Coaching cards · crawl, walk, run

One salesperson, two reports, one page.

Every card here is built by blending a sold-by-salesperson report out of the DMS with activity data out of VinSolutions. Neither report can tell you what the blended page tells you. Switch between crawl, walk and run to see exactly what each extra report buys you, then take the skill at the bottom and point it at your own store.

Two reports. A sold-by-salesperson report out of your DMS, and one User Activity pull out of VinSolutions. That is the whole lift, and it is an afternoon.

Download this card as a PDF · take the skill that builds it

Rocky Mountain Buick GMC · September Coaching Card

Dana Whitlock

Internet leadsRank 1 of 5 in segment Month to Date · Sep 1–11, 2026

Team score138.7 100 = segment average
Units delivered4DMS whole deals
Front end gross$3,180DMS actual · front end only
Front end gross per unit$795Segment avg -$668
Active leads34Total leads assigned this month (not yet split by cold/contacted)

What's working

  • 57.1% appointments sold — 163% of your internet peers.
  • 20.6% appointments set — 154% of your internet peers.
  • 4 units delivered this month so far — 145% of your segment peers.

Your funnel

Each bar is your result as a percentage of the average for internet reps only, month to date. The grey tick is 100% — level with your peers; the gold line is the September benchmark and a ✓ means you are at or above it.

Appointments settarget 50%
20.6%
154% — Ahead of peers
Appointments showntarget 50%
71.4%
131% — Ahead of peers
Appointments soldtarget 50%
57.1%
163% — Ahead of peers
Visits soldtarget 50%
45.5%
106% — At peer level
  • Ahead of peers (110%+)
  • At peer level (80–110%)
  • Below peers (60–80%)
  • Well below peers (under 60%)
  • Too few to judge — left out of the score

Where the next win is

The softest number on your card right now is front end gross per unit at $795, which is 54% of your internet peers. That's the first place to focus over the rest of the month.

The plays

  1. Hold the first pencil. Bring a manager in before the third pass.
  2. Log the outcome of every appointment and call the day it happens.

Where you stand in your department

  • 1 Dana Whitlock138.7
  • 2 Priya Raman131.0
  • 3 Marcus Feld116.5
  • 4 Sofia Arriaga85.6
  • 5 Tom Beauchamp46.2

Build Sep 11, 2026 (mid-month refresh) Funnel metrics: VinSolutions User Activity export, September 2026 month to date (9/1–9/11). Units and gross: DMS deal-level export. Comparisons are against your own segment only.

Take it with you.

Each tier is a skill: a folder of instructions you hand to your AI so it builds these cards from your store’s numbers. They are free, they are yours, and you do not need us to run them. Every zip has a plain-language HOW-TO-INSTALL.txt in it.

Or take all three · 93 KB
1Install the skill, or just paste its SKILL.md into a new chat. Either works.
2It asks your store name and checks that you are on VinSolutions. If you are not, it stops and tells you why rather than building something that looks right and is wrong.
3It asks for a sold-by-salesperson report out of your DMS, then either walks you through the VinSolutions pulls or drives the browser and does them for you. It asks which you would rather.
4Out comes one card per salesperson, plus a log showing every number it used and where it came from. Start with crawl. Walk and run are the same skill with one more report each.