Power Platform Leadership Report: Monthly Template | elijah.ai

Power Platform Leadership Report: Monthly Template

Leadership Reporting Template Hero

Why this exists: Your job is invisible until something breaks. Then suddenly everyone notices. This template helps you show leadership what you're doing before that happens, so they see platform health, adoption, and risk in plain terms.

For you if: You're an Admin Lead, Governance Lead, or CoE Lead responsible for the Power Platform.

Ground truth: The metrics and data sources come from the Power Platform Admin Center (PPAC), tenant-level analytics, the CoE Starter Kit Power BI dashboard, and the Monitor area.

Cadence: Monthly or quarterly, whatever your org expects. Trim sections that don't fit.

Report Header

Period: [Month YYYY]

Prepared by: [Your name]

Platform: Microsoft Power Platform

Executive Summary (3–5 bullets max)

If your reader only gets this far, they should still know what's going on. Lead with the headline.

  • Adoption: [e.g., "X active makers, up from Y last month"]
  • Solutions: [e.g., "Z apps and flows in production; N new this month"]
  • Health: [e.g., "No incidents; 2 policy exceptions reviewed and approved"]
  • Compliance: [e.g., "Audit prep on track" or "No violations"]
  • Ask/Decision: [e.g., "Request to add 5 dev environments for Q2" or "None"]

Adoption at a Glance

Data Sources Flow
MetricThis monthLast monthTrend
Active makers↑ / → / ↓
Solutions in production (apps + flows)
New solutions this month
Top 5 connectors in use

Where this data comes from (per Microsoft docs):

  • Power Platform Admin Center (PPAC): Go to admin.powerplatform.microsoft.comAnalyticsPower Apps or Power Automate. You need tenant-level analytics turned on first (Manage → Tenant settings → Analytics).
  • Power Automate reports (past 30 days): Total flows, runs (successful vs failed), active flows, makers, connections. See Tenant-level analytics for Power Automate.
  • CoE Power BI dashboard: Full picture: environments, apps, flows, connectors, makers, audit logs. Keeps data from the moment you set it up, so you can look back further than PPAC's 28 days. See CoE Power BI dashboard.

Power Automate Health (from PPAC)

PPAC = Power Platform Admin Center. Go to Analytics → Power Automate.

MetricThis period
Total flows (with usage in past 30 days)
Successful runs
Failed runs
Active flows
Unique makers (last 30 days)

Source: Power Platform Admin Center → Analytics → Power Automate. Metrics from Tenant-level analytics for Power Automate.

Power Apps Health (from PPAC Monitor)

MetricThis period
App open success rate
App session count
Time to interactive (where applicable)
Data request success rate

Source: Power Platform Admin Center → Monitor → Power Apps. Requires tenant-level analytics + Managed Environment for recommendations. See Metrics and recommendations for Power Apps.

Governance & Compliance

ItemStatus
Policy violations[None / X identified and resolved]
DLP changes this period[Brief summary or "None"]
Environment requests[Approved / Pending / Denied, with counts]
Audit prep[On track / Evidence gathered for X / Action needed]

Incidents & Exceptions

  • Incidents: [List any, or "None"]
  • Exceptions granted: [List with brief rationale, or "None"]

Example: "Connector X approved for Finance project. Temporary, 90-day review."

Cost & Capacity

ItemThis period
License utilization[e.g., "85% of allocated seats in use"]
Flow runs / API capacity[Within limits / Near limit / Action needed]
Dataverse storage[e.g., "62% of capacity"]

What You're Doing Behind the Scenes

Behind the Scenes / Invisible Work

This is the section that fixes the "they don't see what I do" problem. List the work that keeps things running. The stuff that doesn't show up as incidents.

Some examples to adapt:

  • Reviewed and updated DLP policies for new connector approvals
  • Provisioned X new environments; retired Y unused ones
  • Completed security review for [project/dept]
  • Conducted maker training on [topic]; X attendees
  • Tested platform update in sandbox; production rollout planned [date]
  • Enabled or verified tenant-level analytics for reporting

Next Period Focus

  1. [Top priority]
  2. [Second priority]
  3. [Ask or decision needed from leadership]

How to Use This

Report Section Map
  1. Copy into whatever you use (Word, Google Docs, Confluence, wherever you write these things).
  2. Fill in the blanks. If a section doesn't fit your org, say "N/A" or drop it.
  3. Keep it short. One page for the exec summary. Two pages max if you expand.
  4. Same structure every time. That's what makes trends obvious.
  5. Turn on tenant-level analytics if you haven't: PPAC → Manage → Tenant settings → Analytics → Enable. Give it 24–48 hours for data to show up. See Tenant-level analytics.
  6. If you need something (budget, headcount, a policy change), put it in the summary and in "Next Period Focus." Don't hide the ask.

Microsoft Sources