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Course Outline

Introduction to WrenAI Spreadsheets and Metrics Library

  • Overview of capabilities and applicable 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 to data preparation tasks.

Working with the Metrics Library

  • Exploring standardized KPIs across various departments.
  • Configuring metrics tailored for RevOps, finance, and marketing.
  • 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

  • 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 operational analytics.

Summary and Next Steps

Requirements

  • Fundamental understanding of operational reporting concepts.
  • Practical experience 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

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