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Course Outline
Introduction to WrenAI Spreadsheets and the Metrics Library
- Overview of capabilities and use cases
- Key distinctions from traditional spreadsheets
- Introduction to pre-built metrics
Getting Started with AI-Powered Spreadsheets
- Creating and formatting spreadsheets
- Using natural language for formulas and queries
- Applying AI assistance to data preparation
Working with the Metrics Library
- Exploring standardized KPIs across departments
- Configuring metrics for RevOps, finance, and marketing
- Best practices for ensuring consistency and accuracy
Data Connectivity and Live Updates
- Connecting spreadsheets to databases and SaaS tools
- Automating data refresh cycles
- Managing permissions and access control
Operational Reporting Workflows
- Building recurring reports using templates
- Tracking cross-functional performance indicators
- Automating alerts and notifications
Visualization and Sharing
- Creating charts and dashboards directly from spreadsheets
- Collaborating with team members in real time
- Publishing reports for stakeholders
Scaling Operational Analytics
- Applying the metrics library across multiple business units
- Standardizing reporting processes enterprise-wide
- Integrating with existing BI platforms
Advanced Features and Future Capabilities
- Exploring AI-driven forecasting in spreadsheets
- Customizing and extending the metrics library
- Upcoming features in WrenAI operational analytics
Summary and Next Steps
Requirements
- A foundational understanding of operational reporting concepts
- Proficiency with spreadsheets
- Familiarity with business metrics and KPIs
Target Audience
- Revenue Operations (RevOps) teams
- Finance Operations teams
- Marketing Operations and Project Management Office (PMO) teams
14 Hours
