From reports,
to results.
Put your best operators' playbook to work in every store.PDOS finds the stores with problems, assigns the fix to a person, and checks whether it worked.
Start from Excel · Works with your existing CRM / ERP · Phased rollout
Review round 1 · every fix re-checked on schedule · demo data
Your dashboards are ready.
But who owns the next step?
BI tools already turn spreadsheets into dashboards well. PDOS picks up where the dashboard stops: issues go to an owner, work comes back with proof, results get reviewed. One loop a week.
- 20+ sheets to reconcile
- Every level counts differently
- Problems surface at month end
- One set of numbers, live charts
- Traditional dashboards focus on visibility and analysis
- But who fixes it, and did it work? A dashboard can't tell you
- Each issue goes to a named owner
- Completion evidence comes back automatically
- Scheduled auto re-check; what works becomes the playbook
Find the problem, assign it,
collect proof, check the result.
That is what PDOS stands for:
Problem · Dispatch · Outcome · Standard
Finding: 70% of the lead gap sits in these 3 stores. Slow first response is the first thing to check.
Fix slow first response + "30-min response" lesson
Confirmed by the dealer, sent in their name · 3 stores · to each personOverdue tasks get automatic reminders. Proof includes on-site photos, visible to HQ in real time.
From HQ to the sales floor,
everyone sees just what they need.
Everyone opens it to three answers: how am I doing, where's the problem, and what do I do now. Nobody sees data above their level.
HQ: the whole network
- Sees daily
- Global health score, region rankings, which region is slipping
- Receives
- Morning brief and this week's watch list
- Does
- Sets metric definitions and targets, approves cross-region resources
Region health
This week's watch list
- APAC leads down 2 weeks runningCause: slow first response in 3 stores · assigned
- LatAm: 3,200 dormant membersSuggest a win-back next week
- Europe "night shift" is workingSuggest rolling out to N. America
Region: your area
- Sees daily
- Dealer rankings and gap breakdown
- Receives
- Region alert: leads down 2 weeks running
- Does
- Start with the dealers with the biggest gaps; confirm fixes
| dealers | stores | Lead gap | Fix progress | Status |
|---|---|---|---|---|
| Singapore Central | 9 | −44 | Fixing | |
| Kuala Lumpur | 8 | −31 | Fixing | |
| Penang | 7 | −15 | Re-checked | |
| Johor | 6 | −10 | Re-checked | |
| Bangkok | 5 | +6 | OK | |
| Jakarta | 4 | +3 | OK |
70% of the lead gap is in the top two. Prioritize them this week.
Dealer: your own stores
- Sees daily
- Comparison across their own stores
- Receives
- Fix tasks waiting for confirmation
- Does
- Confirm in one click and send to stores in their own name. Tasks from the owner get done.
Stores are more willing to act on tasks sent by their own franchise owner or dealer.
Store manager: today's jobs
- Sees daily
- Store diagnosis: which step is the problem
- Receives
- Fix tasks and matching lessons
- Does
- Who does it, by what time today, with proof
Today's timeline
- 10:20First-response fix assigned to 3 associates
- 11:00Run the "30-min response" lesson
- 15:40Reply to 12 pending customers
- 18:00Submit fix proof + on-site photos
Associates
Associate: who to call today
- Sees daily
- One morning message on their phone
- Receives
- Which customers to follow up, which task to finish
- Does
- Just three things: follow up, do the task, mark done
Sort the stores first,
then match the action.
Stores and figures are demo data.
Biggest opportunity: traffic comes in, sales don't
Split stores into four groups by traffic × conversion. Fix this group first; it pays off fastest.
A customer messaged. No reply for an hour
First-response time by store and associate. Over the limit triggers a fix task.
Watch the first 90 days
Compared with similar stores' ramp-up curves. Falling behind triggers an alert.
Will we hit the month?
Projects month-end from current pace and flags gaps two weeks early.
Notes, follow-ups, social posts
Standard-action completion ranked by person. Top associates' playbooks become lessons.
What shouldn't count, doesn't
Closed stores leave the ranking but stay in totals. Transferred associates merge by employee ID.
Reports in one click
Weekly and monthly reports and tables, exported by region and dealer.
If it doesn't match, it doesn't ship
Reconciled before every publish. Metric versions locked.
Ask the data: "Why is APAC down?"
Answers on controlled definitions, with charts and sources. Every number is traceable.
Every industry
watches different problems.
We set up the numbers to watch and the actions to take for your industry.
Examples below; all figures are demo data.
Big tickets, long decisions, and visitors who walk away
From measuring to design to signing can take one or two months, and any gap in follow-up loses the customer. PDOS lays out every deal's follow-up steps and assigns the ones falling behind to associates and designers.
