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Course Outline
Introduction to WrenAI Spreadsheets and Metrics Library
- Overview of key capabilities and use cases
- Distinctions between WrenAI and traditional spreadsheets
- Introduction to pre-built metrics
Getting Started with AI-Powered Spreadsheets
- Creating and formatting spreadsheets
- Using natural language for formulas and queries
- Leveraging AI assistance for data preparation
Working with the Metrics Library
- Exploring standardised 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 from spreadsheets
- Collaborating with team members in real time
- Publishing reports for stakeholders
Scaling Operational Analytics
- Applying the metrics library across multiple business units
- Standardising reporting processes enterprise-wide
- Integrating with existing Business Intelligence (BI) platforms
Advanced Features and Future Capabilities
- Exploring AI-driven forecasting in spreadsheets
- Customising and extending the metrics library
- Upcoming features in WrenAI operational analytics
Summary and Next Steps
Requirements
- Familiarity with operational reporting concepts
- Experience working with spreadsheets
- Understanding of business metrics and KPIs
Target Audience
- Revenue operations (RevOps) teams
- Finance operations teams
- Marketing operations and Project Management Office (PMO) teams
14 Hours
