Access Copilot for Sales usage data via Analyst Workbench

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts - Nov 2024

Business value

You need to access Copilot metrics to earn trust, justify investments, and drive adoption of Copilot for Sales. Using Viva Insights, you'll have access to key Copilot for Sales usage metrics via the Viva Insights Analyst Workbench, where you can use a set of provided Power BI templates or build your own custom reports.

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.

Viva Insights and Copilot for Sales - Analyst workbench