- No call-back after measuringDeals with no call-back in 7 days, listed by store and owner
- Visit-to-sale is a blurTier stores by traffic × conversion and fix the ones that let visitors walk
- Every dealer counts differentlyOne set of definitions; closed or moved stores don't distort rankings
One typical loop
- 1Found126 deals with no call-back in 7 days
- 2Assigned34 associates and designers
- 3Receipts31/34 · with chat logs
- 4Re-checkSign rate +6 pt
- Red line
- No call-back 7 days after measuring
- Sent to
- Associates · designers · managers
- Re-check
- Automatic, on schedule
More members every month, fewer coming back
In-store QR codes, the mini-app and communities each run on their own, so nobody can say whether members actually buy again. PDOS links member behavior to stores and associates and hands lapsed members to associates for one-to-one win-back.
- Nobody owns lapsed members90-day lapsed members assigned by store and associate; returns counted automatically
- Mini-app slots get ignoredClick heatmap of the home page; below-average slots flagged for A/B tests
- Sell-through is guessworkWeekly store × SKU sell-through, slow movers flagged two weeks early
One typical loop
- 1Found3,200 members lapsed 90 days
- 2Assigned48 associates, one-to-one
- 3Receipts1,860 reached
- 4Re-check11.6% came back
- Red line
- No purchase in 90 days
- Sent to
- Associates · member ops
- Re-check
- Automatic, on schedule
Lots of samples handed out, few turning into sales
Counters, beauty advisors, samples and loyalty points sit in different systems. PDOS connects the path from sample to repeat purchase, so you see conversion by advisor and the full member lifecycle.
- Samples don't convertCustomers with no purchase 7 days after a sample go to an advisor for follow-up
- Advisor output varies widelyCompletion ranked by person; top advisors' scripts turned into lessons
- Gaps in the member lifecycleNew, repeat and lapsed tiers, each with its own playbook
One typical loop
- 1Found412 with no purchase 7 days after a sample
- 2Assigned36 advisors · with scripts
- 3Receipts33/36 followed up
- 4Re-checkSample conversion +5 pt
- Red line
- No purchase 7 days after a sample
- Sent to
- Advisors · counter leads
- Re-check
- Automatic, on schedule
Standards live in the manual; execution depends on the manager
Slow service, bad reviews, hygiene checks: problems happen on the floor, and HQ often hears a week later. PDOS tracks store metrics daily, sends anything past the red line to the manager the same day, collects photo receipts and re-checks on schedule.
- Bad reviews cluster in a few storesFind the cause by store and by hour
- Inspections become box-tickingPhoto proof for every check item; failures re-assigned automatically
- Delivery ratings swingRatings, prep time and cancellations in one daily report
One typical loop
- 1FoundBad reviews at 3 stores, mostly slow service
- 2AssignedManagers rework the lunch rota
- 3Receipts3/3 · with rota photos
- 4Re-checkLate orders 12% → 5%
- Red line
- Orders over 15 min > 8%
- Sent to
- Managers · area supervisors
- Re-check
- Automatic, on schedule
Slow mid-season, so the season ends in markdowns
Hundreds of new styles land every season, and by the time the report shows which store is slow on which style, the transfer window has closed. PDOS tracks sell-through and attachment weekly and sends display changes and transfers to stores that fall behind.
- Sell-through falling behindWeekly store × style sell-through, flagged below the baseline
- VIPs only hear from you at salesWhen a VIP's repeat cycle comes due, the associate gets a reminder
- Transfers decided by gut feelTransfer suggestions from sales and stock, with receipts
One typical loop
- 1Found12 stores below 50% sell-through
- 2AssignedDisplay changes + 86 styles moved
- 3Receipts12/12 · with display photos
- 4Re-checkSell-through +9 pt
- Red line
- Sell-through < 50% after 4 weeks
- Sent to
- Managers · merchandising
- Re-check
- Automatic, on schedule
Start with one spreadsheet.
Dashboards update daily.
No data warehouse needed. An exported spreadsheet is enough. Upload one and get a dashboard built for you, free.
Member dashboard
New, visits, active, repeat, by channel and month. See target progress at a glance.
Store & associate dashboard
Scans, leads and orders ranked by region, store and associate. Laggards flagged red.
Lead CRM dashboard
Assignment, first contact, visit, close: the full funnel, with overdue alerts.
Dealer tables
Each dealer gets its own data, distributed by permission.
Weekly & monthly decks
Export an editable deck in one click. Charts, takeaways and next week's focus filled in.
Campaign review
Before/after for promotions, referrals and in-store events, with ROI calculated.
Your business,
your dashboards.
Pick your business, data and roles, and see the result on the right.
No building from scratch.
