1. Data Collection and Management
- Gather data from multiple sources such as SFDC CRM systems, databases, Excel files, and business applications.
- Ensure accuracy, completeness, and consistency of data.
- Maintain and update master databases regularly.
2. Report Generation
- Prepare daily, weekly, monthly, and ad hoc MIS reports.
- Create management dashboards and performance trackers.
- Generate reports on sales, operations, productivity, customer service, and financial performance.
3. Data Analysis
- Analyze business trends and performance metrics.
- Identify gaps, exceptions, and improvement opportunities.
- Provide insights to support strategic and operational decisions.
4. Dashboard and Automation
- Develop automated reports using Excel, Power BI, Tableau, SQL, or similar tools.
- Reduce manual reporting through automation and macros.
- Maintain KPI dashboards for leadership review.
5. Performance Monitoring
- Track Key Performance Indicators (KPIs).
- Monitor productivity, target achievement, and SLA adherence.
- Highlight deviations from targets and recommend corrective actions.
6. Data Quality and Governance
- Validate data before report submission.
- Ensure compliance with organizational data standards.
- Identify and rectify data discrepancies.
7. Stakeholder Coordination
- Work closely with business teams, operations, finance, sales, and management.
- Understand reporting requirements and deliver timely information.
Technical Skills Required
- Advanced Microsoft Excel (Pivot Tables, Lookups, Power Query, Macros)
- Power BI
- Data Visualization
- Basic Statistics and Analytics
Key Soft Skills
- Analytical thinking
- Attention to detail
- Problem-solving ability
- Time management
- Communication and presentation skills
- Stakeholder management