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.