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Sales analytics & reporting
Scorecards, MBR-style reporting, KPIs and ad-hoc analysis that tell leadership what is really happening in the channel.
Sales analytics · Customer experience
I turn sales data into decisions — and better customer experiences.
Independent consultant helping teams make sense of their sales, pricing and service data. 15+ years across insurance, manufacturing and international customer service — with the reporting, automation and people skills to make it stick.
Advanced Excel & VBA since 2008
SAP · BI dashboards
English · French · Spanish
JM
Sales analytics
BI & dashboards
Customer experience
15+
Years in analytics, operations & customer service
150,000+
Records reconciled in a single tool I built
37,369+
Customers served — in three languages
3
Languages: English · French · Spanish
What I do
Clear answers from messy data — and smoother customer journeys
I plug into your sales and service operations, find where value leaks, and build the reports, tools and processes that fix it.
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BI dashboards & forecasting
Dashboards and trend models in Excel and BI tools, so decisions rest on a single, trusted view of the numbers.
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Pricing & margin analysis
Price setup, increase administration and margin checks — accuracy and consistency where every decimal matters.
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Process automation
Custom Excel/VBA tools and reconciliation routines that replace hours of manual work with reliable, repeatable outputs.
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Customer experience & service design
Processes, scripts and team enablement that cut friction, reduce complaints and keep customers coming back.
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Market & competitive intelligence
Listings, assortment, promotion and share analysis that turn market signals into actions for growth.
How I work
Listen first. Then measure. Then fix.
1
Understand
I learn your business, your data and where the pain actually is — before proposing anything.
2
Build
Reports, dashboards, tools and processes designed around real decisions, not vanity metrics.
3
Enable
I train your team and hand over documentation, so the improvement lasts after I leave.
Selected results
Work that moved the needle
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A simulator for 150,000+ records
A macro-driven tool that reconciled a national insurance portfolio and turned a manual refund calculation from hours into minutes.
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Daily national sales reporting
Delivered daily and monthly sales reports and insights to senior management, guiding national sales strategy.
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Billing reconciliation at scale
Untangled complex life-insurance billing between a broker and its bank and health partners.
Let’s make your numbers make sense.
Whether you need a reporting framework, a dashboard, an automation, or a better customer experience — start with a conversation.
Start a conversation