Platform: Enolytics DTC
Summary:
What it shows: The Upcoming Activity dashboard gives you a comprehensive view of customers who are most likely to engage with your winery in the near future, helping you proactively reach out at the right moments. This page is part of the "Sell More Now" category, focusing on immediate sales opportunities with customers who are already primed to buy.
Key visualizations: Five distinct tables accessible through tabs: Upcoming Club Anniversaries showing members approaching milestone dates, Upcoming Birthdays for timely personal outreach, Predicted Website Buyers identifying customers likely to purchase online soon, Predicted Tasting Room Visitors highlighting potential walk-in guests, and Booked Reservations displaying confirmed upcoming visits.
When to use it:
• Planning targeted marketing campaigns around customer milestones and predicted purchase windows
• Preparing your tasting room team for expected visitors and high-probability sales opportunities
Questions this page answers:
• Which club members have anniversaries coming up that I should celebrate?
• Can I see who's most likely to visit my tasting room this month?
• How do I find customers with birthdays so I can send personalized offers?
• Where can I view which customers are predicted to buy from my website soon?
• Can I see all my upcoming reservations in one place?
Tip: Use the filter panel to narrow down timeframes and focus on the most immediate opportunities—reaching out to customers 1-2 weeks before their predicted activity often yields the best response rates.
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 - Ready to Buy Customers
Visual components: 7
Tabs
This page has multiple views you can switch between:
Upcoming Club Anniversaries (default)
Table: Upcoming Club Anniversaries
Membership Url
Customer Number
First Name
Last Name
Full Name
Contact Email
Contact Phone
Contact State
Initial Signed Up Date
Is Switch
Club Membership Status
Tenure In Months
Club Name
Risk Of Leaving
Days Until Contact Next Club Anniversary
Days Since Contact Last Club Order
Last Signed Up Club Name
Contact Last Club Shipment Date
Contact Last Order Date
Last Signed Up Club Sales Associate
Lifetime Value
Club Last Order Date
POS Last Order Date
Website Last Order Date
Contact Days Since Last Communication
Contact Last Communication Date
Contact Last Communication Method
Contact Last Communication Source
Contact Marketing Responsiveness
Contact Preferred Communication Channel
Contact Email Marketing Consent Status
Contact Text Marketing Consent Status
Contact CRM Email Status
Upcoming Birthdays
Table: Upcoming Birthdays
Contact Url
Customer Number
First Name
Last Name
Full Name
Contact Email
Contact Phone
Contact State
Birth Date
Days Until Contact Birthday
Days Since Contact Last Order
RFM Category
Club Status
Contact Last Order Date
Club Last Order Date
POS Last Order Date
Website Last Order Date
Allocation Last Order Date
Lifetime Value
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
Predicted Website Buyers
Table: Predicted Website Buyers
Contact Url
Customer Number
First Name
Last Name
Full Name
Contact Email
Contact Phone
Contact State
RFM Category
Web Total Orders
Website Last Order Date
Web Days Until Predicted Order
Web Predicted Next Order Date
Web Likelihood Score 30 Days
Web Pattern Months
Web Customer Status
Days Since Contact Last Club Order
Club Status
Contact Last Order Date
Club Last Order Date
POS Last Order Date
Allocation Last Order Date
Lifetime Value
Calculation Source
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
Contact Days Since Web Purchase Prediction Created
Predicted POS Visitors
Table: Predicted Tasting Room Visitors
Contact Url
Customer Number
First Name
Last Name
Full Name
Contact Phone
Contact Email
Contact State
RFM Category
POS Total Orders
POS Last Order Date
POS Days Until Predicted Order
POS Predicted Next Order Date
POS Likelihood Score 30 Days
POS Customer Status
POS Pattern Months
POS Visitor Classification
Marketing Priority Score
Days Since Contact Last Club Order
Club Status
Contact Last Order Date
Club Last Order Date
Website Last Order Date
Allocation Last Order Date
Lifetime Value
Calculation Source
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
Contact Days Since POS Prediction Created
Booked Reservations
Table: Contacts with Upcoming Reservations
Contact Url
Customer Number
First Name
Last Name
Full Name
Contact Phone
Contact Email
Contact State
Contact Future Reservation Date
Days Till Contact Future Reservation
RFM Category
Lifetime Value
POS Total Orders
POS Last Order Date
POS Pattern Months
POS Visitor Classification
Days Since Contact Last Club Order
Club Status
Varietal Preference
Wine Name Preference
Contact Last Order Date
Club Last Order Date
Website 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