I can offer an in-place calculation, but it can also be converted to a separate report.
Formula for 'Retained' calculation:
=--(SUMPRODUCT(--(C2=$C$2:$C$11);(--(MONTH(B2)+1=MONTH($B$2:$B$11)))+(--(MONTH(B2)-1=MONTH($B$2:$B$11))))>0)
Array formula for 'Retention %' calculation (for employee across all clients):
{=SUM(IF(A2=$A$2:$A$11; IFERROR(1/(COUNTIFS($A$2:$A$11; A2; $C$2:$C$11; $C$2:$C$11;$D$2:$D$11;1));0); 0))/SUMPRODUCT(1/COUNTIF($C$2:$C$11;$C$2:$C$11))}
Edit:
Just add example with an percentage report in a separate table. Same formula, just moved to new area:
{=SUM(IF(G2=$A$2:$A$11; IFERROR(1/(COUNTIFS($A$2:$A$11; G2; $C$2:$C$11; $C$2:$C$11;$D$2:$D$11;1));0); 0))/SUMPRODUCT(1/COUNTIF($C$2:$C$11;$C$2:$C$11))}
Lepaya
lepaya.com › blog › how-to-calculate-employee-retention-rate
What is an Employee Retention Rate and How to Calculate It
January 17, 2023 - The employee retention rate calculation ... it’s the number of individual employees who remained employed throughout the whole measurement period divided by the number of employees at the beginning of the measurement period x 100...
Reddit
reddit.com › r/humanresources › employee retention rate calculation
r/humanresources on Reddit: Employee Retention Rate Calculation
June 21, 2023 -
Hello, wondering if someone more experienced in HR Analytics could help me clarify a formula for calculating employee retention rates?
I'd also like to clarify:
-
I am seeing contradicting information online from new hires should be counted to no, new hires should not be counted - what is the right way to measure this?
-
Can employee retention rates be over 100%?
Thanks!
What is HR retention rate?
HR retention rate is a metric used to measure the percentage of employees who remain employed by a company over a specific period, accounting for new hires during that time. It reflects the effectiveness of HR strategies in retaining valuable employees. A higher HR retention rate indicates a stable and motivated workforce, contributing to the organization's overall success and reduced turnover costs.
drlogy.com
drlogy.com › home › calculator › faqs › how do i calculate retention rate in excel?
How do I calculate retention rate in Excel? | Drlogy
How do you Analyze employee retention?
To analyze employee retention, HR teams gather data on employee turnover rates over specific periods. They identify trends, patterns, and reasons for attrition. Conducting exit interviews can provide insights into employees' reasons for leaving. Analyzing employee satisfaction surveys helps understand employee engagement and job satisfaction levels. Tracking key retention metrics, such as employee retention rate and turnover rate, allows HR to assess the effectiveness of retention strategies and make data-driven decisions for improvement.
drlogy.com
drlogy.com › home › calculator › faqs › how do i calculate retention rate in excel?
How do I calculate retention rate in Excel? | Drlogy
What is the employee retention rate in India?
The employee retention rate in India varies across industries and sectors. In recent years, the average retention rate has been around 70% to 80% in India, though it may differ based on the specific industry, company culture, and region. High-demand industries such as IT and technology often experience higher attrition rates due to competitive job opportunities. Organizations in India focus on implementing effective retention strategies to maintain a stable and committed workforce amidst talent competition and changing workforce expectations.
drlogy.com
drlogy.com › home › calculator › faqs › how do i calculate retention rate in excel?
How do I calculate retention rate in Excel? | Drlogy
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Indzara Support
support.indzara.com › support › solutions › articles › 62000152528-employee-retention-dashboard-excel-step-by-step-user-guide
Employee Retention Dashboard (Excel) - User Guide : Indzara Support
March 20, 2023 - Number of active Employees during the period) * 100 · Retention Rate: (Number of Exits from Employees active at the Beginning of the period /Number of Employees active at the beginning of the period) * 100
The Bricks
thebricks.com › resources › guide-how-to-calculate-retention-rate-in-excel
How to Calculate Retention Rate in Excel
February 12, 2025 - Retention Rate = ((Number of customers at the end of the period - Number of new customers during the period) / Number of customers at the start of the period) * 100 · Now, let’s see how we can bring this formula to life in Excel.
Wall Street Prep
wallstreetprep.com › home › retention rate
Retention Rate | Formula + Calculator
September 18, 2024 - The retention rate formula subtracts the number of new customers from the number of ending customers, which is then divided by the number of beginning customers.
