Platform: Enolytics DTC
Summary:
What it shows: This dashboard helps you identify which specific wines to recommend to each customer based on their purchase history and preferences. It's part of the Sell More Now category, designed to turn customer insights into immediate sales opportunities.
Key visualizations: Six interactive tabs each containing targeted wine recommendation tables: Next Vintage (wines ready for the next release), Buy Again (repurchase opportunities), Similar Tastes (wines matching customer preferences), In Price Range (price-appropriate suggestions), Favorite Varietal (varietal-based recommendations), and By Customer (customer-specific wine lists). A filter panel lets you narrow recommendations by specific criteria.
When to use it:
• When preparing for customer outreach campaigns or personal sales calls
• During tasting room visits to make informed recommendations based on guest purchase history
Questions this page answers:
• Which wines should I recommend to customers who loved our Pinot Noir?
• Can I see what wines are good upsell opportunities for my price-conscious buyers?
• How do I find the best next vintage recommendations for my club members?
• Where can I view personalized wine suggestions for a specific customer?
• What wines should I pitch to customers who haven't purchased in a while?
Tip: Start with the "Next Vintage" tab to identify your easiest wins—customers already familiar with a wine are often your most receptive audience for the updated version.
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.
Page Info
Category: Sell More Now
Menu: Sell More Now - Pitch These Wines
Visual components: 7
Tabs
This page has multiple views you can switch between:
Next Vintage (default)
Table: Next Vintage
Expected Revenue
Max Revenue
Contact Url
Customer Number
First Name
Last Name
Full Name
Contact Email
Contact Phone
Product Name
Sku
Recommendation Reason
Confidence Level
Final Confidence Score
Expected Bottles
Revenue Factor
Recommendation Rank
RFM Category
Days Since Contact Last Order
POS Last Order Date
Website Last Order Date
Club Last Order Date
Allocation Last Order Date
Wine Name
Contact Days Since Last Communication
Contact Last Communication Date
Contact Last Communication Method
Contact Last Communication Source
Contact Preferred Communication Channel
Contact Marketing Responsiveness
Contact Email Marketing Consent Status
Contact Text Marketing Consent Status
Contact CRM Email Status
Days Since Recommendation
Buy Again
Table: Buy Again
Max Revenue
Expected Revenue
Contact Url
Customer Number
First Name
Last Name
Full Name
Contact Email
Contact Phone
Product Name
Sku
Recommendation Reason
Confidence Level
Final Confidence Score
Expected Bottles
Revenue Factor
Recommendation Rank
RFM Category
Days Since Contact Last Order
POS Last Order Date
Website Last Order Date
Club Last Order Date
Allocation Last Order Date
Wine Name
Contact Days Since Last Communication
Contact Last Communication Date
Contact Last Communication Method
Contact Last Communication Source
Contact Preferred Communication Channel
Marketing Responsiveness
Contact Email Marketing Consent Status
Contact Text Marketing Consent Status
Contact CRM Email Status
Days Since Recommendation
Similar Tastes
Table: Similar Tastes
Expected Bottles
Max Revenue
Expected Revenue
Contact Url
Customer Number
First Name
Last Name
Full Name
Contact Email
Contact Phone
Product Name
Sku
Recommendation Reason
Confidence Level
Final Confidence Score
Revenue Factor
Recommendation Rank
RFM Category
Days Since Contact Last Order
POS Last Order Date
Website Last Order Date
Club Last Order Date
Allocation Last Order Date
Contact Days Since Last Communication
Contact Last Communication Date
Contact Last Communication Method
Contact Last Communication Source
Contact Preferred Communication Channel
Contact Marketing Responsiveness
Contact Email Marketing Consent Status
Contact Text Marketing Consent Status
Contact CRM Email Status
Days Since Recommendation
In Price Range
Table: In Price Range
Max Revenue
Expected Revenue
Expected Bottles
Contact Url
Customer Number
First Name
Last Name
Full Name
Contact Email
Contact Phone
Product Name
Sku
Recommendation Reason
Confidence Level
Final Confidence Score
Revenue Factor
Recommendation Rank
RFM Category
Days Since Contact Last Order
POS Last Order Date
Website Last Order Date
Club Last Order Date
Allocation Last Order Date
Contact Days Since Last Communication
Contact Last Communication Date
Contact Last Communication Method
Contact Last Communication Source
Contact Preferred Communication Channel
Contact Marketing Responsiveness
Contact Email Marketing Consent Status
Contact Text Marketing Consent Status
Contact CRM Email Status
Days Since Recommendation
Favorite Varietal
Table: Favorite Varietal
Max Revenue
Expected Revenue
Expected Bottles
Contact Url
Customer Number
First Name
Last Name
Full Name
Contact Email
Contact Phone
Product Name
Sku
Recommendation Reason
Confidence Level
Final Confidence Score
Revenue Factor
Recommendation Rank
RFM Category
POS Last Order Date
Website Last Order Date
Club Last Order Date
Allocation Last Order Date
Contact Days Since Last Communication
Contact Last Communication Date
Contact Last Communication Method
Contact Last Communication Source
Contact Preferred Communication Channel
Contact Marketing Responsiveness
Contact Email Marketing Consent Status
Contact Text Marketing Consent Status
Contact CRM Email Status
Days Since Recommendation
By Customer
Table: By Customer
Expected Bottles
Expected Revenue
Max Revenue
Contact Url
Customer Number
First Name
Last Name
Full Name
Contact Email
Contact Phone
Suggested Recommendation Category
Product Name
Sku
Recommendation Rank
Recommendation Reason
Confidence Level
Final Confidence Score
Revenue Factor
RFM Category
Days Since Contact Last Order
POS Last Order Date
Website Last Order Date
Club Last Order Date
Allocation Last Order Date
Days Since Last Communication
Contact Last Communication Date
Contact Last Communication Method
Contact Last Communication Source
Contact Preferred Communication Channel
Contact Marketing Responsiveness
Contact Email Marketing Consent Status
Contact Text Marketing Consent Status
Contact CRM Email Status
Days Since Recommendation
Suggestion Created Date