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Headcount Planning
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Headcount Planning

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Headcount Planning

Find clarity and focus by drilling down to the data that matters
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As companies grow, so do the categories used to organize all employees. With spreadsheets, a grid of every possible combination is generally used leaving you with a sea of empty cells to look at and the important data more scattered than it should be. With Coda, we can define new departments, teams, and initiatives on the fly, then add only what combinations exist with the push of a button. This is an example doc showing how to make that happen along with being able to aggregate and display your data in any way you can dream up. The goal is to find more focus by narrowing down what you need to assess to only what exists and what applies.

Getting started is easy:

Define your
Big Rocks, Teams, & Departments
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Map our your
Job Role Tiers
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Add and assign employees in your
Employee Roster
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Click the button below and you’re up and running!

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Add only what you need with Coda buttons

Adding a new Team or Department could mean having to recreate all of your spreadsheets to fit the new value in. With Coda’s tables, its as easy as adding the new option as a new row. To make it even quicker, that can be programmed into a one-click button.
This button will add any new combinations found in the
Employee Roster
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.

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All options added!
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Headcount Table
1
Big Rock
Team
Department
Sub-Tier
Employee Count
1
Mobile App Design
Mobile
Engineering
P1
1
2
Mobile App Design
Mobile
Engineering
M2
1
3
Mobile App Design
AI
Design
​
1
4
Mobile App Design
Mobile
Design
P2
1
5
Mobile App Design
AI
Data
​
1
6
Mobile App Design
AI
Security
P2
2
7
Mobile App Design
Mobile
Data
​
2
8
Mobile App Design
AI
Design
M2
1
9
Mobile App Design
AI
Data
M3
1
10
Mobile App Design
AI
Security
P3
1
There are no rows in this table
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Grouping columns achieves the same grid layout you’re used while retaining the powerful advantage of keeping data in a table structure

Grouped View of Capacity Table
1
M2
M3
P1
P2
P3
​
Mobile App Design
10
Mobile
4
Data
1
2
Design
1
1
Engineering
2
1
1
AI
6
Data
2
1
1
Design
2
1
1
Security
2
2
1
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info

Aggregates and statistics roll up to their option tables easily and efficiently

Sub-Tier Counts
2
1
2
3
4
5
6
7
8
9
10
Sub-Tier
Employee Count
M1
0
M2
2
M3
1
M4
0
M5
0
P1
1
P2
3
P3
1
P4
0
P5
0
There are no rows in this table
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Sub-Tier Chart
2
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