Main Responsibilities

1. Sales Performance Analysis
• Analyze sales by product, sales representative, territory/region, and customer segment.
• Identify trends, opportunities, and performance gaps.
• Track achievement against sales targets and budgets.

2. Dashboard & Reporting
• Create and maintain dashboards for management.
• Prepare daily sales reports, weekly performance reviews, monthly business reviews, and forecast reports.
• Ensure data accuracy and consistency.

3. Forecasting & Planning
• Support sales forecasting.
• Analyze historical sales trends.
• Predict future demand and revenue.
• Help management set realistic targets.

4. Customer Analysis
• Analyze customer purchasing behavior.
• Identify high-value customers, customers at risk of leaving, and growth opportunities within accounts.
• Support customer segmentation strategies.

5. Pricing & Profitability Analysis
• Analyze gross margins, product profitability, discount impact, and customer profitability.
• Recommend actions to improve profitability.

6. CRM & Data Quality Management
• Monitor CRM data quality.
• Ensure opportunities, customer records, and sales activities are correctly recorded.
• Identify missing or inaccurate data.

7. Business Intelligence Support
• Build reports using Microsoft Power BI, Tableau, Microsoft Excel, and SQL Server.
• Automate reporting processes where possible.

Key KPIs for a Sales Data Analyst
• Report Accuracy %
• Dashboard Adoption Rate
• Forecast Accuracy %
• Data Quality Score
• Time Required to Generate Reports
• Number of Actionable Insights Implemented
• Revenue Opportunities Identified
• Margin Improvement Recommendations