The right chart for every metric,
clear at a glance.
Most tools give you one default chart. PDOS picks the chart by metric type: trends for anomalies, funnels for drop-off, rankings for laggards, targets for gaps. Every chart comes with a takeaway.Charts use demo data. Production uses your data.
How is this different
from other options?
Keep your BI, CRM and ERP. They show you the problem; PDOS gets it fixed, at standard product cost and speed.
Off-the-shelf SaaS
Cheap, but a loose fit- Cost
- Time to launch
- Business fit
- Responsiveness
- Easy to connect
- Action to owner
- Result re-check
General-purpose AI
Advises, doesn't follow through- Cost
- Time to launch
- Business fit
- Responsiveness
- Easy to connect
- Action to owner
- Result re-check
Custom development
Fits, but slow and costly- Cost
- Time to launch
- Business fit
- Responsiveness
- Easy to connect
- Action to owner
- Result re-check
Standard core + configuration
Standard product + configuration- CostStandard price
- Time to launchFirst version in 3 days
- Business fit
- ResponsivenessSame week
- Easy to connectA spreadsheet is enough
- Action to ownerTo store & owner
- Result re-checkScheduled re-check
Illustrative scores based on typical cases. Longer is better.
metric definitions
Channel, attribution, exclusions, thresholds, holidays. A new brand only changes config
diagnostic rules
Anomalies, laggards, overdue, churn. Problem stores surface automatically
fix playbooks
From issue straight to action: scripts, lessons, displays, rosters
dashboard components
Cockpit, funnel, map, ranking, detail, action center
source types supported
Messaging, Social CRM, Mini-app, POS, ERP, spreadsheets
pre-publish checks
Reconcile, dedupe, freshness. If it doesn't match, it doesn't ship
Every number
traces back to its source.
Where the data came from, who can see it and how it was calculated: every step is recorded. Here is what you see when you open a number.
- 1SourceMini-app lead table · synced daily at 02:003,184 rows
- 2Fields usedLead time, store ID, channel3 fields
- 3Metric definitionv2.3 · excludes test stores and duplicate phonesLocked
- 4Pre-publish checksReconciled against back-office totals, 0 gap27 / 27 passed
- 5Who can see itAPAC regional manager · own 46 stores onlyNamed watermark
Demo data
Deploy the way you want
The standard edition is cloud-hosted and isolated per brand. Enterprises can deploy on-premise and keep data in their own environment. Phase one can run on exported sheets alone, without touching any system.
Five permission levels
HQ, region, dealer, store manager and associate each see their own data. Nothing above their level.
Traceable, line by line
Every number traces to its data source, field and metric version. Not "the model said so."
Named watermarks & audit
Email-verified sign-in, per-person watermarks, and a data isolation audit before role-based exports.
If it doesn't match, it doesn't ship
Checked and reconciled with your system totals before every publish. Metric versions locked: same question, same answer.
Send us a spreadsheet.
Within 3 business days, we'll build you a dashboard, free.
No contract, no IT work. See what PDOS can do with your own data. Talk about working together only if you like it.
- 01Email usPut "Free preview" in the subject
- 02Attach a spreadsheetAny operating sheet works. Mask it first if you like
- 03Get your dashboard linkWithin 3 business days, on phone or desktop
The free preview includes 1 use case, 1 spreadsheet and 1 dashboard (online). Not included: system integrations, task dispatch to staff, complex permissions. Those come in the paid pilot.
Prefer a form? Apply here →Try it small first,
then roll it out.
Priced by store count, not by seat.
The pilot fee is fully credited to year one; success criteria go in the contract.
Your data is in spreadsheets; you need dashboards first
- 1 use-case dashboard
- Updates on spreadsheet import
- 3 role views
- Online dashboard + downloadable reports
- 30 days of onboarding support
HQ + 1 region, or 2–4 cities
- Multi-use-case dashboards
- Detect · Diagnose · Assign · Verify loop
- Mobile tasks for frontline staff
- Daily / weekly reports and monthly decks, auto-generated
- Weekly support · success criteria in contract
Company-wide rollout, continuous iteration
- Full org structure, five permission levels
- Automated data sync via API
- PDOS Assistant
- Dedicated advisor, ongoing iteration
- Data isolation audit + named watermarks
You have an IT team, or data can't leave your network
- On-premise deployment
- Code and metric documentation handed over
- Team training and certification
- Annual technical support (optional)
tiered by stores
Every plan includes: data health check, metric rule setup, pre-publish checks, email-verified sign-in, named watermarks, dedicated customer success
Add-ons, quoted separately: extra data sources / social platforms · social listening · custom APIs · training workshops
Every quote is based on your store count and data scope. Quotes exclude tax.
Not just software.
We help you run it, too.