Indeed
indeed.com › home › hiring resources › calculating retention rate (with 3 examples)
Calculating Retention Rate (With 3 Examples)
4 days ago - (Total number of employees at the start of the time period) – (the number of employees who left during the time period) = (the number of original employees who remain at the end of the time period) Using your final value from the first part, calculate the final retention rate with the last part of the formula:
Drlogy
drlogy.com › home › calculator › faqs › how do i calculate retention rate in excel?
How do I calculate retention rate in Excel? | Drlogy
September 29, 2025 - Monitoring turnover, conducting ... retention. The formula for turnover rate is: Turnover Rate = ((Number of Employees Who Left / Average Number of Employees) * 100)....
Leapsome
leapsome.com › blog › 10 key employee retention metrics to track
10 Employee Retention Metrics HR Should be Tracking
November 5, 2025 - To calculate retention rate per category, follow this formula: Employee retention rate per category = (Total number of employees in category - Number of employees who left in category) ÷ Total number of employees in category
CustomerGauge
customergauge.com › the ai first b2b customer intelligence platform › blog index › how to calculate customer retention rate in excel [analysis template]
How to Calculate Customer Retention Rate in Excel [Analysis Template]
March 10, 2023 - To calculate your retention rates using our Excel Sheet, you'll need three datasets.
ExcelDataPro
exceldatapro.com › home › excel templates › hr metrics templates › download employee retention rate calculator excel template
Download Employee Retention Rate Calculator Excel Template - ExcelDataPro
September 24, 2020 - Applying the retention Formula, 80 / 86 X 100 = 93.02 % Retention Rate · Now to calculate the Attrition Rate, 86 – 80 = 6 / 86 X 100 = 6.98 % Attrition Rate · You can use our ready template to calculate the attrition rate.
Microsoft Fabric Community
community.fabric.microsoft.com › t5 › Desktop › How-To-Calculate-Annual-Retention-Rate-Month-Over-Month › m-p › 3813918
Solved: How To Calculate Annual Retention Rate Month-Over-... - Microsoft Fabric Community
April 8, 2024 - The goal: to calculate an annual retention rate trending month-over-month. Retention Calculation: (Headcount at end of reporting period) / (Headcount at beginning of reporting period); New Hires are NOT counted in this calculation.
Built In
builtin.com › recruiting › employee-retention-rate
Employee Retention Rate: What It Is and How to Calculate It | Built In
October 30, 2025 - Retention rate is calculated by dividing the number of employees on the last day of a given time period by the number of employees on the first day. The formula is:
Sourcetable
sourcetable.com › how-to-excel › how-to-calculate-employee-turnover-rate-in-excel
How To Calculate Employee Turnover Rate In Excel
Use the formula: (Number of Separations / Average Number of Employees) * 100. Calculate the average number of employees by adding the headcount at the start and end of the period, then dividing by two.
Published October 30, 2024
ForUsAll
forusall.com › 401k-blog › calculate-employee-turnover-and-retention
How To Calculate Employee Turnover and Retention Rates - 5 Useful Formulas | ForUsAll Blog
July 2, 2018 - Retention equals** number of employees who stayed for the whole time period*** divided by the number of employees you had at the start of the time period. We then **multiply the result by 100 to get our retention rate. ** ... *You can also cut the ‘multiply by 100’ part of the retention ...
Lattice
lattice.com › articles › how-to-calculate-employee-retention-rate
How to Calculate Employee Retention Rate | Article | Lattice
August 15, 2025 - Then, multiply that number by 100 to get your employee retention rate. This is expressed as a formula below.
Process.st
process.st › home › how to › how to calculate customer retention rate in excel
How to Calculate Customer Retention Rate in Excel
December 12, 2023 - Customer retention rate is a crucial metric for businesses to measure their success in retaining customers. With the use of Excel, this calculation can be done efficiently and accurately. In this section, we will guide you through the step-by-step process of calculating customer retention rate in Excel.
LinkedIn
linkedin.com › all › hr metrics
How do you create a retention dashboard in Excel to visualize your HR metrics?
June 6, 2023 - Retention rate = (Number of employees at end of period - Number of employees hired during period) / Number of employees at start of period · You can use this formula to calculate your retention rate for each cohort and time period in your data ...
Quora
quora.com › How-can-you-calculate-a-retention-rate-in-Excel
How to calculate a retention rate in Excel - Quora
Answer: Using the Jeff Haden formula: Customer Retention Rate = ((CE-CN)/CS)) X 100 CE = number of customers at end of period CN = number of new customers acquired during period CS = number of customers at start of period
Zendesk
zendesk.com › blog › calculate-customer-retention-rate
Customer retention rate + formula: A guide for 2025
August 11, 2025 - Say a company has 100 customers at the start of the period (S), ends the period with 100 customers (E), and adds 10 customers over the period (N). The organization has a customer retention rate of 90 percent: [(100-10)÷100] x 100 = 90%. By ...