Find and filter deals

Use the Sales log to find the deals you need by choosing a period, searching and applying filters. You can filter from the table controls or from a specific column.

Filters narrow the list you are viewing. They do not change the information or dates saved on a deal.

Choose a period and date basis

Open the Sales log through the workspace navigation, or open the Command Center using the Autopilot button in the bottom-right corner, search for Sales log and select it.

Use the period selector at the top of the page to choose the dates you want to review. Then check Date basis: this decides which date places a deal in the selected period.

• Estimated delivery date: review what is expected to go out. Open deals use their estimated delivery date; delivered deals use their actual delivered date.
• Draft date: review deals written up during the period, regardless of when they are invoiced or delivered.

Choose the date basis that matches the question you are asking before narrowing the table further.

Review carry-over and unscheduled deals

The estimated delivery view also keeps open work visible outside the main month rows:

Carry-over deals were written up before the selected month and were still open at the start of that month. Look for the amber bar on the left and the Carry over heading.

Deal number	Customer	Model	Variant	Stock number	Estimated delivery	Deal progress
Carry over · 1— from prior months
DEMO-0119	Isla Bennett	T60	Luxe	DEMO-2423	21 Oct	No assigned vehicle

Unscheduled deals have no actual or estimated delivery date, so they cannot be placed in a delivery month. Look for the red bar, pink row and Unscheduled deals heading.

Deal number	Customer	Model	Variant	Stock number	Estimated delivery	Deal progress
Unscheduled deals · 1— no estimated delivery date
DEMO-0001	Example Deal	Tiggo 4	Urban	—	—	Need to find

If a deal is not where you expect it, check these sections as well as the selected period and date basis.

Search for a deal

Select the search icon in the table controls and enter text in Search deals.... You can search by any of these details:

Details	Searchable values
Customer	Name, company, customer number, mobile number, joint purchaser name
Deal	Deal number, salesperson name, order number, SIDO number
Vehicle	Make, model, variant, colour, stock number, VIN / chassis number, registration number
Finance	Finance company

You can enter all or part of a value. Search is not case-sensitive, so uppercase and lowercase letters match the same way.

Search works alongside your existing filters. If you have already filtered the list, the search narrows those results further.

Clear the search using its close button, or press Escape while in the search field.

Filter from the table controls

1. Select Filter in the table controls.
2. Choose the field you want to filter. Use Search filters… if you need to find it in the list.
3. Choose the condition and value for that field. The available controls depend on whether it contains text, numbers, dates or a list of values.
4. Add another filter if you need to narrow the results further.

For example, filter by a salesperson to focus on their deals, then add a department filter to narrow that list.

The number beside Filter shows how many filters are active. Review Active filters in the menu to check what is affecting the results.

Filter by a column’s values

If you are already looking at the column you need, use its menu to filter directly:

1. Open the column heading’s menu.
2. Select Filter by value. If that column already has a value filter, select Edit filter.
3. Select the values you want to include. Use Search values… to find a value in a longer list.
4. Select Apply.

Use Select all or Unselect all when working with several values. Use Clear in the value picker to remove that column’s value filter.

Both filtering methods work on the same table, so check your other active filters if the results are narrower than expected.

Sort or group the results

Filtering chooses which deals appear. Sorting changes their order; grouping organises them into sections.

Use the column menu’s Sort ascending or Sort descending options to change the order. Use Clear sort to remove that sort.

Where available, select Group by this column to organise the results by that field. Select Clear grouping to return to an ungrouped list.

See Customise your Sales log for columns and saved views.

Clear filters or find a missing deal

Open Filter and select Clear all to remove the active field filters. Clear any search text separately.

If a deal is still missing, check the selected period, Date basis, sales channel and saved view, as well as any active alert filtering. Your access also determines which deals you can see.

When you find the deal, select its customer name or deal number to open the deal page.