Transfers & Promotions Analytics Dashboard
Introduction
This dashboard provides comprehensive insights into internal mobility patterns across the organization, focusing on departmental transfers and promotions. By tracking these movements, HR leaders and executives can identify career progression trends, assess talent mobility effectiveness, and make data-driven decisions to improve retention and career development programs. The dashboard highlights promotion rates, transfer patterns, and internal mobility metrics to support strategic workforce planning and talent management initiatives.
Dashboard Row-by-Row Breakdown
Row 1: Executive Summary
Section Name: Key Mobility Metrics
KPIs to Display:
1. Internal Mobility Rate
▪ Calculation: (Total transfers + promotions) / Average headcount × 100
▪ Display: Large number with previous period comparison
2. Promotion Rate
▪ Calculation: Total promotions / Average headcount × 100
▪ Display: Large number with previous period comparison
3. Transfer Rate
▪ Calculation: Total transfers / Average headcount × 100
▪ Display: Large number with previous period comparison
4. Average Time in Role Before Promotion
▪ Calculation: Average months employees spent in previous role before promotion
▪ Display: Large number with previous period comparison
Visualization: KPI Cards
• Chart Type: Metric cards with trend indicators
• Data Dimensions: Current value, percent change from previous period
• Color Scheme: Green for positive changes, red for negative changes
• Tooltip Information: Definition of metric, calculation method, historical trend
Recommended Filters:
• Time period (Last 30 days, Quarter, Year, YTD, Custom)
• Department
• Job level
• Location
Row 2: Promotion Trends
Section Name: Promotion Analysis
Visualization 1: Promotion Trends Over Time
• Title: "Monthly Promotion Trends"
• Chart Type: Line chart with option to switch to bar chart
• Data Dimensions:
▪ X-axis: Months (last 12 months)
▪ Y-axis: Number of promotions
▪ Segments: Department (color-coded)
• Color Scheme: Categorical palette with distinct colors for each department
• Tooltip Information: Month, department, number of promotions, % change from previous month
Visualization 2: Promotion Distribution by Department
• Title: "Promotion Distribution by Department"
• Chart Type: Horizontal bar chart
• Data Dimensions:
▪ Y-axis: Department names
▪ X-axis: Number of promotions
▪ Secondary metric: Promotion rate (promotions/department headcount)
• Color Scheme: Single color with intensity variation based on promotion rate
• Tooltip Information: Department name, headcount, number of promotions, promotion rate
Visualization 3: Promotion Velocity by Job Level
• Title: "Average Time to Promotion by Job Level"
• Chart Type: Horizontal bar chart
• Data Dimensions:
▪ Y-axis: Job levels
▪ X-axis: Average months in role before promotion
• Color Scheme: Sequential color scale (light to dark)
• Tooltip Information: Job level, average months to promotion, number of employees promoted
Recommended Filters:
• Time period
• Department
• Job level
• Promotion type (vertical vs. lateral)
Row 3: Transfer Analysis
Section Name: Departmental Transfers
Visualization 1: Transfer Flow Between Departments
• Title: "Interdepartmental Transfer Flow"
• Chart Type: Sankey diagram
• Data Dimensions:
▪ Left nodes: Source departments
▪ Right nodes: Destination departments
▪ Flow width: Number of transfers
• Color Scheme: Color flows by source department
• Tooltip Information: Source department, destination department, number of transfers, % of total transfers
Visualization 2: Net Transfer Balance by Department
• Title: "Department Transfer Balance"
• Chart Type: Diverging bar chart
• Data Dimensions:
▪ Y-axis: Department names
▪ X-axis: Net transfers (incoming - outgoing)
• Color Scheme: Diverging (red for negative, green for positive)
