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Blog · Wallet share and penetration

Whitespace analysis: how to do it from a ledger and a product list

A step-by-step method for whitespace analysis: the account-by-product grid from the ledger, the norm per segment that says which empty cells matter, the value per cell, the roll-up per rep, the identity that keeps the total honest, and the three reasons a cell is empty that decide whether it is an opportunity at all.

The short answerBuild a grid of accounts by product lines from the ledger, with each cell the trailing revenue. The empty cells are whitespace, but not all of it matters: the norm per segment says which products similar accounts typically hold, and only empty cells for those products are opportunities. Value each at what similar accounts spend on that product, roll up per rep, and check that filled cells sum to the ledger. Then sort the empty cells into three kinds: never bought, bought and stopped, and cannot buy, and only the first two go on a list.

Whitespace analysis is a grid with empty cells. Done badly, it is a grid with mostly empty cells and a total that nobody believes. This guide gives the method: the grid, the norm that says which empties matter, the value, the roll-up, the identity, and the three kinds of empty.

Step one: the grid

Rows: accounts. Columns: product lines. Cells: trailing twelve months' revenue.

Account Line A Line B Line C Line D Line E
2207 $120k $40k $18k
4471 $310k
9034 $22k $9k $14k $6k

From the ledger, with the product list fixed at lines.

Step two: the norm

Per segment, from the company's own accounts: the share of accounts holding each line, and the median spend among those that do. A line held by 80 percent of similar accounts is expected; one held by 8 percent is not.

Segment: mid manufacturers Line A Line B Line C Line D Line E
Share holding 96% 74% 61% 30% 12%
Median spend $180k $45k $30k $20k $8k

Step three: which empties matter

An empty cell is an opportunity if the line is held by more than a stated share of the segment, say half. Line E's empties are not opportunities; too few similar accounts buy it. Line B and C empties are.

Step four: value

Cell value = segment median spend on the line, scaled by the account's size

Account 4471, empty on B and C: $45,000 and $30,000 at the segment median, scaled up if 4471 is larger than the segment's median account.

Step five: three kinds of empty

Kind Test On the list?
Never bought No revenue on the line, ever Yes: new line
Bought and stopped Revenue on the line in a prior period, none now Yes, first: a lost line is easier to recover
Cannot buy Account attribute rules the line out No: excluded, counted

Step six: roll up and check

Per rep: whitespace value, by line. Per region: the same. And:

Σ filled cells = ledger revenue for the period

A ledger line with no account or no product line fails it and is listed.

A worked output

Rep Accounts Whitespace cells Value Largest cell
R-04 62 48 $1.9m 4471, Line B, bought and stopped, $52,000
R-11 44 21 $610,000 2207, Line C, never, $34,000

The rep's Monday starts with account 4471 and the line it used to buy.

Where it goes wrong

SKUs as columns. Whitespace everywhere.

Every empty cell counted. The total is fantasy and the list is padded.

Cannot-buy cells included. The rep learns the list is wrong on the first call.

No identity check. The filled cells do not sum to the ledger and the whitespace total inherits the error.

Lost lines not separated. The easiest recoveries are buried among the never-boughts.

Every month, the grid and the list

Mapped once, the ledger, the product list and the customer master produce the grid, the norms, the valued cells, the three kinds and the roll-up every month. Covirage builds this from the exports as they are. The whitespace term has the short definition, and the SaaS whitespace guide applies the method to subscription revenue.

Questions people ask

What is a product for the grid?

A product line the company manages as a line, not a SKU. A grid with 400 SKU columns has whitespace everywhere and means nothing. Ten to thirty lines is the usual range.

How is an empty cell valued?

At the median spend on that product among accounts in the same segment that do buy it, scaled by the account's size where the segment uses a size measure. The method is stated on the report.

What is a cell that cannot be filled?

A product the account has no use for: a service for a site type it does not have, a line its licence does not permit. These are marked from the account master's attributes and excluded, so the list is not padded with impossible sales.