Real Estate Agent
Command Center

Right-click on the default Sheet1 tab at the bottom → Rename → type:

🏠 Pipeline / Leads

Click cell A1 and type each header below, pressing Tab to move right:

1. Click the row 1 number on the left to select the entire row
2. Set background color to dark navy: click the paint bucket icon → choose #0D1B2A
3. Set font color to white/gold
4. Click Bold (Ctrl+B)

Click cell I1 → type: Active Leads:

Click cell J1 → paste this formula:

=COUNTIFS(C3:C22,"<>Dead",C3:C22,"<>Closed",C3:C22,"<>")

1. Select cells B3:B22
2. Go to Data menu → Data validation
3. Under "Criteria", select Dropdown (from a list)
4. Enter these values (comma-separated):

Zillow,Referral,Open House,Cold Call,Other

5. Click Save

1. Select cells C3:C22
2. Data → Data validation → Dropdown (from a list)
3. Enter:

New,Contacted,Touring,Offer,Closed,Dead

4. Click Save

1. Select C3:C22
2. Format → Conditional formatting
3. Add each rule below (click "Add another rule" after each):

1. Select F3:F22 → Format → Number → Date
2. Repeat for G3:G22

View → Freeze → 1 row

Click the + at the bottom → rename to:

💰 Commission Tracker

Format D1 and G1 as Currency: Format → Number → Currency

Click E4 and enter:

=IF(AND(C4<>"",D4<>""),C4*D4,"")

Then copy down to E5:E23: select E4 → Ctrl+C → select E5:E23 → Ctrl+V

1. Select H4:H23 → Data → Data validation → Dropdown
2. Enter:

Pending,Received,Lost

Select H4:H23 → Format → Conditional formatting

1. C4:C23 → Format → Number → Currency (Sale Price)
2. E4:E23 → Format → Number → Currency (Commission Amount)
3. D4:D23 → Format → Number → Percent (Commission %)
4. F4:F23 and G4:G23 → Format → Number → Date

1. Select row 3 → Bold, dark background, light font
2. View → Freeze → Up to row 3

Click + → rename to:

📊 Income & Goals

Format B3 as Currency: Format → Number → Currency

1. Format B5 and B9 as Currency
2. Format B6 as Percent (2 decimal places)

Bold and style row 11 as a header (dark background, light text).

Click B12 and enter this formula for January:

=SUMPRODUCT(
  ('💰 Commission Tracker'!H4:H23="Received")*
  (MONTH('💰 Commission Tracker'!G4:G23)=1)*
  (YEAR('💰 Commission Tracker'!G4:G23)=YEAR(TODAY()))*
  '💰 Commission Tracker'!E4:E23
)

Copy B12 to B13:B23, then change the month number in each row:

Click C12 and enter this formula for January:

=SUMPRODUCT(
  ('💰 Commission Tracker'!H4:H23="Received")*
  (MONTH('💰 Commission Tracker'!G4:G23)=1)*
  (YEAR('💰 Commission Tracker'!G4:G23)=YEAR(TODAY()))
)

Copy C12 to C13:C23 and change =1 to the appropriate month number (same pattern as column B above).

1. Format B12:B23 as Currency
2. Add light alternating row colors to rows 12–23
3. Add borders around the KPI section (A3:B9) and the monthly table (A11:C23)
4. Freeze: View → Freeze → Up to row 11

Click + → rename to:

👥 Client CRM

1. Select F3:F22 → Data → Data validation → Dropdown
2. Enter:

New,Active,Closed,Referral Source

Select F3:F22 → Format → Conditional formatting

1. Select E3:E22 → Format → Number → Date
2. Select row 2 → Bold, dark background, light font color
3. View → Freeze → Up to row 2

Click + → rename to:

📋 Instructions

Select A1:G1 → Format → Merge cells → Merge all

Type:

REAL ESTATE AGENT COMMAND CENTER — USER GUIDE

Style: Bold, font size 14, dark background, gold/cream text

Continue below the tab overview, adding these sections (bold each section title):

• DAILY WORKFLOW — check Follow-Up Dates, add new leads, update Status
• WEEKLY WORKFLOW — review Offer/Touring leads, log new deals, update CRM
• MONTHLY WORKFLOW — check Goals Dashboard, clean up Dead leads, nurture Referral Sources
• TIPS — don't delete formula rows, how to add dropdown options, how to add more rows, commission % format
• SUPPORT — hello@propdesk.co

1. Click the blue Share button (top-right)
2. Under "General access", click the dropdown → select "Anyone with the link"
3. Set permission to "Viewer" (buyers can see but not edit your master)
4. Click Copy link — save this URL, it's your shareable product