KPI Buddy
by 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.
App capabilities
- Can send data over the Internet
- This app can access personal information on the active message, such as phone numbers, postal addresses, or URLs. The app may send this data to a third-party service. Other items in your mailbox can’t be read or modified.