Project Management Employee Retention KPI Dashboard in Excel

In today’s rapidly evolving work environment, employee retention isn’t just an HR issue—it’s a project management necessity. If your top talent is walking out the door, so is your project’s continuity. That’s why we built the Project Management Employee Retention KPI Dashboard in Excel — a ready-to-use Excel template that empowers you to track retention trends, analyze performance, and take real-time action.

Whether you’re a project manager, HR professional, or team lead, this dashboard will help you visualize key retention KPIs, identify warning signs, and strengthen your workforce stability.

Key Features of the Employee Retention KPI Dashboard

7 Intelligently Designed Worksheets

• Home Sheet – Quick navigation to all key sections

• Dashboard Sheet – Visual summary with performance trends

• KPI Trend Sheet – Analyze retention metrics over time

• Actual Numbers Input Sheet – Feed MTD/YTD employee metrics

• Target Sheet – Set performance goals monthly and annually

• Previous Year Sheet – Store last year’s retention figures

• KPI Definition Sheet – Your go-to for formulas, units, and KPI types

Real-Time Dashboard with Monthly Selector

• View MTD (Month-to-Date) and YTD (Year-to-Date) metrics

• Conditional formatting shows up/down arrows for quick visual feedback

• See Actual vs Target vs Previous Year all in one glance

Interactive KPI Trend Sheet

• Select any KPI from a dropdown to track performance trends

• Visualize actual, target, and previous year values for MTD & YTD

Clear Data Input Sheets

• Just plug in your monthly values—no formula editing needed

• Use cell E1 to set the first month of the year for seamless tracking

What’s Inside the Employee Retention KPI Template?

Retention Metrics Visualized – See trends for KPIs like Voluntary Turnover, Internal Mobility, and Training Completion
Target Comparisons – Align your current performance with strategic goals
Year-over-Year Insights – Monitor retention improvements over time
Conditional Formatting – Arrows and color coding instantly flag issues
Dropdown Controls – Easily filter KPIs and months without confusion
Fully Editable – Modify KPIs, charts, layouts, and colors to suit your team

How to Use the KPI Dashboard in Excel

1. Open the Excel file and go to the Actual Numbers Input Sheet

2. Enter your MTD and YTD retention data for the current month

3. Add your targets in the Target Sheet for goal tracking

4. Enter last year’s data in the Previous Year tab

5. Navigate to the Dashboard to visualize performance

6. Use the Trend Sheet to analyze performance patterns

7. Refer to the KPI Definitions tab to keep things aligned

Who Can Benefit from This Template?

This dashboard is ideal for anyone involved in managing people and projects:

Project Managers – Track team continuity and engagement
HR Teams – Align retention KPIs with business outcomes
Team Leads – Monitor satisfaction and address turnover early
Department Heads – Justify resource planning with real data
Analysts – Convert employee metrics into actionable insights

Why Choose This Dashboard?

Boost Retention Rates – See red flags before people leave
Make Informed Decisions – Use MTD/YTD data to guide strategy
Customize Freely – No code, no limits, just Excel
Save Hours – Built-in formulas, dynamic visuals, and dropdowns
Stay Aligned – Share goals across project and HR teams

Click here to read the Detailed blog post

Visit our YouTube channel to learn step-by-step video tutorials

Watch the step-by-step video tutorial: