An Excel (XLSX) workbook for freelancers and small businesses that turns quarterly goals into numbers you can follow. You write up to 5 objectives per quarter and up to 4 key results under each one: a start value, a target, the current value, an owner, a due date and your confidence. Formulas work out the progress of every key result and of every objective, compare it with the share of the quarter that has already passed and show a status: On track, At risk or Behind (or Done). A weekly check-in sheet records confidence, wins, blockers and next focus, and a dashboard shows overall progress, key results by status and the ones that need attention first. One download holds five complete editions (English, Italian, Spanish, French and German), each with a fictional DEMO workbook and an empty BLANK one.

The problem it solves

Quarterly goals are easy to write and easy to forget. Without a measure, a target and a weekly look, you notice in the last week that a goal slipped, and nobody can say whether the quarter is going well or badly.

Who it is for

Freelancers, consultants, small studios, online shops and solo founders who set goals each quarter and want a simple, repeatable way to see whether they are on course.

What you get

• Up to 5 objectives per quarter, each with up to 4 key results: start value, target, current value, owner, due date and confidence from 1 to 10
• Progress in percent for every key result and every objective, for rising targets, falling targets (lower is better) and negative numbers
• A status that updates itself by comparing progress with the share of the quarter already elapsed: Done, On track, At risk, Behind or No update, with limits you can change
• A weekly check-in sheet for 13 weeks with confidence, key results updated, wins, blockers and focus for next week
• A dashboard with overall progress, key results counted by status, a bar per objective and a ranked list of the key results that need attention
• Plain-language data checks that point to rows to fix, such as a missing start value or a due date outside the quarter
• Five full language editions in one purchase, each with a fictional DEMO workbook and a BLANK one

How you use it

1. Download and unzip the file, then open the folder of the language you want.
2. Open the DEMO workbook in desktop Excel and look at Goals, Check-in and Dashboard to see how it works.
3. Open the BLANK workbook, save a working copy and, on Setup, type your name, a quarter label and the quarter start date.
4. On Goals, write your objectives and, under each, the key results with a start value, a target and the direction (higher or lower is better).
5. Each week, update the current values and add one line on Check-in; then read the Dashboard and act on the items that need attention.

Questions