Copilot for Sales Adoption Tracking & Success KPIs

[BrianLevenson]

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.

[#2]

I just can support this request / question. I'm also going to implement the Copilot for Sales at one of my company clients. And as it is suggested from Microsoft to define success critirea and KPI for the measurement in their adoption playbook, I'm wondering whether there is something to track the usage and adoption. Highly desired from my end.

[#3]

There should be reporting in the Viva portal https://learn.microsoft.com/en-us/viva/insights/org-team-insights/copilot-dashboard-advanced-feature...

[#4]

Thanks @coulthrust! This report is great. But it doesn't consider Copilot for Sales. It just consider the M365 Copilot. I would love to have something similar for the Copilot for Sales. 

[#5]

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 Search

[#6]

I saw an announcement yesterday about new tools being released. The toolsets tend to be a bit behind the main product offerings, but they are coming. AKA Tools to help measure Copilot for Sales Adoption .. Also keep a close eye on the COE Toolkit releases which offer heavier analytics on the Power Platform Environments.

[#7]

Check out and keep an eye on this resource https://github.com/microsoft/Power-CAT-Copilot-Studio-Kit/blob/main/README.md

[#8]

@Anne_Stanton this 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."