Dealership Group PluginCompoundSkillv0.12.3

Monthly Dealer Strategy

Monthly strategic report with market analysis and group action plan

“monthly strategy”“monthly report”“monthly performance review”“end of month analysis”“month in review”“strategic monthly report”

Compound

Complexity

15–30

API Calls

$0.025 – $0.09

MC API Cost

$0.23 – $0.64

Total Cost

Purpose

Monthly strategy reviews at dealer groups are often backward-looking recaps of what happened — not forward-looking analyses of what the market is telling you to do. By the time a monthly report is assembled manually, the next month is already underway.

Monthly Dealer Strategy compresses the full strategic cycle into a single run: MoM performance, market share movement by location, segment trend analysis, inventory health audit, and a concrete strategic action plan for the coming month — all grounded in live market data.

Audience:Dealer principalsGroup CFOsRegional VPsBoard-level stakeholders

How It Works

Execution flow. MCP tool calls are shown inline on each step.

Date Setup & Profile Load

Compute prior and current month date ranges from currentDate context. Load full group profile with all locations.

↔ Parallel Execution

MoM Performanceget_sold_summary

Pull sold summary for current and prior month per location to calculate volume, share, and velocity changes.

Segment Trend Analysisget_sold_summary

Pull segment-level sold data to identify which body types and price ranges gained or lost momentum in each market.

Inventory & Pricing Auditsearch_active_cars

Review active comps and 90-day sold trends per market to assess inventory health and pricing competitiveness at month end.

Strategic Report

Produce executive summary, location scorecards, segment outlook, and a prioritized strategic action plan for the coming month.

MCP Tool Calls

Tool	Calls	Purpose
`get_sold_summary`	3–5 per location	MoM performance and segment trends
`search_active_cars`	1 per location	Month-end inventory audit

Example Output

MONTHLY DEALER STRATEGY — Sunrise Auto Group | February 2026
═════════════════════════════════════════════════════════════════

EXECUTIVE SUMMARY:
Group volume +3.1% MoM. Market share +12 bps aggregate. Orlando North and Tampa
West driving growth. Orlando South underperforming vs. market (+0.1% vs. market +2.8%).

LOCATION SCORECARDS:
  Orlando North  ★  Volume +5.1%   Share +18 bps   DOM 27   Grade: A
  Orlando South     Volume +0.1%   Share -11 bps   DOM 35   Grade: C
  Tampa West     ★  Volume +4.8%   Share +20 bps   DOM 23   Grade: A

SEGMENT OUTLOOK (March):
  Compact SUV: Demand accelerating. Stock up now.
  Pickup Truck: Stable. Maintain current mix.
  Luxury Sedan: Softening. Reduce exposure.

STRATEGIC PRIORITIES — MARCH:
  1. Fix Orlando South pricing — 5 units 8%+ above market dragging DOM and share.
  2. Increase compact SUV buying at Orlando North to match Tampa West success.
  3. Exit luxury sedan positions before further market softness.