HR Dashboard: Turnover, Headcount, and Diversity Metrics in Excel,\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n
Create a comprehensive HR analytics dashboard tracking turnover rates, headcount evolution, diversity metrics, and hiring pipeline health.
Build an Excel-based HR dashboard that gives leadership real-time visibility into workforce metrics, identifies retention risk areas, and tracks diversity goals.
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Prompt objective
Build an Excel-based HR dashboard that gives leadership real-time visibility into workforce metrics, identifies retention risk areas, and tracks diversity goals.
Real use case
A tech company with 350 employees across 4 offices has no HR dashboard. The VP of People spends 2 days per month compiling headcount and turnover data from 3 different systems for the executive meeting.
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Prompt
Build a complete HR analytics dashboard in Excel for [COMPANY NAME] with [NUMBER] employees across [NUMBER] departments and [NUMBER] locations.\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n**Tab 1 — Employee Database:**\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Columns: Employee ID, Name, Department, Role, Location, Hire Date, Termination Date (if applicable), Manager, Salary Band, Gender, Ethnicity (if tracked), Performance Rating\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Calculated columns: Tenure (months), Active/Terminated status\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Data validation for all categorical fields\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n**Tab 2 — Headcount Dashboard:**\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Current headcount by department, location, and level\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Monthly headcount trend (last 12 months) with sparklines\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- New hires vs. terminations by month (waterfall chart)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Open positions vs. filled positions\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Headcount vs. budget variance\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n**Tab 3 — Turnover Analysis:**\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Monthly turnover rate: Terminations / Average Headcount\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Turnover by department, location, tenure band (<6mo, 6-12mo, 1-2yr, 2-5yr, 5+yr)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Voluntary vs. involuntary turnover breakdown\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Cost of turnover: recruitment + training + lost productivity per departure\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Exit reason Pareto chart\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Retention rate by cohort (hire month)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n**Tab 4 — Diversity Metrics:**\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Gender ratio by department and level\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Diversity hiring rate vs. current workforce composition\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Promotion rate by demographic group\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Pay equity analysis (average by group, adjusted for role/level)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n**Tab 5 — Hiring Pipeline:**\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Open requisitions with days open\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Pipeline stages: Applied → Screened → Interviewed → Offer → Hired\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Time-to-fill by department\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Source of hire effectiveness\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Offer acceptance rate\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\nUse INDEX/MATCH, SUMIFS, and Pivot Tables. Include conditional formatting for thresholds.
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