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Duration 14 hours
Course Outline
Introduction to WrenAI Spreadsheets and the Metrics Library
- Overview of core capabilities and applicable use cases
- Distinctions from conventional spreadsheet tools
- Overview of the pre-built metrics collection
Initiating AI-Powered Spreadsheet Workflows
- Creating and structuring new spreadsheets
- Implementing natural language for formulas and data queries
- Utilizing AI assistance for data preparation tasks
Utilizing the Metrics Library
- Reviewing standardized KPIs across different departments
- Configuring metrics for RevOps, finance, and marketing functions
- Implementing best practices for data consistency and accuracy
Data Integration and Real-Time Updates
- Linking spreadsheets to databases and SaaS platforms
- Automating data refresh intervals
- Managing user permissions and access controls
Operational Reporting Processes
- Setting up recurring reports using templates
- Monitoring cross-functional performance indicators
- Configuring automated alerts and notifications
Data Visualization and Distribution
- Generating charts and dashboards from spreadsheet data
- Enabling real-time collaboration among team members
- Sharing reports with key stakeholders
Scaling Operational Analytics
- Deploying the metrics library across multiple business units
- Standardizing reporting procedures across the enterprise
- Integrating with established BI platforms
Advanced Features and Future Directions
- Exploring AI-driven forecasting capabilities within spreadsheets
- Extending and customizing the metrics library
- Previewing upcoming enhancements in WrenAI operational analytics
Wrap-Up and Recommended Next Steps
Requirements
- Working knowledge of operational reporting principles
- Practical experience with spreadsheet applications
- Proficiency with 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 3200 € + VAT*
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