|All Industries, Financial Model|
|CFO, Controlling, Crew Planning, Dashboard, Employee Performance, Forecast, Forecasting, Human Resources (HR), Know-How, Management, Project Management, Project Plan, Team management|
The style of data input and the resulting summary was built to be simple, yet effective. The main point of the model is to forecast the expected headcounts of 20+ departments as of the current date and 30/60/90 days in the future. The raw data that defines the headcounts is done in a transnational format. The inputs that will be entered include:
5. Model Projections of headcount (optional)
Based on those inputs, the model will automatically tell the user how many expected employees there will be currently, and in 3 date range buckets in the future (defaulted to 30/60/90) but configurable. The model projections have an input area in case the user wants to see if their expected headcounts are in surplus/shortfall or on target relative to the projections of their model.
There is color-coding to show if the expected headcounts are in surplus (green) or if there is a shortage (red). Blue is on target. Also, there is a visual summary that gives the user a quick analysis of each department on what their expected shortage/surplus levels are. This is done in a digestible manner.
The data inputs for the first 4 variables are meant to be based on what is actually happening at the moment. For example, if you were planning on hiring 2 people over the next 2 months and 1 person was leaving, that data can be entered with add/loss entries and crunched against existing figures.
The template works for a startup or an on-going organization. To enter all current employees, the ‘add’ transaction would be used.
This model template comes as a PREMIUM version in .xlsx file type which can be opened using MS Excel.