• Tooltip Information: Department, incoming transfers, outgoing transfers, net balance
Table: Top Transfer Paths
• Title: "Top Transfer Paths"
• Column Headers:
▪ Source Department
▪ Destination Department
▪ Number of Transfers
▪ % of Total Transfers
▪ YoY Change
• Sorting Capabilities: Sortable by all columns
• Conditional Formatting: Color coding for YoY change (green for positive, red for negative)
• Export Options: CSV, Excel, PDF
Recommended Filters:
• Time period
• Source department
• Destination department
• Job level
Row 4: Career Progression Analysis
Section Name: Career Path Tracking
Visualization 1: Job Title Progression Pathways
• Title: "Common Career Progression Paths"
• Chart Type: Network diagram or tree map
• Data Dimensions:
▪ Nodes: Job titles
▪ Connections: Frequency of moves between titles
• Color Scheme: Group by department or job family
• Tooltip Information: Job title, number of employees who held this title, common next roles
Visualization 2: Promotion Timeline by Job Title
• Title: "Average Time to Promotion by Job Title"
• Chart Type: Horizontal bar chart
• Data Dimensions:
▪ Y-axis: Top 10 job titles (by volume)
▪ X-axis: Average months to promotion
• Color Scheme: Single color with intensity variation
• Tooltip Information: Job title, average months to promotion, number of promotions
Table: Career Progression Details
• Title: "Career Progression Details"
• Column Headers:
▪ Previous Job Title
▪ New Job Title
▪ Average Time in Previous Role (months)
▪ Number of Employees
▪ Average Performance Rating
• Sorting Capabilities: Sortable by all columns
• Conditional Formatting: Highlight rows with shortest/longest progression times
• Export Options: CSV, Excel, PDF
Recommended Filters:
• Department
• Job family
• Time period
• Job level
Row 5: Detailed Mobility Records
Section Name: Individual Mobility Records
Table: Recent Transfers and Promotions
• Title: "Recent Internal Movements"
• Column Headers:
▪ Employee Name
▪ Movement Type (Transfer/Promotion)
▪ Previous Department
▪ New Department
▪ Previous Job Title
▪ New Job Title
▪ Effective Date
▪ Time in Previous Role (months)
• Sorting Capabilities: Sortable by all columns
• Conditional Formatting:
▪ Highlight promotions in one color, transfers in another
▪ Flag moves that occurred in less than 6 months in role
• Export Options: CSV, Excel, PDF
• Pagination: 10 records per page with option to change
Recommended Filters:
• Movement type (Transfer/Promotion/Both)
• Date range
• Department
• Job title
• Employee name search
Row 6: Mobility Impact Analysis
Section Name: Performance and Retention Impact
Visualization 1: Post-Mobility Retention
• Title: "Retention Rate After Internal Movement"
• Chart Type: Line chart
• Data Dimensions:
▪ X-axis: Months after movement (0-24 months)
▪ Y-axis: Retention rate (%)
▪ Segments: Movement type (promotion vs. transfer)
• Color Scheme: Distinct colors for promotion vs. transfer
• Tooltip Information: Month, retention rate, number of employees, comparison to overall retention
Visualization 2: Performance Before vs. After Movement
• Title: "Performance Rating Changes After Movement"
• Chart Type: Stacked bar chart
• Data Dimensions:
▪ X-axis: Movement type (Promotion, Lateral Transfer, Cross-Functional Transfer)
▪ Y-axis: Percentage of employees
▪ Segments: Performance change (Improved, Maintained, Declined)
• Color Scheme: Green (improved), yellow (maintained), red (declined)
• Tooltip Information: Movement type, performance change category, percentage, number of employees
Table: Mobility Impact Metrics
• Title: "Mobility Impact Summary"
• Column Headers:
▪ Department
▪ Total Movements
▪ 6-Month Retention Rate
▪ 12-Month Retention Rate
▪ Average Performance Change
▪ Engagement Score Change
• Sorting Capabilities: Sortable by all columns
• Conditional Formatting: Color coding for retention and performance metrics
• Export Options: CSV, Excel, PDF