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

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Who uses what

Team tool Company-wideShowback · not an invoice
TeamMicrosoft 365QuickBooks OnlineHubSpotSlackRampOtter.aiZoom WorkplaceShare a year
FinanceCompany-wideUsesNot usedCompany-wideUsesNot usedNot used$5.6k
SalesCompany-wideNot usedUsesCompany-wideNot usedUsesUses$13.8k
OperationsCompany-wideNot usedNot usedCompany-wideUsesNot usedNot used$3.9k
HRCompany-wideNot usedNot usedCompany-wideNot usedNot usedNot used$3.9k

Company-wide tools are split evenly across 4 teams. Tools on several teams split evenly unless you charge them to the owning team.

Rerun month-end analysis with Excel Copilot

Microsoft 365
IncludedFinance
What it does

Copilot in Excel is in your plan. Excel skills let it repeat the same steps each month.

How to start

Open a workbook in OneDrive or SharePoint and use the Copilot pane. An admin assigns Copilot in the Microsoft 365 admin center.

Owner

Maya Chen, who owns Microsoft 365

Is it in use?No answer yet.
Status
Open
No activity yet. This is a sample company, so changes are turned off.
Vendor source(opens in a new tab)