Planner Tracker ToolKit

Annual Disc Planner — Your Year, Clearly Visualised

Enterprise-grade security
Real-time analytics
Intuitive dashboard
Team collaboration
Performance monitoring
Automated reporting

Overview

Transform raw task data into a visually stunning, interactive radial timeline—no code required. The Annual Disc Planner uses Power Automate to pull your Excel or Planner data into SharePoint, then feeds it into a minimalist Power BI dashboard. Concentric rings for Year, Quarter, Month, and Week make it easy to spot workload peaks, true lead times, and cross-team overlaps in an instant.

Key Features & Benefits

  • Interactive Radial Timeline: Concentric rings display tasks by year, quarter, month, and week—click any segment to instantly drill down.
  • Seamless Data Automation: Auto-ingest from Excel eliminate manual exports and save hours.
  • Dynamic Filtering & Drill-Down:Slice by team, category, frequency, or time period; filters update your entire dashboard in real time.
  • Lead-Time & Overlap AnalysisCompare start vs. due dates and spot clustered tasks to avoid bottlenecks and balance capacity across departments.
  • Scalable & Extensible: Add DAX measures, batch-brand reports, or extend flows to other connectors.

What You Receive

  • Editable Power Bi File
  • Sample Dataset
  • Step-by-Step PDF Guide (setup, tips & best practices)
  • 14-Day Money-Back Guarantee & Lifetime Minor Updates

Perfect for Business & ESG Reporting Teams seeking a unified view of cyclical deadlines Internal Audit & Compliance functions that must coordinate cross-department tasks Shared Services & Planning groups balancing capacity across HR, IT, Finance, Legal, and beyond Any organisation with recurring or overlapping reporting obligations

Annual Disc Planner-Power BI Dashboard

Original price was: $149.00.Current price is: $49.00.

  • Minimalist, clutter-free design
    A stripped-back aesthetic highlights only critical insights. Concentric rings and simple icons draw attention to workload peaks and task clusters, enabling faster, strategic decisions and better cross-team collaboration.
  • Excel-based data source
    Use a familiar Excel file as your single source of truth. Update tasks in the spreadsheet, save to SharePoint, and let Power Automate and Power BI handle the rest—no coding needed.
  • Fully parameterized setup
    Point the report at any SharePoint library or file system by updating a few parameters—site URLs, folder paths, filenames—and the dashboard adapts instantly for repeatable, hassle-free deployment.
  • Daily auto-refresh
    Schedule daily refreshes in Power BI Service after publishing. Authenticate your SharePoint connection once, and the dashboard updates itself each day, delivering the latest insights automatically.
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Want to see how our solutions drive ROI? Book a free discovery call today.