# Use Case: Enhancing Project Management with Copilot

This use case shows how to use Copilot for basic tasks with project management data and CRM systems.

#### Source dataset overview

The dataset we use has information for agency operations, including project specifics, product details, project statuses, and start dates (launch dates).

<table><thead><tr><th>Project</th><th>Product</th><th width="143">Mode of Sale</th><th>Partner</th><th>Project Status</th><th>Actual Start</th></tr></thead><tbody><tr><td>Vision Enterprises</td><td>UXI</td><td>On-prem</td><td>CloudTech Solutions</td><td>In Progress</td><td>January</td></tr><tr><td>Nexus Innovations</td><td>EC</td><td>MSP</td><td>ConnectX Solutions</td><td>Pending Training</td><td>March</td></tr><tr><td>DataMinds</td><td>Wi-Fi</td><td>On-prem</td><td>TechHub Dynamics</td><td>Pending</td><td>May</td></tr><tr><td>Quantum Networks</td><td>Switch, NAC</td><td>On-prem</td><td>NetworkPro Alliance</td><td>Pending Meeting</td><td>June</td></tr><tr><td>Alpha Synergy</td><td>EC, UXI</td><td>MSP</td><td>Innovate Systems</td><td>Lost</td><td>August</td></tr><tr><td>Synergetic Solutions</td><td>NAC</td><td>MSP</td><td>IntegrateX Partners</td><td>In Progress</td><td>September</td></tr><tr><td>ByteCrafters</td><td>Wi-Fi, Switch</td><td>On-prem</td><td>DataLink Innovations</td><td>Pending</td><td>October</td></tr><tr><td>ProActive Ventures</td><td>EC, NAC, Wi-Fi</td><td>MSP</td><td>CloudConnect Dynamics</td><td>Pending Meeting</td><td>November</td></tr><tr><td>QuantumLeap Tech</td><td>EC, Switch</td><td>On-prem</td><td>NexGen Solutions</td><td>Pending Training</td><td>December</td></tr><tr><td>Elite Connectors</td><td>NAC</td><td>MSP</td><td>SecureNet Integrations</td><td>In Progress</td><td>February</td></tr><tr><td>Fusion Dynamics</td><td>UXI, Wi-Fi</td><td>On-prem</td><td>Connectify Systems</td><td>Pending</td><td>April</td></tr><tr><td>...</td><td>...</td><td>...</td><td>...</td><td>...</td><td>...</td></tr></tbody></table>

Now, as we connect this dataset to Copilot, let's explore the use case.

#### Find data

Easily find projects based on their current status, launch date, or partner, enabling a quick overview of ongoing initiatives.

Let’s have the Copilot pull the projects, that are currently in progress: *Show me the projects with “In Progress” status*

Here are our results:\
&#x20;

<figure><img src="/files/jLbmhDCaP7jjVTguOjlB" alt=""><figcaption></figcaption></figure>

Now, let’s pull the pending projects with the launch date scheduled for February: *Show me the in proggres projects scheduled for February*

\
The Results screenshot&#x20;

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/39e5340fb975fe00/inprogfebruary_dslgst.png" alt=""><figcaption></figcaption></figure>

#### Basic Statistics

Copilot allows examination of how partners contribute to project success. Let’s identify, who was the most performing partner:

![](https://storage.crisp.chat/users/helpdesk/website/39e5340fb975fe00/unnamed-6_u3nmcv.png)


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