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Audit Log
2024
2025
2026
2025
2026
2027
2025
2026
GA
Cmac
Take Commission
Deals
Analytics
PAYE Forecast
Pipeline
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Total Commission
—
Pending
—
YTD Invoice
—
YTD Gross Profit
—
Deals
—
GA Bonus
—
On Cmac GP
Pipeline (All Years)
—
Total unpaid commission
Pending Monthly Commission
Analytics
2025
Invoice vs Target
2025
Monthly invoice — target line at £120k ·
Cmac only
Actual
Target
GP vs Target
2025
Monthly gross profit — target line at £12k ·
Cmac only
Actual
Target
GP%
New vs Used
2025
GA + Cmac combined
Sale Type Mix
2025
GA + Cmac combined
Invoice Year-on-Year
Monthly invoiced value — all years from 2025 ·
GA + Cmac combined
GP Year-on-Year
Monthly gross profit — 2025 onwards ·
GA + Cmac combined
Cmac Performance & GA Bonus
2025 onwards — not affected by year tab
Commission Tiers
All Months
All Manufacturers
All Sale Types
Purchase
Contract Hire
Re-contract
Trade
All Conditions
New
Used
Refinance
All Due Dates
All Payment
Paid
Pending
Ready
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+ Add Deal
New Equipment Sales Pipeline
✓ Saved
+ Add Prospect
All Certainties
Order
High
Medium
Low
Undetermined
Unsuccessful
Ordered Other
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Add Prospect
Year
2025
2026
2027
Quarter
Q1
Q2
Q3
Q4
Prospect / Customer
Please enter a prospect name
Detail / Model
Certainty
Order
Ordered Other
High
Medium
Low
Undetermined
Unsuccessful
Units per Manufacturer
CAT
BYD
Combilift
Aislemaster
Delete
Cancel
Save
PAYE Forecast
Settings
Annual Salary
£
Monthly SIPP
£
Tax Year
2025/26
2026/27
Taxable Income vs £100,000 threshold
£0
£100,000 threshold
GA Rolling 12-Month Commission Forecast
Always rolling from today — not affected by year tab
Month
Salary
Commission
SIPP (Monthly)
SIPP (One-off)
Gross
Taxable
Running Total
Commission Payout Calendar
Monthly net cash after SIPP — full tax year
Add New Deal
Deal Info
Month
January
February
March
April
May
June
July
August
September
October
November
December
Customer
Manufacturer
Truck
Condition
New
Used
Refinance
Sale Type
Purchase
Contract Hire
Re-contract
Trade
Serial Number
Financials
Invoice (£)
Cost (£)
Commission
Comm %
10%
12.5%
15%
Commission (£)
Due
— Select —
Pen-26
Pension Jan 26
Pen-27
Sep-24
Oct-24
Nov-24
Dec-24
Jan-25
Feb-25
Notes
Tick if NPP-QBL
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Delete
Save
Audit Trail
All changes made to deals
✕
Year End Report
✕
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Set Target
Invoice Target (£)
Gross Profit Target (£)
New Qualifying Trucks (units)
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Save Target
Take Commission
Select a due month to preview and export
✕
Due Month:
— Select month —
Select a month above to preview deals
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⬇ Export to Excel
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