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ShareofWallet Analysis How-to Guide simple tool that can help nonprofit networks strengthen their fundraising effectiveness By Mark McKean and Andrew FlamangCollaborating to accelerate social impact

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How to fill out share-of-wallet analysis

01

Start by collecting data on the total purchases made by your customers over a specific period of time.

02

Identify the different product categories or services that you offer.

03

Determine the market share of each product category by calculating the total revenue generated by each category divided by the total revenue of all categories.

04

Calculate the wallet share for each customer by dividing their purchases in each product category by their total purchases.

05

Analyze the wallet share data to identify the customers who are spending a higher proportion of their budget on your products or services.

06

Use this analysis to identify opportunities for increasing share-of-wallet by targeting customers who have a lower wallet share or by promoting products or services that have a lower market share.

07

Implement strategies to increase share-of-wallet, such as targeted marketing campaigns or loyalty programs.

08

Monitor the success of your efforts by regularly tracking and analyzing share-of-wallet data.

Who needs share-of-wallet analysis?

01

Companies that want to understand their customers' purchasing behavior and preferences.

02

Businesses that want to identify opportunities for growth by focusing on increasing share-of-wallet.

03

Retailers who want to optimize their product assortment and marketing strategies.

04

Sales and marketing teams who want to identify and target high-value customers.

05

Companies in highly competitive markets who want to gain a larger share of their customers' spending.

06

Organizations that want to measure and benchmark their performance against competitors in terms of share-of-wallet.

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What is share-of-wallet analysis?

Share-of-wallet analysis is a technique used to determine the percentage of a customer's total spending that a business captures within a specific industry or market.

Who is required to file share-of-wallet analysis?

Share-of-wallet analysis is typically filed by businesses who want to understand their market share and customer spending habits.

How to fill out share-of-wallet analysis?

To fill out share-of-wallet analysis, businesses need to gather data on customer spending, calculate their market share percentage, and analyze the results.

What is the purpose of share-of-wallet analysis?

The purpose of share-of-wallet analysis is to help businesses identify opportunities for growth, improve customer retention, and enhance competitiveness.

What information must be reported on share-of-wallet analysis?

Share-of-wallet analysis usually includes data on customer purchase histories, market trends, and competitive analysis.

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