Platform: Enolytics DTC
Summary:
What it shows: A ready-made report that identifies customers who've recently shifted from "Loyal Customers to Watch" into the more concerning "Loyal Customers at Risk" category. This automatically captures customers whose RFM scores indicate they're showing early warning signs of potential churn — no setup needed, just open and analyze.
Who should use it:
• Customer retention managers and marketing teams
• Winery owners focused on preserving their best customers
When to use it:
• During monthly customer health reviews to catch loyalty erosion early
• When planning targeted retention campaigns for high-value customers
• Before customers slip further into less engaged segments
Questions this report answers:
• "How do I find customers who are starting to drift away before it's too late?"
• "Can I get a list of previously loyal customers who might be at risk of churning?"
• "Where can I see which good customers have recently become concerning?"
• "How do I identify loyal customers who need immediate attention?"
• "Can I pull a report showing customers whose engagement is declining?"
Tip: This report captures customers in transition — they're still salvageable with the right outreach. Consider pairing this data with recent purchase history to craft personalized win-back campaigns.
Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.
📂 How to Access This Report
This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.
To open it:
Click the Bookmarks icon in the left sidebar
Look under Public Bookmarks
Open the folder: ENO Preset Campaigns/Customer Loyalty/Attrition
Click Loyal Customers At Risk
Quick Stats:
1 filter(s) applied
0 dimension(s) displayed
0 measure(s) displayed
Report Page: Which Customers Are We About to Lose? | Contacts
Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Ready-made report identifying loyal customers who shifted to "at risk" category based on RFM scores showing early churn warning signs.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Rfm Status Change is one of: Loyal Customers to Watch -> Loyal Customers at Risk
📋 Columns Displayed
No columns defined (this may be a chart-only bookmark).
ℹ️ Additional Details
Bookmark ID:
5527fd74-5fc6-4c05-be6e-b01f83387861
