The Sales Tracker provides a real-time overview of all active, pending, closed, and expired listings and contracts across your team, giving full visibility into your business at a glance.
Real-time overview of listings and contracts across your team
Search by agent, property address, or status
Sort by any column in ascending or descending order
Select and delete listings or contracts
Open a detailed view for any transaction
At the top of the page, a search bar allows you to quickly find sales records by:
Agent
Property address
Status
The Sales Tracker can be sorted using the following columns:
Agent
Property address
List price
Purchase price
Status
Buyer
Seller
Referral percentage
Co-list percentage
List date
Date under contract
Closing date
Expiration date
Lead source
Clicking any column header sorts results in ascending or descending order, making it easy to surface the most recent or most relevant activity.
Use the Clear All Sorts option to reset all sorting selections.
This helps avoid overlapping or confusing views when multiple sorts have been applied.
On the far left-hand side of each row, a selectable checkbox is available.
Selecting one or more checkboxes enables the option to delete listings or contracts from the Sales Tracker when needed.
Click on any property address to open the detailed view for that specific listing or contract.
This provides deeper insight into individual transactions directly from the tracker.
Each row in the Sales Tracker table also displays a Lead Source column, showing where the sale originated (when available). If no source is recorded, the column displays a dash.
For contracts created as a lease, the Buyer and Seller columns display Tenant and Landlord instead. This happens automatically whenever a contract is submitted with landlord or tenant representation, so lease deals are always labeled correctly, and lease-specific timeline logic (based on the under-contract date rather than a sale closing date) applies to that row.
The Sales Tracker is built to:
Centralize listing and contract data
Provide real-time business visibility
Enable fast navigation and management of sales activity
