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Automating Market Commentary with Power BI Copilot Smart Narratives
A leading title insurance company wanted to enhance how they engaged real estate professionals across multiple counties. Their team relied on monthly market summaries to interpret trends in pricing, demand, competitiveness, and overall market health. These reports helped realtors understand local dynamics and strengthened the company’s credibility in a highly competitive market. However, their reporting workflow was slow and manual. Analysts wrote summaries for every market indicator, exported individual visuals from Power BI, and compiled county-level PDFs each month. Completing a full cycle of reports for all counties took weeks. With each new data refresh, the commentary had to be recreated from scratch. To streamline this process and improve narrative quality, the company adopted Power BI Copilot Smart Narratives to automatically generate accurate, contextual market summaries.
Customer Challenges
The client needed a way to convert complex, data-heavy reports into clear, actionable insights without sacrificing accuracy or interpretability.
Solutions
NeenOpal implemented Power BI Copilot Smart Narratives to automate text generation, improve insight depth, and accelerate the company’s monthly reporting cycle.
Minimal changes were required in the data model. Instead, Copilot was configured to interpret metric names, labels, and visual context accurately—ensuring clear, meaningful output.
We introduced three structured narrative types to support different business needs:
- Option 1: Templated summaries replicating the client’s original writing style
- Option 2: Hybrid summaries combining figures with trend insights
- Option 3: Contextual summaries referencing visuals across multiple pages to deliver deeper insight
This demonstrated Copilot’s range, from basic automation to advanced storytelling.
High-quality prompts were crafted to ensure Copilot’s output was precise and aligned with industry language. Prompts covered:
- month-over-month and year-over-year comparisons
- metric-by-metric breakdowns
- professional real estate terminology
- consistent formatting
- explicit trend commentary
- final summary of selected filters
This ensured clear, structured, agent-ready commentary.
To improve Copilot interpretation, NeenOpal:
- cleaned and standardized metric names
- added detailed measure descriptions
- created synonyms that matched realtor terminology
- ensured visuals were labeled with intuitive, business-friendly terms
This step significantly improved Copilot’s accuracy and clarity.
Each narrative type was validated against expected structure and accuracy. Formatting consistency, clarity, and responsiveness to filters were also tested and refined.
Services Used
Why choose NeenOpal?
NeenOpal’s expertise in Power BI, prompt engineering, and data modeling ensured a seamless integration of Copilot Smart Narratives. Our team understands both the technical capabilities of BI tools and the domain language of real estate, enabling us to deliver automated narratives that were both accurate and business-relevant.
Benefits
By shifting from manual commentary to AI-generated narratives, the client significantly improved both efficiency and the quality of agent-facing reporting.
Conclusion
Implementing Copilot Smart Narratives transformed the client’s reporting workflow, from manual, repetitive tasks to dynamic, AI-generated commentary. The solution delivered faster report cycles, improved narrative consistency, and richer insights tailored for real estate agents. As the next step, the client plans to adopt additional Copilot features such as “Chat with your data” and the standalone Copilot experience, enabling stakeholders to ask natural language questions and explore trends more interactively. This case illustrates how modern BI capabilities are redefining data storytelling, combining automation with business context to deliver meaningful, audience-ready insights at scale.
