DealDeskCoach — Saving Your Work

1First Time: Create Your Workspace

DealDeskCoach gives you the tools — the appointment calendar, the forms, the reminders— the calendar, the deal log, the forms. Your own workspace file is where your saved information actually lives. It's a single file that stays on your computer — never on DealDeskCoach's own computers, never sent anywhere. You choose where it's kept, the same way you'd choose where to save a Word document or a spreadsheet.

1. Click Create My Workspace.

2. Your browser opens its own save window — this looks a little different on every computer, but it always asks two things: where to put the file, and what to call it.
Your browser's own "Save As" window appears here. It is not part of DealDeskCoach — it's the same window your computer shows any time you save a file from any program, so it can't be captured in a screenshot ahead of time. Expect a folder list on the left and a file name box at the bottom.
3. Pick a folder you'll remember — a spot like Documents or Desktop works well. Avoid a folder that gets cleaned out automatically, like a Downloads folder someone regularly empties.
4. Give the file a name you'll recognize later, for example Anytown Motors Appointments. Leave the ending your computer adds after the name — the part like .json — exactly as it is. That ending is what tells DealDeskCoach it's looking at the right kind of file; changing it can stop the file from opening correctly later.
5. Click Save in that window. You're back in DealDeskCoach, and your new workspace is open and empty, ready to use.

2Understand the Two Save Buttons

These do two different jobs, and mixing them up is the single most common way people think they've saved something when they haven't:

• Save Entry is on the form when you're adding or editing one appointment. It puts that appointment on the calendar you're looking at — on your screen, right now.
• Save Deal is on the form when you're logging one deal. It puts that deal on the calendar you're looking at — on your screen, right now.
• Save My Workspace is the button in the toolbar at the top. It takes everything currently on your screen — everything you've added since you opened this workspace — and writes all of it into your file.

3Save Your Work

1. After adding or changing something, look at the line just under the toolbar. A colored dot and a short message tell you where things stand.


A red dot and "Unsaved changes since last confirmed save" means your file doesn't have your latest changes yet.

2. Click Save My Workspace.
3. Watch that same line. It changes to a green dot and a message telling you exactly when it was confirmed saved.


"All changes confirmed saved" plus a time, and the name of the file it saved into — that's your proof it worked.

4Return Another Day

1. Open DealDeskCoach and log in as you normally would.
2. Click Open My Workspace.

3. Your browser's own file window opens — the same kind of window you saw in Section 1. Find and select the file you saved before, then confirm.
4. Check that your information is actually there before you start working.


A saved appointment ("Z-Test") showing up on the calendar right after reopening the file — the same file, picked up right where it was left.

The equivalent for the F&I Desk looks the same in principle — open your file, and whatever you logged and saved before is sitting right there on the calendar or in Objections, Follow-ups, or Contracts outstanding.

About "unsaved work found"

Sometimes, when you open DealDeskCoach, it may mention a recovery copy from your browser. This is not the same thing as your saved file, and finding one is not proof anything was ever actually saved. It's a safety net your browser keeps in case a tab closed by accident before you got to click Save My Workspace — useful for recovering something you nearly lost, but it's never a substitute for actually saving. Always confirm the real, saved file is what you're working from.

5Allow File Updates

The first time you open a file in a browser that supports it, that browser may ask your permission before letting DealDeskCoach update it directly. This is your browser protecting you — it wants your yes before any website writes to a file on your computer.

This permission only ever applies to the one specific file you picked. It doesn't give DealDeskCoach access to any other file, or to your computer generally.

1. If your browser asks, click Allow (wording varies by browser).
2. If it doesn't ask, or if you clicked something else by mistake, look for a Grant Write Access button that appears in the toolbar.

3. Click it, and answer the browser's prompt the same way.

6When Saving Downloads a New Copy

Not every browser can update a file in place. When yours can't — or when it hasn't been given permission yet — you'll see this instead:

1. Click Save My Workspace (or Download Backup) as usual.
2. Your browser downloads a new file, typically into a Downloads folder.
3. Next time you want to keep working, use Open My Workspace and pick the newest downloaded copy — not the original file from Section 1.

