Starter workbook set — release pending

Explore repeatable templates and workflow apps.

Four formula-driven Starter workbooks are approved for a future free release. Downloads are not yet available, and customer access is currently unavailable while delivery and feedback safeguards are completed. New paid Pro editions will add materially deeper automation, reporting, documentation, updates, and support.

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Concept preview of four planned Starter workbooks for program evaluation, monthly reporting, referral tracking, and survey reporting using fictional data

Starter workbook catalog

Each planned Starter edition is a formula-driven Excel workbook with a Start Here guide, structured Data Entry table, KPI Dashboard, Codebook, synthetic sample records, and de-identified-data instructions. Downloads, purchasing, and customer access remain unavailable.

Planned free Starter workbook

Program Evaluation Dashboard

Program activity, service connections, outcome-to-target reporting, monthly summaries, and leadership-ready KPI views.

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Planned free Starter workbook

Monthly Reporting Automation

Recurring source refreshes, due dates, validation status, issue counts, report readiness, and monthly workflow views.

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Planned free Starter workbook

Referral & Service Tracking

Referral flow, connection status, elapsed days, follow-up deadlines, overdue flags, and service-category summaries.

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Planned free Starter workbook

Survey Reporting

Structured response monitoring, completion checks, score summaries, survey-wave trends, and broad group views without open text.

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Template feedback

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Tell us which Starter workbook interests you, what would make it more useful, and what other templates you would like to see. Do not paste spreadsheet data, organization-specific details, names, identifiers, filenames, credentials, payment information, or confidential or regulated information.

Starter template Current experience

What works well, feels confusing, or would make this Starter template more useful? What other type of template would you like ProgramMetrics to create?

Which paid Pro capabilities would save you the most time?

Advanced validation and automated flags Multiple programs or reporting periods Additional dashboards and print-ready reports Funder, board, or leadership reporting Branding and configuration options Setup guidance, updates, and support

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Future license and support boundaries

Defined use

When available, use rights will follow the license attached to the selected item. Redistribution, resale, or use outside that future license is not implied.

Named compatibility

Each future offer will identify its input and environment requirements before customer access becomes available.

Stated support

Future setup guidance, updates, and support will be limited to what the published listing expressly includes.