Short answer
Measure Copilot at three levels: usage, from the Microsoft 365 admin center Copilot usage report and the Copilot Dashboard in Viva Insights; experience, from short user surveys on time saved and quality; and business outcomes, from a few task baselines you set before rollout, such as proposal turnaround or meeting follow-up time. Review monthly and reassign unused licenses.
Key facts
- The Microsoft 365 admin center shows Copilot usage by user and app, including enabled and active users.
- The Copilot Dashboard in Viva Insights adds adoption and impact views for Copilot customers.
- Self-reported time savings are useful but should be paired with task-level measures.
- A baseline taken before the pilot is what makes later value claims credible.
- Low usage often signals missing scenarios or training, not a bad tool.
Decide what value means before you measure
Copilot value is not one number. For a sales team it may be faster proposals; for finance, quicker month-end commentary; for executives, less time on email and meeting follow-up. Pick two or three outcomes per role before the pilot starts, and agree how you will know they improved.
Without that, measurement collapses into license counts and anecdotes. With it, you can decide where to expand, where to train more, and where Copilot is not worth the license.
Level 1: Usage data
The Microsoft 365 admin center includes a Copilot usage report showing enabled users, active users and activity by app, such as Teams, Outlook, Word, Excel and PowerPoint. It answers the basic question: are licensed people actually using it, and where.
The Copilot Dashboard in Viva Insights gives broader views of readiness, adoption and estimated impact for organizations with Copilot, with more detail where Viva Insights licensing is in place. Privacy settings and minimum group sizes apply, so results are aggregated rather than individual.
- Active users as a share of licensed users, by department.
- Which apps people use Copilot in most.
- Users with a license and little or no activity.
- Trends over time after training or new scenarios.
Level 2: User experience
Short surveys fill the gaps usage data cannot. Ask pilot users at the start and every few weeks how often they use Copilot, for which tasks, how much time they think it saves per week, and how often they need to correct its output. Keep surveys to five questions or fewer so people answer them.
Collect real examples. A list of prompts that worked well, by role, is useful for measurement and becomes training material for the next wave.
Level 3: Business outcomes
Pick a few repeatable tasks and measure them before and after. Good candidates have a clear start and end and happen often.
| Role | Example task measure | Where the data comes from |
|---|---|---|
| Sales | Time from meeting to proposal draft | CRM or user log |
| Customer service | Time to draft a response to a complex case | Ticketing system |
| Finance | Time to produce monthly variance commentary | Team tracking |
| Project management | Time to publish meeting notes and actions | Teams and Planner |
| HR | Time to draft a job description or policy | User log |
Turn measures into decisions
Review the three levels monthly during the pilot and quarterly afterward. Where usage is low, check whether users had relevant scenarios and training before concluding Copilot does not fit. Where usage and outcomes are strong, expand to similar roles. Reassign licenses that stay unused after support.
Report value in plain terms: hours saved on named tasks, quality feedback and adoption by department. Avoid converting self-reported minutes into large financial claims; leadership trusts conservative, specific results more.
How Accred Consulting approaches it
Accred Consulting builds measurement into Copilot pilots and rollouts. Discovery agrees business goals, roles and task baselines, and the proposal sets scope, fixed price and timeline. The US-based specialists assigned to your engagement configure Copilot usage reporting, help set up the Copilot Dashboard where available, run baseline and follow-up surveys, and review results with you to guide training, expansion and license reassignment. Handover includes documentation, report templates and knowledge transfer, with optional support retainers.
Track record: 475+ client projects, 2,000+ migration workstreams and 210,000+ users migrated by a US-based team. Company facts · Case studies
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