Access Copilot for Sales usage data via Analyst Workbench
Enabled for | Public preview | General availability |
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Admins, makers, marketers, or analysts, automatically | - | Dec 12, 2024 |
Business value
By accessing Copilot metrics, you can track adoption of Copilot for Sales and its impact, and through that you can drive adoption, justify investment, and build trust with the team.
Feature details
Within Viva Insights, you'll have access to a user-friendly and self-serve mechanism to track Copilot for Sales adoption, covering usage from high-level key metrics to scenario-specific details. Out-of-the-box Power BI templates will be provided to see both high-level usage data pivoted by your organizational data, all the way down to scenario-level usage, and even usage trends over time.
Usage metrics and Power BI templates will be available for use in the Viva Insights Analyst Workbench. The Analyst Workbench gives you access to a wide range of usage metrics from Copilot in Microsoft 365 and Copilot for Sales. These are complemented by an out-of-the-box Power BI dashboard so you can get started rapidly and with minimal effort. You can always choose to build your own customer dashboards using the results from your analysis query in the Analyst Workbench.
In order to access the Viva Insights report, you must have a Viva Insights Analyst role, assigned by your administrator in the Microsoft 365 admin center.