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.

​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.  Read More

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