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Excel Automation Templates for People Leaders

Headcount & budget, hiring pipeline, and PTO — three formula-driven trackers in one workbook, ready to customize.

Headcount & budget, hiring pipeline, and PTO — three formula-driven trackers in one workbook, ready to customize.

Three trackers people leaders reach for constantly, pre-built with real formulas so the numbers update themselves: a headcount & budget tracker with department rollups, a hiring pipeline with an automatic days-in-stage counter and funnel summary, and a PTO tracker where balances update from a simple request log. No macros, no add-ins — works in Excel or Google Sheets. Instant digital download.

Includes: Quick-Start Guide (.docx) + 3-Tab Workbook (.xlsx)

Instant digital download — delivered immediately after purchase.

Instant Download
Digital Toolkit
Instant download after purchase
$79

Delivered as downloadable files — yours to keep and reuse.

Build It With Your Team

This toolkit's companion Lab is Lab 19: Strategic Prioritization — a facilitated session that builds the underlying skill with your whole team, no external trainer required.