Welcome to the Sellforte MCP Use Case Library. Each post takes one question that marketing teams really ask their AI assistant through Sellforte MCP, which is now in general availability and accessible to all marketers worldwide. It strips out anything customer-specific and walks through what the assistant does with it, step by step. We run every question on our demo account so the numbers you see are illustrative, not anyone's real results. The idea is simple: steal the prompts, try them on your own model, and see what you get back. We hope you find this series inspiring!
-Juha, CEO at Sellforte
Every month end, someone in performance marketing has to tell senior management how the month went: did we spend what we planned, did each market hit its efficiency target, what changed, and what's the plan for next month. The figures usually exist. The work is pulling them together, checking them and getting them into the format management actually reads.
Using Sellforte, build the October 2026 report for our management team: spend by market against these budgets (Germany 800 000, US 350 000), ROI by market against a target of 4.0 in both, and the three biggest changes versus September.
Now add next month's plan. Which saved optimizer scenario covers November, and how does it split the budget between the markets?
Budgets and targets aren't stored in Sellforte, so you put them in the prompt. Everything else comes from the model.
The assistant runs a month-on-month comparison by market, October against September, for spend, incremental sales and ROI. The query layer returns the deltas. Then it adds your budgets and targets next to the actuals.
| Market | Spend (USD) | Budget (USD) | ROI | ROI target | ROI in September |
|---|---|---|---|---|---|
| Germany | 746 463 | 800 000 | 3.87 | 4.0 | 3.80 |
| US | 324 668 | 350 000 | 4.18 | 4.0 | 3.72 |
| Total | 1 071 131 | 1 150 000 | 3.96 | 3.78 |
Illustrative demo data. Demo account figures are in USD. Budgets and targets are example inputs from the prompt.
Both markets came in under budget: Germany by 53 537 and the US by 25 332. The US beat its ROI target, Germany fell just short. Note that the budget gap is the assistant's own arithmetic, since Sellforte only holds the actual spend. That's worth a quick check before the report goes out.
To find what moved, the assistant runs the same October-versus-September comparison by media channel. Total spend fell 37.65% and incremental sales 34.67%, while ROI rose from 3.78 to 3.96. Three channels explain most of it:
Those three tell different stories, and management should hear them separately. One is a planned pause, one is a budget decision, and one is a channel doing worse on the same money.
For the follow-up, the assistant lists the saved optimizer scenarios overlapping November. On the demo account there are three, all covering the whole of Q4 (2026-09-27 to 2027-01-09). It compares the optimized flat-budget plan with the business-as-usual plan by market. With the same total budget of about 4 276 000, the optimized plan moves 36 894 from Germany to the US and adds 111 321 in incremental sales, an ROI of 4.71 against 4.69.
It also flags something you'd easily miss: both scenarios were created on 2026-08-20, before the model was refreshed on 2026-11-02. Before the plan goes in front of management, re-create it on the current model.
Sellforte MCP supplies the numbers. Building the spreadsheet or slides is a job for your assistant's own file tools, working alongside the Sellforte tools. A good habit is to ask for the figures first, check them, and only then ask for the file.
A management report built on incremental sales shows what media actually added this month, not what each platform claims it did. That changes the conversation. "We spent less and ROI went up" sounds like good news, until you see it's mostly TV pausing. "Paid Social Sales spent the same and returned less" is the line that deserves a question.
Keeping the prompt the same each month and changing only the month, budgets and plan scenario also makes the report consistent. Management sees the same structure every time, and you spend your month end checking numbers instead of copying them.
Want to build your month-end report this way? Book a demo. If you're already on Sellforte, follow these steps to connect Sellforte MCP to your assistant.
We keep adding new use cases to this library, so come back for more.