Decision-Ready Reports - Excel Copilot for Business Leaders

Excel Copilot empowers business leaders with swift, decision-ready reports—turning data into actionable insights for smarter, faster choices.
Duration: 1 Day
Hours: 2 Hours
Training Level: All Levels
Batch One
Wednesday, April 08, 2026
01:00 PM - 03:00 PM (Eastern Time)
Batch Two
Friday, May 15, 2026
01:00 PM - 03:00 PM (Eastern Time)
Batch Three
Friday, June 05, 2026
01:00 PM - 03:00 PM (Eastern Time)
Live Session
Single Attendee
$149.00 $249.00
Live Session
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded
Live+Recorded
Single Attendee
$249.00 $416.00
6 month Access for Recorded

About the Course:

Decision-Ready Reports: Excel Copilot for Business Leaders is a practical course designed to help leaders turn Excel reports into clear, decision-ready insights using Microsoft Copilot.

In this two-hour session, participants learn how Copilot can quickly summarise data, highlight key trends and risks, and translate numbers into concise business narratives so that leaders can focus on decisions, not spreadsheets. The course emphasises executive use cases such as performance reviews, forecasts, and management updates, without requiring deep Excel or analytical expertise.

Course Objectives:

By the end of this course, participants will be able to:

  • Quickly understand and interpret Excel-based.
  • Use Copilot to surface key insights, risks, and opportunities.
  • Ask better business questions of data.
  • Create concise, decision-focused summaries.
  • Improve the quality and speed of leadership discussions.
  • Apply responsible AI practices when reviewing business data.

Who is the Target Audience?

This course is designed for:

  • Business leaders and executives.
  • Department heads and senior managers.
  • Business owners and general managers.
  • Leaders who rely on Excel reports but don’t want to build them.

Basic Knowledge:

  • Comfort reviewing Excel reports. No advanced Excel or AI experience required.

Curriculum
Total Duration: 2 Hours
What Makes a Report Decision-Ready?

  • Why do many reports fail leaders?
  • Decision-focused vs. information-heavy reporting
  • Key questions leaders should ask of data
  • How Copilot supports executive insight

Rapid Insight from Excel with Copilot

  • Asking Copilot to summarize reports
  • Identifying trends, risks, and anomalies
  • Comparing actuals vs. targets and forecasts
  • Highlighting what requires attention

Framing the Business Narrative

  • Turning insights into clear conclusions
  • Connecting data to strategic priorities
  • Using Copilot to draft executive summaries
  • Avoiding data overload and distraction

Leading Better Decisions with Data

  • Scenario thinking and “what if” questions
  • Exploring options and trade-offs with Copilot
  • Preparing for leadership and board discussions
  • Asking follow-up questions that matter

Trust, Validation & Governance

  • Sense-checking AI-generated insights
  • Understanding limitations and risks
  • Handling confidential and sensitive data
  • Building trust in AI-supported reporting

Wrap-Up & Action Planning

  • Key leadership takeaways
  • High-impact Copilot prompts for leaders
  • Personal decision-review checklist
  • Q&A