Not every browser needs to work this way — some can update your original file directly, as shown in Sections 3 and 5. If yours can, that's simpler and there's nothing further to do here.

7Troubleshooting

8Backup, Privacy, and Shared Computers

Where things live: your working file is wherever you saved it in Section 1 — a real file on your computer, exactly like a Word document or a spreadsheet. Separately, your browser keeps a small, temporary recovery copy of whatever you're actively working on, purely so an accidental tab close doesn't lose your last few minutes of changes. That recovery copy is not encrypted, and it is not hidden from anyone else who can use this device or this browser profile.

Clear Local Workspace Data

This button removes that temporary recovery copy from this browser, and closes the workspace you currently have open in this tab.

It does not touch, move, or delete your actual workspace file. That file is untouched on your computer — you'd need to delete it yourself, the same way you'd delete any other file, if you ever wanted it gone.

About syncing

DealDeskCoach does not sync your workspace file between devices on its own — there's no DealDeskCoach server copy to sync from. If you chose to save your file inside a folder that a service like iCloud Drive, OneDrive, Google Drive, or Dropbox already syncs, that service may sync it for you, the same way it would sync any other file you put there — that's between you and that provider, not something DealDeskCoach controls or is aware of.

Getting help without leaving the page

Look for the ? Workspace Help button next to the status line — it's always there once you're working in the tool, not just something that pops up once and disappears.

Clicking it offers two things: a short guided walkthrough you can step through with Back, Next, Skip, and Replay — it uses a made-up practice entry so nothing real is at risk, and walks you through creating a workspace, adding and saving that practice entry, saving the whole workspace, and what to expect when you come back to it later — and a link straight back to this full guide, any time you want the complete version instead of the short walkthrough.

1Picking the Date and Month

1. Use the Month dropdown near the top of the page to choose which month you're looking at.

2. Switching months automatically loads whatever's already saved for that month — goals, days off, and any numbers already logged.
3. The calendar grid below shows every day of the selected month, laid out like a normal wall calendar.

2What Each Number Means

Before logging a day, set that month's goals for the five numbers this tool tracks, then click Build / Update Calendar.

Each day on the grid then shows five boxes, one per metric:

• L — Leads. A new person you made contact with for the first time.
• C — Contacted. A real, two-way conversation with that person — not just a message left.
• St — Set. An appointment actually booked.
• Sh — Shown. They actually showed up for it.
• So — Sold. It closed.

3Entering, Saving, and Correcting a Day

1. Click directly into any box for any day and type the number.

2. There's no separate save button for a single day's numbers — typing is the save. It happens in two steps, on two different timers. The number is kept on this device right away, the moment you type it. Sending a copy to your account begins shortly after you stop typing, not instantly — a short pause built in on purpose, so a quick burst of keystrokes doesn't fire off a separate request for every digit.
3. To correct a number, just click back into that same box and type the right one — it overwrites what was there, on the same two-step timing as any other entry.
4. Not working a particular day? Check the Off box at the top of that day's cell. Goals only divide across the days you're actually scheduled to work, so marking a day off keeps the pace math honest instead of penalizing you for a scheduled day away.

Watch the status line

Right below the toolbar, a line with a colored dot tells you exactly where things stand:

Amber, "Saving to your account…" — on its way, not confirmed yet.

Green, "Saved to your account [time]" — confirmed. Only shown once your account has genuinely accepted it, never before.

Red, "Not saved to your account" — something went wrong, including being offline at the time. A Retry button appears right there; clicking it tries again with whatever's currently in the boxes. If your connection comes back on its own, it retries automatically too — you don't have to notice or click anything.

4Goals, Progress, and Pace

The small gray number next to each box you type into is that day's target — your monthly goal for that metric, divided evenly across the working days in the month, added up through that day. A box turns green once your running total for that metric so far this month reaches that day's target, and red if it hasn't yet. That target is usually a decimal (like 2.1, not 2) — it's an estimate built from dividing your monthly goal across working days, not a literal count, so it's not meant to round evenly. Your own entries next to it are always whole numbers.

