1. Sales Conversion & Customer Lifespan Calculator
Calculate lead breakdown by channel, sales conversion rates, and average customer lifespan / retention metrics.
1. Leads By Channel
2. Conversions & Retention Dynamics
Lead Share Breakdown
| Channel | Leads | Share (%) |
|---|---|---|
| Web Leads | 150 | 27.8% |
| Phone Leads | 100 | 18.5% |
| In-Store Leads | 50 | 9.3% |
| Social Leads | 80 | 14.8% |
| Online Store Leads | 120 | 22.2% |
| Referral Leads | 40 | 7.4% |
| Total Leads | 540 | 100% |
Score Benchmarks
0% – 1.9% (Low Conversion): Underperforming funnel. High friction or slow lead follow-up.
2.0% – 9.9% (Average Performance): Standard cross-industry benchmark for web traffic, cold outbound, and digital ad funnels.
10.0% – 100% (High Conversion): Top-tier performance. Common in highly qualified sales-assisted demos, warm network introductions, and strong referral programs.
2. Net Income & Monthly Cash Flow Forecast
Calculate net profitability alongside your forecasted ending cash balance based on monthly cash inflows, outflows, and starting balances.
1. Revenue & Direct Costs
2. Operating Expenses & Deductions
3. Monthly Cash Flow Forecast Inputs
Profitability & Cash Benchmarks
0% – 5% (Low Margin): High operational vulnerability. Thin buffer against unexpected cost increases or revenue drops.
6% – 19% (Moderate Margin): Average industry standard. Stable business operations, but room for optimization.
20% – 100% (High Margin): High profitability and efficiency. Strong cash generation and competitive advantage.
3. Owner Dependency Calculator
Audit weekly hours to measure operational reliance vs. strategic value creation.
1. DAY-TO-DAY OPERATIONS (FULFILL & MAINTAIN)
2. BUSINESS IMPROVEMENT (BUILD & SCALE)
DEPENDENCY BENCHMARKS
80% – 100% (Critical Risk): Business cannot run without you. High burnout risk and minimal sellable enterprise value.
50% – 79% (Moderate Risk): Owner bottleneck trap. Growth is limited because daily operations consume key capacity.
0% – 49% (Low Risk / Turnkey): High operational maturity. Business functions independently with high transferable value.
GROWTH VELOCITY (BGV) EXPLAINED
< 0.25 (Stagnant): Operational overload. Daily maintenance absorbs almost all capacity, keeping the business in survival mode.
0.25 – 0.49 (Slow Growth): Minimal scaling capacity. Strategic work occurs in short bursts but is frequently disrupted by daily fires.
0.50 – 0.99 (High Velocity): Strong enterprise building. At least 1 hour is invested into systems and growth for every 2 hours of operations.
≥ 1.00 (Hyper-Scaling): Turnkey architecture. Strategic hours equal or exceed operational maintenance hours.