MIS Reporting and Analysis
• Generate daily, weekly and monthly reports from ERP data and the CRM / Follow-up Management System (sales, production, dispatch, inventory, purchase, debtors, follow-up status, etc.).
• Build and maintain reports and trackers in Google Sheets and Excel using formulas, Pivot Tables, lookups (VLOOKUP / XLOOKUP / INDEX-MATCH), QUERY, conditional formatting and data validation.
• Maintain a fixed MIS calendar: which report goes to whom, by what time, on which day.
• Cross-check report figures against source data and flag mismatches, missing entries or unusual trends to the concerned department head.
• Prepare summaries and presentations for management reviews.
ERP and Follow-up Management System Handling
• Handle day-to-day operation of the customised ERP and the Follow-up Management software.
• Maintain master data (customers, items, vendors, users) and ensure entries are complete and consistent.
• Manage user IDs, roles and access rights as approved by management.
• Monitor whether teams are entering data on time and follow up on pending or incorrect entries.
Advanced Google Sheets and MS Excel: formulas, Pivot Tables, lookups, QUERY / IMPORTRANGE, charts, data validation.
• MS Word for SOPs, requirement documents and reports.
• Experience handling customised ERP software and generating reports from it.
• Basic Google Apps Script coding.
• Ability to write clear SOPs and requirement documents for software vendors.
• Good written and spoken communication in English and Hindi.