Life Wheel & Holistic Goal Planner

Life Wheel & Holistic Goal Planner turns an honest self-assessment into a clear picture of your life. At each check-in you rate five statements in each of eight life areas from 1 to 10: Health & Fitness, Career & Work, Finances, Love & Romance, Family & Friends, Personal Growth, Fun & Recreation and Home & Environment. The planner turns your answers into area scores, an overall life score, a balance index and your lowest and highest areas.

The Dashboard draws your wheel as a radar chart against the targets you set and your previous check-in. It names your strongest area and the area to focus on next, which is the biggest gap to target weighted by how important that area is to you, and it shows what improved and what needs care since last time. A line chart follows your life score and balance across every check-in.

The Check-Ins tab holds 24 check-ins, enough for two years of monthly reviews, one column per check-in. Compare overlays any two check-ins on one radar chart and lists the change in every area. Trends shows a heat map of all areas over time with first and latest scores, best and worst, average, volatility and whether each area is improving, stable or declining, plus a line chart per area.

Goals links up to 100 goals to your life areas. Enter start, target and current values, including goals that count down such as a debt balance, and the planner calculates progress, time used, days left, pace (Ahead, On track, Behind or Overdue) and status. The Habit Tracker covers 12 weeks for up to 12 habits, each tied to a life area and coloured to match, with weekly totals and consistency against your target.

Area names, targets, importance and every statement can be edited on the Areas & Settings tab. Formulas sit in locked cells and protection has no password, so you can unprotect any tab to customise it. Sample data from a fictional person is included so you can see every tab working before you add your own. Built for Microsoft Excel (desktop or Excel for the web) and contains no macros.