Goalframe — Quarterly Goal Planning Kit

This workbook is built around quarterly goal planning projects. Figures are entered once on the data sheet and flow through to the summary views, so the totals, ratios and charts stay in step with whatever you type.

It avoids macros and add-ins so the file stays portable between Excel, Google Sheets and LibreOffice, and so the formulas remain auditable by whoever inherits the file.

• Owners and managers who track quarterly goal planning projects in a spreadsheet rather than dedicated software
• Bookkeepers and analysts who need an auditable file rather than a black box
• Small teams standardising on one shared format
• Anyone replacing an inherited spreadsheet that has grown unmanageable

• Goal-breakdown worksheet
• Monthly milestone tracker
• Mid-quarter check-in page
• Print-ready A4 & Letter sizes
• Single data-entry sheet feeding every downstream view
• Summary view with the headline figures for the period
• Month-over-month comparison with variance
• Category breakdown driven by the entries you record
• Charts that expand automatically as rows are added
• Named ranges throughout, so formulas stay readable
• Input validation on the fields that commonly get mistyped
• Print-ready summary layout sized to one page

The workbook itself, supplied as PDF, together with the licence tier you select at checkout and any future revisions to this product.

Package contents are listed under What's included on this page. Product updates are available from your DistroSource library at no additional cost.

Any PDF viewer · GoodNotes (annotatable)

• Excel 2016 or newer, Google Sheets, or LibreOffice Calc
• No add-ins, macros or internet connection required

• Step 1. Open the workbook and set your period, currency and categories on the settings sheet.
• Step 2. Replace the sample rows with your own entries on the data sheet.
• Step 3. Read the summary and chart views — they recalculate from your entries.
• Step 4. Print or export the summary when you need to share it.

• Rename or add categories without breaking the summary formulas
• Change currency, date format and period labels in one place
• Add columns to the data sheet; totals extend down the table
• Restyle charts and headings to match your own branding

• Personal — for your own private, non-commercial projects. Not for client work or anything that generates revenue.
• Commercial — for one commercial project or one client project. A separate licence is needed for each additional project.
• Agency — for multiple client projects, up to the limits stated on this page and recorded on your order.

No tier permits reselling or redistributing the files themselves, and none grants resale of source files.

Questions about this workbook are handled through your DistroSource account — open a support ticket from the order and include your order number. Licensing questions are answered on the Licenses page.