Share of wallet · compared with Spreadsheets
"How much of each customer's spend do we hold?" is the question sales and account management leaders ask. With spreadsheets, the first answer takes hours, and the same hours again every month. Here is what each approach takes, and when spreadsheets are still the right choice.
How much of each customer's spend do we hold? Asked by sales and account management leaders, every month.
Invoiced sales by customer and product, with segment or size.
Each customer's spend against the norm for similar customers, with the gap valued.
| Spreadsheets | Covirage | |
|---|---|---|
| Time to the first answer | Hours, and the same hours again every month | Minutes on a file you already export; set up for you within a week |
| What it needs | An analyst's time each period | The exports your systems already produce. No warehouse, no modelling language, no data team |
| Who builds it | An analyst, by hand, every period | We map the columns once and set the dashboard up for you |
| Where "why" comes from | Whatever the analyst builds that month, checked by whoever has time | An explain block splits every change into its causes; the lines sum to the change, and each opens to its rows |
Typical patterns, not a verdict on any product.
Yes, and for a one-off question that will not come back they are often enough. The cost is the rebuild: hours, and the same hours again every month. The measures and the checks have to be redone by hand each period.
Usually invoiced sales by customer and product, with segment or size. Covirage reads those exports directly and maps the columns once.
In Covirage, each customer's spend against the norm for similar customers, with the gap valued. Our tools compute it and check that it reconciles; the AI model explains it.
Share of wallet without a BI suite · Share of wallet without a planning platform · Share of wallet without an enterprise data platform
Cost and variance analysis · FP&A reporting · Project cost control · Revenue driver analysis · Customer profitability · Account coverage · Board reporting
Bring an export you already produce. The data map opens next, every column mapped once, and the first question is answered in minutes. Free, in your browser, no account. Or talk to us and we will set it up for you.