Direct Orders: Customer Reports

Lyre Montesines
Lyre Montesines
  • Updated

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.

 

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Example Image

 

Customer Reports Overview

 

Overview Metrics


The overview metrics at the top of the page include:

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  • Total Customers
  • New Customers
  • Repeat Customers

Note: All of the above metrics also include the growth percentage over the last 30 days.

Direct Orders Customers


The Direct Orders Customer table includes:

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Filters for:

  • Brand
  • Location
  • Fulfillment Mode
  • Marketing Opt-in

Sorting by:

  • Column
  • Groups

Customer Groups


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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


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Column name

Column description

Name Full name of customer
Email 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

 

If you need additional help or information, you can contact support via the following:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
  • Telephone or SMS/text - Call or text us anytime at 1-888-681-8837 for prompt service from our support experts.
  • Email - Fill out this form and our support team will respond via email within 24 hours.

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