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

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.
Investment

Price per private group, online live training, starting from 3200 € + VAT*

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