HR Workforce

Ensure organizational health and capacity.

Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.
Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.
Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.
Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.

HR Workforce Dashboards: Data Sources

Effective HR workforce dashboards rely on integrating data from multiple systems that reflect the full employee lifecycle — from hiring to performance, engagement, and retention. Below are the key data sources typically used, along with the insights they enable.

Human Resource Information System (HRIS)

Examples: Workday, BambooHR, HiBob, SAP SuccessFactors, Oracle HCM

Core data:

Employee demographics (role, department, location)
Employment status (active, leave, terminated)
Start dates, tenure, contract type
Manager relationships, org structure

Key insights enabled:

Headcount & workforce composition
Attrition and retention trends
Tenure analysis
Diversity & inclusion metrics

This is usually the system of record and the backbone of any HR dashboard.

Applicant Tracking System (ATS)

Examples: Greenhouse, Lever, Workable, iCIMS

Core data:

Job openings and requisitions
Candidate pipeline stages
Time-to-hire and time-to-fill
Offer acceptance rates
Source of hire (job boards, referrals)

Key insights enabled:

Hiring funnel efficiency
Recruitment bottlenecks
Cost-per-hire (when combined with finance data)
Talent source performance

Payroll & Compensation Systems

Examples: ADP, Gusto, Paychex, Deel, Remote

Core data:

Salaries, bonuses, commissions
Payroll costs by department
Overtime and benefits costs
Pay changes over time

Key insights enabled:

Workforce cost analysis
Compensation equity and benchmarking
Budget vs actual labour spend
Revenue-per-employee (with finance data)

Time, Attendance & Scheduling Tools

Examples: Kronos, Deputy, Toggl, Clockify

Core data:

Hours worked
Absenteeism and lateness
Shift coverage
Overtime hours

Key insights enabled:

Productivity indicators
Burnout and workload risk
Staffing optimisation
Compliance monitoring

Performance Management Systems

Examples: Lattice, 15Five, Culture Amp, Betterworks

Core data:

Performance ratings
Goal progress (OKRs)
Manager feedback
Promotion history

Key insights enabled:

High-performer identification
Performance vs compensation alignment
Manager effectiveness
Succession planning signals

Employee Engagement & Survey Tools

Examples: Culture Amp, Glint, Peakon, Qualtrics

Core data:

Engagement scores
Pulse survey responses
eNPS (employee net promoter score)
Qualitative feedback themes

Key insights enabled:

Engagement trends by team or manager
Early attrition risk indicators
Culture and morale tracking
Impact of leadership changes

Learning & Development Platforms (LMS)

Examples: Docebo, Coursera for Business, LinkedIn Learning

Core data:

Course completion rates
Skills acquisition
Training hours per employee
Certification status

Key insights enabled:

Skills gaps and readiness
Training ROI
Internal mobility potential
Compliance training coverage

IT & Access Management Systems

Examples: Okta, Azure AD, Google Workspace

Core data:

System access levels
Joiner/mover/leaver events
Device assignments

Key insights enabled:

Onboarding/offboarding efficiency
Security and compliance signals
Operational readiness metrics

Finance & Business Systems (Contextual)

Examples: ERP, revenue systems, BI tools

Core data:

Revenue by department
Budget allocations
Cost centres

Key insights enabled:

Revenue per employee
HR spend vs business outcomes
Workforce planning and forecasting

Bringing It All Together

A modern HR workforce dashboard typically:

Centralises data into a warehouse or analytics layer
Standardises definitions (e.g. attrition, headcount, performance)
Combines HR and business data to show impact, not just activity
Serves multiple audiences: HR leaders, executives, people managers

The result is not just reporting—but decision-ready insight into hiring, retention, performance, and workforce cost.

HR Workforce

HR Workforce

Ensure organizational health and capacity.

HR Workforce Dashboards: Data Sources

HR Workforce Dashboards: Data Sources

Effective HR workforce dashboards rely on integrating data from multiple systems that reflect the full employee lifecycle — from hiring to performance, engagement, and retention. Below are the key data sources typically used, along with the insights they enable.

Effective HR workforce dashboards rely on integrating data from multiple systems that reflect the full employee lifecycle — from hiring to performance, engagement, and retention. Below are the key data sources typically used, along with the insights they enable.

Human Resource Information System (HRIS)

Examples: Workday, BambooHR, HiBob, SAP SuccessFactors, Oracle HCM

Core data:

Employee demographics (role, department, location)

Employment status (active, leave, terminated)

Start dates, tenure, contract type

Manager relationships, org structure

Key insights enabled:

Headcount & workforce composition

Attrition and retention trends

Tenure analysis

Diversity & inclusion metrics

This is usually the system of record and the backbone of any HR dashboard.

Applicant Tracking System (ATS)

Examples: Greenhouse, Lever, Workable, iCIMS

Core data:

Job openings and requisitions

Candidate pipeline stages

Time-to-hire and time-to-fill

Offer acceptance rates

Source of hire (job boards, referrals)

Key insights enabled:

Hiring funnel efficiency

Recruitment bottlenecks

Cost-per-hire (when combined with finance data)

Talent source performance

Payroll & Compensation Systems

Examples: ADP, Gusto, Paychex, Deel, Remote

Core data:

Salaries, bonuses, commissions

Payroll costs by department

Overtime and benefits costs

Pay changes over time

Key insights enabled:

Workforce cost analysis

Compensation equity and benchmarking

Budget vs actual labour spend

Revenue-per-employee (with finance data)

Time, Attendance & Scheduling Tools

Examples: Kronos, Deputy, Toggl, Clockify

Core data:

Hours worked

Absenteeism and lateness

Shift coverage

Overtime hours

Key insights enabled:

Productivity indicators

Burnout and workload risk

Staffing optimisation

Compliance monitoring

Performance Management Systems

Examples: Lattice, 15Five, Culture Amp, Betterworks

Core data:

Performance ratings

Goal progress (OKRs)

Manager feedback

Promotion history

Key insights enabled:

High-performer identification

Performance vs compensation alignment

Manager effectiveness

Succession planning signals

Employee Engagement & Survey Tools

Examples: Culture Amp, Glint, Peakon, Qualtrics

Core data:

Engagement scores

Pulse survey responses

eNPS (employee net promoter score)

Qualitative feedback themes

Key insights enabled:

Engagement trends by team or manager

Early attrition risk indicators

Culture and morale tracking