Viewing wallet performance

Early access!

If you're here before April 15, you need to request access to our early access for retailers. Early access for retailers begins March 26. Contact support to opt-in.

The Performance tab provides insights into wallet balances and activity over time, all available from the retailer team.

The performance tab displays all wallets in a searchable, filterable table.

Filter	Description
Wallet Name	The display name of the wallet
Team	The supplier team that owns the wallet
Status	Current wallet status (Active, Running Low, Out of Balance, or Archived)
Currency	The wallet's currency. Only shown in platforms with multiple wallet currencies
Date Range	Date range used to filter the wallet balance and activity history areas

Balance chart

View how a wallet's balance has changed over a selected time period. Use this to understand spending patterns and when funds were added.

You can view the trend over time, which is shown by default (image above), as well as the cumulative comparison graph, which visualizes collective balance.

Activity history

Review a detailed log of all wallet transactions, including:

• Fund additions

• Campaign spend

• Balance adjustments

Use the export function to export to CSV.

The Performance tab is available to retailers only. Suppliers view their own wallet performance in their dashboard.

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Tips for success

• Filter to a specific team: So you can focus on a specific team's balances and performance

• Filter to running low wallets: To view spending trends and remaining throughput