1.

How do you prepare your monthly or quarterly reports and what all do you include in that?

Answer»

A candidate should be prepared for this account manager interview question. It might certainly find a place in the list. Preparing REPORTS is a major part of data analysis and all the data should be COLLECTED and converted to valuable information. For that, I will use Salesforce.com or other CRM software to COLLECT all the data in one place and effectively make the reports.

The reports should OFFER detailed visual insights of:

  • Cash management
  • Profit/loss
  • Complete overview of the core financial activities of the company throughout the TIME


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