Create editable, presentation-ready org charts in minutes. Built to update as quickly as your organization changes. So you can stop wasting time on formatting and focus on what really matters.
Finally, professional
org charts done right.
Finally, professional
org charts done right.
Create editable, presentation-ready org charts in minutes. Built to update as quickly as your organization changes. So you can stop wasting time on formatting and focus on what really matters.
Your org chart headaches end here
Reorgs and new hires shouldn’t derail your week. Static images, formatting battles, and version chaos waste time and slow decisions.
Built by an HR pro, Savvy Org Charts quickly and easily turns your employee data into accurate, editable org charts without ever leaving Excel. No more rebuilding from scratch. Just one chart that’s always current and ready to share.
With org analytics built in, you can go beyond reporting to shape strategy, guiding decisions about structure, talent, and growth.
And because your time is finally your own again, you can use it for the things that really matter. Launch a new initiative, go for a run, plant that vegetable garden… whatever makes your work more meaningful and your life a little fuller.
PRAISE FROM A HAPPY CUSTOMER
“This is the tool others have been trying to create for decades. Because it runs in Excel—software I use every day—it dramatically reduces the manual effort of creating and revising org charts, making org design and scenario planning easier and more impactful.”
See how it works
Demo: Savvy Org Charts builds org charts, succession plans, and HR analytics from your Excel data, then exports to PowerPoint — without leaving Excel.
Built by an HR pro who gets it
Reclaim your time
Quickly create org charts from your existing employee data. Skip the onboarding. Just select your Employee ID, Name and Manager columns from any existing Excel data and build your hierarchy in seconds.
Keep data secure
Everything happens in Excel. No uploads, no external platforms, and no new tools to approve, so your data stays under your existing security controls.
The Microsoft 365 Certification logo represents that this app has achieved Microsoft 365 Certification. In addition to app security, this program reviews the practices and procedures the app publisher employs. While customer data is under control of the app publisher, you can rest assured that Microsoft has validated that the app will handle it in a safe and secure manner.
Understand today. Plan for tomorrow.
Spot structural issues like too many layers, uneven spans of control, or pay gaps. Model scenarios, compare options side by side, and make decisions based on data, not hunches.
Make confident talent decisions
Highlight high potentials, critical roles, and key attributes with customized icons and colors. Choose the fields that matter — performance, readiness, tenure, demographics— and reviews move faster with fewer misses.
Stay current & presentation-ready
Make changes as your org shifts, then export to PowerPoint with full editability. Resize, move, and customize right in your presentation. No static screenshots, no reformatting headaches, and everyone always sees the latest version.
Built for how you actually work
Key features:
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Build professional org charts directly in Excel using your existing organizational data. Your org data stays in Excel with no uploads to external platforms, so your sensitive personnel information remains entirely under your control. Created for Excel users by Excel experts, this add-in leverages your existing skills with no new software to learn.
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Unlike traditional org chart solutions that produce static images, Savvy Org Charts creates fully editable diagrams. Make instant changes to your chart structure, update information, or adjust designs without rebuilding from scratch. Your org charts remain fluid and adaptable as your organization evolves.
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Explore org changes before you make them. Add or eliminate roles, shift reporting lines, adjust pay, and move whole teams in bulk, then compare each scenario side by side with your current state. Put dates on changes to see the org as it will look on any day, and include dotted-line reporting for matrix teams. Already have a plan in a spreadsheet? Import it straight into a scenario.
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Get immediate visibility into the health and structure of your organization, by leader or by department. Surface key metrics like management layers, span of control, same-level reporting, workforce cost, and role changes, plus talent, succession, and skills metrics when you track them. Click any metric to drill into the people behind it, or build an org chart straight from the results. Compare metrics across leaders, departments, or scenarios, and export any analysis to Excel.
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Run talent reviews on the org chart your leaders already know. Plot people on any two fields you track, so the 9-box is one option rather than the only one. Calibrate across the whole organization, see retention risk next to high potential, and take the grid straight into your review deck.
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Name successors and their readiness for every role, then see your bench right on the chart. Bench strength, critical role coverage, who is ready now, and which roles have nobody behind them are each one click away. Set a slate once for a role and it carries to everyone in that role. Switch the chart to a succession view to show leaders who is next, not just who reports to whom.
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Map the skills people have against the skills their roles need. A heat map shows where the gaps sit by team or role, and role matching finds the people who already fit an opening. Track skills and competencies side by side, using proficiency levels you define.
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Plan headcount and cost month by month. Date each change, view the organization as of any date, and roll cost up by department, location, or leader, including bonus, FTE, and fully loaded cost. Compare the plan against today so the budget conversation starts from real numbers.
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Set targets for span of control, layers, cost, bench strength, and more, by leader or by department. Every metric shows how it measures against its goal, so you can see which parts of the organization are on track and which need attention. Setting goals for everyone at once? Import them from a spreadsheet.
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Choose 1, 2, or 3-level hierarchies for the right level of detail. Control exactly what appears in each box, including metrics like team size or cost, and flag what matters with colors, icons, and threshold indicators. Filter by leader or any employee attribute, and sort by any field, all without formatting by hand.
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Save your favorite layouts and styling choices as presets. Quickly switch between different chart styles for various audiences without reconfiguring settings each time.
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Build a presentation straight from Excel, with no copying and pasting. Export one leader or a leader and everyone who reports to them. Comparing restructuring options? Export one org across every scenario you've built, with a section for each, and the comparison deck builds itself. Include any combination of slides you need: the org chart, the 9-box, the succession view, skills charts, and metric summaries. Get a single deck or a separate file for each leader. Every box and line arrives as a real PowerPoint shape, so you can still move, resize, and edit anything.
New features in development:
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Connect each successor's development plan to the skill gaps and readiness that matter for the role they are preparing for, so the plan and the gap live in the same place.
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Build expected turnover into the plan, so projected headcount shows where you are likely to lose people, not just where you are hiring.
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Plan pay changes alongside the org and talent data already in your workbook, so comp decisions and org decisions happen in one place.
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Look up any role and see its competency model in seconds. Compare where someone is today with the role they want next, without digging through a 100-page framework.
