MIS Executive / Commercial Operations Executive

Data Collection & Validation

Data Gathering

• Extract and consolidate data from ERP, CRM systems, third-party databases, Excel sheets, and field reports.
• Automate data collection and reporting processes using Power Query, Excel, and Google Sheets.
• Ensure timely availability of accurate data for business reporting.

Data Cleaning & Quality Assurance

• Validate incoming data for completeness, consistency, and accuracy.
• Identify and resolve missing values, duplicate entries, formatting errors, and data inconsistencies.
• Apply business rules to maintain data integrity and reliability.

Master Data Management

• Maintain and update master databases for:
  • Products (SKUs, categories, product codes)
  • Customers (IDs, territories, segments)
  • Sales Representatives (employee IDs, designations)
• Ensure version control and maintain historical records for audit purposes.

2. Incentive Management

• Support the design and administration of sales incentive programs.
• Calculate sales incentives, commissions, bonuses, and Munafa calculations.
• Verify eligibility criteria and commissionable sales data.
• Generate reports supporting incentive payouts and performance rewards.

3. Sales Performance Reporting

• Prepare weekly, monthly, and quarterly sales reports.
• Analyze sales performance by:
  • Territory
  • Region
  • Product Category
  • Individual Sales Representatives
• Generate variance analysis reports comparing targets versus actual achievements.
• Highlight top performers and identify underperforming territories.

4. Reporting & Analysis

KPI Monitoring (SFA)

• Monitor key sales KPIs including:
  • Call rates
  • Doctor visits
  • Prescription growth
  • Customer acquisition
  • Sample utilization
• Maintain CRM and MIS systems with updated performance data.

Root Cause Analysis

• Investigate sales performance gaps and operational issues.
• Analyze:
  • Doctor call frequencies
  • Order rejections
  • Stock-out incidents
  • Sales trends
• Provide actionable recommendations to improve performance.

Ad-Hoc Analysis

• Generate customized reports and business insights as requested by management.
• Analyze prescription trends, competitor activities, and market performance.

5. SOP Development & Training

• Develop and update Standard Operating Procedures (SOPs) related to:
  • Sales Administration
  • Travel Policies
  • SFE KPIs
  • CRM Usage
• Train new employees on systems and operational processes.
• Conduct dashboard and reporting tool training sessions.
• Provide ongoing user support and troubleshoot data-related issues.

6. Cross-Functional Coordination

• Collaborate closely with:
  • Sales Team
  • HR Department
  • Finance Department
  • Distribution Team
  • Administration Team
• Reconcile business data and resolve discrepancies.
• Ensure seamless information flow across departments.

7. MIS Reporting & Dashboard Creation

Standard Reporting

• Develop and distribute periodic MIS reports including:
  • Primary Sales Reports
  • Secondary Sales Reports
  • Doctor Sales Reports
  • Product-Wise Sales Analysis
• Ensure timely circulation of reports in required formats.

Interactive Dashboard Development

• Build and maintain dashboards using:
  • Power BI
  • Looker
  • Advanced Excel
• Develop interactive reports with filters and slicers for:
  • Territory
  • Region
  • Product Category
  • Time Period

Management Scorecards

• Design executive dashboards and scorecards highlighting:
  • Sales Growth
  • Budget vs Actual
  • Territory Performance
  • Market Share Trends
• Automate traffic-light indicators (Red, Amber, Green) for performance monitoring.

8. Expense Management

Expense Verification

• Review and validate field expense claims.
• Ensure compliance with company policies and supporting documentation requirements.
• Identify and resolve discrepancies.

Field Team Support

• Address employee queries regarding:
  • Expense Policies
  • Reimbursement Status
  • Claim Procedures
  • Deductions

CRM Request Management

• Verify CRM-based expense requests.
• Approve and process reimbursement requests within defined timelines.
• Ensure timely payment releases to support field operations.