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Excel Templates and Dashboards

Excel spreadsheet assists in real estate organization and management

The real estate spreadsheet is a very efficient tool and helps in the organization, being a decisive factor in the results of the Realtor.

With a competitive real estate market and the various financial instabilities of the last few years, it has shown that the success of real estate agencies depends, above all, on their management.

What defines the results of a company and how it stands out or not from the competition is the way it plans its operation in property management, expense control and customer service.

With that in mind, we have put together some tips on how to optimize real estate management. Are you interested? Check it out below.

Real Estate Management

To begin, it is important to define what Real Estate Management is. Therefore, it is a set of techniques, practices and tools that enable the company to maintain and attract good customers.

For you to have an idea, the most common is that real estate management is subdivided into financial, property, people and customers.

As the real estate market is especially sensitive to macroeconomic changes, property management needs to be differentiated from other areas of the economy.

In addition, keeping an eye on management tools and process optimization is one of the challenges facing the real estate market today. Since most of us spent a lot of time online, real estate prospecting will continue to move towards online tools which include spreadsheets.

What you should understand as soon as possible is how much the use of real estate spreadsheets can help improve property management, making processes faster and more economical. Companies, like the best Property Management adelaide has to offer, can benefit significantly simply by investing in this technology.

The challenge for real estate agents is to make all this happen and to reduce operating costs as profitability goes up. To keep the organization of Real Estate Management a good resource is the use of Excel Spreadsheets. Shall we learn more about them?

Organize your workflow on a real estate spreadsheet

Spreadsheets are very efficient tools for real estate organization. With them you keep your work demand under control: attendance, visits, fundraising, etc. This is part of excellent customer service.

You can and should have all the features that real estate spreadsheets offer. Having a real estate spreadsheet to document and monitor all customer service is essential for quality service.

In business, especially in the real estate market, the relationship with the customer is something that must be carefully constructed so that in the long run it can result in sales.

In addition, with the data organized in real estate spreadsheets, you can better manage your routine and workflow and outline assertive sales strategies, making the sales funnel efficient. You may also find additional tools, like this software to compare excel sheets online, useful to make sure than any changes aren’t missed and help with organisation as a whole.

How does the sales funnel in the real estate market work?

The sales funnel is fully adaptable for any market, including real estate. Each business creates its own funnel, by understanding the steps that a lead goes through in their buying journey.

Thus, the client’s online or offline steps are traced, the important thing is that they make sense for the real estate company.

The sales funnel helps the sales team to achieve more sales and also helps customers move to the next negotiation phases more quickly.

Adnia Solutions offers some Excel models with a focus on real estate management. Know that they are great to be used to implement the sales funnel and to enhance the management of your real estate company. Find out more below.

Save time, improve your business processes with premium Excel templates

Adnia Solutions’ premium Excel templates were created with an intuitive design that promises a beautiful graphic display and a variety of features. That way you can base your decision on solid and strong data and promote changes in your company.

The defining feature of our models is simplicity. At Adnia Solutions, we make sure you have the best insights with professional, easy-to-use Excel templates.

With Adnia Solutions models, data management and planning of your Real Estate is simpler and more convenient. In addition, it is easy to see the results with the help of clear and intuitive custom graphics.

Check out some characteristics of our models of Real Estate Spreadsheets:

Real Estate Agent Dashboard

This Adnia Solutions Real Estate Spreadsheet was developed to assist in monitoring data in addition to contributing to the performance of your sales team.

The function of this template is to receive data from each agent and automatically calculate important values ​​for the real estate manager.

Take a leap in your company’s processes using professional and easy sales reports. In addition, this Real Estate Spreadsheet assists in planning individual and team goals.

Real Estate KPI Dashboard Template

This Real Estate Spreadsheet model was designed to meet the individual needs of your real estate business. Using the main real estate success indicators (KPI) you will be able to identify the areas that need improvement.

In addition, you can focus on trends over time to determine your peak performance. Through this Real Estate Spreadsheet it is possible to generate useful and professional reports that you can share with your team.

See below some of the real estate indicators available in this model of Real Estate Spreadsheet:

Number of properties listed

Number and quantity of sales

Average days in the market

Homes sold by proportion of available stock

Commission paid

Number of consultations

Number of visits to properties

Real Estate Sales Funnel Excel Template

This Real Estate Spreadsheet Model was developed exclusively for real estate agents to organize and track their sales funnel data.

In addition, it was created with indicators selected specifically for the real estate sector. This Adnia solution can help you make assertive decisions based on the data generated by your business.

That way, you can quickly see what percentage of your leads are qualified and can become a customer in the future.

It is important to remember that after purchasing this or another Adnia model there are no monthly fees and the file is downloaded immediately after payment with any credit card or through PayPal. Count on our support to answer any questions about the products.

Get to know today the spreadsheets of Adnia Solutions, a company that is a reference in the creation of models, smart panels, innovative and incredibly easy to use based on Excel. Check out our premium Excel spreadsheets.

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