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Roadmap Excel Template

4.8 (10 reviews)

Simple spreadsheet to create roadmap diagrams. Visualize your processes all product plans. Printable roadmap with optional colors. All in Excel.

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TEMPLATE DESCRIPTION

You have a clear target and you know the steps to reach that, but you also want to see the clear path bringing you to the top. That’s where this Roadmap Excel Template will help you to visualize your major goals and strategies. Now, you can plan and achieve your goals more effectively with this agile management tool.

Roadmap-Someka-Excel-Template-S02

In some cases, roadmap excel templates are misunderstood as timelines for a project or product. While there are many similarities between the two, the most important difference is that we do not need any exact dates for roadmaps.

Roadmap Excel Template Main Features

Above all, there are two sections in the roadmap excel template:

  1. Roadmap
  2. Settings

So, let’s look at these sections more deeply.

1. Roadmap Section

There are two parts in the roadmap section: a goal table and a roadmap diagram.

Here you can write down your goals, stages, and the responsible department. As you fill out the table or make changes, the roadmap diagram on the left will immediately reflect the changes.

To clarify, it is possible to add goals in this roadmap excel template, by writing them down on the table. Furthermore, the excel template allows you to specify the general length of your goal as well as whether it is an important one or not.

Roadmap-Someka-Excel-Template-S03

As soon as you mark  a goal or task as a milestone, a star will appear next to it and the description will appear in a bold font. So that, you can easily highlight your milestones.

Roadmap-Someka-Excel-Template-S05

Note: You can change the order of the cells in your own approach to suit your needs.

2. Settings Section:

You can customize your roadmap in the settings section of this Excel template. Generally, there are three options available in settings:

  • Phases
  • Splits
  • Time Ranges

Firstly, this roadmap template gives you the option of adding up to 10 phases (time periods). Moreover, you can use any splitting phases that you like, such as Now, Next, and Future. Or you could also break down the year into quarters like Q1, Q2, Q3, Q4, or even months and weeks.

Secondly, you can edit the metrics associated with your vertical split, also you can write your options next to your preferred color.

Roadmap-Someka-Excel-Template-S04

Note: Remember that you can leave empty cells here if you wish. Changing the color of each split manually isn’t recommended, as this is all automated on the roadmap.

In addition, your roadmap can be organized by phases, each representing a different department and color. As well as vertical phases, there can be horizontal phases, such as Q1 Q2 Q3 Q4 and many others.

As a final step, you can set your time ranges and adjust the length of your tasks based on the estimated time to complete them.

Roadmap Excel Template Features Summary:

  • Automatic roadmap diagram maker
  • Fully printable
  • Customizable options
  • Informational notes included
  • No installation needed, ready-to-use
  • Works both on Mac and Windows
  • Compatible with Excel 2013 and later versions
  • Does not include any VBA code or macros

Roadmap is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

10 reviews for Roadmap Excel Template

  1. May Ashton

    great excel sheet

  2. Mort Dean

    The most complete, presentable, compact & user-friendly template

  3. Patrocinio

    How can I highlight milestones

    • Someka

      Hello Patrocinio,

      As soon as you mark a goal or task as a milestone, a star will appear next to it and the description will appear in a bold font. So that, you can easily highlight your milestones.

      Please see the image below:

      Roadmap-Someka-Excel-Template-review

  4. Wilkie Mora

    How can we unlcok?

    • Someka

      Hello Wilkie,

      Please click here to see how to unlock your sheets.

      After unlocking, you may self-customize the template according to your needs.

  5. Missie

    I want to use this template with phase months,weeks. IS IT POSSIBLE?

    • Someka

      Hello Missie,

      Firstly, this roadmap template gives you the option of adding up to 10 phases (time periods).
      Moreover, you can use any splitting phases that you like, such as Now, Next, and Future. Or you could also break down the year into quarters like Q1, Q2, Q3, Q4, or even months and weeks.
      Hope this helps!

  6. Heidi

    changingh order according to my needs is very helpful thanks someka

  7. Rose Pottinger

    Beautiful PROJECT MANAGEMENT TEMPLATE. Well done!

  8. Gilbert Burrell

    best solution for product planning. We want to change licence with multi useR?

    • Someka

      Hello Gilbert,

      We may surely upgrade your license from single-user to multi-user. Just email us at contact@someka.net and our team will contact you with a link to upgrade your license.

  9. Sully S

    so beautiful in display and creative in content, just want to remove your logo?

    • Someka

      Hello Sully,

      You can remove the logo or replace it with your own logo for each sheet. For Free Versions, you are not allowed to remove the logo or alter any copyrighted material in the template.
      You can do it in the full version. Please check how to do that in this link.

      how-to-remove-someka-logo

      Hope this helps!

  10. Ricki J

    Loved the work as this makes process management easy

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