Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Introduction to WrenAI Spreadsheets and Metrics Library
- Overview of capabilities and use cases
- Key distinctions from traditional spreadsheets
- Introduction to pre-built metrics
Getting Started with AI-Powered Spreadsheets
- Creating and formatting spreadsheets
- Utilizing natural language for formulas and queries
- Applying AI assistance to data preparation
Working with the Metrics Library
- Exploring standardized KPIs across departments
- Configuring metrics for RevOps, finance, and marketing
- Best practices for 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
- Standardizing reporting processes enterprise-wide
- Integrating with existing BI platforms
Advanced Features and Future Capabilities
- Exploring AI-driven forecasting in spreadsheets
- Customizing and extending the metrics library
- Upcoming features in WrenAI operational analytics
Summary and Next Steps
Requirements
- Knowledge of operational reporting concepts
- Experience working with spreadsheets
- Familiarity with business metrics and Key Performance Indicators (KPIs)
Target Audience
- Revenue operations (RevOps) teams
- Finance operations teams
- Marketing operations and Project Management Office (PMO) teams
14 Hours
