Group Dashboard
Comprehensive dealer group performance dashboard — all KPIs in one view for deep due diligence
Purpose
Pre-earnings due diligence on a dealer group stock requires synthesizing volume trends, ASP, DOM, inventory health, segment mix, brand concentration, and peer positioning into a single coherent picture. Doing this manually from public filings takes hours — and the data is already stale.
Group Dashboard pulls everything in one analysis: volume and efficiency metrics, inventory days supply by new/used, segment and brand revenue mix, peer ranking, and an investment thesis summary with BULLISH/BEARISH/MIXED headline. The most comprehensive single-group view in the analyst plugin.
How It Works
Execution flow. MCP tool calls are shown inline on each step.
Resolves ticker to group name, loads profile for tracked_tickers and context. Confirms entity before proceeding.
get_sold_summaryCalls get_sold_summary for current, prior, and 2-months-prior to build 3-month trend for volume, ASP, DOM, and Efficiency Score.
search_active_carsCalls search_active_cars for new and used inventory. Computes days supply, avg active DOM, and flags ELEVATED conditions.
get_sold_summaryCalls get_sold_summary with dealership_group_name filter ranked by body_type and by make. Extracts revenue composition and OEM dependency (top 3 OEM concentrations).
Pulls peer rankings from get_sold_summary and synthesizes all data into a comprehensive investment thesis with BULLISH/BEARISH/MIXED headline and key risks.
MCP Tool Calls
| Tool | Calls | Purpose |
|---|---|---|
get_sold_summary | 5–7 | 3-month trend, segment mix, brand mix, peer comparison |
search_active_cars | 2 | New and used inventory for days supply |
Example Output
GROUP DASHBOARD — LAD (Lithia Motors) | February 2026 ═══════════════════════════════════════════════════════ HEADLINE: BULLISH 3-MONTH TREND Month Volume MoM% ASP DOM Eff Score ──────── ──────── ────── ──────── ───── ───────── Feb 2026 24,107 +2.1% $39,400 28 d 861 Jan 2026 23,612 +0.8% $38,900 29 d 814 Dec 2025 23,420 — $38,700 31 d 756 INVENTORY HEALTH New Days Supply: 68 days NORMAL Used Days Supply: 41 days HEALTHY BRAND MIX (Top OEM Concentration) GM brands: 24% | Toyota: 19% | Ford: 17% | Other: 40% PEER RANK: #1 of 8 public groups (Composite Score 2.0) INVESTMENT THESIS Lithia is executing: volume growing, DOM falling, efficiency improving MoM. Diversified brand mix reduces single-OEM risk. BULLISH into Q1 earnings.
Cost Estimate
10 deep dives/month ≈ $2–3
Limitations
- US market only.
- Brand concentration data reflects sold listings, not official OEM franchise agreements or floor plan exposure.
- 3-month trend requires sufficient volume per month — groups with <1,000 units/month may have noisy metrics.