Lifestyle Calculator helps you define the annual life you want your business to fund, then translates that Lifestyle Number into grounded business targets.
Accessing the calculator
If you are the workspace owner, open Lifestyle Calculator from the main sidebar. The page has two tabs:
- Lifestyle calculator contains the Lifestyle Number, business-target, and sales-activity tools described in this article
- Financial freedom projects when your investments can sustain that Lifestyle Number; see Financial Freedom Calculator
If you are not the owner, the page will not appear in navigation and direct access is blocked.
Section 1: Your Lifestyle Number
Estimate the annual personal expenditure required to fund this life comfortably. Include the life you want to live, not merely your current cost of living.
Available categories:
| Category | What to include |
|---|---|
| Homes / Accommodation | Rent, mortgages, home upgrades, and second-home costs |
| Travel | Flights, hotels, retreats, vacations |
| Transport | Car payments, fuel, drivers, commuting, and transport upgrades |
| Food / Dining | Groceries, restaurants, and regular dining costs |
| Health / Fitness | Healthcare, insurance, fitness, and wellbeing |
| Family / Support | Family expenses, dependants, and ongoing support |
| Experiences / Leisure | Entertainment, hobbies, events, and experiences |
| Personal Services / Convenience | Assistance and services that save time or improve convenience |
| Luxury / Discretionary Spending | Optional premium and luxury expenditure |
| Giving / Philanthropy | Donations, charitable giving, and financial support |
| Other | Everything else your desired lifestyle includes |
All category fields are annual amounts. The calculator shows the annual Lifestyle Number first, with monthly and weekly equivalents beside it.
Existing monthly targets are converted to annual amounts automatically. Housing, travel, and transport retain their categories. Previous Necessities, Education, and Other values are combined under the new Other field so the total remains unchanged without guessing how those amounts should be divided.
Savings & investments
Below the lifestyle categories, choose an investment allocation in one of two ways:
- Fixed monthly investment
- Percentage allocation
Percentage mode is inclusive. For example, a 20% allocation means 80% of the post-tax allocation funds the Lifestyle Number and 20% is invested. The calculator shows the equivalent monthly investment beside the percentage.
Fixed mode remains a simple two-field row. Percentage mode adds the disabled monthly investment equivalent as a third field, keeping that row balanced without changing the fixed workflow.
Savings and investments are kept separate from the annual lifestyle-category breakdown.
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
| Field | How it is derived |
|---|---|
| Currency | Taken from workspace settings |
| Effective tax rate | Sum of saved tax allocations |
| Gross margin | Revenue vs. one-time, recurring, and commission expenses |
| Resolved offer basis | Based on the selected offer mode and the selected lookback period |
| Avg. revenue per client | Derived from the resolved offer basis |
| Conversion rates | Derived from tracked funnel DataFields |
Editable assumptions
You can still control:
- Lookback period
- Savings & investments as either an inclusive percentage allocation or fixed monthly investment
- 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 assumptions leave no profit available for the Lifestyle Number and investment allocation
- 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 & investments allocation method and value
- Lookback period
- Offer basis mode
- Specific offer selection
Each successful autosave shows a short confirmation notification.