Overview
This template is tuned for the real-estate workflow: property of interest, price range, timeline, pre-approval status, and multi-agent assignment. Works well for teams up to about 15 agents.
Column layout
Copy this column order into a blank Google Sheet, or let SheetLink Forms create the headers for you on first submission.
| Column | Notes |
|---|---|
| Lead ID | Unique ID |
| Received | Timestamp |
| Name | |
| Phone | |
| Lead type | Dropdown: Buyer / Seller / Both / Renter |
| Property of interest | MLS number or URL or description |
| Price range | Dropdown or text |
| Beds / Baths | Preferences |
| Timeline | 0-3 months / 3-6 / 6-12 / 12+ |
| Pre-approved? | Boolean - important for buyer prioritization |
| Assigned agent | Dropdown of team members |
| Status | New / Contacted / Showing Scheduled / Under Contract / Closed / Lost |
| AI score | Populated by AI Lead Scoring |
| Source (UTM) | Marketing attribution |
| Last contact | Date - updated by the agent |
| Notes | Freeform |
Useful formulas
Paste these into a top-of-sheet summary row or a separate dashboard tab.
New leads last 7 days
=COUNTIFS(B:B,">="&TODAY()-7)Closed YTD
=COUNTIFS(M:M,"Closed",B:B,">="&DATE(YEAR(TODAY()),1,1))Average days to close
=AVERAGEIF(M:M,"Closed",... )Pair with a 'Closed at' date column for proper calculation.
Conditional formatting
- Pre-approved column: green when TRUE - visually prioritize hot buyers.
- Status: green for Closed, red for Lost, yellow for New, blue for Contacted.
- AI score: gradient color scale from red (0) to green (100).
Pivot table guidance
Pivot with Assigned agent as rows, Status as columns. Shows pipeline depth per agent. Second pivot: Lead type by Timeline.
Recommended add-ons
- AI Lead Scoring: Flags serious buyers by school-district mentions, budget language, and timeline urgency.