Pitch These Wines uses machine learning to identify the perfect wine recommendations for each customer—turning your data into dollars.

The system analyzes purchase patterns across five intelligent strategies:

· Next Vintage – Customers ready for the latest release of wines they already love

· Buy Again – Repurchase opportunities flagged before customers lapse

· Similar Tastes – New wines matched based on what similar buyers enjoy

· In Your Price Range – Suggestions aligned to their spending comfort zone

· Your Favorite Grape – Undiscovered wines in their preferred varietals

Each recommendation comes with a confidence score so your team knows exactly which bottles to pitch first. Gift purchases are automatically excluded to ensure suggestions reflect true personal preferences.

The result: Less guessing, more closing—with data-backed recommendations that feel personal to every customer.

List you prospects (those who have never bought before)

Most tables now have anchored columns, and you can pin additional columns as needed. To pin a column, hover over its header and click the pushpin icon. Pinned columns appear to the right of the default frozen columns.

A few things to note:

Associative Filtering Now Supports All Dimensions You can now use any dimension in Associative Filtering, making this feature even more powerful.

Associative filters let you ask advanced business questions based on relationships between different entities in your data. For example:

Unlike standard filters that narrow your view to only the filtered criteria, associative filters let you see all information about the resulting population—giving you the full picture of those customers, orders, or products.

Associative filters are easy to edit and can be saved for repeated use.

The contact's current tier in the CRM loyalty program. You can find this dimension in Build Beyond Limits.

The contact's current point balance in the CRM loyalty program. You can find this dimension in Build Beyond Limits.

The contact's overall risk of leaving, based on their membership data. For customers with multiple memberships, this reflects the highest risk score among them. This field exists at the contact level to avoid duplicate rows in tables, since contacts and memberships have a one-to-many relationship. You can find this dimension in Build Beyond Limits.

The number of days since the customer's RFM risk level last changed. RFM (Recency, Frequency, Monetary) risk tracks changes in purchasing behavior. A recent change may indicate a customer trending toward churn (if risk increased) or re-engagement (if risk decreased). Use this to prioritize outreach to customers whose risk level recently shifted. You can find this dimension in Build Beyond Limits.

The number of days since the customer's membership risk level last changed. Membership risk is based on engagement signals like skipped shipments, buying behavior, purchases outside the club, and timeline within the customer journey. A recent increase may indicate a member at risk of cancellation, while a decrease suggests renewed engagement. Use this to trigger retention efforts before at-risk members cancel. You can find this dimension in Build Beyond Limits.

This is for Commerce7 Customers only.

The physical or logical point of sale where the order originated. For tasting room orders, this displays the specific C7 POS Profile (e.g., "Main Tasting Bar", "VIP Room", "Patio"). For non-tasting room orders (online, club, phone, etc.), this displays the sales channel name. This field is useful for tracking sales performance by location within a tasting room or by channel for remote orders.

An additional mapping layer that sits alongside the existing Order Type, Channel, and Channel Type hierarchy. Some wineries use Channel Group to create separate reporting structures for parent organizations while keeping their operational mappings intact in the standard hierarchy.

Both Channel Location and Channel Group can be found in Build Beyond Limits, the KPI Dashboard and How Much Did We Sell Page of the Sales Module
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Flag to indicate that the membership is for a customer who had a lapsed membership before. You can find this dimension in Build Beyond Limits.

The birthday of the customer. This is the birth date without the month (eg. 4/13). You can find this dimension in Build Beyond Limits.

The month representation of the Birthday (e.g 4 - Apr), so you can easily select customers based on Birth Date Month. You can find this dimension in Build Beyond Limits.

New fields that identify each customer's top two wines (vintage-agnostic) by purchase volume for both YTD and Last 12 Months. Wineries can use this for year-end "Spotify Wrapped"-style campaigns, personalized thank-you messages, or other targeted segmentation. You can find these dimensions in Build Beyond Limits.

This measure calculates the percentage of new membership signups that came from previously lapsed members. Switches between membership levels are excluded—only true rejoins are counted. You can find this measure in Build Beyond Limits.

You can now calculate the total number of bundles purchased. Previously, you could only measure individual items sold within a bundle and identify whether those items were part of a bundle. The new bundle metrics includes $0 transactions and include Current Period, Prior Period, Change, and Change %. You can find this measure in Build Beyond Limits.

Commerce7 doesn't notify Enolytics when memberships are deleted or when hold statuses change, which could cause the two systems to fall out of sync. To address this, we now pull all active and on-hold memberships daily to ensure membership counts and statuses stay aligned.

Commerce7 doesn't always notify Enolytics when customer tags are updated. To keep both systems in sync, we now pull fresh customer records daily for all customers with at least one order.

Enolytics now supports Reservations for Commerce7, eCellar, and Tock. The module includes three pages: Future Reservations (Who's coming?), Past Reservations (Who came?), and Analysis.

This feature is particularly valuable when combining reservation data with RFM analysis, wine preferences, and other loyalty indicators.
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Identify customers within a specified radius of any zip code. Enter a zip code and distance to find nearby customers—whether targeting locals around your tasting room or reaching customers near event venues for wine dinners and tastings. Ideal for location-based campaigns and event promotion.

Commerce7 Customer Import

The 'Commerce7 Customer Import' Bookmark allows you to export customer data from Enolytics and import it directly into Commerce7. During the import process, you can apply a customer tag to easily identify and segment the imported contacts within Commerce7.

You can now calculate the total number of bundles purchased. Previously, you could only measure individual items sold within a bundle and identify whether those items were part of a bundle. The new bundle metrics exclude $0 transactions and include Current Period, Prior Period, Change, and Change %.

We've added contact-specific dimensions:

The number of days between today and the contact's next upcoming reservation. This can be found in the Build Beyond Limits 'Contact General' Category.

The date of the contact's next scheduled reservation. This can be found in the Build Beyond Limits 'Contact General' Category.

We've added additional contact fields to capture alternate contact information: Phone2, Phone3, Email2, and Email3. These fields store backup phone numbers and email addresses for customers, allowing you to maintain multiple contact methods for improved communication and outreach.

In "Build Beyond Limits," in the Contact Notes Group, you can now access the following note fields for CRMs that support contact notes via their API:

We currently only support notes of type 'Note'. Tasks are not included yet.

Order Specific dimensions

You will find this in Build Beyond Limits in the Order General Group.

The Reverse Order Sequence allows you to easily identify a contact's most recent order, second most recent order, and so on. Unlike the standard Order Sequence, which sorts orders chronologically in ascending order, the Reverse Order Sequence sorts each contact's orders in descending chronological order (newest to oldest).

Example use case: This allows you to easily identify which channel each customer's last order was placed in—whether it was in the tasting room, online, wine club, or wholesale—helping you understand current purchasing patterns and target customers based on their most recent buying behavior.

You will find this in Build Beyond Limits in the Order General Group.

A flag indicating whether this is the customer's most recent order. This allows for easy filtering to analyze all customers' last orders. It functions similarly to filtering for Reverse Order Sequence = 1.

