Lifestyle Calculator combines your input with workspace assumptions from your preferred lookback period. This guide explains how those assumptions work.
Lookback period
Use Lookback period in the assumptions area to choose which recent data window the calculator should use.
Available options:
- Last 12 months
- Last 6 months
- Last month
Changing the lookback period updates:
- Resolved offer basis
- Avg. revenue per client
- Gross margin
- Conversion rates
- Setup guidance and warnings
Offer basis modes
The calculator needs an estimate for average revenue per client. You control that with Offer Basis Mode.
| Mode | How it works |
|---|---|
| Auto | Uses the strongest recent offer basis available automatically |
| Specific offer | Uses one offer you choose |
| Blended average | Uses total committed revenue divided by total closed deals in the selected lookback period |
Auto mode
Auto mode follows this order:
- Look at offer performance from the selected lookback period
- Pick the offer with the highest deal count
- Use that offer's average deal value
If that cannot be resolved, Limitlytics falls back to:
- The active offer with the most all-time closed deals, using its current offer price
- The blended average for the selected lookback period
If no reliable offer basis exists, the calculator shows a warning.
Specific offer mode
Specific offer mode uses the offer you choose from your workspace.
Details:
- Active offers are shown by default
- If you already saved an inactive offer, it stays selectable so your saved state still works
- The calculator uses that offer's average deal value from the selected lookback period
If the selected offer has no usable performance data in that period, the calculator falls back to the offer's saved price when available.
Blended average mode
Blended mode uses your workspace totals from the selected lookback period:
Total committed revenue / total deals
This is useful when:
- You sell several offers regularly
- Your mix changes often
- You want a broader planning average rather than a single-offer assumption
If recent revenue and closed deals exist but not every deal is tied cleanly to offer performance, blended mode can still resolve from workspace totals.
Conversion rates
The calculator works backward through your funnel using these tracked metrics:
| Rate | Formula |
|---|---|
| Proposed to booked | Calls booked / calls proposed |
| Booked to showed | Call show ups / calls booked |
| Showed to presented | Offers presented / call show ups |
| Presented to close | Deals closed / offers presented |
Closed deals combine:
- Deals closed low ticket
- Deals closed high ticket
If any denominator is zero, that conversion rate is treated as unavailable.
When one or more conversion rates are unavailable, the calculator hides the Sales Activity section and replaces it with setup guidance so you know exactly what to track next.
Financial assumptions
Tax rate
Tax rate is calculated from the sum of all saved tax expense percentages in your workspace.
Gross margin
Gross margin is calculated from:
(Revenue - expenses) / revenue
Where expenses include:
- Fixed expenses
- Recurring expenses
- Commission expenses
Tax is shown separately and is not included in gross margin.
Reading the output responsibly
Treat the calculator as a planning tool, not a guarantee.
It is strongest when your workspace has:
- Consistent revenue history
- Well-maintained expenses
- Reliable offer data
- Regular funnel reporting
If your workspace is new or your data is still incomplete, use the calculator as a directional planning tool and treat its warnings as setup tasks to address.