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🔎 ValueLens

for Microsoft Copilot — one Power BI template for every Copilot & agent adoption signal.

Built by Microsoft Power BI Template Deploy Stars Tests

Hours saved · assisted value · adoption & readiness — a defensible ROI narrative aligned to Microsoft's Frontier Firm framework.

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Deployment paths ↓ · Repo layout ↓ · What it measures ↓ · Data sources ↓ · Dashboard pages ↓ · Research ↓ · Methodology

ValueLens preview

Watch first

Both play here in the page — no download.

Demo — what the dashboard measures, page by page (1m 49s)

A tour of the pages and how the value model fits together.

ValueLens-Demo.mp4

Setup guide — getting your own data in, every source, start to finish (7m 07s)

Every data source (Purview audit, Entra, M365 usage), the permissions each needs, the parameters you fill in, and the Fabric path in full: PySpark notebooks instead of scripts, the Graph permissions per notebook, the ingester-then-processor run order, and the same notebooks and template running on Databricks, Synapse or Azure SQL.

ValueLens-Setup.mp4

👉 New here? Start with 4. Local CSV

It ships with a fabricated sample dataset that fills the whole dashboard. Open the template, point it at the sample CSVs, done — no tenant, no exports, no setup. Roughly two minutes, and it tells you whether the numbers are worth wiring up before you wire anything up.

⚠️ Usage & compliance disclaimer

While this tool helps customers understand the business value of their AI usage data, Microsoft has no visibility into the data customers input, nor control over how the template is used. Customers are solely responsible for ensuring their use complies with all applicable laws and regulations (including data privacy and security). Microsoft disclaims all liability arising from use of this template.

This is an experimental template with Purview audit logs as the primary source. Audit logs provide visibility into Copilot/agent interactions but are not intended as the sole source of truth for licensing or full‑fidelity reporting. Not supported through Microsoft support channels — please open an issue in this repo.


🚀 Pick a deployment path

Same dashboard, a choice of data pathways. Path 1, Fabric, is the recommended route. It includes an installer that sets the whole path up for you, and the Fabric App: a preview that runs the dashboard as a web app in your Fabric workspace, on top of the model you publish from any of paths 1–4. Path 2 is a preview for Power Automate and Dataverse, exercised end-to-end on a bounded demo interval. Paths 3 and 4 need no Fabric capacity.

Quick decision: Fabric capacity → 1 · Dataverse-centric → 2 · Power BI Pro only → 3 · no tenant access → 4 · want a web app on top of any of them → 1. Fabric/Fabric App.

Path Licence needed Refresh Setup Scale Best for
1. Fabric · recommended Fabric capacity (F2+ or trial), Premium or PPU Pipeline-orchestrated, plus a success-gated model refresh Lakehouse + app registration + notebooks + pipeline Tenant scale — Lakehouse ingestion, no file caps High volume, plus the optional feedback and Agent 365 sources
1. Fabric/Fabric App · preview Fabric capacity to host the app, plus a published model from paths 1–4 Live: each page queries the published model as the viewer npm install, point fabric.yaml at the model, npx rayfin up As the model beneath it A fast, shareable app in Fabric instead of a report
2. Power Automate + Dataverse · preview Power Automate premium + Dataverse capacity, plus Power BI Scheduled collector + runner; you advance the snapshot parameter by hand Collector solution + Dataverse tables + a Python refresh runner Preview — validated on a bounded demo interval; benchmark before a production cadence Tenants already collecting Copilot interactions into Dataverse
3. SharePoint Power BI Pro Scheduled, hands-off App registration + a SharePoint library + a scheduled extract task Up to Pro's 1 GB model / 2-hour refresh cap Automatic refresh without Fabric or Premium
4. Local CSV · start here 🧪 Power BI Desktop only Manual — re-export, re-run, refresh Sample data included. Open the template, point it at the sample CSVs. ~2 min One-off; a local file path, so high volumes get slow Seeing it working now, or a one-off look at your own numbers

Not sure? Start with path 4. It takes minutes and tells you whether the numbers are worth automating — before you set up any automation. Move to 3 or 1 when you want it hands-off.

The former Copilot Studio agent / topic / CSAT add-on is retained as archived reference, not a recommended active deployment. For agent transcripts in Dataverse, use the Dataverse companion repo ↗, which reads them natively — no Fabric or SharePoint needed.

💳 Want credit consumption and cost too? Paths 1–4 each have an optional Add Credit Consumption/ add-on: the separate Consumption Central report for Cowork / Work IQ, Copilot Studio, GitHub Copilot and Azure AI Foundry spend. Start with the Local CSV add-on and its sample data. Once it's published, the Fabric App's Consumption page reads it too.

Each path folder has its own README with the exact, step‑by‑step setup. This page is just the map.

