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Adaptive Insights LLC.

How to Use Custom Accounts for Actual and Budgeted Headcount

Below are two examples of how to add actual headcount data to Adaptive Insights and how to compare the actual headcount to the budgeted headcount.  One example is to compare the headcount by level only and the other example is to compare headcount by employee for each level.

Example 1:  Headcount by Level Only

Create the Custom Account:

To create the Custom Account, go to Modeling, to the Accounts section and select Custom Account:

Under Account Details, make the following selections:

Create the formula in the plan version:

Under Account Details, select Set Default Values and Formulas or select Formulas from the menu:

Make sure the applicable account has been selected and create a formula to pull Headcount from the Personnel Sheet:

 

Import Actual Headcount:

 

Example 2:  Headcount by Employee by Level

Create the Custom Account:

To create the Custom Account, go to Modeling, to the Accounts section and select Custom Accounts:

To get the details by employee from the Personnel Sheet to the Custom Account, the Custom Account will be linked to the Modeled Account in the Personnel Sheet:

Import Actuals by Employee:

The employee names are listed in the Split Label column and must be an exact match to the names in the Personnel Sheet.  If they do not match, the employees will display on a different row and will not be compared in the variance report.



 


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