KPI Buddy
作者 Toolpack Solutions
KPI Buddy enables instant access and visualization of your organization’s key financial metrics.
Overview
KPI Buddy brings actionable financial intelligence directly into your workflows within Microsoft 365. Designed for finance professionals, business managers, and executives, it leverages Microsoft 365 Copilot to deliver real-time insights into your company’s KPIs, accounts, and hierarchies all without the need for spreadsheets.
Key Benefits
• Real-time decision support: Query single metrics or year-to-date summaries on demand.
• Trend visualization: Generate interactive trend lines for months and years to enable deeper analysis.
• Focused insights: Create top-ten lists of customers or products and overviews of KPIs to spot opportunities and risks faster.
• Fully integrated workflows: Works across core Microsoft 365 experiences to embed insights directly into your existing workflows.
Features
• KPI queries: Ask for any KPI, header, or account by month, year, or year-to-date.
• Trend lines: Compare one or more metrics over different years.
• Top-ten lists: Pull your top ten customers or products with a single command.
• Context switching: Use “set values” to switch companies or hierarchies in seconds.
Prerequisites & Limitations
• Requires a valid Microsoft 365 Copilot license and a Toolpack 365 subscription.
• To acquire a Toolpack 365 subscription, contact us at support@toolpack.one.
• Company and hierarchy must be configured in Toolpack 365.
• Users without a valid Toolpack 365 subscription will be limited to demo data.
• Accessible across the following Microsoft 365 experiences: Microsoft 365 Copilot, Microsoft Teams, Microsoft Word, and Microsoft PowerPoint.
应用功能
- 可通过 Internet 发送数据
- 此应用可访问活动邮件中的个人信息，例如电话号码、邮寄地址或 URL。此应用可能会将此数据发送给第三方服务。无法读取或修改邮箱中的其他项目。