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Course Outline
Introduction to WrenAI Spreadsheets and Metrics Library
- Overview of capabilities and practical use cases
- Key distinctions from traditional spreadsheet tools
- 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 during data preparation
Working with the Metrics Library
- Exploring standardized KPIs across various departments
- Configuring metrics for RevOps, finance, and marketing functions
- 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
- Developing 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 stakeholders
Scaling Operational Analytics
- Implementing 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
- A foundational understanding of operational reporting concepts
- Previous experience working with spreadsheets
- Familiarity with business metrics and Key Performance Indicators (KPIs)
Audience
- Revenue operations (RevOps) teams
- Finance operations teams
- Marketing operations and Project Management Office (PMO) teams
14 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 2600 € + VAT*
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