Gift Card Specific Dimensions:

These can be found in the 'Gift Card General' Group of Build Beyond Limits

Type or category of gift card (e.g., physical, digital, promotional)

Name of the person sending or purchasing the gift card

Email address of the gift card recipient

Custom message or notes included with the gift card

Full name of the person who purchased the gift card

Email address of the gift card buyer

Phone number of the gift card buyer

Date when the buyer first signed up for a club membership

Detailed membership status of the buyer in the wine club (e.g., Active, Inactive, Pending, Cancelled)

Sales associate or representative associated with the buyer's most recent club signup

Date of the buyer's most recent wine club membership signup

Membership status for the buyer's most recent club signup

Name of the wine club the buyer most recently signed up for

Gifting Specific Dimensions:

This field suggests the best way to contact each customer based on their purchase history and behavior patterns. The system analyzes where and how often customers buy, then recommends either "Website" (for online shoppers), "Tasting Room" (for in-person visitors), or "Multi-channel" (for customers who use both). For example, if someone always buys online and hasn't visited your tasting room in years, it would recommend "Website" outreach. This helps your marketing team send the right message through the right channel - email campaigns for web shoppers, event invitations for tasting room visitors, or both for multi-channel customers.

A ranked list of calendar months showing when this customer most often sends gifts, with their busiest gift-giving months listed first. For instance, if the field shows "December, November, February, June," it means this customer sends the most gifts in December, followed by November, etc. This helps you time your gift promotions perfectly - you'd market holiday gifts to this customer in early December, Valentine's options in January, and perhaps Father's Day wines in May. The ranking is based on their actual gift order history over recent years.

The same monthly ranking as above, but includes the actual number of gift orders in parentheses to show volume. For example: "December (8), November (4), February (3), June (1)" tells you this customer not only gifts most in December but has sent 8 gift orders that month historically. This additional detail helps prioritize outreach - a customer with "December (15)" is a much bigger holiday gifting opportunity than one with "December (2)". It's particularly useful for identifying your VIP corporate gifters who send dozens of gifts during peak seasons.

These fields work together to help you understand each customer's gifting patterns and preferred shopping channels, enabling highly targeted and timely marketing campaigns.

We've updated the email validation logic to identify invalid email addresses more accurately. The validation now checks for:

Emails that pass all validation checks are marked as "valid," while others are flagged with specific error categories.

We've updated the phone validation logic to more accurately identify valid phone numbers. The validation now checks for:

Phone numbers that don't match these patterns are marked as "invalid."

We've updated the algorithm that identifies switches between clubs, improving its accuracy. As a result, you may notice small differences in your club signup, cancellation, and growth measures.

Split payments are not supported in Offset Partners, which creates a disconnect between total order value and the sum of net sales in the API. Enolytics has now implemented logic to better interpret these transactions, providing more accurate Net Sales calculations when the second portion of a split payment is processed outside of Offset Partners.

Sell More Now! has been widely popular, particularly during the October-November-December period. We're introducing additional enhancements to make it even more powerful.

Filter customers based on upcoming events within a specific time window. Set a date range (such as 7-14 days from today) to identify customers with birthdays, club anniversaries, or tasting room visits occurring during that period. This enables timely, targeted marketing for milestone occasions.

Shopify, Offset Partners, and Corksy do not provide bundle composition data through their API. You can now define your bundles in the Enolytics Configuration Mapping. Please contact Enolytics Support for assistance with setup.
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Compare your winery to your cohort, not only in for the past 12 months but for the past 5 years. Choose any of the defined KPIs.

Track and analyze both active and archived wine club packages with comprehensive bottle and revenue metrics. This feature provides detailed insights into how your actual shipments compare to planned defaults.

Key capabilities include:

This helps you understand where customizations, substitutions, or special pricing are impacting your club program's performance compared to the standard offerings you've configured.

Span in days between the contacts' first order and today. This can be found in Build Beyond Limits, in the contact segmentation group.

Indicates whether the contact is active or not within the Offset Partners CRM.

The original system or method through which this contact was created (e.g., "C7", "Tock", "Internal"). This helps track customer acquisition channels and understand where your customers come from. This field is available in Build Beyond Limits under Contact General dimensions.

The number of distinct calendar years in which this customer has sent gifts. For example, if someone sent gifts in 2022, 2023, and 2024, they have "3 years as gifter." This metric helps distinguish established gift-givers from one-time gifters, showing their long-term commitment to gifting through your winery. You can find this dimension in Build Beyond Limits within the Gifting General category.

The calendar year when this customer sent their very first gift order. This establishes the beginning of their gifting relationship with your winery and helps calculate how long they've been using your gifting services. This field is available in BBL under Gifting General dimensions.

The most recent calendar year in which this customer sent gifts. Combined with First Gift Year, this shows whether they're currently active in gifting or have stopped. A customer whose last gift year was 2023 but it's now 2025 may need re-engagement. Look for this in Build Beyond Limits in the Gifting General category.

A score from 0.00 to 1.00 measuring how consistently someone gifts across their years as a customer. A ratio of 1.00 means they've gifted every single year since becoming a customer; 0.50 means they've gifted in half their years. This helps identify reliable annual gifters versus sporadic ones. This metric is found in BBL's Gifting General dimensions.

A comma-separated list showing all years when this customer sent gifts (e.g., "2021,2022,2024"). This reveals the complete gifting timeline including any gap years, helping you spot patterns or breaks in their gifting behavior. You'll find this in Build Beyond Limits under Gifting General.

The total dollar amount of all gifts this customer has ever sent through your winery. This cumulative value helps identify your most valuable gift customers for VIP treatment and targeted retention efforts. This important metric is located in BBL's Gifting General category.

A 0-100 score predicting how likely a non-gifter is to become a gift customer. The score combines industry type (40% weight), customer quality metrics (30%), and recent engagement (30%). High scores (80+) indicate customers who buy frequently, have high lifetime value, and may work in gift-friendly industries like finance or consulting. This predictive score is available in Build Beyond Limits within Gifting General dimensions.

The number of days between the customer's very first purchase and today. This shows how long they've been a customer overall, regardless of purchase frequency. You can access this in BBL under Contact Segmentation dimensions.

The span of days between their first and most recent order. A small number means they're new or haven't reordered; a large number indicates a long-term relationship with ongoing purchases. Find this metric in Build Beyond Limits within Contact Segmentation.

The total count of successful, paid orders from this customer across all channels. This includes everything except cancelled or unpaid orders. This fundamental metric is located in BBL's Contact Segmentation category.

The average number of days between this customer's purchases. Lower numbers (e.g., 30) indicate frequent buyers; higher numbers (e.g., 365) indicate annual buyers. This helps predict when they're likely to order again. You'll find this in Build Beyond Limits under Contact Segmentation dimensions.

The total number of orders placed through each specific channel (Website or Point of Sale/Tasting Room). These are fundamental metrics for channel performance analysis. You can find these in BBL's Contact Forecasting category.

How many days have passed since their last purchase in each channel. This helps identify which customers are overdue and may need marketing attention. These metrics are located in Build Beyond Limits within Contact Forecasting dimensions.

The typical purchase frequency for each channel. Some customers may visit the tasting room monthly but order online only annually, revealing channel preferences. Find these in BBL under Contact Forecasting.

Using purchase patterns or machine learning, the estimated date when this customer will likely make their next purchase in each channel. This helps time marketing perfectly. These predictive fields are available in Build Beyond Limits in Contact Forecasting.

How many days until their predicted next order. Negative numbers mean they're overdue; positive numbers show how long until they're expected to buy. This countdown helps prioritize outreach. Located in BBL's Contact Forecasting category.

A 0-100 score indicating the probability this customer will make a purchase in the next 30 days through each channel. Scores above 80 indicate "hot" prospects ready to buy. These AI-powered scores are found in Build Beyond Limits under Contact Forecasting dimensions.

