Operational Analytics with WrenAI Spreadsheets and Metrics Library Training Course

Introduction to WrenAI Spreadsheets and the Metrics Library

• Overview of core capabilities and applicable use cases
• Distinction between AI-powered and traditional spreadsheets
• Introduction to the pre-built metric collection

Getting Started with AI-Powered Spreadsheets

• Techniques for creating and formatting spreadsheets
• Generating formulas and queries via natural language
• Utilizing AI assistance for data preparation tasks

Working with the Metrics Library

• Reviewing standardized KPIs applicable across departments
• Configuring specific metrics for RevOps, finance, and marketing
• Best practices for ensuring consistency and data accuracy

Data Connectivity and Live Updates

• Linking spreadsheets to databases and SaaS applications
• Setting up automated data refresh cycles
• Managing user permissions and access controls

Operational Reporting Workflows

• Designing recurring reports using templates
• Monitoring cross-functional performance indicators
• Automating system alerts and notifications

Visualization and Sharing

• Generating charts and dashboards directly from spreadsheets
• Facilitating real-time collaboration with team members
• Sharing reports effectively with stakeholders

Scaling Operational Analytics

• Deploying the metrics library across multiple business units
• Standardizing reporting processes at the enterprise level
• Integrating with established BI platforms

Advanced Features and Future Capabilities

• Investigating AI-driven forecasting within spreadsheets
• Customizing and expanding the metrics library
• Previewing upcoming enhancements in WrenAI operational analytics

Summary and Next Steps