Otter POS: Discount Reporting

Discount Reporting is a feature in the Otter Dashboard that allows monitoring and tracking of discount effectiveness across locations and channels. 

It helps identify trends, optimize strategies, and ensure discounts contribute to increased sales while maintaining profitability. 

This tool is accessed within the [Marketing] app and is especially valuable for smaller operations seeking data-driven insights to improve discount performance and overall business outcomes.

At this time, Otter Loyalty and Loyalty discounts are not part of this feature, but enhancements are continuously being explored for future updates.

 


 

Benefits of Discount Reporting

  • Identify trends: Analyzing discount data through Discount Reporting helps identify patterns in discount usage, providing insights into which discounts are most effective in driving sales.
  • Optimize discount strategies: Discount Reporting empowers businesses to make informed decisions about their discount strategies. By adjusting based on the data, businesses can maximize the impact of discounts.
  • Ensure discounts drive sales: By tracking the effectiveness of discounts, this feature ensures that discounts contribute to increased sales rather than simply decreasing revenue.

 


 

Key Features

 

Marketing App Overview Page

Feature Description
New Performance By Campaign Section This section offers additional metrics for tracking discount campaign performance.
Storefronts View the number of storefronts utilizing the discount to assess promotion reach.
Marketing Sales Measure the total sales generated by orders with marketing discounts to evaluate promotion effectiveness.
Marketing Spend Track the amount spent on discounts, providing insights into promotion costs.
Marketing Payout View the net impact of marketing sales after accounting for discounts and commissions.

Analytics App Marketing Page

Feature Description
New Header Metric for Redemptions Quickly access the number of redemptions for specific discount codes to gauge promotion success.
 
Additional Information on Discount Code Performance Gain detailed analytics on discount code performance to refine strategies for maximum impact.
 

 


 

Instructions

Steps to use new metrics in the Otter Dashboard > Marketing app

Steps Instructions Images
1 Navigate to the Otter Dashboard.
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2 Select the [Marketing] App.
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3 Upon accessing the Overview page, new metrics can be easily reviewed by selecting the campaign toggle.
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Steps to use new metrics in the Otter Dashboard > Analytics app

Steps Instructions Images
1 Navigate to the Otter Dashboard.
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2 Select the [Analytics] App.
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3 Then select [Marketing] from the side panel. The new metrics can be reviewed within the graph on the right side.
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Still need help? Reach out to our team:

Chat Icon in Otter Dashboard Live Chat   Text bubble Text/SMS Message   Email Icon Email
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.

  Send us an email at otterpossupport@tryotter.com.

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