Real Estate Agent Commission Tracker, GCI & Business Plan (Excel, Google Sheets)
This real estate agent commission tracker shows your real take-home on every deal after splits, caps and fees, and works out what it takes to hit your GCI goal. Built for agents and realtors on any split, with or without a cap. Works in Excel and Google Sheets.
Who it is for: real estate agents and realtors on any brokerage split, with or without a cap, who want their real take-home and a plan to hit their GCI goal.
What it does
- Every deal from prospect to closed: buyer or seller side, lead source, status, dates, price and commission % (or a flat commission).
- GCI, referral fees, your brokerage split, transaction fees, your net and a tax set-aside fill in for every deal.
- Annual cap that resets on your anniversary date. Splits are applied in closing order, and pending deals already see where you are toward the cap. Post-cap split and fees supported.
- Commission Calculator: what will I take home from this deal, using where you are toward your cap today.
- Goals & Plan: from your GCI goal to the closings, signed clients, appointments and leads you need, per year and per month, and whether you are on pace.
- Lead Sources: closings, GCI, net, spend, return on spend and cost per closing for Zillow, open houses, sphere, ads and more.
- Expenses and mileage for tax time.
- Dashboard: GCI, net income, closings and volume by month, pending GCI, goal and cap progress, deals closing soon, active listings and lead sources.
What's included
- 1 spreadsheet (.xlsx) with 10 tabs: Start Here, Dashboard, Transactions, Commission Calculator, Goals & Plan, Lead Sources, Expenses, Mileage, Settings, Lists
- Quick-Start Guide (PDF)
- A sample agent with 34 deals, a capped year and a year of expenses, so you can see everything working before you add your own
Works with
- Microsoft Excel 2010 or newer (Windows and Mac), Excel for the web, and Google Sheets
- Any currency
- 1,000 transactions, 1,500 expenses and 3,000 mileage trips per file
How it works
- Download the files instantly after purchase
- Enter your brokerage plan once: split, cap, anniversary date and fees (about 10 minutes)
- Add each deal as it moves from prospect to closed. Your net, cap and goal progress update by themselves.
Quick answers
- Does it handle a cap? Yes. Set your cap and the day your cap year starts. Once you cap, your share goes to 100% (or your post-cap split).
- What about dual agency or referrals? Yes. Mark a deal as Both sides and add a referral fee % - both are taken into account.
- Can I see which lead sources pay off? Yes. Tag expenses with a lead source to see your return on spend and cost per closing.
- Is there a monthly fee? No. It is a one-time purchase and an instant download, with no subscription. It works in Excel and Google Sheets, in any currency.
Please note
- This is a digital download. No physical item will be shipped.
- This template helps with record keeping and planning. It is not tax, legal or accounting advice. Check your brokerage agreement for exactly how your split and cap work.
- For use in your own business. Please don't resell or share the file.
- Designed by me with the help of AI tools. Every formula was tested in Microsoft Excel and Google Sheets.
Questions? Send me a message. I'm happy to help you get set up.
Questions people ask
Does it handle a brokerage cap?
Yes. Set your split, cap and the day your cap year starts. Splits are applied in closing order and pending deals already see where you are toward the cap.
Can it plan my year?
Yes. Goals & Plan works back from your GCI goal to the closings, signed clients, appointments and leads you need, per year and per month.
Can I see which lead sources pay off?
Yes. Tag expenses with a lead source to see GCI, spend, return on spend and cost per closing for each source.
Does it work in Excel and Google Sheets?
Yes. It works in Microsoft Excel 2010 or newer (Windows and Mac), Excel for the web and Google Sheets.
Is there a monthly fee?
No. It is a one-time purchase and an instant digital download. There is no subscription.
Does it work in my currency?
Yes. It works with any currency.
What if I find an error?
Message us on Etsy. You can choose another spreadsheet from our shop, free of charge (any except our Pro editions), and we will fix the error for everyone.
Get the Real Estate Agent Commission Tracker on Etsy