Platform: Enolytics DTC
Summary:
What it shows: A complete list of every customer making their very first purchase with your winery. This ready-made report captures customers at that crucial moment when they've just discovered you — no filters to set up, just pure first-time buyer data with their contact details and purchase information.
Who should use it:
• Marketing managers building welcome campaigns and first-buyer nurture sequences
• Winery owners tracking new customer acquisition and growth patterns
When to use it:
• Planning follow-up outreach to convert one-time buyers into repeat customers
• Analyzing acquisition trends to see how many new customers you're bringing in
• Building targeted campaigns specifically for people in their "honeymoon phase" with your brand
Questions this report answers:
• "How do I get a list of all my first-time customers?"
• "Where can I see who just discovered my winery for the first time?"
• "Can I pull everyone who's made their inaugural purchase?"
• "How do I find new customers to follow up with for retention?"
• "Who are my newest customers that I should be nurturing?"
Tip: Use the Lifetime Value column to spot first-time customers who spent significantly above your average — these high-value newcomers deserve special attention in your follow-up strategy.
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: Business Reports/Customer Summary
Click First Time Customers
Quick Stats:
1 filter(s) applied
4 dimension(s) displayed
3 measure(s) displayed
Report Page: Build Beyond Limits | Advanced Reporting
⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.
Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Shows every customer making their first purchase at your winery with contact details and purchase data in a ready-made report.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Contact Status is one of: 1st Time Customer
📋 Columns Displayed
Dimensions:
Customer Number — The outbound facing unique identifier. This can be different depending on the CRM. WD and VST use a customer_number (that is what prompted the naming), Commerce7's unique identifier is the email address.
Full Name — The contatenation of the first name and the last name as defined in the contacts table.
Order Count Life Time Value — This is the total orders the contact ever had in their lifetime with the winery
Lifetime Value — Used in temporary tables as a calculation of the net sales life time value of the customer. Used in RFM calculations
Measures:
ℹ️ Additional Details
Bookmark ID:
07521964-e9c1-4519-870d-c49006e11aaa