The Agency Wallet Summary tab gives admins a faster way to understand wallet spending across all sub-accounts from one place. This article shows how to access the Summary tab, read each spending insight, review sub-account wallet usage, and open the Product Breakdown drawer for deeper product-level analysis.
TABLE OF CONTENTS
- What is the Agency Wallet Summary Tab?
- Key Benefits of the Agency Wallet Summary Tab
- How To Review Wallet Spending in the Summary Tab
- Frequently Asked Questions
- Related Articles
What is the Agency Wallet Summary Tab?
The Agency Wallet Summary tab gives agency admins a centralized view of wallet spending across sub-accounts. It helps you quickly identify top spenders, review month-over-month changes, and spot cost spikes without manually reviewing raw transaction data. Use this report to understand where wallet spend is happening before drilling into product-level details.
Key Benefits of the Agency Wallet Summary Tab
Agency-wide visibility: View wallet spending across all sub-accounts from one Summary tab.
Faster spend reviews: Identify high-spending sub-accounts without opening each account separately.
Month-over-month tracking: Compare monthly wallet spend and percentage changes over time.
Cost spike detection: Spot sub-accounts with sharp spending increases before they become larger billing concerns.
Product-level insight: Click into a sub-account to review which products are contributing to wallet spend.
How To Review Wallet Spending in the Summary Tab
A consistent review process helps you identify spending patterns faster and decide whether further investigation is needed. Start with the Summary stats, then use the table and drawer to move from agency-level totals to product-level details.
Go to Agency Account > Settings > Billing.
Open Wallet Transactions.
Select the Summary tab.
Review the Stats Cards: It gives you a quick snapshot of wallet spending activity before you review the detailed table. These cards help you understand total spend, recent changes, and which sub-accounts are driving the most wallet usage.
The Summary tab includes four cards:
Total Spend: Shows the aggregated wallet spend across all sub-accounts for the displayed period.
MoM Change: Shows the month-over-month change in wallet spend, including the percentage increase or decrease.
Top Spender: Shows the sub-account with the highest wallet spend and its percentage contribution to total spend.
Biggest Spike: Shows the sub-account with the sharpest month-over-month increase in wallet spend.
Review the Sub-Account Spending Breakdown table.
Use the search field to find a specific sub-account if needed.
Review the monthly spend columns and cost contribution bar for each sub-account.
Click a sub-account row to open the Product Breakdown drawer.
Use the month tabs to compare product spend by month.
Review the product cards to identify which products contributed most to spend.
Hover over the chart to view product-level amounts for a specific month.
Frequently Asked Questions
Q: What does MoM Change mean?
MoM Change means month-over-month change. It compares wallet spend from one month to the next and shows the difference with a percentage indicator.
Q: What does Cost Contribution mean?
Cost Contribution shows how much a sub-account contributed to the total wallet spend shown in the Summary tab.
Q: Why are some percentage badges green and others red?
Green badges indicate increased spend compared to the previous month. Red badges indicate decreased spend compared to the previous month.
Q: Can I search for a specific sub-account?
Yes. Use the search field above the Sub-Account Spending Breakdown table to find a specific sub-account.
Q: What happens when I click a sub-account row?
Clicking a sub-account row opens the Product Breakdown drawer, where you can review product-level spending for that sub-account.
Q: Why does a product show 0% of total spend?
A product may show 0% when its spend is very small compared to the selected month’s total spend.
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