DOWNLOAD a Financial Goals Tracking Dashboard in Excel
The process of achieving goals requires clarity and regular monitoring. Creating a personal goal tracker in Excel will help you keep track of your progress and stay motivated. In this step-by-step guide, you'll learn how to build a dashboard that provides a convenient visual representation of your financial goals and accomplishments. Make goal management more efficient and enjoyable.
Build a Dashboard as a Personal Goal Tracker in Excel
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In the video example, we will show how to organize data, use visual elements, and add automation for clear and easy progress monitoring.
This video tutorial covers the following aspects:
- Creating a pivot table for goal progress statistics.
- A formula for extracting the latest values from a pivot table in Excel.
- Building a table for a multi-level doughnut chart.
- How to create a chart template for tracking the achievement of all goals simultaneously.
- Adding month-switching buttons to the interactive dashboard.
- Creating a radar chart for analyzing resource allocation by goals.
- A stylish pie chart to visualize completion percentages.
- A bar chart showing overall progress trends by month.
- Tracking the final progress indicator from start to finish for each financial goal.
- Light version of the presentation design.
- Presentation of progress on all goal trackers in the visualization template.
This template is part of a comprehensive solution for personal financial management in Excel.
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This tool will help you plan better and achieve your financial goals faster.
Download the Financial Goals Tracking Dashboard Template in Excel