Each survey in the toolkit is paired with its own Excel workbook, designed to help you organise and analyse the data you collect. While some services may use surveys at different points in a client’s journey, the standard advice survey is completed at the point of exit only, offering a snapshot of outcomes achieved.

The workbook includes a single data entry tab that mirrors the survey questions exactly and provides space to record responses using the same categories and language as the client form. Dropdown menus are used throughout to keep data entry consistent and reduce input errors.

A second tab provides a live summary of results. For each question, the workbook counts how many clients selected each response option and calculates what percentage this represents. This makes it easy to identify trends, see where clients report strong outcomes, and quickly summarise your findings.