Help Center

Understanding Agency Wallet Spending

The Agency Wallet Summary tab provides administrators with a consolidated overview of wallet spending across all sub-accounts within your CRM platform. This centralized view helps you monitor expenditure patterns, identify top spending accounts, and analyze monthly changes without needing to inspect individual transaction records manually.

Key Benefits of the Summary Tab

Agency-wide visibility: View wallet spending across every sub-account from a single location.
Efficient spend reviews: Quickly pinpoint high-spending sub-accounts without navigating into each one separately.
Monthly trend tracking: Compare wallet expenditure month-over-month and observe percentage changes.
Spike detection: Identify accounts with sudden spending increases before they escalate into billing issues.
Product-level insights: Drill down into individual sub-accounts to see which specific products or services are driving costs.

How to Review Wallet Spending

Follow these steps to analyze wallet spending effectively:

Navigate to Agency Account > Settings > Billing.
Open Wallet Transactions.
Select the Summary tab.

Reviewing Summary Statistics

The Summary tab displays four key statistic cards:

Total Spend: The combined wallet expenditure across all sub-accounts for the selected period.
MoM Change: The month-over-month change in wallet spending, shown as a percentage increase or decrease.
Top Spender: The sub-account with the highest wallet expenditure and its percentage of the total spend.
Biggest Spike: The sub-account showing the most significant month-over-month spending increase.

Analyzing Sub-Account Spending

Below the statistics, you'll find the Sub-Account Spending Breakdown table. Use the search field to locate specific sub-accounts if needed. Review the monthly spending columns and the cost contribution bar for each account.

Click on any sub-account row to open the Product Breakdown drawer. Here, you can:

Switch between month tabs to compare product spending over time.
Review product cards to see which items contributed most to the spending.
Hover over the chart to view detailed product-level amounts for specific months.

Frequently Asked Questions

What does MoM Change mean?
MoM Change stands for Month-over-Month Change, indicating the difference in wallet spending from one month to the next, expressed as a percentage.

What is Cost Contribution?
Cost Contribution represents how much a specific sub-account contributed to the total wallet spending shown in the Summary tab.

Why are some percentage badges green and others red?
Green badges indicate an increase in spending compared to the previous month, while red badges indicate a decrease.

Can I search for a specific sub-account?
Yes, use the search field above the Sub-Account Spending Breakdown table to find a particular sub-account.

What happens when I click a sub-account row?
Clicking a row opens the Product Breakdown drawer, where you can examine product-level spending details for that sub-account.