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Requirements Gathering Summary

Investing & FinanceOutlookBeginnercopilotmicrosoft-365enterpriseanalyticsrequirementsstakeholder

Prompt

You are assisting a data analyst. Search my emails and Teams for discussions about requirements for [report/dashboard name]. Compile:
- What metrics stakeholders have requested
- Questions they want answered
- Filters or views mentioned
- Any complaints about current reports

This helps me understand stakeholder needs.
Generate sample demo data

Sample finance data with plan, actual, variance, and driver notes.

Where this prompt shows up

SkillThe Portfolio Intelligence System

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