COACH Calculators

Within the COACH app in Salesforce, there are in-app calculators that Coaches can use with their coaching customers to help visualize their debt payoff and savings goals.

Accessing the In-app Calculators:

1. Log into Salesforce.
   
   
2. Navigate to the COACH app if is not already open after you log in.
   1. To find the COACH app, open the App Launcher and search for "Change Machine." Click on the name of the app to open it.
      
      
3. Click on the Calculators button at the bottom left corner of your screen.
   
   
4. After choosing a Calculator, enter the related financial information to show how various payments will affect a customer. Click the back arrow button to choose another Calculator.
   
   
5. To close the Calculators, click the minimize ( __ ) button to close the window.

The Four (4) In-App Calculators:

1. Debt Repayment Calculator:

   
   
   The Debt Repayment Calculator can help Customers to visualize and estimate the time it will take to pay off any debts.
   
   To receive an estimate fill out the following fields:
   • Current Balance
   • Interest Rate
   • Repayment Details
   • Monthly Payment
     
     
   The Results Panel will show how long it will take to pay off the debt as well as visualize how much of the total payoff amount will include the principal amount and the interest.
   
   

2. Mortgage Calculator:

   
   
   The Mortgage Calculator can help Customers to visualize and estimate the time it will take to pay off a mortgage.
   
   To receive an estimate fill out the following fields:
   • Home Price
   • Down Payment
   • Interest Rate
   • Length of Loan
   • Annual Homeowner's Insurance (Optional)
   • Annual Property Tax (Optional)
   
   The Results Panel will show an Estimated Monthly Payment amount along with a graph of how much of the total Mortgage amount will include Principal & Interest, Homeowner's Insurance, and Property Tax.
   
   

3. Savings Growth Calculator:

   
   
   The Savings Growth Calculator can help Customers to visualize and estimate how much money will be saved in within the time entered.
   
   To receive an estimate fill out the following fields:
   • Current Balance
   • Monthly Contribution
   • Annual Interest Rate
   • Time to Grow
   • Period (Months or Years)
     
     
   The Results Panel will show how much money will be saved in the time period you have entered.
   
   

4. Savings Target Calculator:

   
   
   The Savings Target Calculator can help Customers to visualize and estimate the month and year at which a target savings amount will be achieved.
   
   To receive an estimate fill out the following fields:
   • Savings Goal
   • Current Balance
   • Monthly Deposit
   • Annual Interest Rate (must be higher than 0%)
   
   The Results Panel will show the estimated month and year at which the entered savings amount will be achieved.