Sheets & Style
Excel + Google Sheets

Goal Planner

Goal planner spreadsheet for Google Sheets and Excel: a life planner for goal setting, with a goal tracker, a vision board and your life goals organized by area.

Your goals, out of your head and onto one board you'll actually look at. Type your goals in one table (up to 25), give each an area and a deadline, and watch the progress bars fill as you move. Seven focused tabs, nothing to distract you.

Color edition: Sage · same file, different look
Coming to Etsy this week

Instant download on Etsy: Excel files plus a link to your own Google Sheets copy.

What’s inside · 7 tabs

  • Welcome: What's inside and where to start
  • Instructions: The setup, explained step by step
  • Dashboard: Your goals in big numbers and charts. Status, life areas, what's due and overdue
  • Setup: Your life areas (up to 10), status options and an automatic reward log
  • My Goals: One row per goal, up to 25. Area, deadline, status, your % and reward
  • Goal Planner: Your dashboard. The areas with the most goals, next deadlines, charts, and full cards with steps for goals 1-3
  • Goal Board: All 25 goals as cards. The whole year at a glance

Features

  • Small on purpose: 7 tabs, no 30-tab maze to abandon in February
  • Visual Dashboard tab: big KPI cards (goals set, in progress, achieved, overdue, overall progress), donut and bar charts by status, life area and due month that update from your entries
  • Undated: start in January, in July, or the day after a bad week
  • Your own life areas and status labels, not ours
  • Progress and status recalculate as you edit; the board redraws itself
  • Filled EXAMPLE workbook (14 sample goals) + clean BLANK workbook with no sample goals
  • Excel AND Google Sheets versions, both in this listing
  • Every formula tested before publishing

You’ll need

  • Microsoft Excel 2016 or newer (desktop; Microsoft 365 not required) or a free Google account for the Google Sheets version.
  • Best on desktop or laptop.