BIZTracker TutorialBIZTracker Tutorial
Learn how to use the Adam Timothy Group BIZTracker to manage your pipeline, track deals, and stay organized.
Signing In
Authenticate with your Google account
CLICK "SIGN IN WITH GOOGLE"
On the login screen, click the Google sign-in button to authenticate with your authorized Google account.
GRANT PERMISSIONS
Allow access to Google Sheets (for data), Google Tasks (for task management), and Google Drive (for file uploads).
ACCESS GRANTED
Once authenticated, you'll see the main dashboard with all your pipeline data.
Your session is saved, so you won't need to sign in every time. Use "Sign Out" from the menu to switch accounts.
Dashboard Overview
Understand the main interface
The dashboard gives you a complete view of your pipeline at a glance.
📊 STATS CARDS
Top cards show Closed & Under Contract total, Active deals, and Pipeline value. Click any card to filter the table.
📋 DEALS TABLE
All your deals displayed with client, type, status, trend, price, GCI, team net, and production columns.
🔍 FILTER BAR
Search and filter deals by status, transaction type, or trend to find what you need quickly.
☰ MENU
Access additional features, team tools, export options, and settings from the hamburger menu.
Adding Deals
Create new pipeline entries
CLICK "+ ADD DEAL"
Located in the top right of the dashboard. This opens the deal entry form.
FILL IN DEAL DETAILS
Required: Client name (format as "BUYER - Name" or "SELLER - Name")
Optional: Transaction type, source, status, address, price, close date, trend, action items.
CLICK "SAVE"
Your deal is saved to the pipeline and immediately visible in the table.
For rentals (Tenant, Landlord), enter the annual rent in the price field. GCI calculates automatically based on transaction type.
Editing & Viewing Deals
Update deal information
CLICK ANY ROW
Click on a deal in the table to open the detail view showing all information, notes, and linked tasks.
MAKE CHANGES
Update any field - status, price, close date, trend, action items, or add links to Compass and Drive.
SAVE YOUR CHANGES
Click "SAVE" to update the record. All changes sync immediately to the shared Google Sheet.
DELETE A DEAL
Use the "DELETE" button (red, bottom left) to remove a deal. You'll be asked to confirm.
Managing Notes
Track activity and communications
ADD A NOTE
In deal view, type your note in the notes field and click "ADD NOTE". Notes are timestamped and attributed to you.
VIEW NOTE HISTORY
All notes appear in reverse chronological order - newest at the top.
COPY NOTES
Click "COPY" to copy the most recent note to your clipboard for pasting into Compass or emails.
Creating Tasks
Set reminders and follow-ups
CLICK "+TASK"
In the table or deal view, click the +TASK button to create a new task for that deal.
SELECT TASK LIST
Choose which Google Task list to add the task to (e.g., your personal list or a shared team list).
SET TITLE & DUE DATE
Enter a task title and optional due date. The client name is automatically included for easy reference.
VIEW UPCOMING TASKS
From the menu, select "View Tasks" to see all tasks due in the next 7 days with overdue alerts.
Tasks sync with Google Tasks, so you'll get reminders on your phone and in Gmail!
Filtering & Searching
Find deals quickly
Quickly find deals using the powerful search and filter options.
🔍 SEARCH
Type in the search box to filter by client name or property address. Results update as you type.
📊 STATUS FILTER
Filter by pipeline stage: Nurture, Pipeline, Active, Contract, Closed Not Paid, or Closed Paid.
🏷️ TYPE FILTER
Filter by transaction type: Buyer, Seller, Tenant, Landlord, Referral Out, etc.
📈 TREND FILTER
Filter by deal trend: Positive, Neutral, or At Risk to focus on deals needing attention.
Click the stats cards at the top to quickly filter by Active, Pipeline, or Closed & Contract status!
Summary View
View pipeline totals and breakdowns
CLICK "SUMMARY" TAB
Switch from Pipeline to Summary view using the tabs below the stats cards.
VIEW BY STATUS
See deal count, GCI, team net, and production totals broken down by pipeline status.
VIEW BY TYPE
See the same metrics broken down by transaction type (Buyer, Seller, etc.).
EXPORT SUMMARY
Use the export buttons to download summary data as CSV or print as PDF.
Compass Integration
Connect to brokerage reporting
ADD COMPASS LINK
In deal edit view, paste the Compass Business Tracker URL for that deal into the "Biz Tracker Link" field.
CLICK "COMPASS"
In the table, deals with a Compass link show a "COMPASS" button. Click to open directly in a new tab.
COPY NOTES TO COMPASS
Use the "COPY" button to grab your latest note and paste it into Compass for consistent record-keeping.
Google Drive Files
Manage client documents
ADD DRIVE FOLDER LINK
In deal edit view, paste the Google Drive folder URL for that client into the "Client Drive Folder" field.
OPEN FOLDER
Click "OPEN" to jump directly to the client's Drive folder in a new tab.
UPLOAD FILES
Click "UPLOAD" to select a file from your computer and upload it directly to the client's Drive folder.
DRIVE LINK IN TABLE
Deals with a Drive folder show a "DRIVE" link in the table for quick access.
Exporting Data
Download reports and data
Export your pipeline data for reporting or offline access.
📄 EXPORT TO CSV
Download the current filtered view as a CSV file. Opens in Excel, Google Sheets, or any spreadsheet app.
🖨️ PRINT / PDF
Open print dialog to print or save as PDF. Clean format optimized for printing.
📊 SYNC SUMMARY
Update the Summary tab in Google Sheets with current totals (Menu → Sync Summary Sheet).
✉️ EMAIL DEAL
From deal view, click "EMAIL" to compose an email with deal details pre-filled.
Menu Options
Access additional features and settings
Access additional features and tools from the hamburger menu (☰).
🔄 REFRESH DATA
Reload the latest data from the Google Sheet to see changes made by other team members.
📊 SYNC SUMMARY
Push current summary calculations back to the Google Sheet Summary tab.
📋 VIEW TASKS
See all Google Tasks due in the next 7 days, including overdue tasks highlighted in red.
🌙 LIGHT/DARK MODE
Toggle between dark mode (default) and light mode for your preference.
📄 EXPORT OPTIONS
Export to CSV or Print/PDF - includes only the currently filtered deals.
🔗 TEAM TOOLS
Quick links to Pipeline Sheet, Compass, ABOR MLS, Calendar, and Offer Analysis tools.
