Customer wallet share
Your share of an account’s spend in the categories you sell, where it is known.
Why it matters
Share of an account’s spend is the growth measure that does not depend on the market. A loss says a competitor is winning the account one category at a time.
Act when
A shift of x points either way
Thresholds are set per business; the ones written as x and y are placeholders your team fills in.
What it may signal
Growth opportunity or share loss.
What to do
The templates that respond when this metric moves.
- Customer and product profitabilitytemplate
- Rebate program redesigntemplate
How it’s defined
- Formula
sum('Net revenue') / 'Account category spend'- Required context
- Invoice lines, External data
- Dimensions
- Account, Category
- Cadence
- Reviewed quarterly
- Lineage
- Every value traces to the invoice line or governing record it was computed from.
- Use in
- Alerts: an agent watches it against a rule and alerts you when it trips. Against plan: tracked against the target, with the bridge that says what moved it.
- Source
- External data, read into the commercial context alongside your own records.
Relevant industries
All industries
See Customer wallet share on your commercial data.
We will show how Revomo defines, monitors and connects this metric to commercial action, using representative data or your own.