Retention Dashboard – Excel Template – Support Page

Thanks for visiting the support page for Retention Dashboard Excel Template which can help simplify employee retention tracking in your organization.

The following are the support articles to help you get started with using the template. If there are any questions not addressed here, please drop a comment and I will add article/video demo about that topic.

Support Articles

  • Please see this article on Important Tips before using the template
    • Input Data is always visible & can be edited easily
    • Refresh Calculations after entering or updating input data
    • Backup by saving file regularly
  • This template uses Excel tables for data entry. If you are not very familiar with Excel tables, please see this article on How to enter data using Excel Tables?
    • What is a Table?
    • Why do we use Tables?
    • Components of a Table
    • 3 Basic Data Entry Operations
    • 5 Essential Tips to avoid mistakes
  • Step by Step User Guide 
    • Step by Step instructions on entering data

If you have any questions on the template, please post them in the comments section below. I will respond as soon as I can. If it will benefit others, I will also publish a blog post and video answering your question.

15 Comments

  • Are you please able to advise on the Snapshot Dashboard are you able to amend the Hiring by year to Hiring by Month?

    Reply
    • Thank you for purchasing the template.

      Requesting to follow below steps to change the hire by year to hire by month:

      1. Unhide Pivot tab.
      2. Goto Column BF
      3. Right click any of the year and select group.
      4. Select Month
      5. Hide the pivot tab.

      Best wishes.

      Reply
  • I have entered my termed employees just to see the turnover in the past few years and nothing is happening in the exit dashboard. Why?? Template is not working as it should

    Reply
  • Does this need to be reset at the beginning of each year with your, then current, active employee listing?

    Reply
    • Thank you for showing interest in our template.
      No you do not have to reset the employee listing, you just need to add the new employees and enter the exit dates for the employees who resign.
      The retention dashboard will display data for past 12 months.
      Best wishes.

      Reply
  • Hi!

    I have successfully used the template to determine 2020 turnover over the last 12 months. However, I now would like to use the template to obtain the numbers for turnover from august 2018 to September 2019. Is there a way to modify the formulas so that I can capture this time frame? I entered the employee data for these dates already, just trying to get the calculations to populate.

    Reply
  • Indzara,

    I’ve worked on the worksheet however, the retention data work sheet is not updating. I’m working on a 10 year cycle and not 12 months. The other sheets have updated accordingly. Do advise on how best to resolve this.

    Regards

    Reply
  • I need to change to parameters to 1500 employees. How do you do that?

    Reply
    • Hello

      The template has a hidden sheet named HELP which is limited to 1000 rows. That table needs to be extended down to more rows. Then, automatically the dashboards will pick up more than 1000 rows entered in the Employees Data sheet.

      Thanks

      Reply
  • Good Morning,

    What information should be entered into employee id? Should that be active or exit status?

    Reply
    • Good Morning,
      Employee ID can be any unique number or alpha numeric value. If the employee is still with the company, please do not enter exit date. It will be considered active employee. If there is an exit date, it will be counted as Exit employee.
      Best wishes.

      Reply
  • Dear Mr Indzara
    I purchased Retention Dashboard and I have some issued with SNAPSHOT DASHBOARD & EXIT DASHBOARD the data did not come to those page

    Reply
    • Thanks for purchasing our template.

      Please share your file with the list of issues that you are facing. We will try to fill the issues as feasible.

      Best wishes

      Reply

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