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Contacts: Which Customers Are We About to Lose?

Contacts dashboard identifies at-risk customers using purchase behavior and engagement data to prevent churn and improve retention.

Updated over 3 weeks ago

Platform: Enolytics DTC

Summary:

What it shows: This Contacts dashboard helps you identify customers who are at risk of churning by analyzing their purchasing behavior and engagement patterns. It's your early warning system for proactive customer retention efforts.

Key visualizations: The page features a comprehensive filter panel that lets you segment customers by recency of purchase, club status, membership status, spending patterns, and channel preferences to pinpoint who might be slipping away.

When to use it:
• Planning targeted retention campaigns before customers completely disengage
• Identifying lapsed wine club members or high-value customers who haven't purchased recently
• Preparing quarterly customer health assessments and retention strategies

Questions this page answers:
• Which of my best customers haven't ordered in a while?
• Can I see who's at risk of canceling their wine club membership?
• How do I find customers who used to spend a lot but have gone quiet?
• Where can I identify tasting room visitors who haven't made a follow-up purchase?
• Which former club members might be worth re-engaging?

Tip: Start by filtering for your highest-value segments (like customers with a Wine Spending Coefficient of 2+ or former club members) to prioritize your retention efforts where they'll have the biggest impact on revenue.

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: Contacts

  • Visual components: 1

Visual Components

  • Filter Panel

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