A Demonstration on How Copilot Helps Creating a Digital Customer Survey Report
Scenario
A Marketing Analyst or Customer Insights Manager gathered responses from an online customer satisfaction survey through Microsoft Forms. Now, you need to analyse the data, summarise the key insights, and generate a professional report for internal stakeholders.
Copilot in Action: Creating a Digital Customer Survey Report
In Excel
Prompt: Copilot, analyse the customer survey responses imported from Forms. Summarise overall satisfaction, identify top three recurring complaints, and highlight standout positive feedback.
Copilot outputs:
- Overall Satisfaction Score: 8.2/10 (up 0.6 from last quarter)
- Top Concerns:
- Long response times
- Delivery delays
- Difficulty navigating the website
- Positive Highlights:
- 78% praised customer service friendliness
- 65% noted product quality improvements
Copilot can also insert simple charts or graphs to visualise these insights (e.g., bar chart for concerns, trend line for satisfaction score).
In Word
Prompt: Create a summary report of the digital customer survey for the Q2 board meeting. Include key insights, challenges, and recommended actions.
Q2 Digital Customer Survey Report
Executive Summary: In Q2, customer satisfaction improved to 8.2/10, indicating positive momentum. However, areas of concern remain, particularly around delivery delays and website usability.
Key Findings
- 82% of customers are satisfied or highly satisfied
- Delivery delays and web navigation were mentioned in over 40% of negative comments
- 65% of respondents recognised improvements in product quality
Recommendations
- Accelerate website UX updates
- Enhance tracking and communication during delivery
- Monitor support ticket response times more closely
In PowerPoint
Prompt: Turn this Word report into a 3-slide presentation with charts and callouts for the leadership team.
Copilot creates slides:
- Overview – Summary and headline stats
- Customer Concerns – Top 3 issues with visual charts
- Next Steps – Recommended actions and timelines
Result
For you, Copilot turns raw data into a polished, data-driven report in minutes, making it easier for your team to make informed decisions and respond to customer needs effectively. If you’d like this example tailored to another scenario, feel free to connect with us on LinkedIn.
