Free Excel share-of-wallet excel template with synthetic examples, editable inputs, live formulas and clear review states.
Free Excel workbook, no sign-up. The formulas are live, and sample rows show how it fills in: replace them with your own.
| Customer ID | Category | Sales (USD) | Wallet (USD) | Wallet source | Source date | Wallet share | Remaining wallet (USD) | Evidence status | Usable sales (USD) | Usable wallet (USD) | Sales input status |
|---|---|---|---|---|---|---|---|---|---|---|---|
| C-101 | MRO | $120,000 | $400,000 | Declared | 9/30/2026 | 30.0% | $280,000 | Usable | $120,000 | $400,000 | Valid |
| C-102 | MRO | $90,000 | $150,000 | Inferred | 9/25/2026 | 60.0% | $60,000 | Usable | $90,000 | $150,000 | Valid |
| C-103 | MRO | $60,000 | Unknown | n.a. | n.a. | Review | $0 | $0 | Valid | ||
| C-104 | MRO | $70,000 | $50,000 | Declared | 9/28/2026 | 140.0% | n.a. | Review | $0 | $0 | Valid |
| C-105 | MRO | $0 | $120,000 | Declared | 9/30/2026 | 0.0% | $120,000 | Usable | $0 | $120,000 | Valid |
This share-of-wallet Excel template turns customer and category records into a reviewable book summary. It keeps the amount bought from you beside the category wallet, its source and the evidence date. A sales manager can see the weighted share for usable records and how much revenue sits outside that evidence base before deciding which accounts merit a conversation.
Enter one customer/category row for a single reporting period. Sales and wallet must both cover January through September in the sample. The source field distinguishes a customer declaration from an inferred estimate. Preserve zero sales as zero. Leave a genuinely unknown wallet blank and use Unknown as its source. A second row for the same customer/category is a duplicate until you resolve the underlying grain.
Keep the amber inputs separate from the pale blue calculation columns. The worksheet has 20 prefilled detail rows, from 13 through 32. If you need more records, extend every affected formula and summary range together, then check a first, middle and final row. Save a dated working copy before replacing the sample.
Customer C-101 has $120,000 in sales against a declared $400,000 wallet. Its share is 30.0% and the remaining category wallet is $280,000. The five sample customers have $340,000 in sales, but only $210,000 has usable wallet evidence. The weighted share is $210,000 divided by $670,000, or 31.3%. It is not the average of the three usable percentages.
The book share uses the sum of usable sales divided by the sum of their wallets. Unknown sources, missing dates, duplicates and shares above 100% stay outside those sums. Impossible shares have n.a. remaining wallets. Coverage compares usable sales with recorded book sales; a missing, negative or nonnumeric sales input makes book sales and coverage n.a. The input status and exception count keep those problems visible.
An inferred wallet describes an estimate, not observed competitor sales. The remaining wallet can include spending you cannot win because of fit, contract restrictions, supply or customer choice. Use a validated account conversation before converting it into pipeline. This download performs a manual review and does not connect to your ledger, learn a norm or schedule refreshes.
For the underlying method, read how to calculate share of wallet with a worked example. share of wallet vs market share covers the adjacent question. If you want to review the required fields and one reporting output, discuss your setup. Views depend on your records and agreed definitions.
No. Every identifier, amount and policy choice in the sample is synthetic. Replace the sample before using the workbook for your own review.
Edit the amber input cells. Keep the pale blue calculated columns and summary formulas. The prefilled detail area supports rows 13 through 32; extend formulas and summary ranges together for a larger file.
No. It is a manual Excel workbook. If you want to discuss recurring reporting, bring one question and the relevant file structure to Covirage.