bpa-cowork-plugin

WHEN: "create a presentation", "generate a PowerPoint", "make a slide deck", "build a board deck", "create slides from BPA data", "CFO PowerPoint report", "quarterly financial review slides", "executive presentation from data", "board presentation", "finance deck", "create a deck for the board", "generate a CFO report in PowerPoint", "create a financial summary presentation", "make slides for the QBR", "build the quarterly business review deck"

WHEN: "cost center profitability", "department P&L", "cost center margin", "profitability by department", "cost allocation analysis", "direct vs indirect costs", "overhead allocation", "cost center variance", "department over budget", "cost center performance", "G&A cost breakdown", "department cost ranking", "management accounting", "profit center analysis", "cost center report", "which department is most profitable", "allocated costs by cost center"

WHEN: "fixed assets", "capex", "capital expenditure", "net book value", "NBV", "depreciation schedule", "asset register", "fixed asset report", "capex vs opex", "capital vs operating expenditure", "asset utilization", "accumulated depreciation", "asset group analysis", "capex budget", "capex execution", "capex tracking", "fully depreciated assets", "capex approval", "asset disposal", "asset additions", "property plant equipment", "PP&E", "tangible assets", "capex forecast", "which assets are fully depreciated", "how much capex did we spend this year", "capex budget vs actual", "return on assets"

WHEN: "revenue analysis", "revenue by customer", "revenue by product", "revenue breakdown", "revenue by channel", "revenue by region", "revenue by geography", "top customers", "customer concentration", "revenue concentration risk", "Pareto analysis revenue", "top 10 customers", "revenue growth rate", "MoM revenue", "YoY revenue", "revenue trend", "revenue mix", "customer revenue ranking", "product revenue ranking", "revenue diversification", "key account analysis", "80/20 revenue", "which customers drive most revenue", "revenue by business unit", "revenue split"

WHEN: "working capital", "cash conversion cycle", "CCC", "DSO DIO DPO", "days inventory outstanding", "DIO", "net working capital", "working capital ratio", "current ratio", "quick ratio", "working capital trend", "working capital optimization", "cash tied up in inventory", "liquidity ratios", "working capital by entity", "how long does it take to convert inventory to cash", "working capital efficiency", "cash cycle", "operating cycle", "net working capital improvement", "working capital benchmark", "working capital management"

WHEN: "projected cash flow", "cash flow at 30 60 90 days", "liquidity gap", "expected collections next month", "committed payments forecast", "FX payment coverage", "liquidity risk", "pessimistic cash scenario", "cash flow forecast", "will we have enough to pay", "treasury projection", "collection realization rate", "opening balance plus collections minus payments", "cash deficit", "cash surplus"

WHEN: "intercompany report", "intercompany reconciliation", "GL summary by entity", "cross-entity transactions", "intercompany packing slips", "intercompany sales orders", "reversing journal entries", "invoice matching variances", "open POs without invoices", "invoices without purchase orders", "negative expense balances", "intercompany anomalies", "intercompany elimination", "multi-entity GL"

WHEN: "ROI analysis", "return on investment", "available capital for new initiatives", "capital allocation", "investment viability scenarios", "conservative base optimistic scenario", "budget execution percentage", "free capital", "investment by business unit", "software and training ROI", "new business line financing", "CFO investment decision", "how much can we invest", "H1 investment review", "strategic capital review"

WHEN: "spending behavior vs budget", "why are we over budget", "month by month spend analysis", "causal budget variance", "transportation spend analysis", "external factors variance", "what caused the variance", "corrective recommendations over budget", "over-executing annual budget", "spending trend risk", "department spend trend", "budget deviation with causes", "operational spend analysis", "cost line analysis"

Analyzes budget vs actuals variance from Dynamics 365 Business Performance Analytics. Covers favorable/unfavorable variances, budget utilization, forecast vs budget, re-forecasting analysis, and spend-to-budget ratios by cost center, department, or GL account. Use when asked: "budget vs actuals", "how are we tracking against budget", "show me the variance report", "which departments are over budget", "budget utilization", "favorable and unfavorable variances", "are we on track with forecast", "spend vs budget by cost center", "budget adherence", "forecast accuracy", "remaining budget", "encumbrance analysis", "how much budget is left".

Analyzes cash flow, accounts receivable (AR), and accounts payable (AP) data from Dynamics 365 Business Performance Analytics. Covers AR aging buckets, Days Sales Outstanding (DSO), customer payment behavior, AP aging, Days Payable Outstanding (DPO), vendor payment terms, and working capital analysis. Use when asked: "show AR aging", "what is our DSO", "overdue invoices", "cash collection", "AP aging report", "DPO trend", "who are our slowest paying customers", "working capital analysis", "outstanding receivables", "payment terms compliance", "how much do we owe vendors", "customer credit exposure", "liquidity analysis".

Delivers CFO-level executive KPI dashboards and financial health summaries from Dynamics 365 Business Performance Analytics. Covers top financial KPIs, business health scorecard, rolling 12-month trends, exception alerts, and board-ready summaries. Use when asked: "CFO dashboard", "executive summary", "financial health scorecard", "key financial KPIs", "board report data", "monthly management report", "top line metrics", "financial overview", "how is the business doing", "give me a snapshot of financial performance", "quick financial summary", "critical financial metrics", "ROE ROA ROCE", "liquidity ratios", "financial ratios", "anomaly detection in financials", "flag unusual transactions".

Analyzes financial performance data from Dynamics 365 Business Performance Analytics. Covers income statement (P&L), revenue breakdown, gross margin, EBITDA, operating expenses, cost of goods sold, and profitability by dimension (legal entity, department, cost center). Use when asked: "show me the P&L", "what is our gross margin", "revenue by department", "how is profitability trending", "compare revenue this year vs last year", "show income statement", "what is our EBITDA", "operating expenses breakdown", "net income analysis", "financial performance by legal entity", "profit margin by product".

Analyzes period-end close status and financial close metrics from Dynamics 365 Business Performance Analytics. Covers close progress tracking, journal entry completeness, reconciliation status, intercompany eliminations, accruals, and close timeline analysis. Use when asked: "period close status", "how is the month-end close going", "what is still open for close", "reconciliation status", "close checklist progress", "accrual review", "intercompany transactions", "which journals are not posted", "close timeline", "days to close", "financial close efficiency", "open items for close", "subledger reconciliation", "GL account reconciliation", "unposted transactions".

Analyzes vendor and procurement performance from Dynamics 365 Business Performance Analytics. Covers vendor spend analysis, purchase order trends, on-time delivery, invoice accuracy, top/bottom vendor ranking, procurement category spend, and payment terms compliance. Use when asked: "vendor spend analysis", "top vendors by spend", "procurement analysis", "which vendors are we spending the most with", "purchase order volume by vendor", "vendor performance ranking", "on-time delivery rate", "invoice accuracy", "procurement category breakdown", "tail spend analysis", "vendor consolidation", "payment terms by vendor", "how many vendors do we use", "single-source suppliers".