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

    Intelligent sales forecasting

    Cleanse historical sales data and forecast annual sales using the Excel Analyst agent.

    PredictiveRevenueQualityBuy effortCFO
    What changed

    Copilot prepares and enriches the data in Excel; the Analyst agent queries it, forecasts revenue by category, and the model can be refined by adjusting the generated Python.

    Try it

    Illustrative demo

    Worked example of "Intelligent sales forecasting" 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 ExcelAnalyst
    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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