Planning & Forecasting is the part of Limitlytics focused on turning real workspace performance into forward-looking targets. It helps you plan what your business needs to support the life you want, without leaving the platform for a disconnected spreadsheet model.

What it does

Lifestyle Calculator starts with your annual Lifestyle Number, then works backward into:

• Required profit
• Required revenue
• Required clients
• Required sales activity

It is designed like a planning dashboard rather than a one-off form:

• Lifestyle costs on the left
• Live category breakdown on the right
• Computed assumptions underneath
• Setup guidance when the workspace data is still incomplete

It uses the data your workspace already tracks wherever possible, including:

• Currency
• Tax settings
• Gross margin
• Offer performance
• Funnel conversion rates

The page also includes Financial Freedom, which uses your Lifestyle Number and saved investment assumptions to show:

• The portfolio required to sustain your annual Lifestyle Number
• How much of that target is already funded
• When compound growth is projected to reach the target
• A live portfolio chart with the financial-freedom milestone

Who can access it

Lifestyle Calculator is available to the workspace owner only.

It does not appear for:

• Admins who are not the owner
• Regular team members

This keeps long-range planning private while still grounding it in shared workspace data.

How it fits into the platform

Planning & Forecasting is connected to the rest of Limitlytics:

Available tools

Today, Planning & Forecasting includes:

• Lifestyle calculator for turning the Lifestyle Number into business and sales targets
• Financial freedom for projecting when investments can sustainably cover the Lifestyle Number

Note: The feature is aspirational by design, but it is still grounded in the real data already available in your workspace.