Use-case library
    FP&A / Plan-to-Perform · Microsoft Copilot

    Analyze business performance

    Streamline budget-vs-actual variance analysis and report findings with Copilot.

    CopilotSpeedQualityBuy effortCFO
    What changed

    Copilot for Finance runs the variance analysis against budgeted figures in Excel; PowerPoint and Outlook agents then turn the summary into a deck and a stakeholder email.

    Try it

    Illustrative demo

    Worked example of "Analyze business performance" on synthetic data — edit the inputs to tailor it. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.

    Synthetic demo company (a ~$5B high-growth US AI SaaS) — swap in any name to tailor the output.

    What this run should concentrate on.

    Copy prompt & open Microsoft 365 Copilot
    Copilot surfaces used
    Copilot in ExcelCopilot for FinancePowerPoint AgentCopilot in Outlook
    Example prompts

    Click any prompt to copy it and open Microsoft 365 Copilot in a new tab — paste it in (Ctrl/Cmd+V) and tailor it to your own data before you run it.

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