Platform: Enolytics DTC
Summary:
What it shows: This report identifies your most valuable customers who are showing early warning signs of disengagement — specifically those who've moved from "Top Customers to Watch" status directly to "Top Customers at Risk" in your RFM segmentation. These are high-value customers whose purchasing behavior has shifted enough to trigger concern, but who aren't lost yet. It's a ready-made report focused on your most critical retention opportunity.
Who should use it:
• Customer retention managers and marketing teams
• Winery owners tracking their highest-value relationships
When to use it:
• Weekly or monthly reviews to catch valuable customers before they churn
• When planning targeted retention campaigns for your best customers
• During customer health assessments to prioritize outreach efforts
Questions this report answers:
• "Which of my top customers are starting to pull back on their purchases?"
• "How do I find high-value customers who might be at risk of leaving?"
• "Can I get a list of my best customers who've recently changed their buying patterns?"
• "Where can I see customers who've dropped from 'watch' status to 'at risk'?"
• "How do I identify which VIP customers need immediate attention?"
Tip: This RFM transition represents a critical moment — these customers still have strong purchase history but are showing concerning changes in recency, frequency, or spend. Act quickly with personalized outreach since they represent your highest lifetime value.
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 Top 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
High-value customers showing early warning signs of disengagement in RFM segmentation who moved from watch status to at-risk status.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Rfm Status Change is one of: Top Customers to Watch -> Top Customers at Risk
📋 Columns Displayed
No columns defined (this may be a chart-only bookmark).
ℹ️ Additional Details
Bookmark ID:
31ed1d9b-150d-4b3c-871f-1259bf23e36c
