What Does An Insights Analyst Do?

WHAT DOES AN INSIGHTS ANALYST DO?

Published: Sep 11, 2025 - The Insights Analyst provides critical analytical support to drive customer category growth by aligning category, channel, and shopper insights with retailer strategies. This role develops and maintains regular performance reporting using POS, inventory, and forecasting data while managing item file attribution and collaborating on custom insight requests. The analyst also works closely with sales, replenishment, product, engineering, and business development teams to deliver scalable insight solutions, support special projects, and define impactful customer use cases.

A Review of Professional Skills and Functions for Insights Analyst

1. Insights Analyst Duties

Business Growth: Drive growth in the business by empowering product teams to achieve their acquisition, conversion and retention objectives
Data Science: Uncover and deliver insight utilising data science and machine learning techniques, data mining, statistical analysis and visualisation
Insight Delivery: Identify and clearly present actionable recommendations to stakeholders and propose new ideas to achieve better outcomes
Stakeholder Relations: Build and nurture positive relationships with business stakeholders by understanding their problem-space
Opportunity Analysis: Identify areas of opportunity by taking a holistic view of customer and marketing data and challenging existing processes
Data Culture: Promote the output and capabilities of the analysis team across the business to help foster a company-wide data driven culture
Results Presentation: Present analysis and recommendations to both senior and tactical stakeholders and drive action to achieve results
Product Research: Support product discovery, research and experimentation
Data Collaboration: Capture requirements and collaborate across data engineers and product teams to evolve data sets and data pipelines
Data Sourcing: Identify new data sources or propose new ways to add value using existing data sources
Dashboard Development: Build dashboards and self-service query tools and train colleagues to use them
Data Products: Assist in the delivery of externally facing commercial data products

2. Insights Analyst Details

Finance Partnership: Partner with finance and sales teams to understand their data and reporting requirements
Data Visualisation: Use data visualisation effectively to tell a story and drive action by presenting information
KPI Reporting: Define and design KPI based dashboards or reports that summarize organizational health and highlight hot spots for executives to focus on
Hypothesis Testing: Continually test hypotheses through ad hoc analysis and model testing
Data Engineering: Work with data engineers and data architects to define back-end requirements for data products including aggregations, materialized views and tables for visualisation
Trend Analysis: Investigate data to discover correlations and trends and explain them
Analytics Portfolio: Collaborate with internal and external customers to develop an analytics portfolio consistent with the vision and goals of stakeholders
Data Gaps: Identify data gaps from the downstream and upstream source systems
Data Governance: Work with IT partners to improve data quality and governance with the goal of delivering value added data for analytics
Business Analytics: Collaborate with key stakeholders on how to best leverage analytics to inform better business decisions and optimize operations
Decision Support: Understand the decision-making process, workflows and business and information needs of analytic teams
Data Mining: Proactively mine data warehouse to identify trends and patterns and generate insights for business units and senior leadership
Unstructured Data: Develop frameworks and processes to analyze unstructured information collected through medical devices for use in the service lines
Process Improvement: Identify opportunities to improve processes and strategies with technology solutions
Knowledge Sharing: Work closely with product managers, architects and business units for knowledge sharing, mentoring and training
Metric Standardization: Drive standardization of key metrics across various business stakeholders to improve data governance
Process Development: Continually recommend, develop and implement improved processes to collect and analyze data and visualize and present insights

3. Insights Analyst Responsibilities

Campaign Analysis: Analyse data on campaigns to develop insights globally as well as across regions and sectors
Thought Leadership: Drive thought leadership on gamification methodology and best-practice delivery
Team Advisory: Advise local teams on key dynamics and deliverables important for campaign delivery and performance
Campaign Support: Support local teams in preparation for upcoming campaigns including conceptualising campaigns, preparing timelines, campaign content and assets and configuration of campaigns
Campaign Optimization: Optimise ongoing campaigns through insights, analysis and reporting, typically using Google Analytics and internal analytics
Incident Support: Support the helpdesk to resolve incidents on campaigns
Data Solutions: Define various problems, utilise data analytics and data mining to drive various data solutions within the pharmaceutical and consumer goods domains
Project Management: Provide project management, research framework design, data analytics and reporting, data validation, data storytelling and data visualisation insights

