Goal Tracker · Free · No account
A personal goal tracker for Excel, with a monthly look back.
The personal setup has seven areas: Health, Learning, Money, Home, Relationships, Creative and Other. Every goal has a reason, a completion measure, a target date and figures used to calculate progress. Once a month you fill in what moved, what stalled and what changes next.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Name your areasWrite up to 15 areas of life, one per line, such as Health or Money. They become the Area dropdown on the Goals sheet.
- Choose the columnsSwitch on Why it matters, a starting, target and current figure with progress worked out, a person to share with, and the Monthly Review sheet.
- Download and write goalsState how you will know each goal is complete and enter its next action. Add milestones and actions on Milestones and Actions, linked by the goal’s ID.
Build your workbook
Preview: Personal goal tracker. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
What is different in this setup
Goals across several areas, with a monthly progress review.
- Seven areas of life in the Area dropdown.
- ‘Why it matters’ is on, so each goal records its reason.
- The Monthly Review sheet records how each goal is going.
Sheets included (7)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- GoalsEach goal once, with its measure, date and next action.
- Milestones and ActionsThe steps for each goal, linked to it.
- Monthly ReviewWhat moved, what stalled and what changes next, once a month.
- SummaryGoals being worked on, steps due and progress by area.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Most calculations match ExcelSome calculations on the Goals sheet and the Summary sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for all calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
How many goals should I start with?
Three to five. The sheet takes more, up to the row count chosen in the builder, but a short list is quicker to review each month.
Can I write a review for every goal each month?
Yes. Add one row per goal on the Monthly Review sheet, pick the goal from the list, and write what moved, what stalled and what changes next.
Related Due Form edition
The Week Book
An undated thirteen-week planner for commitments, available time, chosen work and what changed.
For turning goals into a plan for each week
Request a tool or send feedback
Request a tool or report a problem
Tell us what you would like to add, change or fix in the Goal Tracker builder.