Operational Analytics with WrenAI Spreadsheets and Metrics Library Training Course

Introduction to WrenAI Spreadsheets and Metrics Library

• Overview of capabilities and practical applications
• Key distinctions from traditional spreadsheets
• Familiarisation with pre-built metrics

Getting Started with AI-Powered Spreadsheets

• Creating and formatting spreadsheets
• Employing natural language for formulas and queries
• Applying AI support to streamline data preparation

Working with the Metrics Library

• Examining standardised KPIs across various departments
• Setting up metrics for RevOps, finance, and marketing
• Best practices for maintaining 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

• Generating recurring reports using templates
• Monitoring cross-functional performance indicators
• Automating alerts and notifications

Visualization and Sharing

• Developing 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
• Standardising reporting processes on an enterprise scale
• Integrating with existing BI platforms

Advanced Features and Future Capabilities

• Exploring AI-driven forecasting within spreadsheets
• Customising and extending the metrics library
• Preview of upcoming features in WrenAI operational analytics

Summary and Next Steps