Learn how to build a financial management pack dashboard in minutes with Microsoft Copilot Cowork

Every month, finance teams and accountants spend hours assembling management accounts and board packs copying figures between spreadsheets, formatting reports, and trying to make the numbers tell a clear story.

It’s essential work but pulling the figures and presenting them is a way boards can understand consumes a lot of time. And creating concise interactive dashboards usually requires expensive software and specialist expertise.

In this webinar we show you how Microsoft’s new Copilot Cowork can take the heavy lifting out of building a financial management dashboard by taking your existing data and producing a clear, professional dashboard, with no specialist business intelligence tools and no coding required.

Why you should attend

• See Copilot Cowork build a financial management pack dashboard end to end — live, and with no coding.
• Cut the time you spend on monthly management reporting and board packs.
• Understand where Cowork fits alongside Excel, Power BI and the reporting tools you already use.

What you get out of it

• A practical method for turning raw financial data into a clear, presentable dashboard.
• A realistic understanding of what Copilot Cowork can and can’t do for finance reporting.
• Essentials on cost models and data privacy you must understand before using Cowork.