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BrianLevenson
MicrosoftJoined 9 months ago
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Re: Copilot for Sales Adoption Tracking & Success KPIs
Anne_Stantonthis is an awesome resource! From what I can tell, it's specific to Copilot Studio and custom copilots, though, rather than the Copilot for Sales product. "Coming soon:aggregate and retain key performance indicators from your custom copilots without having to parse complex conversation transcripts."Re: Copilot for Sales Adoption Tracking & Success KPIs
Yep, while I love the new Copilot Dashboard, it does seem to be scoped to M365 Copilot and would not report on usage of Copilot for Sales specifically. Copilot for Sales is part of the D365 licenses. From the FAQ: Who is considered a Copilot licensed employee? Any employee who has been assigned a Copilot license, including the following service plans: Microsoft 365 Copilot in Productivity Apps Microsoft 365 Copilot in Microsoft Teams Connectors and Plugins for Microsoft 365 Copilot Business Chat Intelligent SearchCopilot for Sales Adoption Tracking & Success KPIs
As my organization rolls out Copilot for Sales starting with a champions cohort first and then team by team across our sales organization, we're planning what and how to track our success. There are OOTB reports for M365 Copilot adoption and great reports for D365 Sales usage, but we're not seeing any unique reports for Copilot for Sales. Has anyone developed best practices or repeatable patterns that could be used for this? In addition to simple DAU and MAU, we're planning to track more general RevOps metrics like deal velocity, win rate, lead to opportunity conversion rate, and qualification speed.
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