A classification based on purchase patterns:

The specific months when this customer typically makes purchases in each channel (e.g., "Mar, Jun, Nov, Dec"). This reveals seasonal buying patterns and helps plan inventory. You can find these pattern insights in Build Beyond Limits under Contact Forecasting dimensions.

Special categorization for tasting room visitors combining distance from winery, club membership, and visit frequency. Examples include "Local Club Member", "Regional Regular Visitor", "Distant Repeat Customer", or "Web-Only Customer". This classification is located in BBL's Contact Forecasting category.

A 0-100 score that takes the highest likelihood score between web and tasting room channels. This single score helps prioritize marketing efforts across all customers, regardless of their preferred channel. Find this unified score in Build Beyond Limits within Contact Forecasting dimensions.

Temperature-based segments indicating how ready customers are to buy:

A brief text summary of the most important pattern or anomaly detected for this customer, such as "Holidays-only buyer" or "Overdue by 90 days - was monthly buyer". This human-readable insight helps staff quickly understand each customer's situation. You'll find this in Build Beyond Limits within Contact Forecasting dimensions.

Number of Website Orders, excluding $0. This is for all Orders that have a 'Channel Type' of 'Website'.

A running total of all wishes from this customer that have been completely fulfilled over time. Each wish order is counted as "fully granted" when at least 99% of the original wish value has been shipped. This helps track customer satisfaction and fulfillment success rates across their entire relationship with the winery.

A running total of all wishes from this customer where some items were sent but not everything. This cumulative count increases each time a wish is partially fulfilled and helps identify customers who frequently receive incomplete shipments, which may indicate inventory challenges or other fulfillment issues.

The exact number of bottles or units of a specific product that the customer still wants but hasn't received yet. For example, if they wished for 12 bottles of Cabernet and only received 9, this would show 3. This helps wineries prioritize which specific items to fulfill.

The complete dollar value of the customer's wish list when they first created it, calculated by multiplying each item's quantity by its price at that time. This original amount never changes, even if prices change later, providing a baseline for measuring fulfillment performance.

The sum of all individual items across all products in the wish. If a customer wished for 6 bottles of red wine, 3 bottles of white wine, and 2 gift sets, this would be 11. This helps understand the scale of the wish regardless of product types or values.

A classification showing how long unfulfilled wishes have been waiting. Categories include:

The calendar date (year-month-day) when the customer submitted their wish, adjusted for your winery's timezone. This date format makes it easy to sort and filter wishes by specific days for reporting and fulfillment planning.

For wishes that haven't been completely fulfilled, this shows how many days have passed since the customer created the wish. This "age" helps prioritize older wishes and track how quickly your winery typically fulfills customer requests.

The number of calendar days between when a customer created their wish and when the first item from that wish was shipped. This measures initial response time and helps track if you're meeting customer expectations for fulfillment speed.

The number of days between the original wish date and the most recent shipment for that wish. For wishes fulfilled in multiple shipments, this shows the total time span from start to finish of the fulfillment process.

The specific date when the first shipment was sent for this wish. This milestone date helps track fulfillment performance and can be used to measure the gap between customer expectation and actual delivery.

The percentage of the total wished quantity that has been delivered, regardless of price. If a customer wished for 20 items total and 15 have been sent, this shows 75%. This quantity-based metric helps ensure customers receive what they wanted, not just equivalent value.

The percentage of the original wish's dollar value that has been fulfilled. If the wish was worth $1,000 and $850 worth of products have been sent, this shows 85%. This value-based metric helps track financial fulfillment performance.

A classification of how quickly wishes are being fulfilled. Categories include:

The count of unique products (different SKUs) from the original wish that have been shipped. If a wish included 5 different wines and 3 of those wines have been sent (regardless of quantity), this would be 3.

A comma-separated list of all order numbers that contained items fulfilling this wish. This creates an audit trail linking wishes to actual shipments and helps customer service track what was sent when.

The sum of all dollar amounts from this wish that have been shipped to the customer. This may differ from the original wish total if prices changed or if only partial quantities were sent.

The number of distinct products (unique SKUs) in the wish, regardless of quantities. A wish for 12 bottles of Wine A, 6 bottles of Wine B, and 3 bottles of Wine C would have an item count of 3.

The total dollar amount for a specific line item, calculated as quantity × unit price. If someone wished for 6 bottles at $45 each, the extended price would be $270. This helps understand the value of each product line in the wish.

The status for each specific product in the wish. Categories are:

The percentage of a specific item's wished quantity that has been delivered. If 12 bottles of Chardonnay were wished and 8 were sent, this shows 66.67%. This item-level metric helps identify which specific products are challenging to fulfill.

The product description as it appeared when added to the wish list. This preserves the original product name even if it changes later in your system, maintaining an accurate historical record.

The price per bottle or unit at the time the item was added to the wish. This historical price is preserved even if current prices change, ensuring accurate fulfillment calculations.

The category classification of the product, such as "Wine", "Merchandise", "Food", or other product categories your winery offers. This helps analyze wish patterns by product type.

The number of bottles or units of this specific product that the customer wished for. This is the original requested amount for each individual SKU on their wish list.

The dollar value of the unfulfilled portion of this specific item. If 6 bottles at $50 each were wished and only 4 were sent, the remaining value would be $100 (2 × $50).

For wine products, this identifies the grape variety such as "Cabernet Sauvignon", "Pinot Noir", "Chardonnay", etc. Non-wine products will have this field empty. This helps analyze wine preferences in wishes.

The specific wine name for wine products in your catalog. For non-wine items like merchandise or food, this field shows "Non-Wine" to clearly distinguish product types in reporting.

The most recent date when any products from this wish were shipped. For wishes fulfilled over multiple shipments, this tracks the latest activity and helps identify wishes that may need follow-up.

The month number (1-12) when the wish was created, where 1 represents January and 12 represents December. This numeric format makes it easy to sort and analyze seasonal wish patterns.

The system-generated unique reference number for each wish (e.g., "Wish-292479-wo-328442"). This identifier allows customer service to quickly locate specific wishes and links all related orders and items.

The calendar quarter (1-4) when the wish was created. Q1 includes January-March, Q2 is April-June, Q3 is July-September, and Q4 is October-December. Useful for quarterly business analysis.

A counter showing this is the customer's 1st wish, 2nd wish, 3rd wish, etc. This helps understand customer loyalty and identify patterns in repeat wish behavior.

The stock keeping unit (product code) for each wished item. This internal identifier ensures accurate product matching between wishes and inventory, even if product names change.

The overall fulfillment status of the entire wish. Values are:

A classification grouping wishes by their total dollar value. Tiers include:

The four-digit year when the wish was created (e.g., 2024, 2025). This allows for year-over-year comparisons and long-term trend analysis of customer wish patterns.

Number of fully granted wishes.

Number of partially granted wishes.

Number of ungranted wishes.

We've updated the Net Sales calculations for Offset Partners to properly handle order-level discounts. Previously, these discounts were not allocated correctly at the item level. Order-level discounts are now proportionally distributed across line items, ensuring accurate Net Sales reporting.

Connect your historical tasting room data to your current Commerce7 POS Profiles for seamless year-over-year reporting. When migrating from legacy CRM systems, tasting room locations often don't align with new POS Profile structures. Our new mapping feature bridges this gap, ensuring your revenue and case sales reports maintain continuity across both old and new systems. Track performance trends for any time period without losing visibility into pre-migration data. Contact Enolytics Support to set up your tasting room to POS Profile mappings.

