Real Estate Agent Commission & Expense Tracker

11 tabs, one linked system

1. 1

   Start Here

   What each tab does, the order the commission math runs in, the color legend, Google Sheets steps and the not-tax-advice note.

2. 2

   Dashboard

   Tax-year KPIs (closed GCI, net to you, expenses, net income, closed sides, pending GCI, cap paid, goal %), a month-by-month table with chart, where every commission dollar went, pipeline by status, and cap, goal and tax set-aside.

3. 3

   Settings

   Brokerage plan (percent split, or cap model with your share before and after cap, annual cap and cap anniversary date), transaction fee before and after cap, E&O fee, franchise or royalty % with its annual cap, default referral %, team split, income goal, tax set-aside %, dated IRS mileage rates, 19 expense categories and 12 lead sources (all editable).

4. 4

   Calculator

   Test an offer: price, rate per side or flat fee, Listing, Buyer or Both, concessions, referral, team lead, other costs. Prints a one-page commission breakdown with cap status and the same deal before cap side by side.

5. 5

   Transactions

   200 rows: status (Active, Pending, Closed, Fell through), close date, address, client, side, lead source, price, rate or flat fee, concessions, referral, team lead and other costs. GCI, referral fee, team share, brokerage split, fees and net to you calculate; the deal that hits your cap is flagged.

6. 6

   Cap Tracker

   Current cap year: cap paid on closed deals, remaining, progress bar, the date you capped, what pending deals would add, royalty paid against its cap, and a 12-month table with running total and chart.

7. 7

   Expenses

   500 rows: date, vendor, description, category dropdown, amount, business %, business share, optional lead source tag for marketing spend, payment reference.

8. 8

   Mileage

   600 rows: date, route, purpose, client or property, miles. The rate comes from the dated IRS table on Settings, so trips on each side of a mid-year rate change are both right.

9. 9

   Expense Summary

   Spending by category and month for the tax year, business share, optional annual budget per category with over-budget flag, mileage deduction and totals.

10. 10

    Goal Planner

    Works back from your net income goal and planned expenses to the commission, GCI, closed sides, listings, appointments and leads you need, using your averages and conversion rates and allowing for your cap and royalty cap. Pace check against the year so far.

11. 11

    Lead Sources

    Per source for the tax year: leads (you count), marketing spend, referral fees paid, closed deals and sides, GCI, net to you, pending GCI, lead-to-closing rate, cost per closed deal and net per $1 of spend.