint of budget range and risk-adjusted pipeline values used to forecast sales potential.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 9

    Real Estate Lead Pipeline Tracker

    Press data -> refresh all to update this sheet


    Forecast Method 1 - New Lead
    Midpoint of Budget Range $ 590,175
    Risk-adjusted Pipeline $ 17,705

    The midpoint of budget range is the average between the low end and high end buyer budget.
    The risk-adjusted pipeline is the buyer's budget times the probability of the pipeline stage. Think of it as a probability forec

    Stage Lead Name


    1 - New Lead Darla Holtom
    2 - Sent intro Isak Forsbey
    3 - Engaged with Neda Ockleshaw
    Salem Brane
    4 - Qualified Lauren Sudron
    Neill Kindley
    5 - Offer made Domenico MacCague
    Hugo Karlolczak
    6 - Under contract Annemarie Bollam
    2 - Sent intro 3 - Engaged with 4 - Qualified
    $ 391,620 $ 882,340 $ 492,070
    $ 19,581 $ 88,234 $ 123,018

    nd and high end buyer budget.


    ability of the pipeline stage. Think of it as a probability forecast.

    Contact at Next Step Midpoint of Budget Range


    [email protected] Email in January $ 590,175
    689-751-3243 (blank) $ 391,620
    [email protected] (blank) $ 418,140
    524-346-5893 Put together property list $ 464,200
    [email protected] (blank) $ 220,095
    245-551-9586 (blank) $ 271,975
    [email protected] (blank) $ 398,320
    870-503-2007 (blank) $ 347,430
    [email protected] (blank) $ 208,320
    5 - Offer made 6 - Under contract 7 - Closed Won 8 - Closed Lost Grand Total
    $ 745,750 $ 208,320 $ 820,000 $ 574,200 $ 4,704,475
    $ 246,098 $ 177,072 $ 820,000 $ - $ 1,491,707

    This shape represents a slicer. Slicers are supported in


    Excel 2010 or later.

    If the shape was modified in an earlier version of


    Excel, or if the workbook was saved in Excel 2003 or
    earlier, the slicer cannot be used.
    Real Estate Leads
    By Blinq

    Date Added Lead Name Email Phone


    4/3/2022 Darla Holtom [email protected] 786-925-7487
    12/15/2022 Vin Louden [email protected] 343-704-4533
    5/16/2022 Salem Brane [email protected] 524-346-5893
    2/13/2022 Hugo Karlolczak [email protected] 870-503-2007
    8/11/2022 Annemarie Bollam [email protected] 791-922-4089
    11/28/2022 Jerad Giovannacci [email protected] 423-112-2673
    11/25/2022 Domenico MacCague [email protected] 902-566-2339
    5/25/2022 Neda Ockleshaw [email protected] 888-914-5991
    5/18/2022 Isak Forsbey [email protected] 689-751-3243
    12/23/2021 Neill Kindley [email protected] 245-551-9586
    3/4/2022 Lauren Sudron [email protected] 146-103-3205
    11/25/2022 Jonie Edlington [email protected] 846-543-5930
    Budget Ranges
    Contact by Last Contact Low End High End Stage
    Email 5/10/2022 $ 549,000 $ 631,350 1 - New Lead
    Email 2/12/2023 $ 395,000 $ 395,000 7 - Closed Won
    Phone 11/27/2022 $ 422,000 $ 506,400 3 - Engaged with
    Phone 10/3/2022 $ 313,000 $ 381,860 5 - Offer made
    Email 12/8/2022 $ 192,000 $ 224,640 6 - Under contract
    Phone 4/4/2023 $ 522,000 $ 626,400 8 - Closed Lost
    Email 3/30/2023 $ 383,000 $ 413,640 5 - Offer made
    Email 11/14/2022 $ 404,000 $ 432,280 3 - Engaged with
    Phone 9/10/2022 $ 366,000 $ 417,240 2 - Sent intro
    Phone 5/24/2022 $ 253,000 $ 290,950 4 - Qualified
    Email 10/24/2022 $ 201,000 $ 239,190 4 - Qualified
    Email 2/14/2023 $ 425,000 $ 425,000 7 - Closed Won
    Next Step Est Close Date Notes
    Email in January 11/23/2023
    2/12/2023
    Put together property list 8/11/2023
    12/29/2022
    1/12/2023 Under contract on 423 Broadway
    Went with another agent
    12/28/2022
    10/3/2023
    11/16/2023
    1/11/2024
    8/21/2023
    2/14/2023 Closed deal
    Pipeline Stages
    Adjust these pipeline stages based on how you segment your buyers. Use the "Likelihood to close" to estimate eventu

    Pipeline Stage Description Likelihood to Close


    1 New Lead 3%
    2 Sent intro 5%
    3 Engaged with 10%
    4 Qualified 25%
    5 Offer made 33%
    6 Under contract 85%
    7 Closed Won 100%
    8 Closed Lost 0%
    t your buyers. Use the "Likelihood to close" to estimate eventual value of sales.

    Use of field
    Set a buyer to this stage once you create or receive their lead info.
    After you reach out, mark a buyer at this stage to remind yourself that you've done so.
    After a buyer returns your initial outreach, upgrade them to this stage.
    Set a buyer to this stage when you've done initial vetting over their seriousness as a buyer.
    Set a buyer to this stage when they have made an offer on a property.
    Set a buyer to this stage when the offer is accepted and the deal is working to close.
    Use this for a client that successfully purchased a home.
    Use this for a client you no longer work with.
    Pipeline Helper
    1 - New Lead
    2 - Sent intro
    3 - Engaged with
    4 - Qualified
    5 - Offer made
    6 - Under contract
    7 - Closed Won
    8 - Closed Lost

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