Browsing and Filtering the Sales Log

The Sales Log gives you a complete view of every sale in your database with powerful filtering, sorting, and search. Use it to drill into specific time periods, producers, product lines, or any combination of filters.

Navigating to the Sales Log

Open the Sales page from the sidebar, then click the Sales tab (the third tab, after Trends and Locations). Your full sales history appears in a searchable table.

Table Columns

The Sales Log displays the following columns for each sale:

Written Date — when the policy was written
Product — product line (Auto, Fire, Life, Health) with a colored dot
Policy Name — the client or policy holder name
Written By — the producer who wrote the sale
Issue Date — when the policy was issued by the carrier
Days to Issue (DTI) — business days between written date and issue date
Business Type — new business, rewrite, or renewal
Policy Type — the specific coverage type
Source — how the client came in (walk-in, referral, internet lead, etc.)
Premium — the written premium amount
Zip — the client's zip code

Sorting

Click any column header to sort ascending or descending. Click again to reverse the sort order. Sort by premium to find your biggest deals, by date for most recent activity, or by writer to group all of one producer's sales together.

Filtering

The filter bar above the table lets you narrow your view with multiple criteria:

Date range — start and end date to focus on a specific period
Writer — filter to a single team member's sales
Product line — show only Auto, Fire, Life, or Health
Source type — filter by how clients were acquired (referral, internet, walk-in, etc.)
State — filter by policy state
Issued status — Issued, Pending, or Chargeback

Combine multiple filters for precise views — for example, "Sarah's Auto policies from January that are still pending."

Searching

The search box searches across policy name, writer name, product, source, state, and zip code. Type a client name to instantly find their policy, or search a zip code to see all sales in that area.

Linking Sales to Leads

Each row has a link icon that lets you manually match the sale to an internet lead. This is useful when the automatic matching didn't catch a connection — for example, when the client's name was slightly different on the lead vs. the policy.

What to capture: Sales Log table with sortable columns, filter bar above, and a row showing the link icon for lead matching

Tip. Use the Reset All button to clear all active filters at once when you want to return to the full view.

Last updated: 2026-04-22