Consolidate duplicate sales associate records for accurate performance reporting across your entire system. Whether you have multiple entries for the same person or inconsistent formatting between club signups and order records, our new mapping feature creates a unified view. Link all variations of a sales associate's name to a single primary record, ensuring historical orders, current sales, and club memberships are properly attributed. This provides clear visibility into each associate's true performance metrics without manual data reconciliation. Contact Enolytics Support to configure your sales associate mappings.

Manage multiple wineries through a single unified dashboard, whether they're all on the same CRM across different instances or spread across various supported CRM platforms. Our multi-tenant functionality seamlessly connects disparate systems, allowing you to view performance metrics, compare results, and generate reports across all properties simultaneously. Filter by individual wineries for detailed analysis or aggregate data for enterprise-wide insights. This consolidated view streamlines both business intelligence and marketing campaign management across your entire portfolio. Enolytics provides the only solution that brings all your winery data together in one comprehensive platform, regardless of your CRM configuration. Analyze overall organizational performance with comparative views, or dive into specific Club KPIs, Tasting Room KPIs, or Website KPIs—all accessible from a single interface.

Take control of your RFM analysis with customizable thresholds. Define your own recency ranges instead of using the standard 1, 4, 9, 12, and 24-month breakpoints. Adjust frequency and monetary percentiles to match your business needs and customer behavior patterns. Whether you want tighter segmentation for fast-moving products or broader ranges for longer sales cycles, you can now tailor RFM settings to your specific requirements. Contact Support to implement custom configurations beyond the default settings.

Organize wine clubs by brand with our new Club Brand aggregation feature. For wineries managing multiple clubs tied to specific brands within their portfolio, this field provides an additional layer of organization and reporting. Access Club Brand as both a filter option and a dimension in Build Beyond Limits for custom analysis. The field integrates seamlessly into the Wine Club Module's dropdown menus, enabling brand-level performance tracking and member segmentation. This enhancement supports more granular club management for wineries with diverse brand portfolios. Contact Enolytics Support to show you how to set up your Club Brands

Filter for current club brand membership status with the new "Members of Club Brand" option. This filter specifically captures contacts who are presently Active or On Hold members of your selected club brand, providing a real-time snapshot of current membership. In contrast, the existing "Club Brand" filter includes all contacts who have ever belonged to that brand's club, regardless of current status. This distinction enables more precise segmentation for targeted communications to active members versus historical analysis of all past and present brand club participants.

Track customer acquisition timing with "Days Since Contact Created," a dimension that shows the number of days between when a contact was first added to your system and yesterday. This metric helps identify new versus established customers, measure the effectiveness of recent acquisition campaigns, and segment communications based on customer tenure. Use it to trigger welcome series for recent additions, anniversary messages for long-standing customers, or analyze purchasing patterns relative to account age.

Identifies the industry sector of a contact based on their email domain through pattern matching and a comprehensive list of known company domains. Industries include Financial Services, Technology, Healthcare, Legal Services, and others, helping segment contacts for targeted B2B marketing and understanding corporate purchasing patterns.

A numerical rating from 0-100 that predicts a contact's corporate gifting potential based on their identified industry. Financial services companies receive the highest scores (95), followed by legal services (90) and consulting firms (85), while education and government entities receive lower scores due to typical budget constraints and compliance requirements.

Groups contacts into strategic segments like "Premium Corporate Gifters," "High-Value Corporate Gifters," or "Budget-Conscious Corporate" based on their gift score. This tiering system helps sales teams prioritize outreach efforts and customize their approach based on the expected gifting budget and behavior of each segment.

Categorizes contacts by their most likely gifting use case, such as "Deal Closing Gifts," "Employee Recognition," "Holiday Programs," or "Customer Loyalty." This segmentation enables marketing teams to create targeted campaigns with relevant messaging and product recommendations that align with each segment's typical purchasing occasions.

Provides simple, actionable guidance for sales teams with labels like "High-value account - Prioritize for outreach" or "Standard corporate - Monitor for opportunities." These notes help sales representatives quickly understand which accounts deserve immediate attention versus those requiring periodic check-ins.

Classifies contacts based on their observed gifting behavior into categories like "Corporate Gifter - Confirmed," "Personal Gifter," or "Potential Corporate Gifter - Never Gifted." This segmentation identifies both active gifters and untapped opportunities, helping teams focus on converting high-potential non-gifters while maintaining relationships with existing gifters.

Provides detailed classification of gifting patterns such as "High-Volume Corporate," "Frequent Personal," or "Occasional Personal" based on the frequency and volume of gift purchases. This granular view helps understand whether a contact typically sends many gifts at once (corporate behavior) or individual gifts throughout the year (personal behavior).

This is the percentage of a customer's non-club orders, from the past 5 years, identified as gifts, providing insight into their purchasing behavior. A high percentage indicates someone who primarily uses your service for gifting, while a low percentage might represent an opportunity to introduce them to gifting options.

A dimension that shows all orders identified as gifts over the past 5 years based on our algorithm that compares billing and shipping information. This metric helps identify your most active gifters and provides a baseline for measuring the success of gifting-focused marketing campaigns.

Tracks the number of distinct dates when a customer sent five or more gifts on the same day, which is our threshold for identifying corporate bulk-gifting behavior. This metric is crucial for distinguishing between personal gifters who send individual gifts and corporate accounts managing large-scale gifting programs.

Tracks the number of distinct dates when a customer sent three or more gifts on the same day, which is our threshold for identifying corporate bulk-gifting behavior. This metric is crucial for distinguishing between personal gifters who send individual gifts and corporate accounts managing large-scale gifting programs.

Records the highest number of gifts a customer has ever sent on a single day within the past 5 years. This peak capacity metric helps identify customers with established bulk-gifting capabilities who might be good candidates for corporate gifting programs or volume discounts.

Shows the time elapsed since a customer's most recent gift order, helping identify active versus lapsed gifters. This recency metric is essential for triggering re-engagement campaigns or recognizing when a previously active corporate gifter may need attention to maintain the relationship.

Provides specific, actionable marketing or sales strategies for each contact, such as "Introduce corporate gifting program" for frequent buyers who've never gifted, or "Re-engage with gift promotions" for lapsed gifters. These recommendations help teams take immediate, relevant action rather than requiring manual analysis of each account.

Lists up to 10 specific dates when a customer placed 3 or more gift orders, showing the date and quantity like "2024-12-15 (8 gifts)." This detailed history helps sales teams reference specific bulk orders in conversations and identify seasonal patterns in corporate gifting behavior.

POS Profile added as a Dimension and Filter. POS Profile (and Sales Attribute) also has been added to many dropdowns in the application. It is also available in Build Beyond Limits in the 'Order General' Category

Easily identify customers within a specific distance of any zip code or postal code—perfect for planning road shows, off-site tasting events, or targeted local marketing campaigns.

How to use this feature in Enolytics:

For Build Beyond Limits reports: You can add these distance fields to your custom reports. Find them in the Contact Distance to Zip category:

Our system automatically identifies potential gift orders by comparing the buyer's information with the recipient's information. This helps us provide appropriate handling for gift purchases.

