The sales log

The sales log is the centre of gravity in Autopilot. Every deal you write up lands here. Every report pulls from it. Most of your team will spend more time on this screen than any other.

Open it

Deals → Sales log in the sidebar, or /deals/log.

What you see

Across the top, a header strip that's also your control panel:

• Month + period picker — pick a month and how many months to show (1, 2, 3, or 6).
• Sales channel — filter to one channel (New Cars, Used Cars, Wholesale, etc.) or "All channels".
• Date dimension — what date the month-filter applies to. Defaults to invoice date; switchable to deal date or delivery date.
• Saved view selector — promoted to heading-level so views are right alongside the period picker.
• Add deal button.

Below that: the table itself.

Below the table: a summary strip showing visible-row totals — units, profile count vs target, total gross profit, carry-over count.

What the table shows

The default columns work for most dealerships:

• Deal #, customer, vehicle, colour
• Status (open / pending / approved / delivered / cancelled)
• Finance status, deal progress
• Sale price, gross profit (managers and permitted users only)
• Salesperson
• Customer signed, manager signed, profiled (checkboxes)
• Delivery date, invoice date

You can show, hide, reorder, resize, align, wrap, and pin columns, then save the layout as a view so anyone on the team can switch to it.

Display controls

The command strip above the table includes compact display controls:

• Density — switch between comfortable and compact row height.
• Grid lines — cycle between none, vertical, horizontal, and full grid lines.
• Text wrapping — wrap long cell values or clip them into a single line.
• Full screen — expand the table to fill the window; press Esc or click Exit to return.

Saved views remember these display choices along with column widths, column order, pinned columns, sorting, filters, alert rules, and grouping. That means a "Month-end export" view can be dense and grid-heavy while a "Delivery watch" view can stay more readable.

Filters

The sales log supports three layers of filtering, all combinable:

1. Header filters — month, channel, date dimension. The big-ticket controls.
2. Attention filters — quick chips for cold deals, pending approval, sent back, unsigned, upcoming delivery. Click to apply.
3. Column rules — per-column filters (e.g. "show only deals where finance status = pending"). Build complex rules with AND/OR.

Saved views remember all three layers — name a view "Awaiting delivery this week" and your team can re-apply it with one click.

Inline editing

Most cells are double-click editable. Change a finance status, flip a checkbox, update a delivery date — without opening the deal detail page. Edits save as you type and reflect for everyone immediately.

A few fields don't inline-edit (vehicle make/model, customer details) — those need the full deal form so other dependent fields update consistently.

Carry-over section

In single-month view (1 month period), a separate Carry-over section appears below the main table. It shows deals from prior months that are still open or still being delivered. They don't pollute this month's totals but they're easy to find when you need them.

In multi-month views, carry-over is hidden — it doesn't make sense across multiple months.

Carry-over is calculated as-of the selected month. If you open April later in the year, it shows deals that were outstanding at the start of April, even if they have since been delivered.

Exporting

Click Export to download the current view (with all your filters applied) as either CSV or XLSX. The export respects column visibility and ordering, so it matches what you see on screen.

Use this for end-of-month reporting, sending to your accountant, or any time you need the data outside Autopilot.

What salespeople see

By default, salespeople only see their own deals. Two settings change that:

• Salespeople see all deals — when on, they see the team's deals (still can't edit them unless permitted).
• Salespeople see financials — when off (default), margin and gross profit columns are hidden.

Both live in Settings → Dealership → General. See Roles & permissions for finer-grained control.