Skip to main content
The Sales Log view is the record of every policy you’ve sold. Each entry stores the sale details, and Spark calculates your commission automatically from your comp grids — no spreadsheet math. Most sales land here automatically: when you record a sale through the appointment outcome workflow, Spark creates the sales log entry for you. Manual entry is for sales closed outside that flow — a policy written on a referral call, a sale from before you started using Spark, or anything you didn’t log at the time.

​
Sale Fields

​
What Happens on Save

1

Spark finds your comp rate

It looks up the comp grid row matching the carrier + product + client age band at your default comp level.
2

Commission is calculated

The comp % is applied to the annual premium, producing three dollar amounts: full commission, advance, and as-earned, using that carrier’s advance split. See Commission Tracking for the math.
3

The sale rolls up everywhere

The entry feeds your Dashboard, your Weekly Summary, agency rollups, and the leaderboard — all immediately.

​
The Age-Check Flag

Every sale shows how its comp rate was matched against the grid:
If you see interpolated or out-of-range flags repeatedly for a product you write often, add the missing age band in Comp Setup so future sales match exactly.

​
Editing and Deleting Sales

Sales aren’t locked after saving:
  • Edit any sale — if you change the premium, product, or client age, Spark recalculates the commission automatically
  • Delete a sale — it’s removed from all rollups (dashboard, weekly summary, agency, leaderboard)
This makes chargebacks and corrections simple: fix the entry and every downstream number updates.

​
Logging Sales with Your Agent

Your AI agent can log sales for you conversationally — tell it “log a sale: Maria Lopez, Mutual of Omaha final expense, age 67, $85 a month” and it creates the entry with the commission calculated. It can also report back: “what did I write this week?” pulls straight from the sales log.

​
FAQs

Usually one of three things: the carrier/product combination isn’t in your comp grid, the client age is outside every age band (check the age-check flag), or your default comp level doesn’t match your contract. Fix the grid or the sale and the commission recalculates.
Type it in as a custom carrier. To get automatic commission math for it, add the carrier and its products to your comp grids.
Annual. If the client pays 100/month,enter100/month, enter 1,200 — commission is calculated on annualized premium.
Yes. Weekly summaries and dashboard figures recompute when a sale changes, so your history always reflects the current state of the log.