An order is marked as a "likely gift" when:

1. Names Don't Match

The system checks if any part of the buyer's name appears in the recipient's name:

Examples of names that MATCH (not a gift):

Examples of names that DON'T MATCH (potential gift):

2. AND Different ZIP Codes

3. Complete Information Available

The system only makes a determination when all required data is present:

Result Values:

We've enhanced our gender identification logic. Previously, first names with multiple words or initials (like "Michael T.") were classified as unknown gender. Now, when a multi-word first name returns no gender match, we attempt to classify it based on the first word alone. This improves accuracy in cases where middle initials or additional name components prevented initial gender identification.

This now represents a summary of a customer's communication preferences that shows whether they've agreed to receive different types of marketing messages.

It displays four preferences in a single line:

For each preference, it shows:

Example output would look like: "Mkt: Yes -- Phone: No -- Text: Yes -- Mail: ?"

This means:

The result is labeled as "email_marketing_status" (though it actually shows all communication preferences, not just email).

A list of gift cards that meet all three criteria: currently active, not past their expiration date, and have never been redeemed. This preset report can be found under Public Bookmarks | Business Reports | Gift Cards

A list of gift cards that meet three criteria: currently active, not past their expiration date, and have been partially (but not fully) redeemed. This preset report can be found under Public Bookmarks | Business Reports | Gift Cards

A list of gift cards that meet three criteria: currently active, not past their expiration date, and have been fully redeemed. This preset report can be found under Public Bookmarks | Business Reports | Gift Cards

These are Offset Partners fields that are now available for filtering and in Build Beyond Limits, in the Contact Segmentation category

These dimensions have been added to Build Beyond Limits and can be found in the Order Bill Info category.

The CRM field that identifies which order number was used to process a refund can be found in Build Beyond Limits under the Order General Category. This field links refunded orders to their corresponding refund order numbers.

Indicates whether a Gift Card is 'Never Used','Partially Used' or 'Fully Redeemed'

Date the gift card was sold. Can be found in Build Beyond Limits in the Gift Card General category

These two fields help you group sales associates based on their primary activity. We analyze which Channel/Order Type each associate works in most frequently and assign them to the corresponding filter group. This makes it easy to filter for all associates who primarily work in a specific channel or order type.

These groupings are particularly useful when:

Note: Associate groups are only created for the Channel Types 'Tasting Room' and 'Outbound Other'.

We've created four unfiltered raw measures to provide flexibility in reporting beyond just completed and paid orders. These measures capture data for both the Current Period (CP) and All Time without any pre-applied filters:

By applying your own filters to these raw measures, you can analyze any type of order based on your specific reporting needs.

You can now access the maximum and minimum order dates for both the Current Period and All Time. We've expanded these date measures beyond the previous 'Excl $0' (excluding zero-dollar orders) to now include 'Incl $0' (including zero-dollar orders), giving you a complete view of your order date ranges.

Track and analyze your wine club shipment performance with our enhanced reporting features. You can now monitor:

To access these insights, navigate to the Wine Club Module and explore the 'Club Releases' and 'Club Shipments' pages.

If your winery operates on a fiscal year that differs from the calendar year, we can now accommodate your needs. Contact us to set up your custom fiscal year configuration.

How it works:

This feature ensures your reporting aligns with your organization's financial calendar.

You can now configure your bundles directly in Enolytics for accurate bottle-level tracking in two scenarios:

Please contact Enolytics Support for assistance with bundle configuration.

We refreshed the metro areas based on the latest 2025 census data.

The Tasting Room Module now has 2 new pages. 'What Wines Did They Sell?' and 'What Non-Wines Did They Sell?' This shows, using Ranking, bottles/items sold and net sales the performance of your sales associates both for Wines and Non Wines.

Pivot tables in Build Beyond Limits and elsewhere no longer show rows and columns that are empty or only have 0 values.

Enolytics now supports the OrderPort CRM. The current list of supported CRMs is now: WineDirect Classic, Commerce7, vinSUITE, eCellar, Shopify/Awtomic, Shopify/Winehub, Shopify/Bloom, Offset Partners and OrderPort.

eCellar customers can now emulate a more detailed channel using the Order Tag. Make sure to configure the order tag as 'Single' and name it 'Order Type'. Enolytics will ingest the data as a Sales Attribute and you will be able to have detailed Order Type reporting.

Now, next to the sales associate name, we will also report on the Cashier Name for vinSuite. Both parameters will be reported through the 'Sales Associate' field.

Now, the logic to identify the actual order completed date is based on the payment date (per Offset's recommendation). When the status of the order is paid and there is a payment date, we will set the order to the payment date, otherwise we will revert back to the datestamp of the order.

Enolytics's Inventory modules are now fully compatible with Offset Partners.

This field classifies orders into three categories based on the customer's membership status at the time of purchase:

This classification helps distinguish between purchases made by established members versus those who joined and purchased on the same day, providing better insight into member purchasing behavior and conversion patterns. It can be found in Build Beyond Limits in the Order Segmentation Category and as a filter.

A new contact-level dimension is available in Build Beyond Limits under the Contact General Category. This dimension calculates the number of days until a contact's next club anniversary.

Key details:

This is the gift card name (aka title) linked to the order. It can be found in Tender General Category of Build Beyond Limits.

This is the gift card number linked to the order. It can be found in Tender General Category of Build Beyond Limits.

These fields can be found in Build Beyond Limits under the Membership General category. It tracks the original start date for members who have switched between memberships.

How it works:

This helps you understand true member tenure, regardless of how many times they've changed membership types.

This boolean (true/false) indicates whether the date is the last day of a month. This is linked to the membership activity/counts. It will help you create fast reports showing membership count for the last day of each month.

This boolean (true/false) indicates whether the date is the last day of a calendar quarter. This is linked to the membership activity/counts. It will help you create fast reports showing membership count for the last day of each calendar quarter.

This boolean (true/false) indicates whether the date is the last day of a calendar year. This is linked to the membership activity/counts. It will help you create fast reports showing membership count for the last day of each calendar year.

Can be used by the accounting department for month-end reporting.

It provides a detailed view of the entire order-to-delivery process, with extensive product, customer, and financial analytics capabilities.

Key components of the report include:

The report contains comprehensive payment and order fulfillment data.. It tracks the complete lifecycle of customer orders from submission through payment processing and completion.

Key components of the report include:

These are Membership Status Summary Reports

This is a much simpler, time-series report (by month, quarter or year) focused specifically on tracking membership program metrics over time.

Key components of the report include:

List visitors to the Tasting room who visited between 366 and 730 days ago but not in the past year.

This lists all members and their next anniversary within the next 30 days.

Monthly and Weekly Run Rates in Build Beyond Limits are now responsive to the date picker.

We have created numerous preset campaigns for you that will help you grow your business if you run them as part of a regular routine. The 3 Folders are 'Customer Loyalty', 'Routine Campaigns', and 'Club Processes'. Please watch the following tutorial on how to use these campaigns.

This folder contains campaigns aimed at reducing attrition by engaging with customers at various stages of disengagement with the winery. It also includes campaigns to strengthen acquisition by providing you with a list of customers whose behavior indicates increased engagement with the winery. Additionally, it provides reports on sales velocity, identifying customers whose sales velocity is decreasing significantly and those whose sales velocity is increasing significantly.

This folder includes reports that will help you identify people who gifted in a certain period in the past. Now you can see who, for instance, gifted in May of last year, and contact those customers again near the end of April to see if they would like to gift again this year.

It also includes a report showing your customers (based on billing contact info) who have a birthday in the next 30 days.

These reports identify customers who were never club members, but would be great candidates to join your club. It also includes a report on past club members who have remained active after their membership was cancelled and are worth reaching out to.

