Commercial Real Estate Deal Tracker Spreadsheet

What's included

This Excel workbook contains 4 tabs designed to give CRE acquisition teams a complete view of their deal pipeline. The About tab explains the template structure and column definitions. The Deal Tracker tab is where you log every active deal across 14 columns: property name, address, market, asset type, units/SF, asking price, price per unit (auto-calculated), deal stage, LOI date, PSA date, DD expiration, projected close date, days active (auto-calculated), and assigned team member.

The Dashboard tab pulls from the tracker to display pipeline summary metrics, stage breakdowns, and aging analysis. The Closed/Dead tab serves as an archive for deals that have closed or been passed on, keeping your active tracker clean while preserving historical data.

Built for CRE acquisition teams of 5 to 50 people managing 10 to 50+ active deals at any given time. Works for multifamily, office, retail, industrial, and mixed-use acquisitions.

Dashboard metrics

The dashboard tab auto-calculates key pipeline KPIs from your deal tracker data. You get a real-time view of total active deals, aggregate pipeline value, average deal size, and a breakdown by stage showing how many deals sit at each phase. The aging analysis highlights deals that have been in the same stage for an extended period, helping you identify bottlenecks before they become problems.

Stage breakdown charts show your pipeline distribution visually, so you can see at a glance whether your funnel is healthy or top-heavy with early-stage deals that need to convert. All dashboard figures update automatically as you add, update, or archive deals in the tracker tab.

How teams use this tracker

Start by entering your active deals into the Deal Tracker tab. Use consistent stage names (the template includes suggested stages: Screening, LOI, Under Contract, Due Diligence, Financing, Closing, Closed, Dead). Update deal stages and dates as deals progress. Move completed or passed deals to the Closed/Dead tab to keep your active view focused.

Most teams review the dashboard in weekly pipeline meetings to assess deal velocity, identify stalled deals, and allocate resources. For teams that have outgrown spreadsheets, MotionCRE provides the same pipeline visibility with added deal workspaces, document management, task tracking, and an AI Associate for deal intelligence.

For a more structured stage-based approach, see our CRE acquisition pipeline template. When deals move into due diligence, pair this tracker with the multifamily due diligence checklist or the commercial due diligence checklist.

Frequently asked questions

How do CRE teams track deals?

Most commercial real estate teams start with spreadsheets to track deal flow, then graduate to dedicated deal management platforms as volume increases. A good tracker captures every active deal with its current stage, key dates, financial metrics, and responsible team member. The goal is a single view of the entire pipeline that the whole team can reference.

What should a deal tracker include?

At minimum, a CRE deal tracker should include property name, address, asset type, deal stage, asking price, key dates (LOI, PSA, DD expiration, closing), broker contact, and assigned team member. More advanced trackers add auto-calculated fields like price per unit, days active in each stage, and pipeline summary metrics.

How do you manage a commercial real estate pipeline?

Effective pipeline management requires consistent data entry, regular pipeline review meetings, and clear stage definitions that the whole team follows. Track every deal from initial screening through close or pass. Review aging deals weekly to identify stalled opportunities. For teams outgrowing spreadsheets, platforms like MotionCRE centralize pipeline tracking with deal workspaces, documents, and tasks.