Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Principals, directors, HR
Dashboard Explained
Monthly headcount (or FTE) by slice, plus joiners, leavers, and staff turnover. Headcount Trend shows how the firm's staffing has grown or contracted over time and surfaces turnover trends before they become a retention problem.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "FTE Organised per Office by Month" with Joiners/Leavers/Turnover, and has been substantially redesigned for Insights Pro.
How to use it
Use Headcount Trend in quarterly people reviews to understand staffing changes alongside utilisation and revenue per head. If headcount is growing but utilisation (see Resources Overview) is declining, the firm may be over-hiring ahead of demand. Watch Staff Turnover % (6MR) for slices trending upward — a rising rolling turnover figure is an earlier warning sign than raw leaver counts alone, since it smooths month-to-month noise.
Understanding your data
Key Fields | How it's Calculated |
Headcount by Slice | Count of active staff by the selected Slice By dimension, at month end |
Headcount by Month | Same measure, trended monthly, by slice |
Staff Turnover by Slice | Number of leavers in the period ÷ average headcount for the period (headcount at start plus headcount at end, divided by 2). Shown as both 6-month rolling (6MR) and 12-month rolling (12MR), by slice |
Joiners, Leavers & Staff Turnover by Month | Headcount of joiners and leavers each month, with Staff Turnover % (6MR) as a trend line |
Visuals
Headcount by Slice (bar)
Headcount by Month (table, Slice × Month)
Staff Turnover by Slice (bar, 6MR/12MR)
Joiners, Leavers & Staff Turnover by Month (combo chart)
Filters
Office: filter by office
Team: filter by team
Reports To: filter by the director/lead staff report to
Primary Rate Name: filter by primary rate category
Staff Name: filter to a specific staff member
Week Start / Week End: narrow the view to a specific week range
Slice By: choose the dimension for the aggregated graph visuals
Toggles
FTE / Headcount: switches the basis of the whole page between full-time-equivalent count and raw headcount
Active: Yes includes only active staff; No includes only inactive staff
Casual: Yes includes only casual staff; No excludes casual staff, showing permanent staff only. Casual status is derived from the staff member having no staff calendar entries
Chargeable: Yes includes only chargeable staff; No excludes chargeable staff, showing non-chargeable staff only. Chargeable status is derived from the staff member having a utilisation target set