Contact Us
Automation Series by Function

Financial Planning & Analysis

Monitor real-time revenue streams and profit margins.

Staffing & Headcount Planning

Optimize staffing levels and employee allocation to balance workloads.

Bonus & Commission Distribution

Automate bonus and commission calculations based on real performance data.
Automation Series by Industry

Law Industry

Simplify billing, track performance, and impress clients.

Asset Management

Automate AUM tracking, performance insights, and client reporting

Accounting

The Accounting industry Pilot Program is accepting applications - contact us!

Custom Intelligence Solutions

Unlock the power of your data. Transform complex data into actionable insights that drive strategic decisions.

Learn More →

FP&A Automation Series

The Staffing Dashboard

Optimize your staffing processes with real-time trends, performance metrics, and comprehensive data views. The Staffing Dashboard, built entirely in Power BI, is designed to enhance workforce management by providing insights into recruitment, retention, and performance metrics.
The Staffing Dashboard
Core Features

Dynamic Filtering

Analyze data across various dimensions such as department, region, and time period.

$Tailor your analysis to specific segments, helping identify trends and workforce performance metrics.

Comprehensive Data Views

Access a holistic view of your workforce data, including hires, separations, labor costs, and multi-year trends.

$Compare and analyze different periods and datasets for a complete workforce picture.

Interactive Visualizations

Engage with your data through real-time updates and drill-down capabilities.

$Explore workforce data in depth, simplifying complex information and deriving actionable insights.

Integrated Workforce Analysis

Obtain a comprehensive analysis of your staffing metrics in one place.

$Integrate various data points for a detailed overview of workforce health and performance.

The Benefits

Enhanced Workforce Tracking & Forecasting

Gain detailed insights into workforce performance and future trends.

$Access accurate and timely information to make informed decisions and plan strategically for growth.

Improved Decision-Making

Leverage real-time data to make strategic decisions quickly and confidently.

$Access up-to-date information instantly, reducing time spent on manual data gathering and analysis.

Identification of Key Workforce Drivers

Pinpoint the main factors driving workforce changes.

$Focus on the areas with the most significant impact on your workforce performance and optimize your strategies accordingly.

Comprehensive Workforce View

Achieve a complete overview of your workforce with comprehensive oversight of all key metrics.

$Monitor your workforce performance closely, ensuring accuracy and consistency in reporting and analysis.

Value Proposition & ROI

Immediate Insights

Quickly access actionable insights for faster decision-making, reducing decision-making time by up to 30%.

Operational Efficiency

Streamlined data processes save time and reduce operational costs, cutting manual data handling by up to 40%.

Customizable Reporting

Tailor reports to specific needs for better clarity and relevance, improving report accuracy by up to 25%.

Workforce Optimization

Identify and optimize workforce strategies for better resource allocation, improving workforce efficiency by up to 15%.
Staffing Dashboard

How It Works

From data collection to clean-up and full transformation in the implementation stage, we ensure accuracy and consistency, tailoring the solution to your needs with full customization, including your brand’s colors and logo.

Collection

Data Collection & Clean-Up

Gather, clean, and validate data from various sources for accuracy
Transformation

Process Automation Development

Automate tasks like forecasting, requisition process & turnover analysis.
Process

Transformation & Optimization

Connect data sources, develop KPIs and metrics, and prepare for integration.
Launch

Plug & Play Deployment

Integrate optimized data into the dashboard for immediate insights.
Customization

Customization & Access Controls

Apply your brand’s elements & set up security access controls.
Support

Ongoing Support & Optimization

See our Model Support Levels packages for comprehensive support options.

Process Developments within The Staffing Dashboard

During implementation, through automation, we streamline processes by reducing manual work, resulting in improved planning accuracy, enhanced efficiency, and better strategic decisions.

g

Included Features

ZAutomated Forecasting, Budgeting, and Actuals Analysis Integration
ZAutomated Attrition Forecast based on YTD/Prior Years Turnover
ZAutomated Requisition Process Design within Workforce Planning
ZAutomated Source Data Validation & Comparison Checks

Customization & Access Controls

We offer full customization of each pre-made dashboard at no additional cost. This includes integrating your brand’s color palette and logo seamlessly.

g

Included Features

ZColor Palette Integration: Align the dashboard with your brand’s colors.
ZLogo Integration: Feature your company’s logo.
ZAccess Controls: Manage user access levels.
ZKPI Customization: Tailor KPIs to your terminology.
Illustrations by Storyset

Ready to transform your Financial Planning & Analysis?

Contact us today to learn more about this Plug-and-Play Power BI Dashboard.
Get an Estimate
Including ROI Estimation
Staffing Dashboard

The Dashboard Elements

The Staffing Dashboard provides detailed insights into staffing metrics and workforce management, enhancing decision-making and strategic planning. Below is a table summarizing the key elements, their focus areas, and the outputs they provide:

Element

Focus Area

Output

Element

The Overview

Focus Area

Workforce and financial performance metrics

Output

Key workforce metrics, dynamic filtering, multi-year trends, real-time updates.

Element

The Compare

Focus Area

KPI & Metrics Side-by-side comparison

Output

Side-by-side data comparison, dynamic filtering, performance metrics.

