The very first step is to get a high-level sketch of the FP&A Dashboard and determine the
granularity of information needed. Let’s take an example; the above dashboard has key metrics
viz. Revenue, COGS, SG&A, EBITDA which can be sliced by Departments, Months etc. Further,
Revenue by key Product category is also displayed. In order to create this kind of Dashboard, it
is then paramount that the raw data source should have Sales information sliced by key product
category for each month.