Operational Analytics with WrenAI Spreadsheets and Metrics Library Training Course

Introduction to WrenAI Spreadsheets and the Metrics Library

• Overview of key capabilities and applicable use cases
• Highlighting key distinctions from conventional spreadsheets
• Introduction to the pre-built metrics catalog

Getting Started with AI-Powered Spreadsheets

• Creating and formatting spreadsheets
• Utilizing natural language for formulas and queries
• Leveraging AI assistance for data preparation

Working with the Metrics Library

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

Data Connectivity and Live Updates

• Linking spreadsheets to databases and SaaS tools
• Automating data refresh cycles
• Managing permissions and access controls

Operational Reporting Workflows

• Creating recurring reports using templates
• Monitoring 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

• Deploying 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 expanding the metrics library
• Previewing upcoming features in WrenAI operational analytics

Summary and Next Steps