Manager Guide

Weekly Report User Manual

Quick guide to submitting your weekly reports on time and keeping your team informed.

Quick Start - 3 Simple Steps

1

Click "Start Report"

From your dashboard, click the blue "Start Report" button for the current week.

2

Fill Out Sections

Complete each required section with your weekly updates. Auto-saves as you type.

3

Submit Report

Click "Submit Report" when done. Your director will be notified automatically.

Report Sections Explained
What to include in each section

Headlines

Required

Big wins, announcements, and key highlights for the week.

Example: "Closed $50K deal with ABC Corp" or "Team hit 120% of weekly target"

Priorities

Required

Your top 3 focus areas for this week.

Example: "1. Close pending deals 2. Train new hires 3. Q1 planning"

Results

Required

Key metrics and accomplishments from this week.

Example: "15 new accounts opened, 8 installations completed, 95% customer satisfaction"

Tailwinds

Required

What's working well? Positive momentum and opportunities.

Example: "Strong referral pipeline from existing customers"

Headwinds

Required

Challenges and obstacles you're facing.

Example: "Supply chain delays affecting installation schedule"

Wins, Risks, Asks

Optional

Additional details, escalations, or requests for leadership.

Understanding Report Status
What each status means for your report
Draft

Work in progress. You can still edit.

Submitted

Sent to your director for review.

Approved

Director has reviewed and approved.

Locked

Included in executive report. Final.

Pro Tips
Make the most of your weekly reports

Auto-Save is On

Your work saves automatically every few seconds. No need to worry about losing progress.

Use Bullet Points

Keep entries concise. Use "•" or "-" to list multiple items clearly.

Submit Early

Don't wait until the deadline. Submit early so your director has time to review.

Check Past Reports

Use "Past Reports" to review your previous submissions and track progress.

Where to Find Things

Dashboard

Your home base. See current week status and start your report.

My Weekly Report

Write and edit your current week's report.

Past Reports

View all your previously submitted reports.

PDF Library

Download executive reports as PDFs.

ADT Dealer Weekly Reporting System • Internal Use Only

Questions? Contact your Regional Director or Administrator.