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Course Outline

Introduction to WrenAI Spreadsheets and Metrics Library

  • Review of key capabilities and applicable use cases
  • Distinct advantages over traditional spreadsheet tools
  • Overview of pre-built metrics

Getting Started with AI-Powered Spreadsheets

  • Techniques for creating and formatting spreadsheets
  • Utilizing natural language inputs for formulas and queries
  • Leveraging AI assistance for data preparation tasks

Working with the Metrics Library

  • Exploring standardized KPIs across various departments
  • Configuring metrics specifically for RevOps, finance, and marketing contexts
  • Adopting best practices to ensure consistency and accuracy

Data Connectivity and Live Updates

  • Connecting spreadsheets to databases and SaaS applications
  • Automating data refresh cycles
  • Managing permissions and access controls effectively

Operational Reporting Workflows

  • Constructing recurring reports using templates
  • Monitoring cross-functional performance indicators
  • Setting up automated alerts and notifications

Visualization and Sharing

  • Generating charts and dashboards directly from spreadsheets
  • Enabling real-time collaboration with team members
  • Publishing finalized reports for stakeholder review

Scaling Operational Analytics

  • Deploying the metrics library across multiple business units
  • Standardizing reporting processes on an enterprise-wide scale
  • Integrating seamlessly with existing Business Intelligence (BI) platforms

Advanced Features and Future Capabilities

  • Exploring AI-driven forecasting within spreadsheets
  • Customizing and extending the functionality of the metrics library
  • Overview of upcoming features in WrenAI operational analytics

Summary and Next Steps

Requirements

  • Foundational knowledge of operational reporting concepts
  • Practical experience working 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

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