Excel Copilot PMO Executive Summary – Automated Risk & Bottleneck Analysis
This tutorial demonstrates how Excel Copilot can transform a traditional PMO Gantt report into a concise executive summary. Instead of manually reviewing task status, start dates, end dates, and owners, Copilot analyzes the entire dataset and highlights overdue tasks, bottlenecks, completion gaps, and risk patterns automatically.
By simply saving the Excel file to OneDrive and invoking Copilot inside Excel, project managers can prompt instant analysis such as identifying overdue tasks, generating summary tables, and even proposing mitigation strategies for executive leadership calls.
While Copilot accelerates reporting, the output should always be reviewed for accuracy before final leadership presentation. Used correctly, it significantly reduces manual effort while improving clarity and decision-making speed.