HR Financial Services Dashboard — Excel Template

A ready-to-use HR analytics dashboard for banks, fintech, insurance, and wealth/asset management firms. Track workforce capacity, compliance, productivity, and retention in one clean Excel file—no macros, 100% editable, and built for HR, Ops, and CFO teams.

What it measures (prebuilt KPIs)

Workforce Capacity & Hiring

Total Headcount & FTE
Advisor-to-Client Ratio
Time to Hire (Analysts)

Risk & Compliance

Regulatory Training Compliance %
High-Performer Retention Rate

Productivity & Cost

Revenue per Employee
Absenteeism Rate
Overtime Hours per FTE
Employee Cost % of Revenue

Retention & Development

Employee Turnover Rate
Average Tenure (Years)
Training Completion Rate
Training Hours per Employee

Why financial services teams use it

Balance advisor coverage vs. active clients to protect service levels and AUM growth.
Prove ROI with productivity and cost ratios trusted by CFOs.
Stay audit-ready with training compliance at a glance.
Reduce flight risk by monitoring high-performer retention and tenure trends.

What’s inside

Executive KPI cards with variance vs. targets
Trend charts by business unit, branch, or role (advisors, analysts, ops)
Headcount & FTE bridges, cohort tenure views
Compliance heatmaps and training pipeline tracker
Clean data sheets + refresh instructions, slicers for entity, location, month
Works on Excel 365/2021 (Win & Mac); easy export to PDF/PowerPoint

SEO Essentials

Meta Title (≤60): HR Financial Services Dashboard Excel Template | KPIs & Compliance
Meta Description (≤160): Track advisor-to-client ratio, time to hire analysts, training compliance, revenue per employee, turnover, and overtime with a ready-to-use HR dashboard for financial services.
URL Slug: hr-financial-services-dashboard-excel
Primary Keywords: HR financial services dashboard, banking HR KPIs, advisor to client ratio Excel, training compliance dashboard
Secondary Keywords: revenue per employee finance, overtime hours per FTE, employee cost percentage of revenue, analyst time to hire, turnover and tenure report