Sage Copilot - Profitability
Description

Your customer and supplier insights in Sage Copilot help you analyse your business performance. 

 NOTE: Sage Copilot isn't available in Sage 50 Accounts Essentials or Client Manager. If you're interested in upgrading from Essentials, leave your details and we'll be in touch. 

Cause
Resolution

Access Copilot Insights

  1. In Sage 50 Accounts, click Customers or Suppliers.
  2. Select the Sage Copilot button. In v32.0 and below, this is called Copilot insights.

You'll see a screen like this:

Image shows the Customer insights window in Sage Copilot with options to drill further into business data.

Select an option below to learn about drilling through your Copilot insights to get valuable, actionable information.


Business Performance


Steps to duplicate
Related Solutions