01 · SCOPE
Confirm week, region and period
Before reviewing or editing, verify the selected week, region and quarter or FY. These values define which record will be loaded or saved.
Loading W— data from Power BI…
W—
Submit OIT
· Order Intake Weekly Outlook
Checking W— Revenue for the selected region and quarter…
W—
Submit Revenue
· Revenue Weekly Outlook
Select a quarter. Revenue must be saved or submitted separately for Q3, Q4 and FY.
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Book & Bill Plan
· OOH Coverage & Funnel Analysis
Checking W— OOH, Funnel and submitted narratives…
W—
Weekly Summary
· Weekly Check-in Review
Select a Region and Quarter above to load the summary.
👔 CEO View
Executive summary — read only
OIT Summary —
Total CQ Outlook
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EuM
Delta vs LW
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EuM
Total NQ Outlook
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EuM
Net R&O CQ
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EuM
| Region | CQ Outlook | Delta vs LW | NQ Outlook | NQ Delta vs LW | Net R&O CQ |
|---|
Revenue Summary —
Total CQ Outlook
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EuM
Delta vs LW
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EuM
Total NQ Outlook
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EuM
Delta vs AOP
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EuM
| BU | CQ Outlook | Delta vs LW | Delta vs AOP | NQ Outlook | NQ Delta vs LW |
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W—
Final Submission
· Global CEO Check-in
Select a region and quarter above to load the CEO submission grid.
Generate Check-in Word Report
🔔 Notification Settings
Define who receives each process notification. Emails are saved automatically and persist as defaults.
OIT Process
| Trigger | Fixed Role | Recipients (editable) | Status |
|---|---|---|---|
| CommOps submits OIT On Submit OIT form |
RBL (per region) |
|
— |
| RBL confirms OIT On RBL confirmation in system |
CommOps + Julia/Mahriban |
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— |
Revenue Process
| Trigger | Fixed Role | Recipients (editable) | Status |
|---|---|---|---|
| CommOps submits Revenue On Submit Revenue form |
RBL (per region) |
|
— |
| BU Leader approves Revenue On approval in system (II or CI) |
CommOps + RBL + Julia/Mahriban + Jorge | — |
B&B Process
| Trigger | Fixed Role | Recipients (editable) | Status |
|---|---|---|---|
| CommOps submits B&B narrative On Submit B&B Update |
RBL (per region) |
|
— |
| RBL approves B&B narrative On RBL approval in system |
CommOps + Julia/Mahriban |
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System Events
| Trigger | Fixed Role | Recipients (editable) | Status |
|---|---|---|---|
| All regions ready System detects all 3 OIT + RBL approved |
Julia + Mahriban | — | |
| Cycle completion detected All inputs + approvals complete |
Julia + Mahriban | — | |
| Weekly kickoff (Monday 07:00) Start-of-cycle reminder |
CommOps Leaders | — | |
| Revenue deadline (Tuesday 17:00) Revenue + Guardian deadline reminder |
Revenue BU Leads | — |
Teams Notifications
When configured, a Teams message is sent automatically on Submit and Approved actions.
How to use Weekly Check-in
A practical guide for reviewing data, completing assigned inputs, protecting shared information and progressing the weekly cycle from draft to final approval.
Use only the tabs available to your profile
Edit only enabled fields
Confirm scope before saving
Start with the correct scope
The available tabs and editable fields are determined automatically by your access profile.
02 · DATA
Wait for the prefill to finish
Let the loading indicator complete. Existing submissions and reference data are restored before the page becomes ready for review.
03 · ACCESS
Follow the field state
White enabled controls can be edited. Muted or disabled controls are reference-only and cannot be included in your submission.
Weekly flow
Use the same sequence every week to reduce rework and protect the authoritative submission.
1
Review
Open Dashboard and confirm the latest status, movements and pending actions.
2
Complete
Open the assigned submission tab and review all prefilled values before editing.
3
Validate
Check totals, reference comparisons, R&O and narrative consistency for the selected scope.
4
Review and submit
Review the complete scope and use Submit when it is ready for official review.
5
Consolidate
Use Summary and Final Submission, when available, to review approvals and prepare the final output.
Guide by tab
If a tab is not displayed, it is not part of the current access profile.
Dashboard
Monitor the weekly cycle without changing submitted data.
- Review regional status cards and the approval stage.
- Use the available filters to focus the activity log.
- Refresh when a recent submission or approval is not yet visible.
Submit OIT
Review and submit the OIT position for the permitted regional scope.
- Confirm the quarter and prefilled reference values.
- Review Outlook, R&O, weekly movement and narrative.
- Save a draft or submit for review.
Authorized editors may update and resubmit the same scope at any time; the latest successful submission becomes the current entry.
