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 and FTE trends by office and role. Headcount Trend shows how the firm's staffing has grown or contracted over time and enables comparison between planned headcount and what was actually in place each month.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Headcount Trend in quarterly people reviews to understand staffing changes and their relationship to revenue per head and utilisation. If headcount is growing but utilisation is declining, the firm may be over-hiring ahead of demand. If headcount is stable but FTE is declining, part-time arrangements are increasing. Compare starter and leaver patterns to assess retention and identify whether any offices are experiencing higher-than-expected turnover.
Understanding your data
Key Fields | How it's Calculated |
Headcount (Month End) | Count of active staff at the end of each calendar month, based on employment start and end dates in Total Synergy |
FTE (Month End) | Full-time equivalent count at month end, calculated from contracted hours as a proportion of a standard full-time week |
Starters (Month) | Count of staff who commenced employment in each month, based on start dates in Total Synergy |
Leavers (Month) | Count of staff who ended employment in each month, based on end dates in Total Synergy |
Net Change (Month) | Starters minus leavers for each month — shows whether headcount grew or contracted in each period |
Headcount by Role / Grade | Headcount broken down by staff classification or grade, showing the mix of seniority levels over time |
Filters
Period: Date range (typically 12–24 months)
Office: Filter to one or more offices
Role / Grade: Filter to a specific staff classification