4. Insights Analyst Job Summary

Logistics Insights: Work with logistics managers to understand their business goals and provide actionable insights to support decision making
Data Sharing: Make data available to internal and external stakeholders of the team in a digestible form
Metrics Development: Support analysis, improvement and creation of metrics and dashboards for logistics and supply chain
Performance Monitoring: Monitor business performance, run ad-hoc analysis, and provide SVP with proactive recommendations to improve business performance
Product Analysis: Support product managers with analysis and actionable insights to develop the future logistics platform
Forecasting Support: Partner with teams to share insights and provide meaningful inputs for both forecasting and scenario modelling
Best Practices: Work with other business analysts to share best practices and promote consistency
Cross-Functional Collaboration: Build and maintain collaborative cross-functional relationships to ensure shared objectives are clear, communication is open and insights and recommendations provided are understood
Business Reporting: Generate and analyse critical monthly business reporting, and provide regular and ad-hoc reports

5. Insights Analyst Accountabilities

HR Reporting: Expand on the existing HR suite of reporting, with an initial focus on developing talent acquisition and recruitment dashboards
Ad-hoc Analysis: Conduct regular ad-hoc analysis to help stakeholders answer real time business questions
Requirements Gathering: Communicate with stakeholders to elicit and understand requirements, which in turn enables successful scoping of any analytics projects
Insight Presentation: Present actionable insights to stakeholders on the back of any analysis conducted
Report Maintenance: Maintain and continuously improve existing reports
Absence Reporting: Create and manage a robust suite of reporting focused on absence
Absence Analysis: Support the people team and managers in understanding what is driving absence levels regionally
Power BI: Maintain and improve Power BI reports, and support the head of business development and head of trade with data analytics requests

6. Sr. Insights Analyst Job Description

Category Insights: Provide critical insights and analytical support to drive the customer’s category and capture a disproportionate share of growth
Shopper Insights: Provide understanding of category, channel, and shopper insights to sales teams through customer and internal data and how that aligns with retailers’ strategy and business goals
Performance Reporting: Generate weekly, monthly, and quarterly performance reporting utilizing WM POS, inventory and forecast metrics
Results Tracking: Provide general performance reporting to track, measure, and communicate results
Data Analysis: Work within large complex data sets to drive deeper analysis and understanding of events and promotions
Data Management: Monitor and maintain itemfile and attribution management
Sales Support: Work day-to-day with the customer sales and replenishment team on special projects along with day-to-day requests for insights
Data Platform: Work directly with the product team, software engineers, and data scientists to build a scalable customer-facing data platform
Business Development: Support the business development team by helping define customer use cases, leading product demos, and scoping and pricing customer engagements

7. Global Insights Analyst Details and Accountabilities

Commercial Support: Act as a key contact point for all departments with commercial queries, about revenues, costs, manufacturing and royalty models
Profit Analysis: Provide product profit and loss (P and L) and contribution margin analysis, improvement recommendations, break-even analysis and risk identification
Trend Analysis: Produce commercial and marketing trend analysis and reports on a regular and ad hoc basis
Sales Review: Provide regular reviews and recommendations for improving product sales and revenue results against targets
Market Research: Support with analysis of market research topics, including new business opportunities, emerging markets, chart tracking and product analysis
Budget Tracking: Track and report on marketing budgets and spending
Vendor Relations: Assist with vendor and first-party platform holder relationships, reporting and business models
Decision Support: Work in tandem with other teams within the business, using insights to assist with decision-making

8. Insights Analyst Roles

Budget Management: Administer the budget and monthly forecast processes, including report creation, updates, distribution and in-system approvals
Forecasting Support: Set up and finalise forecasts
Data Integrity: Maintain data integrity by identifying and resolving discrepancies
Issue Resolution: Track and communicate any BI system or data-related issues and work for swift resolution
Report Maintenance: Update and maintain reporting suites
Data Sourcing: Source data from reporting systems for analysis
KPI Insights: Provide insights on key KPI metrics
Team Collaboration: Work closely with the regional technology and business teams
Process Streamlining: Streamline data processes and data pipelines to improve productivity and efficiency

9. Senior Insights Analyst Additional Details

Data Insights: Source, manipulate, and draw meaningful insights from disparate datasets
Business Growth: Identify opportunities to drive business growth
Business Understanding: Develop a deep understanding of the business, work with and influence key stakeholders
Problem Solving: Solve problems creatively to define and deliver innovative solutions to business problems
Data Education: Educate business stakeholders on how the creative application of data can solve business problems
Roadmap Support: Support the delivery of benefits articulated in a business function’s analytical roadmap
Analytics Development: Contribute to the design, development, analytical implementation and ongoing support of analytical products for a business function
Cross-Functional Collaboration: Work in a collaborative cross-functional team delivering business-relevant data analytics and insights for pharma to support their R&D, pre-launch, launch, and post-launch strategies

