Planner Tracker ToolKit

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