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 desired monthly lifestyle costs, 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
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:
| Area | How it contributes |
|---|---|
| Settings | Currency affects every monetary result |
| Tax expenses | Determine the effective tax rate used in projections |
| Offers | Provide average revenue per client |
| Reports & Data | Supply funnel conversion metrics |
| Financial Dashboard | Supplies the revenue and expense context behind gross margin |
Available tools
Today, Planning & Forecasting includes:
- Lifestyle Calculator
More projection and planning tools may be added to this area over time.
Note: The feature is aspirational by design, but it is still grounded in the real data already available in your workspace.