CopilotScopeWork in progress

ValueLens

Installed

Value & ROI

One Power BI template for every Copilot and agent adoption signal. ValueLens turns Purview audit logs, licensing data, and org structure into a defensible ROI narrative — hours saved, assisted value, adoption, maturity, and governance across your whole Copilot estate, aligned to Microsoft's Frontier Firm framework.

15report pages
3deployment paths
Publishedtime-baseline research

What it shows

Every Copilot interaction is classified into an AI Task, mapped to a research-sourced time baseline, and turned into hours saved and assisted value.

  • Quantified value

    Hours saved and assisted dollar value across your whole Copilot estate.

  • Frontier Firm journey

    Your position on the path from human + Copilot, to human + agent, to agent-run workflows.

  • Value by function

    Sales, HR, IT, Legal, Finance, Marketing, and Customer Service, with task-level attribution.

  • User maturity

    Every user placed on the curve from Beginner through Proficient.

  • Business case

    Projected annual value, ROI multiple, and license investment net.

How the value model works

  1. Interaction
  2. AI Task
  3. Time baseline
  4. Hours saved
  5. × Rate = Assisted value

Grounded in published research from Microsoft Research, MIT, NBER, BCG/Harvard, McKinsey, Forrester, IDC and others.

What's inside

Fifteen report pages covering the full story.

  • User Activation
  • Adoption & Reach
  • Activity & Value
  • Usage Maturity
  • Leaderboards
  • Agent Governance
  • User Feedback
  • License Readiness
  • Heatmap Trend

Extended build adds

  • Credits Consumed
  • Agent Evaluation
  • Topic Analysis

Appendices

  • Key Concepts
  • Glossary
  • Signal Table

The Signal Table traces raw signals through to value as an audit trail.

Data requirements

SourceDescriptionRequired
Purview audit logsCopilot interaction events — the core activity signal.Required
Licensed usersCopilot license assignments from the Microsoft 365 Admin Center.Required
Org dataUsers, departments, and reporting structure from Microsoft Entra.Required
Agent 365 exportsAgent inventory and activity for the governance pages.Optional
Cowork / Work IQConsumption signals for the newest Copilot surfaces.Optional
Credit billingMessage-credit spend for the cost pages.Optional
Product feedbackThumbs signals for the User Feedback page.Optional
Copilot Studio transcriptsConversation data for the extended build's agent pages.Optional
Optional sources light up additional pages via toggles — the dashboard works fully without them.

Get this lens

ValueLens ships in three deployment paths — same pages, same value model, different data plumbing. Pick the one that matches your setup:

  • SharePoint

    The fastest start on Power BI Pro alone.

    • Power BI Pro only
    • No Fabric or Premium required
    • Fastest start
    Download template

  • Fabric

    Recommended

    Scheduled ingestion into a Lakehouse for scale.

    • Scheduled Spark ingestion
    • Best performance at scale
    • Optional billing & feedback pages
    Download template

  • Fabric Extended

    Adds the Copilot Studio agent layer.

    • Everything in Fabric
    • Copilot Studio agent, topic & CSAT pages
    • Add after Fabric is running
    Download template

All paths include documentation and setup guidance.

Experimental template using Purview audit logs as the primary source. Not an official Microsoft-supported product — questions and issues via the GitHub repo.