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Duration 14 hours
Course Outline
Introduction to WrenAI Spreadsheets and the Metrics Library
- Overview of core capabilities and practical use cases
- Distinction between these tools and traditional spreadsheets
- Initial exposure to pre-built metrics
Getting Started with AI-Powered Spreadsheets
- Creation and formatting of spreadsheets
- Utilising natural language for generating formulas and queries
- Applying AI assistance to streamline data preparation
Working with the Metrics Library
- Examining standardised KPIs applicable across various departments
- Configuring metrics specifically for RevOps, finance, and marketing
- Best practices for maintaining consistency and accuracy
Data Connectivity and Real-Time Updates
- Connecting spreadsheets to databases and SaaS applications
- Automating data refresh cycles
- Managing user permissions and access controls
Operational Reporting Workflows
- Generating recurring reports using templates
- Monitoring cross-functional performance indicators
- Automating alerts and notification systems
Visualisation and Sharing
- Developing charts and dashboards directly from spreadsheets
- Collaborating with team members in real time
- Publishing reports for key stakeholders
Scaling Operational Analytics
- Implementing the metrics library across multiple business units
- Standardising reporting processes on an enterprise-wide basis
- Integrating with existing BI platforms
Advanced Features and Future Developments
- Investigating AI-driven forecasting within spreadsheets
- Customising and extending the metrics library
- Upcoming enhancements in WrenAI operational analytics
Summary and Next Steps
Requirements
- A solid grasp of operational reporting principles
- Proficiency in using spreadsheet applications
- Knowledge of business metrics and KPIs
Target Audience
- Revenue Operations (RevOps) teams
- Finance Operations teams
- Marketing Operations and PMO teams
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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