The summary card at the top of the page shows this same actual-vs-pace comparison for the whole month so far, one card per metric.

The chart below it shows the same read as a line across the whole month — useful for spotting whether you've been consistently ahead, consistently behind, or trending one way as the month goes on.

5Getting Help Without Leaving the Page

Click ? Help in the header any time for a short guided walkthrough of this page, with Back, Next, Skip, and Replay controls — it points at the real buttons on the real page, in order.

1Where the Historical Numbers Come From

1. Pick a month, then click Load Saved Data for This Month.

2. This fills in real numbers to start you off — your own saved average if there is one, or your actual logged activity otherwise. It always tells you on screen which one it used, and you can still type over anything it fills in.

2Selecting or Entering Your Goals

The five boxes below the month picker are your real totals — not a daily average, the actual count — for Leads, Contacted, Set, Shown, and Sold over your last 90 days.

Loading a month can fill these in for you automatically (Section 1). You can also just type real numbers in yourself, or adjust what got loaded before calculating.

Watch the status line

The same status line used on Daily Activity sits near the top of this page too, and covers every save this page makes — clicking Calculate My Goal and clicking Send This Goal to the Calendar both go through it.

Green means confirmed — shown only once your account genuinely has it.

Red means it didn't make it — click Retry, or wait for your connection to come back, which retries on its own. What you entered stays on this device and in the boxes on screen either way, including across a reload.

3Averages, Projected Pace, and Remaining Daily Pace

• Historical average — the five 90-day totals from Section 2. Your real, already-happened activity, nothing projected yet.
• Projected pace — click Calculate My Goal and this tool turns that average into a daily rate (total ÷ 90), then a suggested monthly goal (daily rate × 30). It also shows the same daily rate carried across a full year (× 365) under Annualized Production — not a target, just what your current pace already adds up to, worth watching move over time.
• Remaining daily pace — once a goal is sent to the Calendar (Section 6), each day there shows its own small target number, which is this same monthly goal divided across that month's working days. That's your real remaining daily pace: roughly what you still need most working days to land on the number for the month.

4A Worked Example

Say your last 90 days actually added up to 180 Leads, 90 Contacted, 45 Set, 27 Shown, and 9 Sold. Click Calculate My Goal and here's exactly what comes back:

Suggested Monthly Goal: Leads 60, Contacted 30, Set 15, Shown 9, Sold 3 — each one is that metric's 90-day total ÷ 90 (the daily rate) × 30.

Annualized Production: the same daily rates × 365 instead of × 30 — Leads 730, Contacted 365, Set 182.5, Shown 109.5, Sold 36.5. Every number in the Suggested Monthly Goal cards is editable, so you can stretch it a bit before sending it on, as long as it's still honestly realistic.

5When There's Little or No History

A brand new person, or a month with nothing logged yet and no earlier goals to build from, sees a plain message saying exactly that — nothing gets guessed or invented on your behalf.

When you see this, just type in real numbers (even a rough, honest estimate) and click Calculate My Goal to get started. Next month, real history will be there to load automatically instead.

6How a Goal Change Reaches Daily Activity

Click Send This Goal to the Calendar (after confirming the number is realistic when asked). This writes your goal into the exact same saved record for that month that the Daily Activity Calendar itself reads — the two tools share one record per month, not two separate ones that need to be kept in sync by hand.

You'll only be taken to Daily Activity once that save is actually confirmed — if it fails, you stay on this page, the status line turns red, and a Retry button appears. Retrying picks up right where it left off; once it succeeds, you land on Daily Activity and its day-by-day targets and pace coloring already reflect the new goal, with nothing further to do.

7Getting Help Without Leaving the Page

Click ? Help in the header any time for a short guided walkthrough of this page, with Back, Next, Skip, and Replay controls.