Deal statuses & lifecycle
How a deal moves from "open" to "delivered", and what each status means.
A deal in Autopilot has a status that tells you where it is in its lifecycle. Statuses change automatically as you fill in deal attributes — there's no separate "move to next stage" action.
The five statuses
| Status | What it means |
|---|---|
| Open | Draft. Salesperson is still working on it. Not visible in the manager's queue. |
| Pending manager approval | Submitted for review. Manager hasn't approved or sent back yet. |
| Manager approved | Manager has signed off. The deal is "live" — countable in targets and reports. |
| Awaiting delivery | Approved + finance approved + signatures done; just waiting for the car to arrive or be ready. |
| Delivered | Vehicle handed over. Counts toward this month's delivered total. |
| Cancelled | Customer changed their mind. Stays in the log for audit but excluded from active counts. |
Statuses change automatically when the underlying conditions are met — for example, the deal flips from "manager approved" to "awaiting delivery" once finance is approved and both signatures are in.
What "delivered" means
A deal is delivered when its delivery date is set and not in the future. The delivery date is the trigger; the rest of the status is calculated.
For accounting purposes, delivered deals also need an invoice date (set separately). The two can differ — you might deliver on the 30th but invoice on the 1st of the next month, in which case the deal counts in next month's revenue.
"Profiled"
Profiled is a separate flag — not a status. It marks a deal where the car has been registered with NZTA (the rego is locked in). You toggle it on the deal detail page; it shows up as a column in the sales log.
Sales people mark deals as profiled when they need to track which sales count toward this month's bonus structure. The flag is independent of delivery — you can profile a car that's still in transit if registration's gone through, and you can deliver a car that you've decided not to profile yet.
Carry-over deals
A carry-over deal is one that was meant to count for one month but slipped into the next. You set the carry-over month on the deal so the original month's totals still credit the right deal.
In the sales log, carry-over deals from prior months show in a separate Carry-over section in single-month views, so they don't pollute your current-month totals.
Cancelling
Click Cancel deal from the detail page. You can add a reason. The deal stays in the sales log with a "Cancelled" badge — filterable, sortable, exportable. It just doesn't count toward targets or reports.
You can un-cancel a deal if the customer comes back. There's no permanent delete; that would orphan finance records and break the audit trail.
Where status lives
Status drives what you see almost everywhere:
- Sales log — colour-coded status badge per row.
- Pipeline — column placement (an Open deal is in "Awaiting Finance"; a Delivered deal is in "Delivered").
- Action items — pending-approval deals appear in the manager's queue; sent-back deals appear in the salesperson's queue.
- Targets — only Delivered deals count toward delivery targets; Manager-approved and beyond count toward write-up targets.