Action Plan Excel Dashboard (Excel XLSX)

An action plan template serves as a comprehensive checklist of tasks or steps necessary to achieve predefined objectives and goals. This template facilitates improved planning and teamwork, finding utility in both project management contexts and individual goal-setting endeavors.



Features of the Action Plan Template:

1. Settings: This sheet serves as the foundational framework for the action plan, allowing users to define goals, objectives, action items, and allocate resources as per their specific requirements. The data inputted here significantly influences subsequent calculations and analysis within the "Goal Summary" sheet.

2. Goals Data: Within this sheet, users input detailed task-related information crucial for accurate analysis and progress tracking. Key data points such as project start and due dates, along with completion percentages, are meticulously recorded to facilitate informed decision-making and progress assessment.

3. Goal Summary: This sheet provides a condensed overview of project data, offering insights into the status of individual projects. Users can swiftly ascertain the number of completed, pending, and in-progress projects, along with corresponding percentages, streamlining the monitoring and evaluation process.

: Serving as a visual representation hub, the dashboard aggregates task-related details into a user-friendly format. This feature enables stakeholders to gain a holistic understanding of project statuses and associated details at a glance, enhancing overall efficiency and clarity.

Please note that this is a template worksheet. If it does not meet your needs 100%, and you are unable to customize it yourself, let me know and we will provide a quote to develop the customisations you need to get you exactly what you want in your Appointment Scheduler.