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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
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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