# Customer wallet share: pricing metric definition, thresholds and response

> Your share of an account’s spend in the categories you sell, where it is known. When to act, what a move may signal, and the Revomo templates that respond.

Source: https://revomo.ai/marketplace/metrics/wallet-share/

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- [Explore](https://revomo.ai/marketplace/)
- [Templates](https://revomo.ai/marketplace/templates/)
- [Metrics](https://revomo.ai/marketplace/metrics/)

Business need
- [Margin Leakage](https://revomo.ai/marketplace/collections/margin-leakage/)
- [Cost Recovery](https://revomo.ai/marketplace/collections/cost-recovery/)
- [Price Increase](https://revomo.ai/marketplace/collections/annual-price-increase/)
- [Quote & Deal Performance](https://revomo.ai/marketplace/collections/quote-deal-performance/)
- [Contract Renewal](https://revomo.ai/marketplace/collections/contract-renewal/)
- [Rebates & Incentives](https://revomo.ai/marketplace/collections/rebates-incentives/)
- [Market Response](https://revomo.ai/marketplace/collections/market-response/)

Industry
- [Industrial distribution](https://revomo.ai/marketplace/templates/?industry=distribution)
- [Machinery & industrial products](https://revomo.ai/marketplace/templates/?industry=machinery)
- [Building products](https://revomo.ai/marketplace/templates/?industry=building)
- [Chemicals & materials](https://revomo.ai/marketplace/templates/?industry=chemicals)

Search Marketplace

- [Marketplace](https://revomo.ai/marketplace/)
- [Metrics](https://revomo.ai/marketplace/metrics/)
- [Revenue & Margin Performance](https://revomo.ai/marketplace/metrics/?category=performance)
- Metric

## Customer wallet share

Your share of an account’s spend in the categories you sell, where it is known.
[See Customer wallet share in Revomo →](https://revomo.ai/contact/?source=marketplace&type=metric&artifact=wallet-share&name=Customer+wallet+share&collection=rebates-incentives)

### 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 profitability](https://revomo.ai/marketplace/templates/pocket-profitability/)*template*
- [Rebate program redesign](https://revomo.ai/marketplace/templates/rebate-redesign/)*template*

### 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

Type
Metric

Category
[Revenue & Margin Performance](https://revomo.ai/marketplace/metrics/?category=performance)

Use in
Alerts · Against plan

Cadence
Quarterly

Industries
All industries

Business need
[Rebates & Incentives](https://revomo.ai/marketplace/collections/rebates-incentives/)

[See this in Revomo →](https://revomo.ai/contact/?source=marketplace&type=metric&artifact=wallet-share&name=Customer+wallet+share&collection=rebates-incentives) Defined, monitored and connected to action, on representative data or your own.

### Related metrics

- Margin Leakage & Cost Recovery #### [Rebates paid](https://revomo.ai/marketplace/metrics/rebates-paid/) Rebates paid as a share of revenue, against accrual, by program. **Act when**A consistent rise over a quarter, or paid above accrued Alerts · Against plan
- Contracts, Rebates & Incentives #### [Rebate accrual variance](https://revomo.ai/marketplace/metrics/accrual-variance/) Paid against accrued by program at period close, and the tiers that were hit late. **Act when**Paid above accrued by x% at close Alerts · Against plan
- Contracts, Rebates & Incentives #### [Rebate program ROI](https://revomo.ai/marketplace/metrics/program-roi/) Incremental margin from growth against payout, by program and account. **Act when**Below 1.0 on any program at quarter close Against plan · After a decision

### 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.
[See this on your commercial data →](https://revomo.ai/contact/?source=marketplace&type=metric&artifact=wallet-share&name=Customer+wallet+share&collection=rebates-incentives)[All metrics](https://revomo.ai/marketplace/metrics/)