Demo (sample view)
See the actual screens and the flow: daily report → AI assist → manager approval → fair evaluation. No setup required, start from one person.
This is a demo. What you type is not saved (reload to reset).
Daily report (PDCA)
Basics
Team Demo Sales Team / Name Sato (Sales)
P — Today's goal
D — What you did
C — Reflection (what went well / what didn't)
A / Next-day P — Improvement and tomorrow's plan
Growth mode (manual)Based on your reflection (C), the AI suggests a one-sentence draft for the improvement and the next-day plan. It does not give answers; the person makes the final call.
Approve (manager)
Pending approval
2 item(s)- P: Book follow-up meetings with 3 existing customers.
- D: Called 3 customers; booked 2 meetings, 1 was unavailable. Prepared a proposal for one of them.
- C: What won the meetings was leading with a case study. The unavailable one may have been the wrong time of day.
- A: Shift calls to the 10-11am window and standardize the case-study talk track for every call.
- Next P: Call the unavailable customer again in the morning and finish the proposals for the 2 booked meetings.
- P: Reach out to 20 new prospects.
- D: Called 20; spoke with the contact at 5, sent materials to 2.
- C: Response varies by day. Monday mornings connect to decision-makers more easily.
- A: Concentrate outreach on Monday mornings and follow up the day after sending materials.
- Next P: Follow up by phone with the 2 who received materials and start 15 new prospects.
| Date | Name | P | D | C | A / Next P | Input | Send back |
|---|---|---|---|---|---|---|---|
| Sato (Sales) | Book follow-up meetings with 3 existing customers. | Called 3 customers; booked 2 meetings, 1 was unavailable. Prepared a proposal for one of them. | What won the meetings was leading with a case study. The unavailable one may have been the wrong time of day. | Shift calls to the 10-11am window and standardize the case-study talk track for every call. / Call the unavailable customer again in the morning and finish the proposals for the 2 booked meetings. | AI assist | ||
| Tanaka (Sales) | Reach out to 20 new prospects. | Called 20; spoke with the contact at 5, sent materials to 2. | Response varies by day. Monday mornings connect to decision-makers more easily. | Concentrate outreach on Monday mornings and follow up the day after sending materials. / Follow up by phone with the 2 who received materials and start 15 new prospects. | Manual |
Approve
The manager approves once a day. On approval, everyone's reports are written to your spreadsheet, and the raw data on our server is erased within at most 24 hours.
PDCA history
History
3 item(s)Policy × Behavior Alignment Report (AI)
Policy × Behavior Alignment Report (AI)
Evaluation ProAI summarizes how well the company's education policy aligns with actual behavior (report facts) in this period. It is a draft and suggestion; the final evaluation is made by a human.
A feature of Evaluation Pro (paid plan) — this is a demo sample
Alignment summary
Over the last 90 days, Sato's actions largely align with the company's guiding policy. No major gap.
Where behavior matches the policy
Adjusting call times and turning reflections (C) into concrete next-day improvements fits the "learn from action" policy.
Gaps with the policy
Proposal prep tends to take a bit long, a small gap against the "speed first" policy.
Points to discuss in the 1-on-1
A good talking point: review templates and prioritization together to speed up proposal prep.
* This is an AI draft and suggestion. The final evaluation is made by a human.
AI assist
Based on your reflection (C), the AI suggests a one-sentence draft for the improvement and the next-day plan. It does not give answers; the person makes the final call.
Manager approval
The manager approves once a day. On approval, everyone's reports are written to your spreadsheet, and the raw data on our server is erased within at most 24 hours.
Fair evaluation
The accumulated facts in daily reports become the basis for a fair evaluation that does not rely on subjective impressions (Evaluation Pro).