This is available in Build Beyond Limits, under the Contact Segmentation Category, and indicates the contact's initial Sales Associate. This is derived from the first Paid order that is not a Reservation Order Type, or where the external vendor is Tock.

This is available in Build Beyond Limits, under the Contact Segmentation Category, and indicates the contact's initial Order Type. This is derived from the first Paid order that is not a Reservation Order Type, or where the external vendor is Tock.

The Enolytics-created name for the allocation is based on the month in which the Allocation happened. This is only for orders with a Channel Type of Allocation. An example of the format is "Jan-Allocation". The advantage is that you can now easily compare allocations across different years. The limitation is currently that allocations that span several months cannot be tracked in this manner. The dimension is available in Build Beyond Limits in the Allocation General Category.

This is an Offset Partners-generated name at the time of the order. The dimension is available in Build Beyond Limits in the Allocation General Category.

This is an additional Days Since counter, now for the channel type 'Allocation'. It is part of a group of 'Days Since' dimensions, like Days Since Contact Last POS Order, Days Since Contact Last Club Order, Days Since Contact Last Website Order, and Days Since Contact Last Order. It can be found in Build Beyond Limits in the Contact Segmentation Category.

This is the actual date of the Contact's last order with channel Type 'Allocation'. It can be found in Build Beyond Limits in the Contact General Category.

This is the days between today and when the contact has their birthdate (billing contact birthdate). It can be found in Build Beyond Limits in the Contact Segmentation Category.

Measure to calculate the YDAY share of memberships, with YDAY being the last date in the CP period of your date picker. This measure is available in Build Beyond Limits and has been added to the Club Summary in the 'How Many Members Do We Have?' section of the Wine Club Module.

This measure calculates the Net Sales for the Channel Type Allocation. This is part of a similar group of measures covering the other major channel types Σ Net Sales Club, Σ Net Sales TR (Tasting Room), Σ Net Sales Website, and Σ Net Sales Events. It can be found in Build Beyond Limits.

These measures calculate the ratio between Allocation and the total net sales across all channels in the winery. This is part of a similar group of measures covering the other major channel types Σ Net Sales Club Ratio, Σ Net Sales TR Ratio (Tasting Room), Σ Net Sales Website Ratio, and Σ Net Sales Events Ratio. It can be found in Build Beyond Limits.

This measure calculates the Orders (Excluding $0 Orders) for the Channel Type Allocation. This is part of a similar group of measures covering the other major channel types Σ Orders (Excl $0) Club, Σ Orders (Excl $0) TR (Tasting Room), Σ Orders (Excl $0) Website, and Σ Orders (Excl $0) Events. It can be found in Build Beyond Limits.

This is our initial introduction to ranking in Build Beyond Limits. We are making the following measures available Net Sales Rank CP, Net Sales Rank PP, and Net Sales Rank All Time. The ranking is sorted as descending with the highest net sales being ranked 1, 2nd highest net sales ranked 2, etc. You can apply measure filters to these measures to limit your data set to your top n (10, 20, etc).

Export of Pivot Tables is now fixed.

Previously, we used the Sales Agent to define the Sales Associate. Now we are using the 'Sales Credit' field, and only if it is empty, will we fall back on the 'Sales Agent' field to populate the Sales Associate for our customers who use the Offset Partners CRM.

This type was previously unknown and therefore would not count the cases sold or bottles sold. We are now assigning the Non Alcoholic Wine in Shopify to the product Type 'Wine'.

Initially, we used the mailing address provided by Offset. However, to align with our other CRM implementations and to follow the standard use of the Offset Partners CRM, we changed the address to the billing address.

Now officially available to everyone. You can provide Enolytics with a template of your budget (see How to upload your budget using a template), or you can manually upload your goals/budget.

Added to Build Beyond Limits in the Membership Activity Category

This is the sequential order number (excluding $0 orders) per customer. This will now make it easy to see the fall-off between orders. Added to the Order General Category of BBL

Last Ordered Date for a specific Wine Name (as opposed to SKU level). Added to the Product General Category of BBL.

Number of days since a wine name was last ordered. Great for segmentation. Added to the Product General Category of BBL.

First Ordered Date for a specific Wine Name (as opposed to SKU level). Added to the Product General Category of BBL.

Tenure of the wine name (as opposed to SKU level) in years. Meaning the difference between the first ordered date and last ordered date. Added to the Product General Category of BBL.

Tenure of a SKU in days. Meaning the difference between the first ordered date and last ordered date. Added to the Product General Category of BBL.

Verifies if an address likely may be duplicate to help you find duplicate customers. Added to the Contact Quality category of BBL.

Verifies if a phone number likely may be duplicate to help you find duplicate customers. Added to the Contact Quality category of BBL.

This identifies the last cancelled club for the contact.

This identifies the sales associate who did the sign up for the last cancelled club.

This will help you identify the buying behavior of customers through a velocity score. There are three velocity scores: Net Sales Velocity Score, Orders (Excl $0) velocity score, and the 750ml Bottles (Excl $0) velocity score.

If the score is less than 100%, then the customer has spent less in the past 365 days (to exclude seasonality) compared to the previous 365 days. Customers can have a loyalty score indicating they are a top or loyal customer, yet their velocity score may suggest that they are likely to become at-risk customers.

Wine Spending Coefficient

This measure indicates the all time spend of the customer calculated as the ratio of all time Wine Spend divided by the Wine AOV outside of the club channel in the past 365 days. This will help you identify your top buyers easily.

This will provide you with the Max and Min Order dates, either for the Current Period or all time.

Added this measure to Build Beyond Limits

These are a series of calculations that should assist you in reviewing performance and velocity over the past 2 years.

The ratio will show you the ratio of the specific period compared to the full 2 years. These measures can be used with filters and for both contacts and order dimensions.

1 YAGO is the period of today, a year ago, through yesterday.

2 YAGO is the period of today, two years ago, through yesterday a year ago.

These are a series of calculations that should assist you in reviewing performance and velocity over the past 2 years.

The ratio will show you the ratio of the specific period compared to the full 2 years. These measures can be used with filters and for both contacts and order dimensions.

1 YAGO is the period of today, a year ago, through yesterday.

2 YAGO is the period of today, two years ago, through yesterday a year ago.

These are a series of calculations that should assist you in reviewing performance and velocity over the past 2 years.

The ratio will show you the ratio of the specific period compared to the full 2 years. These measures can be used with filters and for both contacts and order dimensions.

1 YAGO is the period of today, a year ago, through yesterday.

2 YAGO is the period of today, two years ago, through yesterday a year ago.

These are a series of calculations that should assist you in reviewing performance and velocity over the past 2 years.

The ratio will show you the ratio of the specific period compared to the full 5 years. These measures can be used with filters and for both contacts and order dimensions.

1 YAGO is the period of today, a year ago, through yesterday.

2 YAGO is the period of today, two years ago, through yesterday a year ago.

etc.

Will help you forecast the run rate of non-wine items

This has been fixed. There was an issue when a customers switched clubs and their current club was not cancelled yet.

Measure Filters are now saved with bookmarks. If you create a report that has a measure filter applied, and bookmark it. The measure filter will now be saved as part of the bookmark!

Both are now part of Build Beyond Limits in the Campaign Lists Category.

In Build Beyond Limits, in addition to the initial order type you can now also find the second, third, forth and fifth order type. This works in combination with the days between first and second order, etc...

