Calculators

A calculator asks visitors for a few inputs and shows them an instant, useful result — a monthly payment, a savings estimate, an ROI, a quote. It’s one of the most effective ways to turn a passive page visit into an engaged, qualified lead.

Why calculators work

Interactive content converts roughly 2× better than static content (it performed “well” 70% of the time vs. 36% for passive content).^[1] A calculator gives visitors a genuine reason to engage and to hand over their email to see their result.

Settings

Inputs

The questions visitors answer. Each input is a slider/number with:

Field	What it’s for
Label	What the visitor sees (e.g. “Your average monthly electric bill”)
Help text	A short hint under the label
Min / Max	The allowed range of the slider
Step	How much each nudge moves the value

Inputs come from the template you chose (e.g. a mortgage calculator has loan amount, rate, term) — you adjust the labels and ranges to fit your audience.

Your pricing (instant-quote calculators)

A few calculators — HVAC, fencing, painting, concrete, and solar — turn a size into a price, so they need your rates. They ship with editable starter rates (e.g. Wood ($/ft), Installed cost ($/watt)) in a Your pricing section. The visitor’s choices (like “Wood”) just pick which rate to use — the dollar amounts are yours to set.

Starter rates are not your quote

The defaults are rough market averages so the calculator works out of the box — edit them to your prices before you publish. Don’t want to commit to a number? Use the “Don’t show a price” lead-capture option below and collect the job details instead. The toolkit never presents a binding quote on your behalf: estimates always show as a low–high range with a disclaimer, and you can turn the price off entirely.

Content & call to action

• Headline — the title above the calculator, with an alignment control. Its colour, size, and font come from the theme, so the whole calculator stays consistent — see Themes & styling.
• Button label and Button URL — the call to action shown with the result.
• Reassurance line — optional fine print under the button, e.g. “Free — checking won’t affect your credit.” Great for finance and lending calculators, where a softer, lower-commitment ask converts better than a hard email wall.
• Disclaimer — the fine print under the results. Every template ships a sensible default; leave it blank to use that, or type your own to override it (for example, a law firm putting its own wording on the Injury settlement calculator). Always shown to visitors as small print.

Theme

Pick a named look as your base, then override any colour with a picker — accent, background, results panel, text, muted text, borders, and button text — plus corner radius and font. Blank colours inherit the look. See Themes & styling. The screenshots here use Bold pop.

Lead capture

Turn on lead capture and the button captures a contact in your CRM, tagged for your workflows. Then pick When they finish:

Mode	What the visitor experiences
Show the result (default)	Results update live as they drag the sliders; clicking the button captures their email.
Require their email first	Results stay hidden until they submit the form, then appear.
Don’t show a price — collect & follow up	No figure is shown. Their inputs are captured as a quote request (tagged calculator-quote-request) so you can send a real quote.

The last mode is built for jobs you can’t price sight-unseen: the visitor still does the interactive bit, but instead of a number they get a “we’ll be in touch” — pair it with a workflow that emails them or alerts your team. It’s the safe choice when you’d rather quote personally than show an estimate.

Calculators are also the one widget that can save the results to your CRM:

• Enable Save results to CRM custom fields and each result is written to its own contact field (named CT · …), created automatically on save.
• Examples: a Mortgage payment calculator creates CT · Total monthly (PITI), CT · Loan amount, and more; a Solar savings calculator creates CT · 25-year estimated savings, CT · Break-even point, etc.

See Tags & custom fields for the full list and the details.

Calculator catalog

Every calculator below is a ready-made template — pick one, adjust the labels and ranges, style it, and turn on lead capture. They’re grouped by the kind of business they fit. Each shows a live result as visitors move the sliders.

Mortgage & real estate

Calculator	What it answers	Key inputs → results
Mortgage payment (PITI)	“What’s my monthly payment?“	price, down, rate, term → monthly PITI, P&I, total interest
Home affordability	”How much house can I afford?“	income, debts, rate → max price, max loan, payment
Mortgage payoff	”How fast could I be mortgage-free?“	balance, rate, years, extra/mo → time & interest saved
Refinance break-even	”Should I refinance?“	balance, current payment, new rate/term, costs → monthly savings, break-even months
Seller net proceeds	”What would I walk away with?“	sale price, commission, payoff, costs → net proceeds

Home services (instant quotes)

One engine, many trades — each shows a low / typical / high price range so you can promise a ballpark without over-committing. Rates are editable, so every shop can match its own market.

Calculator	Key inputs → results
HVAC replacement quote	home size, system type, efficiency → installed price range + recommended tons
Fence installation quote	length, material, height, gates → price range
Painting quote	area, interior/exterior, stories, prep → price range
Concrete / driveway quote	area, finish → price range
Solar savings	bill, sun hours, offset → 25-yr savings, payback, system size, net cost

Auto

Calculator	Key inputs → results
Auto loan payment	price, down, trade-in, rate, term → payment, interest, total cost

Money, savings & debt

Calculator	Key inputs → results
Compound interest	start, monthly, return, years → final balance, contributions, interest
Retirement: on track?	age, savings, contribution, return, target income → projected nest egg vs. goal
Credit card payoff	balance, APR, monthly payment → time to pay off, total interest

Insurance, health & fitness

Calculator	Key inputs → results
Life insurance coverage (DIME)	income, debts, mortgage, education, existing → recommended coverage
Calorie needs (TDEE)	sex, age, height, weight, activity → maintenance, cut, bulk calories
Goal-weight timeline	current, goal, weekly loss → weeks to goal, daily deficit

Legal

Calculator	Key inputs → results
Injury settlement estimator	medical bills, lost wages, severity, fault → estimated settlement range

Caution

The injury settlement calculator is an estimate only, not legal advice, and ships with a prominent disclaimer. Use the Disclaimer field to add your firm’s own wording.

Equipment & business lending

For equipment-finance, B2B and merchant-cash-advance brokers.

Calculator	What it answers	Key inputs → results
Section 179 tax savings	”What’s my write-off worth?“	equipment cost, tax rate → first-year deduction, tax savings, net cost
Equipment finance payment	”What’s the monthly?“	cost, down, rate, term → payment, interest, total (also models a $1-buyout lease)
Equipment ROI & payback	”Will it pay for itself?“	cost, added revenue, operating cost → payback period, monthly cash flow, ROI
Merchant cash advance cost	”What’s this advance really costing me?“	advance, factor rate, term → total payback, cost, estimated APR, remittance
DSCR (loan eligibility)	“Will I qualify?“	net operating income, existing debt, loan, rate, term → DSCR, debt service

Note

Section 179, MCA, and DSCR figures are US-oriented and are estimates, not tax/financial advice — each carries a disclaimer you can edit.

What visitors see

The result updates live as they move the sliders, then the lead gate captures the email before the full breakdown.

When to use a calculator

• Mortgage / loan / finance — “What’s my monthly payment?”
• Solar / home improvement — “What would I save?”
• Agencies / services — ROI or pricing estimators.
• Anywhere a visitor’s first question is “what will this cost / save me?”

Tips

• Keep inputs to the minimum for a believable result — fewer fields convert better.
• Lead with the outcome in your headline (“See your monthly payment”).
• Pair it with a workflow on the calculator-lead tag to send the full breakdown by email — see Workflows & email campaigns.

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^[1] Demand Metric, Content Engagement research (via Upland Kapost), 2019.