CANADIAN REALTOR TOOLKIT / Excel & Google Sheets spreadsheet
Realtor Business OS (Spreadsheet)
See your real estate business across the year instead of piecing it together from separate notes. The Realtor Business OS brings deals, pipeline, income and GST into a spreadsheet dashboard for Canadian agents.
Digital product. Purchase and download through Etsy. Check the listing for current offers and delivery details.
01 / WHAT YOU GET
A useful tool.
A clear place to start.
- A business dashboard for a view of your year
- Deal and pipeline tracking
- Income tracking
- GST information alongside your business numbers
02 / IN YOUR WORKING WEEK
Put it to work.
- Begin with your current deals and pipeline rather than trying to enter every historical record at once.
- Update your records as deals move forward, close or change. Check the entries against your brokerage information.
- Make a weekly appointment with your dashboard to review income, pipeline and the work that needs attention.
03 / BEFORE YOU BUY
Your questions, answered.
Which software is it for?
The product cover identifies Excel and Google Sheets. Check the Etsy listing for the current download and setup instructions.
How is it different from the Notion Realtor OS?
This product is a spreadsheet dashboard. The Notion Realtor OS uses a Notion workspace for clients, tasks, deals and planning.
Is this my accounting software?
It supports business tracking. Continue to keep your accounting and source records, and confirm tax treatment with your accountant.
Ready to take a closer look?
See the full listing, previews and download details on Etsy.
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