John Youngkrantz of FirstKey Homes shares how his team went from Excel spreadsheets to manager coaching dashboards — and how HR data finally earned a seat at the finance table. A Pulse by HRBench episode for HR leaders in mid-market and PE-backed companies.
00:00 | Introduction: Meet John Youngkrantz, FirstKey Homes
03:07 | Why HR-Finance alignment matters in budgeting season
04:29 | Building a single source of truth with HRBench
05:34 | How headcount definitions create conflict between HR and Finance
06:46 | What changed this planning cycle vs. previous years
08:42 | The next step: pulling finance forecasts into HRBench
09:14 | Building manager coaching dashboards from scratch
10:32 | How HRBPs use data in their manager walkthroughs
12:32 | Key metrics: headcount, open recs, and turnover
14:52 | Why less metrics is more: focusing on decisions, not data
16:01 | How data dashboards elevated HR's credibility company-wide
18:32 | Before and after: from spreadsheet dumps to trend conversations
20:26 | Managing frontline worker turnover in real time
21:20 | John's closing advice: ask the right questions, give context not panic
Most HR teams know what it's like to be the report factory. Finance needs headcount numbers. A regional director wants termination data. A VP asks why turnover spiked last quarter. HR pulls the data, drops it in a spreadsheet, sends it over — and never hears back. That's not a partnership. That's a service desk.
John Youngkrantz, Payroll and HRIS Manager at FirstKey Homes, spent years watching that dynamic play out. FirstKey Homes operates across 29 markets and 16 districts throughout the US, with a large frontline workforce — service technicians and maintenance workers who go into homes every day. High frontline headcount means high turnover pressure. And high turnover pressure means HR data can't just sit in a spreadsheet.
On this episode of Pulse by HRBench, John walks through exactly how his team changed the way HR operates at FirstKey Homes — moving from reactive data delivery to proactive business partnership — and what that shift has meant for HR's credibility across Finance, Operations, and the field.
This past planning and budgeting season was the first time FirstKey Homes' HR team and Finance team worked together directly — and that's a big deal.
Before HRBench, Finance was pulling reports from every system they could get their hands on: the HRIS, the ATS, custom exports, manual files. HR was just one of many data sources in a fragmented process. There was no single source of truth, and every data pull created potential for misalignment.
"Finance is pulling year-to-date and prior-year data, checking for spikes, looking for roles that have increased during the year," John explains. "That's where our data comes into play."
With HRBench as the central hub, John's team was able to provide Finance with clean headcount reports, org chart data that included both active employees and open requisitions, and a consistent view of reporting structures across every district. That eliminated a major source of friction: the debate over whether someone counted as headcount.
"Could a temp or contractor be in the report? Or is it just a temp job that was only there for six months?" These questions used to create back-and-forth. Now, both teams are working from the same data.
The result wasn't just cleaner reports — it was a different kind of relationship. Finance started coming to HR proactively. Conversations replaced one-way data requests. And because the data was aligned, planning moved faster with less friction.
"There hasn't been much pushback. Everything has been aligning with the finance headcounts and reporting structures," John says. "It's been a better season for us."
Looking ahead, John's team wants to bring Finance's forecast data directly into HRBench — so they can track actuals versus forecast in one place, rather than bouncing between systems.
The Finance partnership is one part of the story. The manager coaching piece is where the operational impact really shows up.
Before HRBench, John's team built spreadsheets — new hires, active headcount, terminations — and handed them to managers. "There was no narrative around it. It was just: here's the data." Managers were expected to interpret the numbers themselves, draw their own conclusions, and decide what to do. Most didn't.
When FirstKey Homes went live with HRBench about 18 months ago, John's team didn't just rebuild the reports in a new tool. They rethought the entire approach.
"We studied the dashboard matrix and asked: what do managers actually need? We don't want to throw a bunch of metrics into a dashboard." So they partnered with their HRBP team — the HR business partners who own relationships with each district and its managers — and asked them a simple question: what does your walkthrough style look like? What do you talk about when you sit down with a manager?
The answer shaped everything. Each HRBP now has a dashboard built around the decisions their managers are actually responsible for. The three core metrics in every walkthrough: headcount, open requisitions, and turnover. Everything else is available if needed, but the conversation starts there.
"You don't want to overload the system. You don't want to provide all these metrics that managers don't really care about upfront. We need to get to the meat and potatoes."
The walkthroughs themselves have changed. HRBPs now walk into a district meeting with trend data — rolling 12-month views, month-over-month comparisons, and market-level breakdowns within a district. They can filter by role, tenure band, or voluntary versus involuntary terminations. They can drill into which managers have the highest departures. They can show a spike in turnover and immediately tie it to a context marker — like annual bonus payout season, which John notes is a reliable driver of post-bonus turnover across many companies.
"They're able to go to the managers with a trend. They're able to show the trend instead of just talking numbers."
The real measure of whether HR data is working isn't whether managers can see it — it's whether managers do something different because of it.
John is careful not to overclaim here. The change is early, and it's still being driven largely by the HRBP team. But there are real signals that manager behavior is shifting.
HRBPs can now help managers isolate root causes instead of reacting to headline numbers. Is turnover concentrated among employees in their first six months? That's an onboarding problem. Is it happening at the two-to-three year mark? That might be a compensation or career growth issue. Are certain roles churning faster than others? That's a staffing model question.
"We can isolate the root cause and give those managers a better understanding of — hey, maybe we need to do performance rechecks, engagement surveys."
That's a fundamentally different conversation than "your turnover was 18% last quarter." One creates panic. The other creates a plan.
For a company with a large frontline workforce, this matters beyond just retention metrics. Frontline industries face persistent labor shortages. Every unnecessary turnover event means recruiting costs, training costs, and productivity loss during ramp-up. Getting ahead of turnover with data — rather than scrambling to replace people after they leave — is a direct operational and financial benefit.
The credibility question is ultimately what ties all of this together. HR teams in PE-backed and mid-market companies face a consistent challenge: being seen as a strategic function rather than a support function. Data is the bridge.
"Whenever we first rolled out these dashboards, it was very key to show these managers and upper management the ability to see what decisions they as managers need to make — whether that's staffing gaps, engagement drag, overtime spikes, workload."
When HR shows up with trend data, context, and a clear connection between people decisions and business outcomes, the conversation changes. Finance comes to HR. Directors listen in walkthroughs. Managers start asking better questions. The data starts driving decisions instead of sitting in an inbox.
John's closing advice for HR leaders trying to get there: don't start with all the metrics. Start with the decisions the manager is responsible for, and build backward from there. Give them a 90-day view, not a snapshot. Show them the trend. Work with them on root causes. And don't create panic — create a plan.
"You don't just want to pull up last month. You want to make sure you're doing a 90-day, 60-day, three-month view. Show them the trend, what's causing it, and how they can actually fix it. That's what our HRBPs are doing."
That's what it looks like when HR earns credibility. Not by asking for a seat at the table — but by showing up with data that makes every other seat better.