FP&A Today From Data to Decisions - How Wasabi's FP&A and BI Teams Execute at Scale
Sep 3, 2025
Marcos Bento, Director of BI at Wasabi Technologies, and David Suter, Director of FP&A, share insights into their successful collaboration. They discuss the evolution of net retention metrics and the significance of storytelling in communicating complex data. The duo highlights their journey from manual to automated data processes, resulting in improved efficiency. They emphasize the importance of problem-solving skills in team dynamics and explore the challenges of measuring ROI while ensuring effective communication within lean teams.
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Curated Self-Serve Beats Unrestricted Data
- Controlled self-serve reports beat free-for-all data marts.
- Marcos offers curated report views with filters to avoid divergent results from the same dataset.
Prefer A Few Directional Metrics
- Focus on three-to-five high-level metrics instead of accounting for every edge case.
- David says digestible, directional metrics beat complex, precise metrics nobody understands.
Use Cost Per Dollar Of New ARR
- Measure sales ROI with cost per dollar of new ARR: S&M expense divided by incremental ARR.
- David notes it is imperfect but directionally useful and enables competitive benchmarking.