Sales Data MIS & Analyst-
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Data MIS & Analyst
Key Responsible Areas
Key Deliverables and Tasks
Data collection and management
Collect and consolidate data from multiple sources (Manual trackers Sales & Marketing Teams) into standardized templates or databases.
Maintain master data for counters products geos sales hierarchies targets incentives etc and ensure consistency across reports.
Validate clean and reconcile data (missing values duplicates mismatches with marketing & sales) to ensure high data accuracy and integrity.
Sales MIS reporting and dashboards
Prepare and publish daily weekly and monthly sales MIS: volume value productivity pipeline funnel conversion and coverage metrics.
Build and maintain dashboards (e.g. in Excel Power BI OR Tableau) with drill downs by region channel account and product for leadership and field managers.
Calendarize report publishing frequency ensuring the right report at the right time at all stakeholder levels.
Performance analysis and callouts
Analyze trends variances and patterns in sales KPIs to identify growth drivers leakages and risk areas.
Create ad hoc reports and summarize key callouts for business reviews (e.g. campaign effectiveness incentive impact new product performance productivity by role) as requested by client.
Sales forecasting and planning support
Support sales forecasting by reviewing historical trends seasonality pipeline data and market inputs.
Prepare planning files for annual/quarterly targets: region wise channel wise and product wise ensuring alignment with client.
Track performance vs target at multiple cuts (MTD QTD YTD) and flag shortfalls early with quantified gaps.
Process automation and enhancement
Identify repetitive manual reporting tasks and work with the tech team to automate data pulls and dashboards.
Support implementation and enhancement of sales tools (SFA reporting portal) by defining reporting requirements.
Document reporting processes data definitions and calculation logic to ensure transparency and continuity.
Stakeholder management
Act as primary contact for the sales team regional managers and program SPOCs at client end for all MIS and analysis requirements.
Understand on ground sales processes and incentive schemes to design relevant easy to consume reports for different stakeholder levels.
Conduct brief walkthroughs / trainings for sales users on how to read dashboards and interpret KPIs.
Governance and compliance
Ensure all reports follow defined governance: locked templates approved KPI metrics and data sources.
Maintain trails of data changes and report versions based on MIS.
Safeguard data privacy and confidentiality especially for counters pricing and incentive information as per company policy.
Key Responsible Areas
Key Deliverables and Tasks
Data collection and management
Collect and consolidate data from multiple sources (Manual trackers Sales & Marketing Teams) into standardized templates or databases.
Maintain master data for counters products geos sales hierarchies targets incentives etc and ensure consistency across reports.
Validate clean and reconcile data (missing values duplicates mismatches with marketing & sales) to ensure high data accuracy and integrity.
Sales MIS reporting and dashboards
Prepare and publish daily weekly and monthly sales MIS: volume value productivity pipeline funnel conversion and coverage metrics.
Build and maintain dashboards (e.g. in Excel Power BI OR Tableau) with drill downs by region channel account and product for leadership and field managers.
Calendarize report publishing frequency ensuring the right report at the right time at all stakeholder levels.
Performance analysis and callouts
Analyze trends variances and patterns in sales KPIs to identify growth drivers leakages and risk areas.
Create ad hoc reports and summarize key callouts for business reviews (e.g. campaign effectiveness incentive impact new product performance productivity by role) as requested by client.
Sales forecasting and planning support
Support sales forecasting by reviewing historical trends seasonality pipeline data and market inputs.
Prepare planning files for annual/quarterly targets: region wise channel wise and product wise ensuring alignment with client.
Track performance vs target at multiple cuts (MTD QTD YTD) and flag shortfalls early with quantified gaps.
Process automation and enhancement
Identify repetitive manual reporting tasks and work with the tech team to automate data pulls and dashboards.
Support implementation and enhancement of sales tools (SFA reporting portal) by defining reporting requirements.
Document reporting processes data definitions and calculation logic to ensure transparency and continuity.
Stakeholder management
Act as primary contact for the sales team regional managers and program SPOCs at client end for all MIS and analysis requirements.
Understand on ground sales processes and incentive schemes to design relevant easy to consume reports for different stakeholder levels.
Conduct brief walkthroughs / trainings for sales users on how to read dashboards and interpret KPIs.
Governance and compliance
Ensure all reports follow defined governance: locked templates approved KPI metrics and data sources.
Maintain trails of data changes and report versions based on MIS.
Safeguard data privacy and confidentiality especially for counters pricing and incentive information as per company policy.