Platform: Enolytics DTC
Summary:
What it shows: This report identifies first-time visitors from yesterday who left your tasting room without purchasing any wine. It filters for customers with (1) exactly one tasting room visit, (2) their last POS order was yesterday, (3) they made a purchase (excluding complimentary orders), but (4) zero wine purchases specifically. This is a ready-made report — no setup needed.
Who should use it:
• Tasting room managers looking to improve conversion rates
• Sales teams implementing follow-up campaigns for missed opportunities
When to use it:
• Daily follow-up routines to re-engage visitors who didn't convert
• Analyzing tasting room performance and identifying potential gaps in the wine sales process
Questions this report answers:
• "How do I find visitors who came yesterday but didn't buy any wine?"
• "Can I get a list of first-time guests who left empty-handed so I can follow up?"
• "Where can I see people who visited the tasting room but only bought merchandise or food?"
• "How do I pull a report showing missed wine sales opportunities from yesterday?"
• "Who should I reach out to that visited but didn't purchase wine?"
Tip: Check the Wine Orders TR (Excl $0) All Time column to confirm these customers have zero wine purchases, while Gross Sales shows they did make some purchase (likely merchandise, food, or experiences).
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: Automation Samples (Dynamic)
Click First-Time Visitors YDAY – No Wine Purchase
Quick Stats:
4 filter(s) applied
10 dimension(s) displayed
6 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
Yesterday's first-time tasting room visitors who made purchases but didn't buy wine, helping identify missed wine sales opportunities.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Tr Total Orders is one of: 1
Days Since Last Pos Order is one of: 0
Is 0 Dollar Order is one of: False
Measure Filters:
Wine Orders TR (Excl $0) All Time equals 0
📋 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.
First Name — Contact first name as defined in the contacts table
Last Name — The name of the actual club as specified in the respective CRM. (eg. 3 Bottle Pinot Noir Club). A customer can belong to multiple clubs at once but the club itself can only exist once within the winery data.
Contact Email — Contact's primary email. If contact has multiple emails, this is will be the primary. This is NOT an array of emails.
Contact Phone — Contact's primary phone number. If contact has multiple phone numbers, this is will be the primary. This is NOT an array of phone numbers.
POS Last Order Date — Last Date the contact ordered through the Tasting Room Channel Type
POS Total Orders — Tasting room: Total number of orders placed. **Origin: Calculated**
$0 Order — The net sales/subtotal of the order is $0 and will be excluded from most KPIs.
Order Number — The actual order number of the order (normally represented in numeric format but we will use it as a string)
Channel — This is a mapped field, where we map the order type to an aggregated channel (eg. iPad and Mobile both can map to channel POS.)
Measures:
ℹ️ Additional Details
Bookmark ID:
084e4965-3c65-44f7-9a1a-4864b79181c6