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.
| Region | CQ Outlook | Delta vs LW | NQ Outlook | NQ Delta vs LW | Net R&O CQ |
|---|
| BU | CQ Outlook | Delta vs LW | Delta vs AOP | NQ Outlook | NQ Delta vs LW |
|---|
| 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 |
|
— |
| 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 | — |
| 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 |
|
— |
| 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 | — |
A practical guide for reviewing data, completing assigned inputs, protecting shared information and progressing the weekly cycle from draft to final approval.
The available tabs and editable fields are determined automatically by your access profile.
Before reviewing or editing, verify the selected week, region and quarter or FY. These values define which record will be loaded or saved.
Let the loading indicator complete. Existing submissions and reference data are restored before the page becomes ready for review.
White enabled controls can be edited. Muted or disabled controls are reference-only and cannot be included in your submission.
Use the same sequence every week to reduce rework and protect the authoritative submission.
Open Dashboard and confirm the latest status, movements and pending actions.
Open the assigned submission tab and review all prefilled values before editing.
Check totals, reference comparisons, R&O and narrative consistency for the selected scope.
Review the complete scope and use Submit when it is ready for official review.
Use Summary and Final Submission, when available, to review approvals and prepare the final output.
If a tab is not displayed, it is not part of the current access profile.
Monitor the weekly cycle without changing submitted data.
Review and submit the OIT position for the permitted regional scope.
Revenue is separated by BU ownership to protect each authoritative contribution.
Review OOH, Funnel, Potential, gaps and coverage by region and business hierarchy.
Consolidate OIT, Revenue, B&B, narratives and key R&O in one review surface.
Prepare the consolidated Global result and the final reporting package.
Maintain workflow destinations used by submission and approval notifications.
Consult process responsibilities and hand-offs across the weekly workflow.
These practices prevent one contribution from replacing another.
Quick checks for the most common situations.
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 selected scope is read-only or belongs to another BU owner. Submitted and Approved statuses do not lock authorized editors.
Use the available Refresh or Summarize action and wait for loading to complete. Avoid saving until the expected source values are visible.
Reload the data, regenerate the narrative when permitted, and verify every highlighted metric before saving. The current table values remain authoritative.
Choose the region and period, click Summarize, wait for all sections to load and open Preview again before generating the document.
| Action | Description | By / When |
|---|---|---|
Loading activity… | ||
Roles & Responsibilities Proposal | 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 |
|---|
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.
| 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 |
|---|