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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