Employee Headcount (Dashboard)
Overview
- Sidebar filter panel with search plus Department, Location, Employment Type, Work Mode, and Status, a live count of records shown, and a reset
- Retention rate as a radial gauge scored out of one hundred, beside total headcount with its change against the prior period and new hires with a sparkline
- Headcount trend over time as an area line chart counted at the end of each month, with a period selector for twelve, twenty-four, or thirty-six months, or all history
- Hires by month as a vertical bar chart with an average reference line and the busiest month highlighted, switchable between a department and a location view
- Departments to review, a ranked panel flagging attrition rate, open requisition signal, and remote share, with anything at thirty percent or above called out in red
- Employee roster table carrying all thirteen columns with sortable headers, status badges, and an inline tenure bar on every row
- Everything recalculates together – filtering to one location reshapes the whole page rather than a single chart
Benefits
- Replaces the monthly headcount spreadsheet and the manual chart refresh that goes with it
- Shows whether headcount is growing or shrinking on a consistent basis instead of across three separate reports
- Puts attrition, hiring, and remote share side by side, so the departments under pressure surface on their own
- Gives department heads a team-size read without anyone exporting the roster
- Turns a list HR already maintains into reporting, with no new system to buy or roll out
- Holds no salary, personal contact details, or protected attributes, so it can be shared far more widely than an HR export
- Opens in any browser and can be embedded directly into a SharePoint page
Details
- Build Method: Copilot Dashboard
- Chart Types: Radial gauge, KPI tiles, Sparkline, Area line, Vertical bar with average line, Ranked panel, Sortable table
Common Questions About the Employee Headcount Dashboard
What is this headcount dashboard built with?
It is built on a standard SharePoint employee list, with Microsoft 365 Copilot generating the dashboard page from that list. There is no third-party reporting tool and nothing to license beyond Microsoft 365. The charts, filters, and tables all live on one page that can be embedded in a SharePoint site – the kind of clean, maintainable reporting Greg Zelfond builds for HR teams.
What is included on the headcount dashboard?
A retention rate gauge, total headcount with its change against the prior period, and new hires with a sparkline. Below them sit a headcount trend line, hires by month with an average reference line, a departments to review panel covering attrition and remote share, and the full employee roster. A sidebar filters by department, location, employment type, work mode, and status.
Where does the dashboard data come from?
A single SharePoint list with thirteen columns – employee ID, name, job title, department, manager, location, employment type, work mode, hire date, termination date, tenure, employment status, and cost center. Most HR teams already keep a version of this list somewhere.
Does the dashboard refresh automatically from the SharePoint list?
This example carries its data with it, so it opens instantly and works offline, and it is refreshed by regenerating the page from the current list. When a live-refreshing view is the requirement instead, the same numbers can be charted with the Quick Chart web part directly on a SharePoint page, or with Power BI when scheduled refresh is needed.
Should we use Copilot, the Quick Chart web part, or Power BI?
It depends on how much you need. The Quick Chart web part is the lightest option – one chart, pointed at a list, no setup. A Copilot-generated dashboard suits a full page with filters and several linked charts that move together. Power BI earns its place when data volumes are large, sources need joining, or row-level security and scheduled refresh matter.
Can Greg build this dashboard for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he sets up the underlying list, shapes the columns so the charts are worth drawing, and builds the dashboard around the questions your leadership actually asks rather than the ones the data happens to answer. Reach out through the contact page.
