Microsoft Copilot

Activate Copilot in Microsoft 365

Ensure the company's account has the Microsoft 365 Copilot license enabled by the administrator.

Open Word or Excel, check for the Copilot icon appearing on the Ribbon; if not present, contact IT to enable the license.

If there is no budget for a full license yet, use the free Copilot Chat first to familiarize yourself with the interface.

Analyze Data in Excel

Open the Excel file containing revenue/cost data and use the Copilot pane to ask analysis questions.

Select the data range, open the Copilot pane on the right, type a question like 'Summarize revenue by month and indicate the month with the highest growth.'

Ask specific questions with exact column names in the table to ensure Copilot answers correctly instead of misinterpreting data.

Create Automatic Trend Charts

Request Copilot to create visual charts from the analyzed data for easy presentation.

Type the command 'Create a line chart showing monthly revenue trends' in the Copilot pane and select an appropriate chart type.

Adjust the chart title and colors to match the company's branding standards before including them in the report.

Draft Explanatory Report in Word

Use Copilot in Word to write the explanatory section of the data based on the analyzed data in Excel.

Open Word, type the Copilot command: 'Write the summary of the financial report for the month based on the following data: [paste key data].'

Always review and verify the data interpreted by Copilot to ensure there are no discrepancies with the original data.

Convert Report into PowerPoint Slides

Transform the completed Word document into a presentation slide deck for the management team.

In PowerPoint, select 'Create presentation from file', upload the Word report file and let Copilot automatically build the slide framework.

Use Copilot Designer to fine-tune the layout and colors of the slides to make them more professional before presenting.