The template consists of three core sheets:

1. Main Dashboard (One-Page View): The central hub displaying key metrics, tables, and visualizations.
2. Employee Database: A comprehensive table containing all employee information with filtering and sorting capabilities.
3. Client Database: A parallel database for tracking client details, engagement status, and service history.

Table Structures and Column Definitions

Main Dashboard (One-Page View)

This single sheet combines data from both databases into a unified format with embedded visualizations. The layout is divided into four key sections:

1. Executive Summary Metrics (Top Section): Displays real-time KPIs such as Total Employees, Active Clients, Client Retention Rate, and Employee Turnover Rate.
2. Employee Table: A filtered table showing employee names, roles, departments, employment status (Active/Inactive), hire date, and performance rating.
3. Client Table: Displays client names, contact information, industry sector, assigned account manager (linked to employee ID), contract status (Active/Expired/Terminated), and last interaction date.
4. Dashboards & Charts: Includes visualizations for employee distribution by department, client growth over time, and performance vs. client satisfaction metrics.

Employee Database (Separate Sheet)

This sheet contains the master dataset of all employees with the following columns:

• Employee ID (Text/Number): Unique identifier (e.g., EMP001).
• Name (Text): Full name of employee.
• Role/Position (Text): Job title or designation.
• Department (Text): Department affiliation (e.g., Marketing, IT, HR).
• Hire Date (Date): Date of employment.
• Status (Dropdown: Active, Inactive, On Leave): Current employment status.
• Performance Rating (Number 1–5): Annual performance evaluation score.
• Email (Text/Email format validation).
• Phone Number (Text with formatting).
• Last Review Date (Date): Date of the last performance review.

Client Database (Separate Sheet)

This sheet serves as the central client repository with these columns:

• Client ID (Text/Number): Unique identifier (e.g., CLI001).
• Company Name (Text): Full legal name of the client organization.
• Contact Person (Text): Primary point of contact.
• Email (Email validation).
• Phone Number.
• Industry Sector (Dropdown: Tech, Healthcare, Education, Finance, etc.).
• Assigned Employee ID: Links to the employee managing this client.
• Contract Start Date / End Date: Dates for service agreements.
• Contract Status (Dropdown: Active, Expired, Terminated).
• Last Interaction Date (Date): When the client was last contacted or serviced.
• Satisfaction Score (Number 1–5): Client feedback score from surveys or reviews.

Formulas Required

To maintain automation and accuracy, the following formulas are embedded:

• =COUNTA(Employee Database!$B$2:$B$1000): Counts total employees on Main Dashboard.
• =COUNTIF(Client Database!$K$2:$K$1000,"Active"): Counts active clients.
• =ROUND(COUNTIFS(Employee Database!$F$2:$F$1000,"Active",Employee Database!$G$2:$G$1000,">3")/COUNTIF(Employee Database!$F$2:$F$1000,"Active"),2): Calculates percentage of high-performing active employees.
• =VLOOKUP(A2,Employee Database!$A:$L,2,FALSE): Auto-populates employee names in the Client Table based on assigned ID (used across sheets).
• =IF(AND(E2>TODAY()-90,E2: Flags clients needing follow-up within 90 days.