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Course Outline
Introduction to WrenAI Spreadsheets and Metrics Library
- Overview of capabilities and applicable use cases
- Key distinctions from traditional spreadsheet applications
- Introduction to pre-built metrics
Getting Started with AI-Powered Spreadsheets
- Creating and formatting spreadsheets
- Utilizing natural language for formulas and queries
- Leveraging AI assistance for data preparation
Working with the Metrics Library
- Exploring standardized KPIs across various 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 stakeholder review
Scaling Operational Analytics
- Deploying the metrics library across multiple business units
- Standardizing reporting processes across the enterprise
- Integrating with existing Business Intelligence (BI) platforms
Advanced Features and Future Capabilities
- Exploring AI-driven forecasting within spreadsheets
- Customizing and extending the metrics library
- Upcoming features in WrenAI operational analytics
Summary and Next Steps
Requirements
- Foundational knowledge of operational reporting concepts
- Practical experience with spreadsheets
- Familiarity with business metrics and KPIs
Audience
- Revenue Operations (RevOps) teams
- Finance Operations teams
- Marketing Operations and Project Management Office (PMO) teams
14 Hours
