Microsoft Scenario Library Retail Maximize store performance

Available with: Microsoft 365 Copilot Chat and Copilot Studio

Retail scenario: Maximize store performance

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Scenario

Analyze data and develop corrective actions

1. View store performance data

Prompt Copilot for an up-to-date analysis of performance for stores in your portfolio. Copilot pulls data directly from your store operations tool.

Copilot Studio icon

Copilot Studio Agent

Benefit: Quickly catch up on store performance and status and identify stores falling below targets.

Looking deeper into the metrics of stores falling below daily targets, prompt Copilot to compare their performance to baseline and higher performing stores.

Copilot Studio icon

Copilot Studio Agent

Benefit: Compare performance of different stores and identify possible trends impacting performance within certain areas or departments.

Once potential departments or product lines are identified as underperforming, prompt Copilot for the sell through rate for the lowest performing stores.

Copilot Studio icon

Copilot Studio Agent

Benefit: Understand how products are selling in underperforming stores versus top stores by analyzing KPIs like sell-through rates.

Ask Copilot to summarize anecdotal feedback collected from top performing store managers, captured in internal documents and files.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Review insights from top performing stores and scale best practices across stores.

Once all the data has been collected, use Copilot in Outlook to draft an email to store managers of the underperforming stores, including the best practices.

Outlook icon

Copilot in Outlook

Benefit: Communicate efficiently with store managers, including relevant findings and source files for the conversation.

KPIs

Opportunity to impact key functional area KPIs

Better manage costs, discounts, and pricing to improve average margins.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Ensure your marketing budget is used efficiently with research, analytics, and personalization capabilities that help you reach customers wherever they are in their shopping journey.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

How Microsoft Copilot can help employee turnover rates

Reduce time spent on shift scheduling while optimizing coverage requirements. Improve employee morale with improved communication and simplified schedule changes.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

Help customers move from ‘browse’ to ‘buy’ with personalized shopping experiences that understand context to surface the perfect product, targeted marketing campaigns that maximize the power of your marketing spend, and helpful answers in the pocket of every store associate.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Streamline processes that lead to greater customer satisfaction, from analyzing multiple data sources to understand which products to stock to ensuring product availability and answering customer questions in-store.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Provide real-time monitoring of sales, inventory, customer feedback, and staff performance across different locations and/or channels by leveraging data from various sources to quickly gain actionable insights.
Improve targeting
  • Analyze current product mix
    and cross sell success

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.