📁 Repo layout

README.md  ·  CHANGELOG.md  ·  LICENSE  ·  Images/
CONTRIBUTING.md  ·  CODE_OF_CONDUCT.md  ·  SECURITY.md  ·  SUPPORT.md

docs/              DATA-DICTIONARY.md  ·  PERMISSIONS.md   ← cross-path reference
1. Fabric/         Fabric.pbit  ·  docs/  ·  flows/  ·  notebooks/  ·  pipelines/
     installer/         `npx valuelens-install` — sets up the whole Fabric path for you
     Fabric App/        web app (React + Vite) over a published model  ·  deployed with `npx rayfin up`
     docs/              Fabric-only notes: ingestion, storage modes, troubleshooting, checker pack
     archive/extended/  archived Copilot Studio add-on reference (core notebook mirrors still synchronized)
     archive/flows/     archived cost-consumption flows and guides, not active setup
2. Power Automate + Dataverse/  Power Automate + Dataverse.pbit  ·  scripts/  ·  source-map.json
3. SharePoint/     SharePoint.pbit  ·  scripts/  ·  azure-container/
4. Local CSV/      Local CSV.pbit  ·  sample-data/   ← start here, fabricated demo dataset
*/Add Credit Consumption/  optional Consumption Central cost report, one per path
archive/            superseded versions — kept for reference, not maintained
tests/             offline pytest regressions, run in CI by .github/workflows/tests.yml

Dataverse path → companion repo: microsoft/AgentEvaluator-for-Copilot-Studio

📊 What it measures

  • Quantified value — hours saved and dollar‑equivalent assisted value, grounded in research‑sourced time baselines.
  • Value by function — Sales, HR, IT, Legal, Finance, Marketing, Customer Service, with task‑level attribution.
  • Habit formation — Beginner → Developing → Habitual → Power, from each person's active days in the last complete month.
  • Business case — projected annual value, ROI multiple, and licence investment net.

How: every interaction → classified into an AI Task → mapped to a research‑sourced time baseline → summed to Hours Saved → × hourly rate = Assisted Value. The methodology explains every step, page by page.


🔌 Data sources

Availability varies by deployment path. Use the path README for the maintained source list and exact setup.

Source Required? Where it comes from
Copilot interactions (audit logs) ✅ Core Microsoft Purview; path 2 retains full raw payloads in Dataverse before processing
Licensed users ✅ Core Microsoft 365 Admin Center / Graph; path 2 publishes curated users to Dataverse
Org data (department / function) ✅ Core Microsoft Entra / BYOD equivalent
Agents 365 ⬜ Optional Graph Agent 365 registry — Fabric notebook, or Get-Agents365Registry.ps1 on every other path (same 48 columns)
Copilot credit consumption & cost ⬜ Optional, separate report Cowork / Work IQ, Copilot Studio, GitHub Copilot and Azure AI Foundry → the Consumption Central report in each path's Add Credit Consumption/ folder. Not read by the ValueLens templates
Product feedback ⬜ Optional M365 Admin Center → Health → Product Feedback export (Fabric table, or the Feedback File parameter on the other paths)
Copilot Studio agent transcripts ⬜ Optional Dataverse ConversationTranscript table — use the Dataverse companion repo ↗

Optional sources can be left out — the dashboard works fine without them. On Fabric, the Enable_* toggles default to Include and a table that hasn't been landed loads empty; on the other paths, leave the Agent 365 or Feedback File parameter blank. The exact export + connect steps live in the path README you choose above.


📚 Dashboard pages

Maintained page lists live in the path READMEs:

Archived Studio page reference (not an active deployment): 1. Fabric/archive/extended/Fabric + Copilot Studio/README.md.

Every path ships the same 15-page report (activation, adoption, habit formation, agent registry, task breakdown, estimated value, model fit, Cowork fit, Cowork and licence readiness, user feedback, leaderboard, trend heatmap and two appendices); only the data connection differs. Studio detail is archived.


🔬 Research sources

Published time-baseline sources behind the value model

Human‑time baselines are drawn from published research — Microsoft Research, MIT/Science (Noy & Zhang 2023), NBER (Brynjolfsson et al. 2023), BCG/Harvard (Dell'Acqua et al. 2023), McKinsey, Forrester TEI, IDC, and others. The full per‑task list, with each band and its source, is in the methodology appendix and on the 📖 Metric Glossary page inside the template.


🙏 Acknowledgements & licence

Built by the Microsoft Copilot Growth & ROI practice, building on the structure of the community AI‑in‑One Dashboard. Licensed MIT — see LICENSE.


🔗 Project links

Getting help SUPPORT.md · open an issue
Reporting a vulnerability SECURITY.md — please don't use public issues
Contributing CONTRIBUTING.md · CODE_OF_CONDUCT.md
What changed CHANGELOG.md
Reference Methodology · Data dictionary · Roles & permissions

Running the tests. The offline regression suite needs only Python 3.12 and pytest:

python -m pip install pytest
python -m pytest tests -q

It runs on every pull request via .github/workflows/tests.yml. No tenant, credentials or Spark cluster required — the suite is deliberately offline.

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Power BI template for Microsoft Copilot & agent analytics — measure AI business value, ROI and cost, plus adoption, governance and user feedback across your whole Copilot estate in one place.

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