SMB Workforce Headcount & Succession Dashboard — Excel spreadsheet template to download
Track departmental headcount, turnover, and succession pipeline readiness
HR · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This HR dashboard brings together indicators like "Total Active Employees", "Annual Voluntary Turnover Rate" and "Critical Roles with Successor Identified" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps small and mid-size businesses monitor headcount by department, turnover events, and succession pipeline strength over time. Enter each workforce change, including hires, exits, and role changes, along with department and key succession details for critical roles. Use the KPIs and comparison bars to review trends in turnover, succession coverage, and pipeline readiness by department. Update the data regularly to keep your HR and leadership teams aligned on staffing risks and bench strength.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Total Active Employees" and "Annual Voluntary Turnover Rate"
- Make faster decisions based on "Critical Roles with Successor Identified"
- Compare your team and work hours without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Active Employees
- Annual Voluntary Turnover Rate
- Critical Roles with Successor Identified
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 15 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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