Lifestyle Calculator helps you define the monthly life you want your business to fund, then translates that into grounded business targets.

Accessing the calculator

If you are the workspace owner, open Lifestyle Calculator from the main sidebar.

If you are not the owner, the page will not appear in navigation and direct access is blocked.

Section 1: Your Ideal Lifestyle

This section is where you define your target monthly lifestyle costs and owner savings target.

Available categories:

Below the six lifestyle categories, you can also define a Savings target in one of two ways:

• Fixed monthly amount by default
• Percentage of profit

When you use Fixed monthly amount, the breakdown chart adds savings as its own separate segment. This helps you see the full monthly load without treating savings as a lifestyle category.

As you edit the categories, the calculator keeps your COIL visible:

• Monthly
• Weekly
• Yearly

Section 2: Offer Basis And Platform Assumptions

The page also includes two supporting areas outside the lifestyle inputs:

• Offer Basis for choosing how revenue per closed client should be estimated
• Platform Assumptions for reviewing the calculator inputs derived from your selected lookback period

For the full breakdown of offer basis modes, lookback periods, and calculation rules, see Assumptions & Offer Modes.

Below the form, the calculator shows a short summary of the currently resolved setup, including:

• Which offer basis is currently being used
• The current Avg. revenue per client

When you use Specific offer, the calculator can use that offer's saved price even if recent closed-deal history for that offer is limited.

The Platform Assumptions section is separate and collapsed by default. It lets you choose the Lookback period, then inspect the read-only values computed from that period.

Read-only fields in the assumptions area are derived automatically from your workspace data and update when the selected lookback period changes.

Computed assumptions

Editable assumptions

You can still control:

• Lookback period
• Savings target as either a percentage or fixed monthly amount
• Offer basis mode
• Specific offer when using Specific offer mode

Setup guidance

If the calculator cannot support part of the model yet, it shows a dedicated setup section instead of filling the page with zeroes and unavailable stats.

These guidance cards explain:

• What is missing
• Why it matters
• What to do next
• Which page to open to fix it

Common examples:

• Review Taxes if tax and savings assumptions leave no profit available
• Add revenue and expense history if gross margin cannot be computed
• Create or select a usable Offer
• Add a saved offer price if you want Specific offer mode to resolve immediately
• Use Blended average when the selected lookback period includes enough revenue and closed-deal history
• Configure Forms so funnel stages are tracked consistently

Business Target

Once the workspace has enough data, the calculator combines profit and revenue into one Business Target section.

This section makes the monthly revenue target the main anchor, with:

• Weekly revenue
• Yearly revenue
• Monthly profit
• Weekly and yearly profit
• Client target, which shows either the resolved client target or a placeholder explanation when the current offer basis is still unavailable

Sales Activity

The Sales Activity section only appears when the calculator has enough offer and funnel data to make it useful.

It translates your target into:

• Clients closed
• Offers presented
• Calls showed
• Calls booked
• Calls proposed

Results are displayed as:

• Per month
• Per workday

Note: Workday targets use a 22-workday month, not calendar days.

Saving your calculator

Lifestyle Calculator saves automatically as you update:

• Lifestyle categories
• Savings target mode and value
• Lookback period
• Offer basis mode
• Specific offer selection

Each successful autosave shows a short confirmation notification.