Documentation

Limitlytics documentation.

Detailed guides and reference material for integrating, configuring, and operating Limitlytics.

Planning & Forecasting

Assumptions & Offer Modes

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:

  1. Look at offer performance from the selected lookback period
  2. Pick the offer with the highest deal count
  3. Use that offer's average deal value

If that cannot be resolved, Limitlytics falls back to:

  1. The active offer with the most all-time closed deals, using its current offer price
  2. 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.