Platform: Enolytics DTC

Summary:

What it shows: This ready-made report identifies customers who recently upgraded to your highest-value RFM segment — Top Customers. It captures seven different upgrade paths: (1) Legacy Customers moving to Top Customers, (2) Loyal Customers advancing to Top Customers, (3) Loyal Customers to Watch jumping to Top Customers, (4) Passives surprising you by reaching Top Customers, (5) Potential Loyal Customers fulfilling their promise by becoming Top Customers, plus two additional upgrade scenarios. No setup needed — just run it to see your newest VIP customers.

Who should use it:
• Marketing managers running loyalty and retention campaigns
• Customer experience teams celebrating milestone achievements
• General managers tracking customer progression and lifetime value growth

When to use it:
• When you want to acknowledge and reward customers who've significantly increased their engagement and spending
• Before launching targeted campaigns for your newly-minted high-value customers
• When analyzing which customer segments successfully convert to top-tier status

Questions this report answers:
• "How do I find customers who just became top-tier buyers so I can reach out to them?"
• "Where can I see which of my customers recently upgraded to my highest spending segment?"
• "Can I get a list of people who jumped from lower segments straight to Top Customer status?"
• "How do I pull a report showing customers who deserve recognition for their increased loyalty?"
• "Who are my newest VIP customers that I should be treating extra special?"

Tip: This report captures movement that happened during your selected date range, so adjust your date picker to match when you want to identify these customer upgrades — whether that's this month, quarter, or year.

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.

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:

Quick Stats:

Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.

RFM segment report shows customers who upgraded to Top Customer status from seven paths including Legacy and Loyal Customer advances.

The following filters narrow down the data in this bookmark:

Dimension Filters:

No columns defined (this may be a chart-only bookmark).