Specialist – Sales Analytics & Forecasting
Core
Build sales performance reports, dashboards, and forecast models to support business decisions and operational planning.
Role type
Specialist, Sales Analytics & Forecasting
Builds
Sales performance dashboards, forecast models, and executive summaries
Domain
IT services / Technology consulting / B2B enterprise sales
Deliverable
dashboards & analysis
Required skills
Sales analytics, business reporting, forecasting, Excel, Power BI, Tableau, Salesforce, data visualization, SQL, Python, Alteryx, sales planning concepts (coverage ratios, lead velocity, funnel metrics)
Preferred skills
Scripting languages, data tools
Responsibilities
Build and maintain reports and dashboards to monitor sales performance and forecast accuracy; Analyze sales trends, conversion rates, and pipeline progression; Collaborate with Sales and Operations teams to support monthly and quarterly forecasting cycles; Identify reporting needs and contribute to standardizing processes around sales KPIs
Seniority
Specialist, mid-level IC