Put your business on autopilot
Get an Excel dashboard of your numbers just by describing it
It plans the formulas, builds the charts, then checks its own work and fixes problems before handing it back.
A sketch of what you'll get back.
Your prompt
Fill in your details. Skip any you like.
This AI can't be filled in from a link, so the button copies your prompt: paste it into the new chat.
The prompt that gets copied
Using the data in this workbook, build a dashboard on a new sheet called 'Dashboard' for [DASHBOARD AUDIENCE, e.g. my monthly business review]. Include: - Headline numbers at the top: [KEY NUMBERS, e.g. total revenue, active clients, average sale]. - A line chart of [TREND CHART, e.g. revenue by month]. - A bar chart comparing [COMPARISON CHART, e.g. revenue by service]. - A small table of the top 5 [TOP LIST, e.g. clients by revenue]. Use formulas that point to the data so it updates when I add rows. Clean up any inconsistent text or dates you find first, and tell me what you changed. When you're done, summarize three insights in plain English and list any data problems I should fix.
Open your data in Excel, turn on Copilot's Agent Mode and describe the dashboard you want. It builds the sheets, formulas and charts, checks its own work, and explains what it did.
Step by step
- Open your client or sales data in Excel on the web, Windows or Mac.
- Open Copilot and choose Agent Mode from the Tools menu.
- Paste the prompt and watch it build the dashboard step by step.
- Ask for changes, like colors or a new chart, and check that every chart updated.
What you'll get
A working Excel dashboard with headline numbers, charts and a top-five table, plus three insights and a list of data problems.
Needs Microsoft 365 Personal, Family or Premium, or a Copilot business license. Personal and Family use AI credits.
- Made for
- Small business owners, Consultants, Coaches
- Works in
- Copilot