10. Insights Analyst Essential Functions

Customer Understanding: Develop a deep understanding of customer related product and operational flows, and customer engagement methods
Customer Value: Continuously evolve understanding of how to provide value to customers, and how to continue to improve those levers through the use of data-driven insights
Operational Insights: Work closely with operational teams to understand business requirements, and how to best leverage insights to improve operations
Data Partnership: Partner with data engineering and advanced analytics teams to understand the data environment to ensure insights are accurate and meaningful for end stakeholders
Customer Monitoring: Stay current on automated monitoring and metrics that come from production systems that may indicate customer health
Performance Management: Own daily, weekly, and monthly system performance management, holding internal teams accountable within their performance expectations
Report Writing: Write detailed reports and summarize findings for stakeholders on the health of the customer base
Insights Collaboration: Collaborate closely with the insights analysts and insights program managers to provide analysis, reporting and tool-building capabilities that inform key stakeholders

11. Senior Insights Analyst General Responsibilities

Analytics Partnership: Act as an analytics partner for various business units and teams to formulate and manage business questions, hypotheses, and specifications to deliver meaningful insights
Business Solutions: Proactively identify solutions for improving the effectiveness and profitability of business activities
Data Analysis: Develop broad subject matter expertise in data and perform in-depth analysis, including consolidating data from various data sources, investigating and interpreting data, defining and executing analysis, synthesizing and presenting results
KPI Development: Support different departments to understand and establish metrics and KPIs that align with strategic business objectives
Dashboard Development: Develop reports and dashboards to monitor trends and business performance
Data Integrity: Contribute to the structure of databases and drafting of queries, proactively identify and communicate data integrity issues
Mentorship: Coach and mentor more junior analysts within the team and other business units on technical solutions, collaborative problem solving, and presentations
Scientific Data: Analyze scientific data repository and design, build and maintain dashboards to uncover relevant data trends
Insights Projects: Support large-scale, transformative insights projects

12. Insights Analyst Key Accountabilities

Report Development: Develop and implement user-friendly reports that support performance analysis and decision making
Commercial Modelling: Create commercial modelling and cost or benefit analysis of proposed actions and outcomes based on a consistent value model
Process Automation: Design and deliver robust automated processes that ingest third-party data for commercial or operational use
Data Access: Make data available to stakeholders who need it, and use these tasks as an opportunity to proactively identify use cases for self-serve data access
Self-Serve Data: Devise processes and systems that allow for better self-serve data access for stakeholders, leading to higher data management maturity and more opportunities for automation and innovation
Operational Efficiency: Work with the data science and finance teams to improve operational efficiency and quality, and features that delight customers
Data Ethics: Promote ethical best practice in the way all data is used and processed, always ensuring that compliance and security are placed first
Research Leadership: Lead and coordinate complex research projects

13. Insights Analyst Responsibilities and Key Tasks

Business Analysis: Be responsible for investigating business situations, identifying options for improvement and defining requirements to deliver business improvements
Process Improvement: Understand the way the business works today and identify opportunities for improvement through analysis, insights and development of commercial and operational solutions
Decision Support: Provide general decision support analysis by the management team
Reporting Insights: Develop daily, weekly and monthly reporting and insights across operational, team and customer outcomes
Data Visualization: Build and visualise essential insights and storyboarding to engage an audience of varied seniority
Operational Engagement: Move quickly to engage others in operational decisions
Accurate Analysis: Ensure that analysis is accurate, well-documented and clearly presented
Research Support: Provide research support to specific initiatives
Global Research: Collect and analyse global research data, present outcomes using infographics

