This one is not on sale yet. The free One-Page Report Builder is the same build quality, and the rest of the shop is on Etsy.
Headcount, hiring, attrition and capacity in one connected set.
5 templates that were built to work together. £69, against £167 bought separately.
What is in it
- Headcount Tracker & Dashboard — Know your headcount, FTE and cost by team, this month and next
- Workforce Plan & Establishment Model — Plan establishment, cost and phasing twelve months out
- Hiring Plan & Vacancy Tracker — Every open role, its stage, its cost and its start date
- Attrition & Retention Dashboard — Attrition by team, tenure and reason, with the trend
- Capacity & Resource Planner — Who is committed to what, and where you are over-allocated
The part that is worth more than the discount
These hand figures to each other. A buyer who knows where the joins are uses four of them where a buyer who does not uses one, so the bundle ships a README that names every join: which number leaves one file and which cell it arrives in.
- Headcount Tracker & Dashboard → Workforce Plan & Establishment Model — Closing establishment and the open vacancies become the opening position of the workforce plan. Type it once.
- Workforce Plan & Establishment Model → Capacity & Resource Planner — The planned roles and their start months are the capacity the resource planner assumes exists. A plan that assumes roles the workforce plan has not funded is the commonest reason a resource plan is wrong from January.
- Attrition & Retention Dashboard → Workforce Plan & Establishment Model — The attrition rate is the workforce plan's attrition-drag assumption. Most plans guess it; this closes the loop.
- Attrition & Retention Dashboard → Capacity & Resource Planner — Voluntary attrition by team tells the capacity planner which teams' commitments are least safe.
- Budget vs Actual Tracker → Management Reporting Pack — The budget-versus-actual variances are the management accounts' variance column. Same numbers, different audience.
- Rolling Forecast Model → Scenario Planner — The rolling forecast's drivers are the scenario planner's base case. The scenario planner asks what would have to be different.
Every worked example in the bundle describes the same fictional business at the same moment, so you can follow a single number across four files and watch it stay the same.
What you get
10 files. Every template twice — a worked example with a complete business filled in, and a blank version for your own numbers — plus a README with the reading order and the connections map.
What it needs
Microsoft Excel 2016 or later, plus Word and PowerPoint for the documents and decks. Windows or Mac, or Microsoft 365. Nothing to install. Not compatible with Google Sheets.
Licence
Single-user commercial licence. Not for resale or redistribution.
