Operational Analytics with WrenAI Spreadsheets and Metrics Library Training Course
WrenAI Spreadsheets and Metrics Library facilitate rapid reporting through AI-driven spreadsheet workflows and a collection of pre-built, cross-platform business metrics.
This instructor-led, live training (available online or on-site) is designed for operations professionals with beginner to intermediate levels of experience who want to speed up their reporting and analysis using WrenAI Spreadsheets and the Metrics Library.
By the end of this training, participants will be able to:
- Create AI-powered spreadsheets for data analysis and reporting.
- Utilize the WrenAI Metrics Library for standardized KPIs.
- Integrate spreadsheets with various data sources for real-time updates.
- Develop automated workflows to enhance operational reporting efficiency.
Format of the Course
- Interactive lectures and discussions.
- Practical spreadsheet building using WrenAI.
- Exercises focused on metrics and KPI reporting.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Introduction to WrenAI Spreadsheets and Metrics Library
- Overview of capabilities and use cases
- Key differences from traditional spreadsheets
- Introduction to pre-built metrics
Getting Started with AI-Powered Spreadsheets
- Creating and formatting spreadsheets
- Using natural language for formulas and queries
- Applying AI assistance to data preparation
Working with the Metrics Library
- Exploring standardized KPIs across departments
- Configuring metrics for RevOps, finance, and marketing
- Best practices for 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 with templates
- Tracking cross-functional performance indicators
- Automating alerts and notifications
Visualization and Sharing
- Creating charts and dashboards from spreadsheets
- Collaborating with team members in real time
- Publishing reports for stakeholders
Scaling Operational Analytics
- Applying metrics library across multiple business units
- Standardizing reporting processes enterprise-wide
- Integrating with existing BI platforms
Advanced Features and Future Capabilities
- Exploring AI-driven forecasting in spreadsheets
- Customizing and extending the metrics library
- Upcoming features in WrenAI operational analytics
Summary and Next Steps
Requirements
- An understanding of operational reporting concepts
- Experience with spreadsheets
- Familiarity with business metrics and KPIs
Audience
- Revenue operations (RevOps) teams
- Finance operations teams
- Marketing operations and PMO teams
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