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Insights and Verify Before You Act

Start broad: three important insights with supporting numbers and why each matters — saved to a new sheet for documentation.

Lesson 5

Headlines first, then pressure-test.

Then follow threads: correlate against your target column, chart top indicators over time, test lags and seasonality — one prompt at a time, read each result before the next.

If a decision rides on the number, verify it before it leaves the room.

Core principles

  1. Headlines from the three-insights prompt are for orientation — trace each number to the sheet.
  2. High correlation proves nothing alone — ask for alternative explanations and row counts.
  3. Dig deeper prompts (run one at a time): correlate [target] with every numeric column; chart top 3 vs target; test 1–3 month lag vs same-month.
  4. Verify: List every specific claim as a table with source in the sheet — mark single-sourced and assumptions.
  5. Simple rule: descriptive summaries you can spot-check; causal or budget claims need rigor or data science.

Check yourself

Why flag correlations under 0.4 as weak in the Copilot Brief rules?

Do this in Copilot

Run the three-insights prompt. Trace one number back to Clean Data before you would repeat it aloud.

Paste this into Copilot Chat and work through it before moving on.

Three business insights

Using the Copilot Brief sheet, identify the 3 most important insights in this data. For each one, give the supporting numbers and one sentence on why it matters to the business. Save the summary to a new sheet.
Open Copilot →
  • Chain of thought
  • Claim spot-check
  • Dig deeper (replace [target column] with your metric, e.g. Revenue_EUR): Calculate the correlation between [target column] and every numeric column. Rank by absolute strength and label each as strong, moderate, or weak. Save the table to a new sheet.
  • Verify: List every specific factual claim from your analysis as a table with the cell or calculation source. Mark single-sourced items.

Did you run this in Copilot? Mark complete when you have tried it.