WinePulse - Identify Customers Who Have Purchased Less Wine This Year Than Last Year

Quickly identify customers whose purchase activity has declined significantly compared to last year.

1. Choose 06- Customer Analysis
   
   
2. Choose 05- Year Over Year Sales and Customers Comps
   
   
3. Choose an end date.
4. Choose how many customers you'd like to report on.
5. Click the View Report button.
   
6. Scroll to the right until you see the TOTAL SALES column.
7. Click on the 'Diff' column icon to sort for customers with a significant negative differential. (This gives you a chance to reconnect with these customers and develop targeted strategies to regain their loyalty and encourage future purchases).
   
8. Download to Excel so that you can filter further if you need to.