Sales Data Analyst AI & Business Intelligence
Industry: Doors & Windows
About the Role
We are looking for a data-driven and technology-oriented Sales Data Analyst with robust analytical skills and hands-on knowledge of AI tools to support and improve sales performance in the doors and windows category.
The candidate will be responsible for preparing sales reports, analyzing business trends, tracking sales team performance, automating MIS processes, and leveraging AI tools to generate actionable insights. The ideal candidate should understand sales operations, dealer and distributor networks, product categories, and project-based sales, along with the ability to use AI and automation tools to improve business efficiency.
Key Responsibilities
1. MIS & Sales Reporting
- Prepare daily, weekly, and monthly sales MIS reports and dashboards.
- Track sales against targets, revenue, order bookings, dispatches, collections, and outstanding payments.
- Monitor sales performance by region, sales executive, dealer, distributor, channel, and product category.
- Analyze primary and secondary sales, lead conversion, sales pipeline, and order fulfillment.
- Develop dashboards to track KPIs, identify gaps, and support management decision-making.
- Ensure data accuracy, consistency, and timely reporting.
2. Sales Analytics & Business Insights
- Analyze sales trends, customer buying patterns, product performance, and regional demand.
- Identify high-performing and underperforming products, markets, dealers, and sales representatives.
- Prepare sales forecasts and support target-setting exercises.
- Analyze quotation-to-order conversion,
average order value, lost orders, and reasons for sales loss.
- Track profitability and margins across product categories, customers, and sales channels.
- Provide actionable recommendations to improve revenue, productivity, and sales conversion.
3. AI & Automation
- Use AI tools such as ChatGPT, Microsoft Copilot, Power BI AI features, and other relevant platforms to improve sales analysis and reporting.
- Automate repetitive MIS activities, report generation, data cleaning, and management summaries.
- Develop AI-assisted workflows for sales forecasting, lead prioritization, and customer segmentation.
- Use AI to identify sales patterns, anomalies, emerging trends, and business opportunities.
- Explore automation of sales updates, meeting summaries, quotation follow-ups, and performance reports.
- Apply AI responsibly, ensuring customer and business data remain secure and confidential.
4. Doors & Windows Category Analytics
- Analyze sales by product type, material, design, finish, size, configuration, and application.
- Track product demand across residential, commercial, institutional, and infrastructure projects.
- Monitor dealer, architect, builder, contractor, fabricator, and channel-partner performance.
- Analyze quotations and orders for customized doors and windows, including relevant specifications and pricing.
- Support product-mix optimization, demand planning, and inventory analysis.
- Study regional trends, customer preferences, project requirements, and competitor pricing where reliable data is available.
5. Dashboarding & Process Improvement
- Build interactive dashboards using Power BI, Excel, or similar BI tools.
- Integrate sales data from ERP, CRM, dealer management systems, and other business sources.
- Standardize sales reporting formats and establish reliable data validation processes.
- Work with Sales, Finance, Operations, Supply Chain, and Marketing teams to improve reporting accuracy.
- Present key findings and recommendations to senior management.
Skills Required
- Advanced Excel skills, including PivotTables, XLOOKUP, SUMIFS, Power Query, and dashboard creation.
- Working knowledge of Power BI, including data modelling, DAX, and dashboard development.
- Practical experience using AI tools for data analysis, reporting, and workflow automation.
- Knowledge of SQL, Python, Power Automate, VBA, or similar automation tools will be an advantage.
Analyst who understands sales, thinks analytically, and uses AI to drive measurable business improvements. The candidate should be proactive, detail-oriented, comfortable working with large datasets, and capable of presenting meaningful insights to sales leaders and senior management. Interested Candidates can share resumes on:
[email protected]
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