@peter I just checked out the Savings Template demo and it looks fantastic! I look forward to potentially using it with my clients in future.
My Goals sheet is still a work in progress, but the part that my clients enjoy the most is seeing their “success date” and “% to goal” really big at the top. I got the idea from the massive bar charts they use during school fundraisers to indicate progress. I focus on tracking progress towards one “primary” goal at a time because clients seem to find it more motivating.
Here’s an anonymized screenshot of the header of my (relatively manual) goals tracker. For my clients, this header is where the magic happens and people get excited.
