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Data Quality: Contact Data Capture

Dashboard shows completeness of customer contact info collection across wine clubs, tasting rooms, and online sales channels.

Updated this week

Platform: Enolytics DTC

Summary:

What it shows: This Data Quality dashboard tracks how completely you're capturing customer contact information across all your sales channels - from wine club sign-ups to tasting room visits to online purchases. It reveals gaps in your contact data collection so you can improve follow-up marketing and customer communication.

Key visualizations: The main view shows contact data capture trends over time through bar charts and a sankey flow diagram that traces how information flows through your system. The Checks tab breaks down data completeness with detailed tables and bar charts for phone numbers, email addresses, physical addresses, and customer names across different capture points.

When to use it:
• When you notice declining email open rates or delivery issues and want to audit your contact data quality
• Before launching a major marketing campaign to ensure you have complete customer contact information
• When training tasting room staff or reviewing online checkout processes to identify where customers aren't providing full details

Questions this page answers:
• How complete is our customer contact data across different sales channels?
• Where are we losing customer information during the capture process?
• Which contact fields are we missing most often - emails, phones, or addresses?
• How has our data capture improved or declined over time?
• Are we collecting better contact information in the tasting room versus online?

Tip: Use the sankey diagram to quickly spot where customers are dropping off in your data collection flow - these bottlenecks often reveal friction points in your checkout or sign-up process that are costing you valuable customer connections.

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: Data Quality

  • Menu: DQ - Capture

  • Visual components: 8

Tabs

This page has multiple views you can switch between:

Dates (default)

  • Bar Chart

    • # Contacts

    • Contact Created Year Month Sort

  • Sankey Diagram

    • # Contacts

    • Birth Date Check

    • Birth Date

Checks

  • Table: Contact Data CP

    • # Contacts Added CP

    • Contact Url

    • Customer Number

    • Full Name

    • Days Since Contact Created

    • RFM Category

    • Birth Date

    • Birth Date Check

    • Contact Email

    • Email Check

    • Contact Phone

    • Phone Check

    • Contact has duplicate phone

    • Contact Zip Code

    • Contact has duplicate address

    • Address Check

    • Club Status

    • Contact Initial Associate

    • Contact Created Date

  • Bar Chart: Phone Check CP

    • # Contacts Added CP

    • Phone Check

  • Bar Chart: Email Check CP

    • # Contacts Added CP

    • Email Check

  • Bar Chart: Address Check CP

    • # Contacts Added CP

    • Address Check

  • Bar Chart: Name Check CP

    • # Contacts Added CP

    • Name Check

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