Retail scenario: Maximize store performance

Download scenario guide Watch how to start with Microsoft Copilot
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
Extend

KPIs impacted

Store revenue

Customer satisfaction

Conversion rate

Value benefit

Cost savings

Increase revenue

Using Copilot to maximize store performance


1. View store performance data

Prompt Copilot for an up-to-date analysis of performance for stores in your portfolio. Copilot pulls data directly from your store operations tool.

Copilot Studio icon

Copilot Studio Agent

Copilot Studio icon

Copilot Studio

Benefit: Quickly catch up on store performance and status and identify stores falling below targets.

2. Assess low performing stores

Looking deeper into the metrics of stores falling below daily targets, prompt Copilot to compare their performance to baseline and higher performing stores.

Copilot Studio icon

Copilot Studio Agent

Copilot Studio icon

Copilot Studio

Benefit: Compare performance of different stores and identify possible trends impacting performance within certain areas or departments.

3. Analyze sell-through rates

Once potential departments or product lines are identified as underperforming, prompt Copilot for the sell through rate for the lowest performing stores.

Copilot Studio icon

Copilot Studio Agent

Copilot Studio icon

Copilot Studio

Benefit: Understand how products are selling in underperforming stores versus top stores by analyzing KPIs like sell-through rates.

4. Review insights from top stores

Ask Copilot to summarize anecdotal feedback collected from top performing store managers, captured in internal documents and files.

Microsoft Copilot icon

Business Chat2

Benefit: Review insights from top performing stores and scale best practices across stores.

5. Communicate corrective actions

Once all the data has been collected, use Copilot in Outlook to draft an email to store managers of the underperforming stores, including the best practices.

Outlook icon

Copilot in Outlook

Benefit: Communicate efficiently with store managers, including relevant findings and source files for the conversation.

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

3Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.