Life Satisfaction Evaluation Template for Health and Relationships

Key benefits & value for the buyer

This “life satisfaction evaluation template” translates subjective responses into objective, report-ready indicators. Designed with accountants and data professionals in mind, it focuses on clean data flows, auditability, and repeatable analyses.

What you get — features translated into outcomes

• Structured survey sheet: Standardized questions for Health, Relationships, and Work — reduces bias and preserves comparability across periods.
• Automated scoring engine: Weighted indices and normalization produce a single Satisfaction Index per respondent — ready for KPI dashboards.
• Visual dashboard: Pre-built charts, conditional formatting, and segment breakdowns for quick presentations to stakeholders.
• Raw data & pivot-ready layout: Save analyst time — import to Power BI or use Excel pivots without reformatting.
• Optional VBA automations: Batch scoring, anonymization, and export macros that cut repetitive work to seconds.

Use cases & real-life scenarios

Practical examples showing how teams use this template:

• HR & People Analytics: Run quarterly wellbeing surveys, compute departmental satisfaction averages, monitor trends and early warning signs.
• Consultancies & Accountants: Add a human-capital metric to client dashboards — integrate satisfaction trends into financial forecasts for workforce planning.
• Operational Teams: Correlate satisfaction with absenteeism, productivity metrics or customer satisfaction to prioritize interventions.
• Internal Research: Small-scale studies on program impact (e.g., wellness programs) with instant before/after comparison.

Who is this product for?

Built for professionals who require robust Excel tools rather than generic survey forms:

• Accountants and consultants who must deliver evidence-backed recommendations tied to organizational performance.
• Data analysts who need clean, well-documented data structures and formulas ready for modeling.
• SMEs and HR teams seeking a low-cost, fast-to-deploy wellbeing measurement that fits into existing Excel-based reporting workflows.

How to choose the right version

Decide based on your deployment and customization needs:

• Standard version: Immediate download, full dashboard, pivot-ready raw sheet. Choose if you need fast deployment with minor edits.
• Macro-enabled version: Includes VBA for automation. Choose if you want scheduled scoring, anonymization, or batch exports (Windows Excel recommended).
• Customized package (hourly service): Pay-as-you-go customization—ProXlsx can adapt questions, add languages, or integrate outputs with existing financial reports.

Quick comparison with typical alternatives

How this Excel template compares with other options:

• Manual spreadsheets: Faster, less error-prone — avoids inconsistent formulas and missing documentation.
• Online survey platforms: Those provide distribution but often need export and reformatting — this template saves analyst time by being analysis-ready.
• Full BI implementations: More powerful but expensive and slower — this template gives essential insights at a fraction of the cost and time.

Best practices & tips to get maximum value

• Standardize response scales (e.g., 1–5) and keep them consistent across waves to enable trend analysis.
• Use the anonymization macro when surveying employees to increase response honesty.
• Map the composite index to business KPIs (turnover, absenteeism) and track correlations quarterly.
• Lock the scoring sheet and provide a clean raw-sheet for analysts to reduce accidental changes.

Common mistakes when using similar templates — and how to avoid them

• Mixing scales: Avoid using different Likert ranges; use the template’s standardized scale or normalize before analysis.
• Not documenting changes: Keep a changelog when you edit questions — ProXlsx templates include a documentation sheet for this reason.
• Expecting cloud-only features: Some advanced visual features (VBA) require Windows Excel — plan accordingly if you use Mac or web Excel.

Product specifications

• File format: .xlsx (standard) and .xlsm (macro-enabled) versions included
• Compatibility: Excel 2016 and later on Windows (full feature set); Excel for Mac supports core sheets but not Windows-only VBA
• Sheets included: Survey form, Raw responses, Scoring engine, Dashboard, Documentation
• Capacity: Designed for datasets up to typical Excel row limits; recommended for surveys up to ~100,000 rows depending on machine performance
• Languages: English text (easy to translate); Arabic labels can be added as part of customization services
• Documentation: Built-in user guide and formula map
• Support: Email support and optional hourly customization from ProXlsx team
• Data handling: Local file — no external servers unless you export

FAQ