Days between first and second order where the orders are 'Paid' or 'External', do not originate from Tock or from C7 Reservation and are not $0 orders. This will help you understand the customer flow between order types and the average days it takes between orders.

Days between second and third order where the orders are 'Paid' or 'External', do not originate from Tock or from C7 Reservation and are not $0 orders. This will help you understand the customer flow between order types and the average days it takes between orders.

Days between third and fourth order where the orders are 'Paid' or 'External', do not originate from Tock or from C7 Reservation and are not $0 orders. This will help you understand the customer flow between order types and the average days it takes between orders.

Days between fourth and fifth order where the orders are 'Paid' or 'External', do not originate from Tock or from C7 Reservation and are not $0 orders. This will help you understand the customer flow between order types and the average days it takes between orders.

The projected attrition, signup and growth ratios were not calculating correctly. This is now fixed.

We changed the User Experience of the date picker to make it more intuitive. All Presets are now on the initial page of the date picker. If you want to select your own date range, you can click on 'Pick Your Dates' and then easily select your date range. The moment you select your start date in 'Pick Your Dates', the start date will be populated in the Start date -> End date visualization.

Actively track the use of the guest account over time. For the entire tasting room and for your individual sales associates. Go to the Tasting Room Module and Click on Guest Account Trends

Campaign Lists allow you to track the success of your campaigns over time or to exclude specific contacts from future campaigns. Unlike bookmarks, which are typically dynamic and update based on buying behavior or timelines, Campaign Lists are static. They consist of a fixed set of customer numbers you define up front. This makes them ideal for measuring the impact of a campaign later on and for ensuring, in real time, that contacts aren’t targeted again—such as excluding someone who already received a previous campaign.

Find out more about Campaign Lists here

This provides you with the club name the customer was in at the time of the order. A great use case for this would be to review your tasting SKUs or experiences and see what clubs your members were part of during the tasting.
It is both a dimension that can be filtered by and available in Build Beyond Limits in the Club General Category.

This shows the sales associate who signed up for the last club membership for the contact. This will only be populated if the contact still has a "current" club membership. It is both a dimension that can be filtered by and available in Build Beyond Limits in the Contact General Category.

This shows the Club Name of the last club membership for the contact. This will only be populated if the contact still has a "current" club membership. It is both a dimension that can be filtered by and available in Build Beyond Limits in the Contact General Category.

This shows the signup date for the last club membership for the contact. This will only be populated if the contact still has a "current" club membership. It is both a dimension that can be filtered by and available in Build Beyond Limits in the Contact General Category.

This shows the club membership status ('Active' or 'On Hold') for the last club membership for the contact. This will only be populated if the contact still has a "current" club membership. It is both a dimension that can be filtered by and available in Build Beyond Limits in the Contact General Category.

This calculates the number of orders for the Channel Type = 'Club'. This is available in Build Beyond Limits as both regular and preset calculations.

Avg Bottles Per Order in the Tasting Room Secondary KPIs is fixed.

This is a new preset report that will allow you to analyze your shipping revenue by ship to state and by the number of bottles in the order. This will help you analyze your shipping profitability and help you create shipping discount and pricing strategies.

indicates the number of bottles in order. It does not distinguish between bottles based on value. It is the sum of the quantity of items in the orders that have a product type = 'Wine'. The Dimension can be found in Build Beyond Limits.

This is an important part of financial reporting. This can be found in Build Beyond Limits.

This is an essential part of financial reporting. This can also be used as the Tax County. This can be found in Build Beyond Limits.

The Default Pickup Location where the member picks up their club orders. The Dimension can be found in Build Beyond Limits.

Indicates whether an item was shipped. This uses the Shipping Status and will be interpreted differently for each CRM.

Calculates the average age of your contacts in the context you'd like to use it. A use case could be to know the average age of members of each of your different clubs to see if there is a significant age discrepancy. The Measure can be found in Build Beyond Limits.

Number of Days with Orders. Counts the number of distinct days that had orders. The use case is to easily be a able to count the days that sales associates have been working (processing orders) or days a product has been sold on. The Measure can be found in Build Beyond Limits.

Calculates the net sales to Days with Orders ratio. This can be used to compare the performance of Sales Associates based on a daily ratio rather than a date range. The Measure can be found in Build Beyond Limits.

Number of Days with Orders in channel type Tasting Room. Counts the number of distinct days that had orders. The use case is to easily be a able to count the days that sales associates have been working (processing orders) or days a product has been sold on. The Measure can be found in Build Beyond Limits and in the Tasting Room | Who Sold It module.

Calculates the net sales in channel type tasting room to Days with Orders in channel type tasting room ratio. This can be used to compare the performance of Sales Associates based on a daily ratio rather than a date range and in the Tasting Room | Who Sold It module.

Calculates the Sales for the Items that are shipped based on the Shipped Date (not the completed date).

Calculates the average tenure (in months, without clubs excluded from reporting) for cancelled memberships. Use this in combination with filters like Last Cancelled Date or Days Since Last Cancellation. It can be found in Build Beyond Limits and in 'How Many Members Do We Have | Club Summary)

Calculates the average tenure (in months, without clubs excluded from reporting) for both active and cancelled memberships. It can be found in Build Beyond Limits and in 'How Many Members Do We Have | Club Summary).

Discounts $ (Incl $0)

Discounts in $ (Including $0 orders). For $0 orders, this means that the Discounts $ (Incl 40) is equivalent to the Gross Sales amount. For non $0 orders, it is equivalent the difference between the Gross Sales amount and the actual sold price/net sales.

The Year and Month the contact was created in. It can be found in the Contact General Category of Build Beyond Limits

Represents the "Month-Day Format", "Yearless Date", or simply "Day of Year without Year" for the Order Completed Date. It can be found in the Order General section of Build Beyond Limits.

This field is created to help sort the Week Day of Month field. The week day of month field represents days as follows: 1st Monday of January, 4th Thursday of November, etc. Prior to the sortkey, this field would be sorted alphabetically. Using the sortkey, you can sort it chronologically.

The Average Price Per Item measure set has been added to Build Beyond Limits. This calculates the average days between orders in the period. For instance if date picker is set to 1/1/25 - 3/31/25 and the first order in the period is on 1/15/25 and the last order is on 3/15/25. The difference between the first and last date was 60 days. If the contact had 5 orders, the average days. between orders would be 12 (=60/5).

This is the part of the email address after the "@"-symbol. (eg. wellsfargo.com). Use cases for this are to see which company may have the most contacts in your database (use in combination with email type).

You can also exclude it to easily remove winery email addresses.

Enolytics now helps you identify varietal preference and wine name preference

The wine name and varietal preference algorithms analyzes a customer's purchase history to identify their preferred specific varietals or wines and classify them into meaningful segments. This classification provides insights on varietals or wine names that customers repeatedly purchase.

Examples

You can now find the last order dates for the following channels: all channels combined, club, website and tasting room.

The fields are called: Contact Last Order Date (all channels) - Club Last Order Date - POS Last Order Date - Website Last Order Date.

The channel designation is based on the channel type you have configured in the configuration mapping.

In the same context of 'Last Order Date', you can now find the days since last order for the following channels: All Channels, Club, Web and Tasting Room.

The fields are called: Days Since Contact Last Order (all channels) - Days Since Contact Last Club Order - Days Since Contact Last Website Order - Days Since Contact Last POS Order

The channel designation is based on the channel type you have configured in the configuration mapping.

