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Course Outline
Introduction to WrenAI Spreadsheets and Metrics Library
- Overview of core capabilities and practical use cases.
- Key distinctions from traditional spreadsheet methods.
- 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 tasks.
Working with the Metrics Library
- Exploring standardized KPIs across different departments.
- Configuring metrics for RevOps, finance, and marketing functions.
- Best practices for maintaining consistency and accuracy.
Data Connectivity and Live Updates
- Connecting spreadsheets to databases and SaaS tools.
- Automating data refresh cycles.
- Managing permissions and access controls.
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
- Applying the metrics library across multiple business units.
- Standardizing reporting processes enterprise-wide.
- 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 understanding of operational reporting concepts.
- Practical experience 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
