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Course Outline
Introduction to WrenAI Spreadsheets and Metrics Library
- Overview of capabilities and potential use cases
- Key distinctions from traditional spreadsheet tools
- Introduction to pre-built metrics
Getting Started with AI-Powered Spreadsheets
- Creating and formatting spreadsheets
- Using natural language to define formulas and queries
- Leveraging AI assistance for data preparation
Working with the Metrics Library
- Exploring standardized KPIs across different departments
- Configuring metrics specifically for RevOps, finance, and marketing
- Best practices for maintaining consistency and accuracy
Data Connectivity and Live Updates
- Connecting spreadsheets to databases and SaaS applications
- 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 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 for operational analytics
Summary and Next Steps
Requirements
- Basic understanding of operational reporting concepts
- Practical experience with spreadsheets
- Familiarity with business metrics and KPIs
Audience
- Revenue operations (RevOps) teams
- Finance operations teams
- Marketing operations and Program Management Office (PMO) teams
14 Hours