Submit Revenue
Revenue is separated by BU ownership to protect each authoritative contribution.
- Select the region and period, then wait for both BU sections to load.
- Edit only the BU fields enabled for your profile.
- Review R&O and the matching BU narrative before saving or submitting.
Reference users see all results as read-only. BU-specific submissions send only the owned BU and never the other BU.
B&B Plan
Review OOH, Funnel, Potential, gaps and coverage by region and business hierarchy.
- Confirm region and quarter before reviewing the table.
- Edit only enabled narrative or Funnel controls.
- Submit after OOH and Funnel commentary are consistent with the table.
OOH narrative ownership is separated by BU; read-only sections remain visible for context.
Summary
Consolidate OIT, Revenue, B&B, narratives and key R&O in one review surface.
- Select an available region and period.
- Click Summarize to load the current dataset.
- Use Preview to inspect the report layout before generating the final document.
Regional approval controls appear only for profiles authorized to complete that review.
Final Submission
Prepare the consolidated Global result and the final reporting package.
- Review regional results before selecting Global.
- Confirm submission values and final narratives.
- Save, submit, generate Word and complete final approval when available.
This tab is available only to profiles responsible for final consolidation.
Notifications
Maintain workflow destinations used by submission and approval notifications.
- Review each event and its configured recipients.
- Save after changing a destination.
- Export a backup before resetting configuration.
Configuration controls are displayed only when the profile has administrative access.
RACI
Consult process responsibilities and hand-offs across the weekly workflow.
- Locate the relevant process row.
- Read responsibilities across the role columns.
- Use the matrix as guidance; it does not change system permissions.
Safe working and status rules
These practices prevent one contribution from replacing another.
Before saving or submitting
- Confirm week, region, quarter/FY and BU scope in the page header.
- Refresh the page when another contribution may have been submitted since it was opened.
- Edit only enabled controls; read-only values are supplied by another owner or source.
- Submit only a complete, reviewed position. The review screen shows material warnings before data is sent.
- Recheck the narrative after changing Outlook, R&O or Funnel values.
- Do not reopen the same scope in multiple browser windows while editing.
What each status means
DRAFTSaved for continued editing; review has not started.
SUBMITTEDSent for review; authorized editors may still update and resubmit.
APPROVEDAccepted for consolidation in the weekly result.
REVISIONReturned for correction; editing is enabled again.
Troubleshooting
Quick checks for the most common situations.
The expected tab is not visible
Access is profile-based. Reload the file and confirm that the corporate email entered at sign-in is correct. If the tab remains unavailable, the access configuration must be reviewed.
The fields are visible but cannot be edited
The selected scope is read-only or belongs to another BU owner. Submitted and Approved statuses do not lock authorized editors.
Recent values or status are not appearing
Use the available Refresh or Summarize action and wait for loading to complete. Avoid saving until the expected source values are visible.
A narrative does not match the latest numbers
Reload the data, regenerate the narrative when permitted, and verify every highlighted metric before saving. The current table values remain authoritative.
The Word preview is incomplete
Choose the region and period, click Summarize, wait for all sections to load and open Preview again before generating the document.
Cycle Status
WK—
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Submission Status
Weekly Cycle
Submission & Approval Timeline
Process Flow
Activity Log
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| Action | Description | By / When |
|---|---|---|
Loading activity… | ||
Weekly Reporting Process — RACI Matrix
Roles & Responsibilities Proposal | R = Responsible A = Accountable C = Consulted I = Informed
R = Responsible
A = Accountable
C = Consulted
I = Informed
| Category | Process Activity | CommOps | RBLs | SS&D Leaders | BU Leaders | Julia/Mahriban | Laurent/Jorge | Shez/Alexandra | System |
|---|
RACI Definitions
Responsible (R): Performs the work and produces the deliverable.
Accountable (A): Ultimately owns the outcome, approves the deliverable, and answers for its accuracy and quality. Ideally, there is only one Accountable per activity.
Consulted (C): Provides input, expertise, or validation before the deliverable is finalized. Two-way communication.
Informed (I): Receives the final information or outcome. One-way communication.
Note: colored R / A / C / I fields are editable — click a cell to update the assignment. “A/R” and “R/I” indicate combined or shared roles.
W—
Administration
· Central access, calendar and validation
Validation available
Users & permissions
—| User | Role | Region | BU | Active | Dashboard | View OIT | View Revenue | View B&B | Summary | Final | Admin | Submit OIT | Submit Revenue | Submit B&B | Regional approval | Global approval | Word | AI |
|---|
Weekly lookup calendar
WCI Submission CalendarSharePoint connection
Until the controlled endpoints are configured, the application uses the same reviewed users and the exact W28–W40 calendar embedded in this version. SharePoint remains the intended central source.