Summary
The Customer Reports feature, within the Otter Dashboard, is a place where restaurant owners and operators can go to learn more about their customers' behaviors, trends and preferences. This makes it easier for them to optimize their operations and help create a loyal customer base.
Video Walkthrough
Customer Reports Overview
Overview Metrics
The overview metrics at the top of the page include:
- Total Customers
- New Customers
-
Repeat Customers
Direct Orders Customers
The Direct Orders Customer table includes:
Filters for:
- Brand
- Location
- Fulfillment Mode
- Marketing Opt-in
Sorting by:
- Column
- Groups
Customer Groups
| Group |
Definition |
| All Diners | Total customers of the restaurant |
| Recent | Customers with an order in the last week |
| Lapsed | Customers with 90 days since their last order |
| Active | Customers with an order in the past 90 days |
Customer Information
| Column name |
Column description |
| Name | Full name of customer |
| Shown only if marketing is allowed for customer | |
| Phone number | Shown only if marketing is allowed for customer |
| Marketing opt-in |
This is true for customers who have consented to marketing during their purchase. Only these customers are eligible for marketing |
| Last order date |
The date the customer placed their last order |
| Total Orders |
Total number of orders placed |
| Total Spend ($) |
Dollar value of all orders placed |
| Discounted orders |
Total number of discounted orders placed |
| Discount redeemed ($) |
Dollar value of discounts redeemed |
| Average basket size |
Average basket size of orders |
| Average Tip (%) |
% of tips given on an average order |
Frequently Asked Questions
Is this available for everyone?
This feature is included for all Direct Orders customers in the US and Canada region
Is there an additional cost?
No, this feature is included for for all Direct Orders customers in the US and Canada region
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
Updated