The dashboard

The dashboard is the first screen after you log in. It looks different depending on your role — Autopilot only shows you the things you can act on.

If you're a salesperson

You see your own performance, not the team's.

• Personal stats — deals this month, year-to-date revenue, delivered count.
• Target progress — a bar per sales channel showing how close you are to your monthly target.
• Your leaderboard position (only if your dealership has the leaderboard set to "everyone").
• Your recent deals — the last five, click any to open.
• Action items — anything of yours that needs attention. See Action items & alerts.

If you're a manager or owner

You see the dealership-level picture, plus the same action items.

• Dealership totals — this month vs last month, with comparison arrows.
• Performance chart — units and gross profit over time, with configurable date, GP, count, and accumulation bases.
• Team overview — every salesperson with their progress bars and on-track/behind status.
• Recent deals — the last ten across the team, with the salesperson named on each.
• Quick links — straight to Team, Leaderboard, and Settings.
• Pending invites — a badge if anyone you invited hasn't logged in yet.

Performance chart settings

Open dashboard edit mode and use the widget settings cog on Performance to choose how the chart is calculated:

• Date basis — Sales Log, logged, invoiced, delivered, estimated delivery, registered, or profiled.
• GP line — vehicle GP, F&I GP, or total GP.
• Count line — profiled, registered, delivered, or invoiced.
• Point style — automatic, daily, or running totals.
• Internal profiles — include incoming-order profile dates in the profiled count.

Use Sales Log date basis when you want the chart to reconcile with the sales log's default month view. Use a single operational date, like Invoiced or Delivered, when you are auditing why a deal appears in one report but not another.

Action items everyone sees

The right side of the dashboard is the work queue. It surfaces:

• Cold deals — deals that were written up before the cutoff and still haven't delivered.
• Unsigned deals — split by who needs to sign. Salespeople only see "awaiting customer signature" on their own deals; managers only see "awaiting manager signature".
• Sent back deals — deals a manager returned for revision.
• Snoozed items — anything you've snoozed appears collapsed at the bottom; click to unsnooze.

You can snooze any action item for a day, three days, a week, the start of next month, or a custom date.

A note on visibility

Two settings change what salespeople see across the dashboard:

• Salespeople see all deals — off by default; when on, the recent-deals list shows the team's, not just their own.
• Salespeople see financials — off by default; when off, margin and gross profit columns are hidden everywhere.

Both live in Settings → Dealership → General. See Roles & permissions for the full picture.