Requires a CamoAg Enterprise subscription and permission to view organization purchase data.
Where to find it
The section appears in two places, driven by the same data:- Operation profile — a full Revenue tab with a year selector, the purchases table, and the wallet share breakdown.
- Map panel — a condensed Revenue & wallet share accordion beside the map, showing the current year only.
Choosing a year
The profile has a year selector covering the current year and the two prior years. Everything on the section — purchases, potential, and wallet share — recalculates for the year you pick. The map panel is always the current year to date.Purchases
The Purchases card breaks your recorded spend into four category groups:
Select a group to see its product-level breakdown — product, crop, and amount, with a total at the bottom. Products purchased without a crop attached show as All crops. Only groups with recorded purchases appear as tabs.
In the Other group, only a positive balance is shown. Credits, returns, and rounding adjustments with no product category attached are left out so they don’t read as spend. A negative balance against a real category is a real figure and is displayed as-is.
Total potential (TAM)
Total potential is the addressable market for one operation. CamoAg builds it from two inputs:- Your per-acre product values — the price per acre your organization loads for each product category, year, and (optionally) crop and geography. See Total Addressable Market (CSV) for the import spec.
- The operation’s estimated operated acres — broken out by crop from the operation’s crop history.
Only category groups with a modeled value above zero appear. If the section reads No modeled product values for this year, no per-acre values have been loaded for the year you selected.
Wallet share
The Wallet share card summarizes the comparison:
Below the summary, Capture by product category lists each category group with its crops, a progress bar, the percent captured, and the captured-versus-potential dollars. A badge marks the state at a glance:
- Empty circle — nothing recorded in that category
- Green check — captured, at or under 100% of potential
- Yellow exclamation — captured more than 100% of potential
Customer cohorts
Customer Cohort is a field on wallet share reporting that sorts every operation into one of six groups. It combines the same two inputs — how much of the operation’s spend you’re capturing and how big the operation is — so you can work a list by strategy instead of scrolling a table row by row.
Both inputs respond to the Product Category filter on the report. Narrow to a single category and an operation’s wallet share — and therefore its cohort — is calculated against only that category’s potential.
The six cohorts
How an operation is assigned
Cohorts are assigned in order, and the first rule that matches wins:1
Wallet share above 100%
The operation is Needs Attention, no matter how large it is. See Working the Needs Attention list for the two fixes that resolve it.
2
More than 5,000 acres with purchases
The operation is a Key Account. This takes precedence over the wallet share bands, so a 7,000-acre operation at 20% wallet share is a Key Account rather than Grow.
3
More than 1,000 acres
Wallet share decides the cohort: Loyal at 75–100%, Retain at 45–75%, and Grow below 45%.
4
Everything remaining
The operation is Serve.
Working the Needs Attention list
Needs Attention means recorded purchases exceed the modeled potential — you appear to have captured more than 100% of what the operation could spend. That is almost never a sales result. It is a signal that the potential is too small, and potential is driven by acres, so the acre estimate behind the operation is usually the thing that’s wrong. A common cause is a farm that operates under several entities. Purchases land on one of them while the acres are spread across all of them, so a single record carries the whole invoice against a fraction of the ground. There are two ways to correct it:1
Adjust the acres on the operation
If the acreage is simply understated — nothing else to connect, or CamoAg matched fewer acres than the operation actually farms — edit the estimated operated acres directly. Correcting the acres recalculates the potential for every category and moves the operation into its real cohort.
Editing Estimated Operator Acres
2
Merge the operation with its related entities
Look for other operations that are part of the same farm — separate LLCs, a landowning entity, a family member’s operation — and merge them. Merging rolls the related acres into the size estimate, which raises the potential and usually settles the cohort on its own. Start here when you suspect the acres exist in CamoAg but are attached to a different record.
Merging Operations
Either fix improves more than the one record. Potential feeds wallet share, revenue opportunity, and every other cohort on the report, so clearing the Needs Attention list makes the whole report more trustworthy.
Using cohorts on a report
- Build a call list by strategy. Filter Customer Cohort to Grow and sort by Remaining Revenue Opportunity to get the largest untapped operations in one view.
- Find retention risk early. Filter to Retain and compare year over year — an operation sliding from Loyal to Retain is losing share to someone else.
- Assign coverage. Use Key Account to define who gets a named relationship manager and Serve to define who is handled through shared or inside coverage.
- Clean your data. Work the Needs Attention list periodically. Each one points at an operation whose acres or potential estimate needs correcting, which improves every other cohort on the report.