The system finds issues, assigns them and re-checks. Our advisors turn what works into rules and training. Mix and match; no need to buy everything at once.
Run your data through 90+ diagnostic rules. Get a list of problem stores, ranked causes and fix recommendations.
Free the first time · just send 1 spreadsheetAnonymous peer benchmarks: percentile levels for store health, first response, repeat purchase and more.
Available to pilot customersDashboards, diagnosis, assignment, re-checks and automated reports. Delivered as Starter / Pilot / Enterprise / On-premise.
See pricing aboveA weekly deck generated automatically, then annotated by an advisor with takeaways and next week's focus. Ready for your weekly meeting.
Monthly subscription3 / 6 / 12 months: weekly reviews, fix follow-up and campaign reviews, so the system gets used and delivers results.
Quoted per termBenchmark stores' practices and diagnostic rules turned into courses and assessments, with certification.
Quoted per sessionBrowse industry templates →30 store-diagnostic rules · printable templates →
- Free preview1 spreadsheet · 3 business days
- Health checkFind problem stores and causes
- 3-month pilotLoop running · accepted per contract
- Annual + supportScale it out
The people building this system
spent five years on the brand front line.
"I sat at HQ but did delivery work. So I could see what HQ decided, what actually happened in stores, and the gap between them."
- 2021Into social CRM operationsSocial CRM projects for tech, lubricants and other brands
- 2022–2026Consumer brand, China front lineLed the annual social CRM plan, renewed yearly; coordinated 1,100+ associates and 40+ dealers
- 2025Method repeated across brandsBuilt a three-tier messaging setup from zero for another brand; customer base grew 100× in a year
- 2026PDOS is bornThe method became a system: first dashboard for a new brand in 3 business days
Pilot success criteria agreed upfront · acceptance criteria in the contract · data security first
From procurement and business leads:
the questions we hear most.
Book a demo →
Is the data accurate?
Every publish runs pre-publish checks and reconciles with your system totals. If it doesn't match, it doesn't ship. Every number traces to its data source, field and metric version.
Do we have to use a specific messaging app?
No. Tasks and daily reports go to the work chat tool your teams already use (for example Slack, Microsoft Teams, Lark or WeCom), or by SMS, email or your own app. During the free preview everything runs in the browser, so nothing needs to be connected first.
How is this different from our BI / CRM / Social CRM? Can they run side by side?
BI shows you the problem, CRM records the process, Social CRM reaches the customer. PDOS sits on top of them: it assigns issues to people, follows up until they're fixed, and re-checks on schedule. Yes, they run side by side: PDOS reads exported data or open APIs and never replaces or rewrites their data. Phase one can run on manual exports alone.
We already use a store-audit tool. Do we still need PDOS?
They do different jobs. Audit tools check the floor: displays, hygiene, video and checklists. PDOS checks the business numbers: leads, first response, conversion and repeat. Audit results can come in as a data source: the metrics decide which stores to visit first, and after the fix PDOS re-checks the same metric to see whether the numbers came back.
Can't we just give the spreadsheet to a general AI?
For one-off exploration, yes. But a general AI may calculate differently each time, and it won't warn you when its numbers don't match your back office. It also won't assign the issue, collect receipts or re-check on schedule. PDOS locks metric definitions, reconciles before publishing, and every number traces back to its source.
What if associates won't use it?
The associate view has just three things: which customers to follow up, which task to finish, and a done button. Fixes go out in the franchise owner's or dealer's name, and pilot users' weekly activity is part of the acceptance criteria.
How fast can we start? How much IT do we need?
Send a spreadsheet and get a first dashboard in 3 business days; the pilot produces its first review in 14 days. The first month needs almost no IT: it runs in a browser, on manually exported sheets.
What if the pilot doesn't work?
Acceptance criteria go into the contract before the pilot: how many met to roll out, how many to extend, how many to stop. We don't promise multiples. We commit to process metrics.
How is the re-check timing set?
It follows your business rhythm: a number of days, weekly, or per campaign. When the time comes, the same metric is re-checked automatically, so nobody has to remember.
What happens to our data when the contract ends?
You can export all dashboard data, detail tables and metric docs. After that, data is deleted within the contracted period, with written confirmation.
Our structure is different. Will it work?
Any chain with an HQ → region → dealer → store → associate structure (home furnishing, building materials, bath, appliances, jewelry, eyewear) shares the same underlying shape. Brands with only member KPI sheets can start with Starter.
20 minutes to see
how it works for your stores.
- 01Run Detect, Diagnose, Assign, Verify on your store structure
- 02What each of the five roles sees, and what tasks they get
- 03What your data can support, and what to prepare
- 04How to set pilot scope, timeline and acceptance criteria