Order Level: C7 Only

Order Item Level: C7 Only

Order Item Level: C7 Only

Order Level: C7 Only

Order Level: C7 Only

Order Level: C7 Only

When the 'Delay Reservations' setting is enable in Enolytics and when using C7 for reservations the following rules will be applied:

When the reservation date is in the future, the revenue will be delayed till the reservation date (order completed date will be set to the reservation date). Pending Reservation Dates can be found in Build Beyond Limits.

We added support for the Sales Attribute field in Commerce7. For those using Custom Fields/Metadata in Commerce7 to track Order Types, you can now use Sales Attribute to identify your order types and channels. Contact [email protected] for more information.

These are a series of calculations that should assist you in reviewing performance and velocity over the past 5 years.

The ratio will show you the ratio of the specific period compared to the full 5 years. These measures can be used with filters and for both contacts and order dimensions.

1 YAGO is the period of today, a year ago, through yesterday.

2 YAGO is the period of today, two years ago, through yesterday a year ago.

etc.

YAGO stands for Year(s) Ago.

The measures are available in Build Beyond Limits.

The Net Sales Non-Club measure set has been added to Build Beyond Limits.

You can now easily report filter on the channel net sales and channel ratios. For example, you can now run a report on someone who spent at least 20% of their net Sales in the tasting room and over $300 online.

We've added a section in Data Quality to help you with pro-actively cleaning your customer data prior to migrating to Commerce7. More info can be found in this knowledge base article and this Customer Round Table Recording.

There is also a Ω C7 Data Check section in Build Beyond Limits if you want to create your own reports on the topic.

The Average Price Per Item measure set has been added to Build Beyond Limits.

The Contact List in Who Are My Contacts now includes a phone number.

Club Anniversaries can now be filtered by Anniversary Month. This can be done in Wine Club | Other Interesting Things | Club Anniversaries.

We created a set of new measures for Net Sales Non-Wine and added them to Build Beyond Limits.

We created a set of new measures for Wine Order Conversion Rate and added them to Build Beyond Limits, the secondary KPIs in the Tasting Room Highlights page and the Associate Performance table on the 'Who Sold It?' page of the Tasting Room Module.

Club Member Lifetime Value

Member Lifetime Value has been added as a KPI to the Wine Club Highlights secondary KPIs. We also added it to the Performance table of 'How Many Members Do We Have?' and in Build Beyond Limits.

The Margin in $ (Excl $0) measure set has been added to Build Beyond Limits.

The Gross Sales (Incl $0) measure set has been added to Build Beyond Limits.

Active Club has been removed. It has been replaced by 'Members Of'.

Added Tenure in Months to the Wine Members at Risk Table

Fixed issues with Inventory export and we added the additional tab for historical inventory information that will display inventory by date, inventory pool and SKU for the past 365 days).

There was an issue where, often, when exporting images, the saved image would be blank. This is now fixed.

Prior Period can now be set to 2 years ago and 3 years ago. Use the "Compare Years Back"-slider in the date picker, to set your Prior Period. All Δ and Δ% values will be updated to compare the Current Period to the updated Prior Period.

Enolytics is now compatible with Shopify (using the Bloom or Awtomic subscription modules)

We now have 'Benchmarking' available in Enolytics! 🎉 You can find this feature in the Benchmarking section of the navigation bar. This section includes three pages:

You can use specific benchmark filters to narrow your cohort based on geography, business size, average price per bottle, and wine club size.

Benchmarking is entirely anonymous!

Click on the expand button in the top right of the vimeo section below to view full screen

Understanding Benchmarking Functionality in Enolytics DTC

The Associative filter is a powerful new type of filter. Unlike regular filters, it links to a specific entity. For example, in marketing or customer lists, it might use a unique customer number. In Wine Analysis, it could be the SKU or wine name.

This allows for filters like: all customers who have purchased in the tasting room but not on the website. Regular filters can't do this because they don't link specifically to a customer number.

The associative filter is excellent for exclusions where a customer can belong to multiple groups, such as contact types. For instance, you can exclude all contact types that are Employees, Media, and Industry.

Click on the expand button in the top right of the vimeo section below to view full screen

Understanding Associative Filters

All tables in the application now have an Excel icon

in the top right corner, making it easy to export to Excel. You can still use the right-click and select the Export option.

μ Projected Full Year Ratios. This will calculate your projected attrition, signup, and club growth ratios. To do this, divide your year-to-date (YTD) ratio by the current day of the year, then multiply it by 365. This will give you an idea of your club's performance by the end of the year if you maintain your current pace.

Non Wine

CRM Internal IDs. These are the internal unique IDs used by your CRM. This can come in handy when you are going through a data migration.

Last Cancellation Reason: added to the Contact Segmentation category

We included the Club Lifetime Value in both the Highlights and Performance sections. Here's how we calculate it:

Improvements have been made to these measures.

The 'Tasters' KPI was mistakenly showing the 'Member Tasters' value.

The number of rows in tables has been removed and been replaced by the '# of records ' in the top right corner of the applicable tables. This will ensure an accurate record count at any time.

This functionality is also enabled by default in Advanced Reporting | Build Beyond Limits. It is no longer necessary to select row count as a separate measure. The row count has been removed from all public bookmarks. As soon as you start generating a (table) report in Build Beyond Limits, the record count will be displayed.

In Build Beyond Limits you can now write out the report you would like. We then use AI to create your report.

Enolytics is now compatible with eCellar (and also Classic WineDirect, Commerce7, and VinSuite)

In the Data Quality module, you will now find the option to view your active and inactive users. Just go to Data Quality | Users.

Please contact [email protected] if you want to disable a user.

Inventory, including specific inventory KPIs (Weeks of Stock, Inventory Turnover, etc.), has been added.

We have added a field called Week Day of Month. You can now compare Year-over-year days of the month to the same days each year. E.g., the Fourth Friday of November, the Third Sunday of April, etc. You can also filter by this to do a more extensive analysis in the dashboard. Build Beyond Limits has been updated with the 'Week Day of Month' dimension. It can be found in the Order General Category.

This is a new filter (and field). When you select Members of Club, you can choose between all the available clubs. When you select a club, all data will be filtered to only active and on-hold members of that club or aggregate club.

We have added several additional KPIs to Wine Club. Amongst them are average Tenure, Club Lifetime Value, and End-Of-Year projected attrition, sign-up, and club growth rates.

You can also view the breakout of tenure and club lifetime value by going to How Many Members Do We Have? | Performance

'Brand' has been added to the main dropdown options in the KPI dashboard

We added the sales associate that signed up the club member to the table of Changes in Risk Status.

The dropdown was set by default to aggregate club name but initially showed all club names.

'View in CRM' links are now working.

Fixed an issue where Cases Sold CP was incorrect.

We added the following Club KPIs to the Wine Club | Highlights Page, as secondary KPIs: Average Tenure in Months, Net Sales (Club) - this is the net sales attributed to a specific club (Order has to be linked to a club name), AOV (Club), Projected Annual Attrition (We forecast the annual attrition rate by dividing the current attrition rate by the day of the year number and multiplying it by 365. Projected Annual Sign Up Ratio and Projected Annual Growth Ratio. You can find many of these KPIs in more detail in the How Many Members Do We Have? | Performance tab.

We are now allowing you to analyse the churn over time for your individual clubs (that are not excluded from reporting). This provides you with valuable data on which clubs are churning faster/slower than others.

You can now review your mapping within the Enolytics DTC Platform without having to go to your spreadsheet. You can use the 'Open the Config Sheet' button to open your configuration sheet.