Sales Log overview
What the Sales Log shows and how deals are scoped by period, channel, and permissions.
The Sales Log is the working table for deals that have moved past drafts. Use it to review sold deals, delivery work, finance progress, signatures, pricing, and follow-up columns in one place.
Where to find it
Open Sales Log from the main navigation.
Use Sales Log -> Drafts for write-ups that have not completed the draft checks yet.
Who can use it
Your role and permissions decide which rows and fields you can see.
If you do not have team-wide deal access, Autopilot narrows the table to your own deals. Business managers without team-wide deal access see deals assigned to them as finance manager.
Gross profit and related financial fields are hidden when your permissions do not allow them.
How it works
Period
Use the period control to switch between Today, Since..., Week so far, This month, or Custom.
The month title also opens a month picker for nearby calendar months.
Date basis
The default date basis is Estimated delivery date. This answers which deals are going out in the selected period.
You can switch to Draft date when you want to see deals by when they were written up.
Channel
Use Channel to show all channels or one sales channel.
Carry-over and unscheduled rows
For full calendar-month views, Autopilot can show carry-over deals written before the selected month that are still open.
When the date basis is estimated delivery, Autopilot can also surface active deals with no estimated delivery date so they do not disappear from the month view.
Important details
Filters narrow the table
Search, filters, saved views, channel, grouping, and alerts narrow what is visible. They do not change which month a deal belongs to.
Open the deal for the full record
Click the deal number or customer name to open the deal page when you need full write-up details, notes, history, cancellation controls, or fields that are not in the current view.
The summary follows the visible table
The summary strip is based on the rows currently visible after the selected period, channel, filters, and search.
Troubleshooting
A deal is not showing
Check the period, date basis, channel, search, and filters. If you still cannot see it, your permissions may not include that deal.
A financial column is blank or missing
Gross profit and related financial fields depend on your permissions.