Element

The Waterfalls

Focus Area

YoY Waterfall Staffing changes analysis by key categories.

Output

YoY comparisons, detailed breakdowns, visual trends, clear ratios.

Element

The Cycle

Focus Area

Employee details & lifecycle data

Output

Additions and separations, projections vs actuals, detailed employee data.

Element

The Turnover

Focus Area

Turnover changes & rates analysis

Output

YoY comparisons, breakdown of addition/separation groups, visual trends.

Staffing Dashboard

The Overview

Provides a comprehensive snapshot of workforce and financial performance metrics, including year-over-year trends and dynamic filtering options to customize views by periods, regions, and scenarios.

What it Shows

ZKey workforce metrics: hires, turnover, labor cost to revenue ratio.
ZDynamic filtering by time periods, regions, and scenarios.
ZMulti-year trends for long-term perspective.
ZReal-time updates for the most current data.

Client Benefits

ZHolistic View: Complete overview of workforce health and performance.
ZStrategic Insight: Informs decisions with detailed workforce data.
ZEfficiency: Reduces time spent on data gathering and analysis.
ZCustom Views: Tailor workforce data views to meet specific business needs.
ZReal-Time Analysis: Provides timely workforce metrics for quick decisions.
FP&A Automation Series - The Staffing Dashboard
Staffing Dashboard

The Compare

Provides a split-screen view for comparing workforce data across different dimensions, including monthly trends and employee tables.

FP&A Automation Series - The Staffing Dashboard

What it Shows

ZSide-by-side comparison of workforce data.
ZDynamic filtering for customized analysis.
ZPerformance metrics for hires, separations, and monthly trends.
ZInsights for strategic planning and decision-making.

Client Benefits

ZDetailed Comparison: Enables in-depth comparison of workforce data.
ZCustom Insights: Provides dynamic filtering for tailored insights.
ZStrategic Planning: Supports strategy development by comparing workforce data.
ZComprehensive Analysis: Examine multiple workforce dimensions simultaneously.
ZFlexible Filtering: Adapt views to focus on relevant data points.
Staffing Dashboard

The Waterfalls

Provides detailed analysis of staffing changes with dual full-year waterfall walks comparing years or regions, showing staffing dynamics.

What it Shows

ZYear-over-Year (YoY) comparisons of staffing changes.
ZDetailed breakdown of additions and separations.
ZVisualizations of staffing performance trends over multiple periods.
ZClear ratios for high-level visibility.

Client Benefits

ZTrend Analysis: Understands staffing changes over time.
ZHigh-Level Insights: Key staffing metrics for strategic decisions.
ZProactive Management: Enables trend-based planning.
ZDetailed Breakdown: Offers a granular view of staffing changes.
ZPredictive Capabilities: Forecast staffing using historical trends.
FP&A Automation Series - The Staffing Dashboard
Staffing Dashboard

The Cycle

Integrates employee additions and separations with projections alongside actuals, offering detailed employee-level data with flexible filtering options.

FP&A Automation Series - The Staffing Dashboard

What it Shows

ZEmployee additions and separations.
ZProjections alongside actual data.
ZDetailed employee data with flexible period/region filtering.
ZInsights for strategic planning and decision-making.

Client Benefits

ZCycle Analysis: Detailed view of employee lifecycle stages.
ZCustom Insights: Dynamic filtering for tailored insights.
ZStrategic Planning: Develop strategies by analyzing lifecycle data.
ZComprehensive View: Analyze multiple lifecycle stages at once.
ZFlexible Filtering: Adapt views to focus on relevant data points.
Staffing Dashboard

The Turnover

Provides a detailed comparison of turnover rates with customizable filters and visual representations, breaking down addition and separation groups.

What it Shows

ZYear-over-Year (YoY) comparisons of turnover rates.
ZDetailed breakdown of addition and separation groups.
ZVisualizations of turnover performance trends over multiple periods.
ZClear ratios for high-level visibility.

Client Benefits

ZTurnover Analysis: Understands turnover rates over time.
ZHigh-Level Insights: Key turnover metrics for strategic decisions.
ZProactive Management: Enables trend-based planning.
ZDetailed Breakdown: Offers a granular view of turnover rates.
ZPredictive Capabilities: Forecast future turnover trends.
FP&A Automation Series - The Staffing Dashboard

Video Library

Staffing Dashboard

Frequently Asked Questions (FAQ)

We provide clear and concise answers to each question to help potential clients understand our services.

Share this post:

Get Started

Start a New Project Today...

Data-driven processes should be easy and intuitive. That is why we specialize in designing and implementing custom solutions that automate workflows and eliminate manual work, all while improving data quality.
Schedule a Call

Featured Work

Explore our success stories, innovative projects & interactive demos showcasing transformative solutions. From process optimization to strategic growth, witness how we empower businesses to thrive in today’s dynamic landscape.
The Executive Dashboard

The Executive Dashboard

Mar, 2024 |

Gain a holistic view of your organization’s financial health with consolidated insights from all dashboards. The Executive Dashboard, built entirely in Power BI, integrates key elements from the P&L and Staffing dashboards, with overviews of the Bonus Pool, and Sales Commissions dashboards, all in one, to optimize strategic planning and drive growth.

read more