What is a dealership deal log?
A deal log is the running ledger of every retail deal your store has worked. It shows each deal's current status (open, in-accounting, or unwound), the F&I products attached to it, the commission earned, and who touched it. It is the single list that sales, F&I, and accounting should all be working from instead of three versions that disagree.
Most stores do not have one. Sales runs their own count, F&I works off the DMS report, and accounting is reconciling against something else entirely. The Voltra deal log fixes that. Your team works the list inside Voltra, and Voltra is the system of record for it.
Track every deal from open through accounting
Every deal in Voltra moves through a clear set of statuses. Your team flips the status directly in the log. Accounting sees what is ready the moment someone marks it in-accounting, without a phone call or a shared spreadsheet.
Unwinds stay in the ledger. The entry does not disappear; it gets flagged so back-office and F&I can see what came back and reconcile against the original deal without hunting through the DMS or old email chains.
F&I product detail and commission, attached to each deal
F&I product data comes in via CDK file upload, mapped to your product categories in Settings. Once it is in, you can apply commission overrides per deal right from the log. The sales manager, F&I manager, and F&I director all see the same product detail and gross attached to each deal.
No more end-of-month surprises when the F&I number does not match what was logged. The commission is visible alongside the deal from day one.
One list, not three versions
Sales used to track their deals in a whiteboard count. F&I pulled a different report from the DMS. Accounting reconciled against a third spreadsheet. With Voltra, all three departments work the same live deal log and the numbers agree before month-end closes.
Create, edit, and delete deal entries directly
The deal log is fully interactive. Add a deal that was booked late, correct a commission figure, or delete a duplicate entry. You are not waiting on a DMS sync to reflect a correction or a new entry. The F&I product detail comes in through your CDK file upload; the deal entries and commission overrides are yours to work directly. Your team owns the log and keeps it accurate as deals happen.
This is not a read-only report pulled from the DMS. It is a live operational record that your team maintains inside Voltra. For the deal log workflow, Voltra is the system of record.
How it fits with deal checklists
The deal log and deal checklists are two different things that work together. The checklist is the gated, stage-by-stage sign-off workflow that runs before a deal closes. The deal log is what you track after: status, unwinds, F&I commission, and the full ledger from open through accounting. One gates the deal, the other tracks it.
Connect F&I commission through to remittance
Once F&I products are attached to deals in the log, the downstream process connects naturally to F&I remittance. Upload the provider workbook, match against the back-office cost on file, and finalize. The deal log and the remittance workflow share the same product data so the numbers reconcile.
Who works in the deal log
Sales, F&I, and accounting all have access scoped by role and location. They work the same list without being able to overwrite things they should not touch. A salesperson sees their deals; a sales manager sees the full store; an F&I director sees across locations.
Sits on top of your DMS. Never writes back.
Voltra is additive. It pulls deal, customer, and F&I data from your DMS via 12+ source systems and never writes back to any of them. Your DMS stays your source of truth for the deal record itself. Voltra is where your team works the operational log, tracks commissions, and manages unwinds.
Nothing gets ripped out. You add Voltra on top of what you already run, and your team gains a shared deal log that everyone trusts.