View the Google Sheet companion template.

ABOUT THE MODEL

This is a comprehensive forecast model for people-related expenses in an organization. Our Google Sheet template includes sample input data, calculated output data, and presentation dashboards. This model is fully customizable.

Key benefits:

• Data is stored in your Google Sheet or database.
• Easy data entry with spreadsheet tabs for input data (People, Benefits, etc)
• Multiple scenarios are easy to maintain using separate spreadsheet tabs.

METRICS FROM THE MODEL

• Number of people
• Salary expense
• Employer taxes - Cash basis
• Employer taxes - Effective Rate basis (same rate all year)
• Salary adjustments
• Bonus expense
• Vacation/Paid Time Off expense
• Benefit expense
• Payroll fees
• Recruiting expense
• Asset purchase required

Units of Time available:

• Month
• Quarter
• Half
• Year

Attributes for Grouping and Filtering data:

• Full/Part-time
• Location
• Department
• Initiative
• Scenario
• Add your own

RELEASE NOTES:

Version 53 (2/23/2024)

1. Improved functions to handle Missing Term Dates

Version 52 (2/16/2024)

1. Updated Logic for Equity Requests to be output within the forecast range
2. Removed Fixed assets from HEADCOUNT EXPENSE BY TYPE Schedule

Version 51 (10/18/2023)

1. The reporting calendar is now generated inside the model using our new Join String widget.
2. Added an option to connect an external reporting calendar instead of generating it internally. Use a Job Variable to configure.