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
• Introduction to pre-built metrics

Getting Started with AI-Powered Spreadsheets

• Creating and formatting spreadsheets effectively
• Utilizing natural language for formulas and queries
• Applying AI assistance to streamline data preparation

Working with the Metrics Library

• Exploring standardized KPIs across different departments
• Configuring metrics for RevOps, finance, and marketing
• Best practices for ensuring consistency and accuracy

Data Connectivity and Live Updates

• Connecting spreadsheets to databases and SaaS applications
• Automating data refresh cycles
• Managing permissions and access controls

Operational Reporting Workflows

• Building recurring reports using templates
• Tracking cross-functional performance indicators
• Automating alerts and notifications

Visualization and Sharing

• Generating charts and dashboards from spreadsheet data
• Collaborating with team members in real time
• Publishing reports for stakeholders

Scaling Operational Analytics

• Applying the metrics library across multiple business units
• Standardizing reporting processes across the enterprise
• Integrating with existing 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