Guide

DEI Metrics Dashboard Template

A dashboard of everything gets read once. The measures that survive contact with an executive team are the few that show a rate rather than a count, hold a level constant, and can be checked against a system somebody else owns. This covers which measures to report and the rules that keep them honest.

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Everything on this page is yours to copy and adapt. The courses cover the decisions behind it: what to charge, what to promise, and what to put in writing.

What yours needs to cover

✓ Representation by level, because the aggregate hides the pattern that matters
✓ Hiring rate by stage, so you can see where a pool narrows
✓ Promotion rate rather than promotion count
✓ Attrition compared against the organization-wide rate for the same period
✓ Pay gap measures, with a note on which are lawful to publish where you operate
✓ A minimum group size below which nothing is reported
✓ A source and an owner for every figure, so two reports can never disagree

How to use it

Agree the source of truth for each measure with the team that owns that system.
Set the minimum reporting threshold before you look at any results.
Report rates and trends. A single count with no denominator invites the wrong conclusion.
Show the same measures every quarter, including the quarters that go backwards.
Take pay analysis to legal counsel before it is circulated, wherever you operate.

DEI Metrics Dashboard Template FAQs

What DEI metrics should we track?

Representation by level, hiring rate by stage, promotion rate, attrition against the overall rate, and pay equity where you may analyse it. Five measures reported consistently beat twenty reported once.

How do you report on small teams without identifying people?

Set a minimum group size and refuse to report below it, aggregate levels or functions, and never publish a cross-tab that reduces to one or two people. Agree the threshold with your privacy team in advance.

Is there a workbook for this?

The measures and the rules are on this page and in Unit 3. The ready-built workbook that turns raw HR data into these measures is the paid DEI Metrics Workbook offered at checkout.

More DEI templates

DEI Policy Template View → DEI Strategic Plan Template View → Employee DEI Survey Template View → Inclusive Job Description Template View →

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