--- title: Action Planning for Client Success description: Our new Action Plan release features visual goal tiles, progress-trackers, and due dates, to help close the circle between great data analysis and goal-setting. image: https://blog.spotlightreporting.com/hubfs/action-planning-for-client-success.jpg --- [![Return to homepage](https://blog.spotlightreporting.com/hubfs/Brand_attributes/spotlight%20reporting%20logo.svg "Return to homepage")](https://www.spotlightreporting.com/) - [Solutions](https://spotlightreporting.com/our-solutions/) - [Product](http://spotlightreporting.com/product/) - [Pricing](http://spotlightreporting.com/pricing/) - [Resources](http://spotlightreporting.com/resources/) - [Our team](http://spotlightreporting.com/our-team/) - [Blog](http://blog.spotlightreporting.com) - [Free trial](http://go.spotlightreporting.com/Member/Signup) [Login](https://go.spotlightreporting.com/Member/Login?ReturnUrl=%2f) # Blog Keep up to date with all industry news, special events and thought leadership # Action Planning for Client Success Posted by [Richard Francis](http://blog.spotlightreporting.com/author/richard-francis) on 04 Sep 2017 - [Tweet](https://twitter.com/share) When I designed the first Spotlight Reports, I usually included an Action Plan to close the circle between great data analysis and goal-setting. I'm delighted that our new Action Plan release featuring visual goal tiles, progress-trackers and due dates is now live - bringing this great combination back together again! ![action-planning-for-client-success](https://blog.spotlightreporting.com/hs-fs/hubfs/action-planning-for-client-success.jpg?width=5000&name=action-planning-for-client-success.jpg) True advisors don't just talk about the numbers, they set goals with clients and work alongside them to see the actions achieved so that goals are realised. Setting goals is a powerful connector between an accountant and a client, preferably covering Financial, Business and Personal goals for a complete and holistic overview. With Spotlight Reporting featuring financial and non-financial analysis, visuals, an Executive Summary of highlights and recommendations, external content insertions as needed, and now also Action Plans, Spotlight truly constitutes a complete 'Board Pack' for advisors to share. Check out our [Action Plan](https://vimeo.com/231796042) next time you use Spotlight Reporting, and start setting goals with your clients! Visit our [Help Centre](http://help.spotlightreporting.com/reporting/action-plan) to find out more about how to create an Action Plan in Spotlight. 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