14. Insights Analyst Duties and Roles

Strategic Insights: Collaborate closely with senior analysts on the team to derive strategic and actionable insights from various sources to garner audience and marketplace intelligence on clients across all departments (film, TV, music, sports, etc.)
Data Storytelling: Participate in translating findings into digestible and visually intuitive outputs through compelling analysis and storytelling to agents, executives, and client teams
Vendor Management: Assist with data vendor relationships to respond to the changing information needs of the business
Stakeholder Liaison: Act as a liaison between data teams and business stakeholders to gather and organize requirements for the design of optimal data solutions and internal platforms
Workstream Planning: Coordinate with the data group, participate in workstream planning processes, including gathering requirements, testing, delivery, and training of new analytics features
Project Coordination: Balance numerous projects across different departments and sustain open communication with the team and stakeholders to ensure deadlines are met
Ad-hoc Research: Support or own ad-hoc research and analytics projects
Forecast Modeling: Perform demand forecasting, inventory management, labor management, and cost management modeling and reporting
AI Modeling: Collaborate with the internal and worldwide data science teams on the design, development and maintenance of statistical and artificial intelligence or machine learning models

15. Insights Analyst Roles and Responsibilities

Root Cause: Perform root cause analysis, data quality analysis, measurements and feasibility studies
Report Support: Support direct report with all kinds of analysis and regular report preparation
Subject Expertise: Be the subject matter expert for analysing core business and project data and providing insights to senior stakeholders
Data Visualization: Assist in presentation and business reports and data visualization on a regular basis to management or key business decision makers
Trend Analysis: Deliver trend analysis using available sources (internal data, vendor's data, government statistics) to inform the market environment and competitive landscape
Performance Tracking: Prepare a company performance tracker on a regular basis, perform quality checks on the data, prepare qualitative analysis of the market with a summary of key market developments, and support ad hoc requests
IT Liaison: Liaise with the IT team to find feasible solutions and the root cause of reporting issues
Training Support: Develop outputs or guidelines and deliver training that enable analysts outside of the team to adapt and use the work
Forecast Estimates: Analyse and provide accurate and detailed forward estimates by way of the SOP process for volume, promotional and merchandising spend by brand, channel, and account

16. Insights Analyst Details

Customer Measurement: Contribute to the customer experience measurement for designated banners
Survey Improvement: Continuously improve the survey and the analysis and management tools according to the banners' issues and needs
Report Analysis: Support the achievement of the banners' objectives by providing quality reports and analysis to stakeholders, identifying opportunities to improve analytical capabilities, developing reports, analyzing data, and disseminating and presenting results
Project Support: Participate and support the team in all other projects related to the customer experience survey
Consumer Insights: Support the manager of consumer insights and planning and work closely with colleagues in the consumer intelligence team, of which the research group is part of
Data Interpretation: Analyse and interpret qualitative and quantitative information
Interpersonal Skills: Demonstrate professional interpersonal and networking skills to work with people at all levels of solidarity within an organisation
Report Preparation: Prepare and present reports using multiple data sources to inform strategic and operational decision-making
Business Proposals: Write and deliver succinct business proposals, reports and plans
Cultural Awareness: Demonstrate confidence working in a bicultural and multicultural context with a commitment to enhancing cultural awareness and competence
Consumer Analysis: Analyse data across websites and social platforms, market research and internal business data to understand consumer insights and consumption behaviour
Trend Analysis: Perform detailed analysis on trends and conduct a base-level analysis on extracted data
Campaign Analysis: Discover the efficacy of brand campaigns as well as analyse crises or always-on campaigns
Presentation Design: Create impactful and detailed presentation decks to share relevant findings and recommendations
Query Building: Build effective queries to derive relevant mentions using key operators

17. Insights Analyst Job Summary

Category Management: Drive the category relationship within the supermarket estate and growth channels, both directly and through supporting the senior category manager
Business Insights: Work closely with the different functions within the business to proactively highlight business issues and opportunities
Category Growth: Deliver actionable insight for both businesses and growth channels through pulling and analysing data from a variety of sources and turning this into recommendations on range, merchandising and promotions to drive category growth
Range Review: Own the range review process for key touch points, including analysis, customer-facing presentations and internal communications
NPD Propositions: Work with the relevant brand and commercial teams to deliver compelling NPD propositions that are based on category insight and align to the retailer-specific category plans
Risk Insights: Provide management with clear insights and recommendations into drivers of credit risk, market trends, and opportunities that will keep losses within acceptable risk tolerances
Issue Analysis: Perform analysis of issues and provide recommendations to team members
Requirement Gathering: Interact with internal users to establish and clarify requirements in order to develop analytics needs
Predictive Analytics: Use knowledge of predictive analytics, statistics and modeling techniques to develop and improve sophistication of predictions in order to drive operational insights and process improvements
Dashboard Reporting: Design, document and implement reporting dashboards to manage operational performance
Promotional Analysis: Perform analysis on promotional activity and general analysis on distribution across titles
Sales Reporting: Report on weekly and monthly sales performance of magazines to internal stakeholders
Data Distribution: Distribute data and information across titles and platforms
Team Liaison: Liaise regularly with internal teams including editorial, finance, marketing and retail sales
Partner Coordination: Act as key contact between distribution partners and production teams

