> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runspark.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Log

> Log a policy sale and Spark calculates your full, advance, and as-earned commission automatically

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](/insurance/commission-tracking) — no spreadsheet math.

Most sales land here automatically: when you record a sale through the [appointment outcome workflow](/insurance/appointment-outcomes), 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

| Field          | What to enter                                                                 |
| -------------- | ----------------------------------------------------------------------------- |
| Sale date      | The date the sale was made                                                    |
| Client name    | Who bought the policy                                                         |
| Carrier        | Dropdown of carriers from your comp setup; you can also type a custom carrier |
| Product type   | Term, Whole Life, IUL, or Final Expense                                       |
| Product        | The specific product written                                                  |
| Client age     | The client's age at issue — this picks the age band on the comp grid          |
| Annual premium | The annualized premium (monthly premium × 12)                                 |
| Notes          | Anything else worth remembering about the sale                                |

## What Happens on Save

<Steps>
  <Step title="Spark finds your comp rate">
    It looks up the comp grid row matching the **carrier + product + client age band** at your **default comp level**.
  </Step>

  <Step title="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](/insurance/commission-tracking) for the math.
  </Step>

  <Step title="The sale rolls up everywhere">
    The entry feeds your [Dashboard](/insurance/dashboard), your [Weekly Summary](/insurance/activity-tracking), agency rollups, and the leaderboard — all immediately.
  </Step>
</Steps>

## The Age-Check Flag

Every sale shows how its comp rate was matched against the grid:

| Flag         | Meaning                                                                                        |
| ------------ | ---------------------------------------------------------------------------------------------- |
| Exact match  | The client's age fell inside a defined age band — the rate is straight from your grid          |
| Interpolated | The age fell between bands, so Spark estimated a rate from the surrounding rows                |
| Out of range | The age fell outside every band for that product — check the rate and fix the grid or the sale |

<Tip>
  If you see interpolated or out-of-range flags repeatedly for a product you write often, add the missing age band in [Comp Setup](/insurance/commission-tracking) so future sales match exactly.
</Tip>

## 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

<AccordionGroup>
  <Accordion title="Why is the commission on a sale $0 or wrong?">
    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.
  </Accordion>

  <Accordion title="What if I write a carrier that isn't in the dropdown?">
    Type it in as a custom carrier. To get automatic commission math for it, add the carrier and its products to your [comp grids](/insurance/commission-tracking).
  </Accordion>

  <Accordion title="Should I enter monthly or annual premium?">
    Annual. If the client pays $100/month, enter $1,200 — commission is calculated on annualized premium.
  </Accordion>

  <Accordion title="Do edits change my past weekly numbers?">
    Yes. Weekly summaries and dashboard figures recompute when a sale changes, so your history always reflects the current state of the log.
  </Accordion>
</AccordionGroup>

## Related

* [Commission Tracking](/insurance/commission-tracking) — the grids behind every calculation
* [Appointment Outcomes](/insurance/appointment-outcomes) — the workflow that creates most sales automatically
* [Activity & ROI Tracking](/insurance/activity-tracking) — daily and weekly numbers fed by the sales log
* [Insurance Dashboard](/insurance/dashboard) — where it all rolls up