Operational Analytics with WrenAI Spreadsheets and Metrics Library Training Course

Introduction to WrenAI Spreadsheets and the Metrics Library

• Overview of core capabilities and practical use cases
• Key distinctions from traditional spreadsheet tools
• Introductory look at pre-built metrics

Getting Started with AI-Powered Spreadsheets

• Techniques for creating and formatting spreadsheets
• Utilizing natural language for formulas and queries
• Applying AI assistance to simplify data preparation

Working with the Metrics Library

• Reviewing standardized KPIs across various departments
• Configuring metrics specifically for RevOps, finance, and marketing
• Best practices for maintaining consistency and accuracy

Data Connectivity and Live Updates

• Connecting spreadsheets to databases and SaaS applications
• Setting up automated data refresh cycles
• Managing permissions and access control settings

Operational Reporting Workflows

• Developing recurring reports using templates
• Monitoring cross-functional performance indicators
• Automating alerts and notification systems

Visualization and Sharing

• Generating charts and dashboards directly from spreadsheets
• Collaborating with team members in real time
• Publishing reports for internal stakeholders

Scaling Operational Analytics

• Extending the metrics library across multiple business units
• Standardizing reporting processes on an enterprise scale
• Integrating with existing BI platforms

Advanced Features and Future Capabilities

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

Summary and Next Steps