18. Insights Analyst Overview

Trend Analysis: Identify trends by analyzing weekly flyer performance, pricing, and promotional impact, share reports with the promotions and merchandising teams on product, pricing, promotion, placement, and key insights
Postmortem Reporting: Prepare weekly and seasonal postmortem reports, capture key trends, create reports in digestible formats for a variety of audience types and recommend next steps based on learnings
Space Allocation: Make use of various tools available to help the promotions team with seasonal space allocations based on business priorities and goals against promotional calendar deadlines
Dashboard Development: Help the insights manager develop dashboards, interactive reports, charts, and graphs and be responsible for regular maintenance and updates based on industry best practices
Campaign Testing: Partner with external agencies to create test and learn campaigns, access third-party campaign performance data through their dashboards and leverage learnings for improving performance
Data Collaboration: Collaborate with other analysts across the business to ensure all data sources are connected and there is a seamless and accurate flow of data into the marketing dashboards
Market Trends: Identify key market trends and technology growth areas for the region and segments via benchmarking, trend identification, industry profiling, market sizing, growth projections, and analyst reports
Regional Reporting: Develop and produce trend analyses and reports for regional leadership and partner organizations to aid in both strategic and tactical resource investment, allocation, and alignment across the organization
Insights Cadence: Facilitate and coordinate a predictable cadence of regional market insights and trends in alignment with sales operations cadence for the region
Program Execution: Partner with the chief of staff to execute strategic market insight programs and track key deliverables to completion across the leadership team
Community Alignment: Interface with the market insights community across the sales and marketing group and additional internal stakeholders to facilitate alignment and collaboration with other organizations and their operational teams

19. Insights Analyst Details and Accountabilities

Customer Analysis: Run analyses to develop an understanding of customer behavior and trends
Business Support: Answer key questions to support business decisions across the organization, including marketing, merchandising, CRM, and digital or store initiatives
Customer Insights: Work closely with business partners to deliver actionable customer insights to drive omni-channel customer retention, reactivation, and acquisition strategies
Data Integration: Leverage SQL and Power BI to combine multiple data sources, including historical transactions, customer attributes, and outputs from predictive models
Segmentation Development: Participate in the development and implementation of customer segmentations, including RFM, email engagement, and product affinity
CRM Strategy: Collaborate with the CRM team on targeting approach and CRM strategies to strengthen relationships with customers
Experience Insights: Develop insights to improve customer experience, fan growth, engagement and retention
Insight Processes: Establish processes to gather and analyse customer insights both qualitative and quantitative
Dashboard Reporting: Create and maintain regular reports and dashboards that contribute to operational improvements for teams including digital product, marketing and consumer
Fan Insights: Respond to and collaborate with fan experience teams by providing insights relevant to existing and future goals
Data Capture: Contribute to data capturing operations, both ad hoc and long-term, particularly within the business’s digital products
Analytics Best Practice: Assist in embedding best practice analytics in fan experience teams, including hypothesis testing for new product features

20. Insights Analyst Key Accountabilities

Client Projects: Work on the scoping and delivery of bespoke client projects that answer their needs
Brief Interpretation: Accurately interpret clients’ briefs and produce a wide range of deliverables that are on top of industry trends and make actionable recommendations
Bespoke Research: Work with the custom team on integrated proposals and produce reports on bespoke research that’s commissioned
Business Growth: Work closely with media and tech new business and account teams on pitch or account growth opportunities
Client Support: Respond to client queries promptly and thoroughly, and supply insights, data and guidance
SaaS Knowledge: Learn how sales and GTM work within the broader SaaS ecosystem
GTM Rotation: Rotate on projects across the various GTM teams to understand how each works in coordination of a singular objective
Business Health: Provide analysis on the health of various components of the business
Dashboard Creation: Build dashboards and presentations for the sales ops team to approach their business stakeholders
Management Insights: Create recommendations and insights for senior management

Relevant Information

What Does A Consumer Insights Manager Do?

What Does A Customer Insights Manager Do?