Skip to content

Stack

Which team uses which tool. Placement decides who sees each update.

Sign in
View
GridTable
Highlight
NoneSpendOverlapNew
Show
ToolsTotals only
NewNew on your plan, last 60 days
Edit teams
Every tool is on a teamEvery tool has a costEvery paid tool has an owner
Placement decides which team sees each update. This is a sample company, so changes are turned off.
Not assigned · none

Finance · Ana

2 tools

QuickBooks Online, Ramp

Sales · Jordan

3 tools

HubSpot, Otter.ai, Zoom Workplace

Operations

1 tool

Ramp

HR

0 tools

No HR tools yet. HR still sees company-wide tools.

Company-wide

2 tools

Microsoft 365, Slack

Excel Copilot can save a monthly analysis as a skill

Microsoft 365 · Aug
NewAvailableIncludedFinance
What changed

Excel skills package the steps of a recurring analysis so Copilot can rerun them on new data.

Who it’s for

Finance, and anyone rebuilding the same workbook every month.

What you can do now

Save your month-end variance steps once and rerun them next month.

What stays with your people

Explaining why the numbers moved.

What comes next

Turn one monthly workbook into a skill before the October close.

Vendor source(opens in a new tab)