Platform: Enolytics DTC
Summary:
What it shows: Your most valuable customers who just slipped from "Top Customer" to "Top Customer to Watch" status today. This ready-made report automatically captures customers whose RFM score changed specifically from (1) "Top Customers" to "Top Customers to Watch" and (2) that status change happened within the last 24 hours. You get their contact details instantly — no complex filtering or setup required.
Who should use it:
• Marketing managers running retention campaigns
• Customer service teams managing VIP relationships
• Winery owners monitoring their best customers
When to use it:
• Daily check-ins to catch valuable customers before they drift further
• Triggering immediate outreach to high-value customers showing early warning signs
• Building proactive retention workflows for your top spenders
Questions this report answers:
• "How do I find customers who just moved from top customer to at-risk status?"
• "Can I get a daily list of my best customers who haven't purchased recently?"
• "Where can I see which VIP customers need immediate attention today?"
• "How do I pull contact info for top customers showing early churn signals?"
• "Which of my highest-value customers should I call this week?"
Tip: This report refreshes daily based on your RFM settings — if you've customized your "watch" threshold from the default 4 months, the report automatically adjusts to your timeline.
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 Re-engage: Top → Top Customers to Watch
Quick Stats:
2 filter(s) applied
5 dimension(s) displayed
0 measure(s) displayed
Report Page: Build Beyond Limits | Advanced Reporting
Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Your most valuable customers who dropped from Top Customer to Top Customer to Watch status today based on RFM score changes.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Most Recent Rfm Status Change is one of: Top Customers -> Top Customers to Watch
Days Since Most Recent Rfm Status Change is one of: 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.
ℹ️ Additional Details
Bookmark ID:
dc007591-b998-4a14-a20a-239ed1319fed