Store Management

How to Utilize DoorDash Reporting

Learn how to leverage data in the Merchant Portal to increase sales and provide a better customer experience.

9 min read
2022-08-04
Merchant Portal - Reporting

What you’ll learn

In this course, you’ll learn how to:

  • Learn about your Performance Report: 2 min

  • Create an operations or sales report: 2 min

  • Access data in the Insights Hub: 2 min

  • Hit Operations Quality Reporting Goals: 1 min

  • Assess menu performance: 1 min

  • See customer data: 1 min

Why is understanding how your business is performing important?

With the help of the Insights Hub, your restaurant has access to sales and operations data, as well as tools to analyze key information that can be leveraged to boost sales.

What are store performance reports?

Understanding how your store is performing is key to boosting your sales. Here's how you can access both your daily and weekly performance reports:

1. In the Merchant Portal, navigate to Settings.

2. Search for the Email Preferences section.

3. From there, you have the option to toggle on to be subscribed and regularly receive these reports via email.

4. Once you toggle this button, you will be able to see which emails are subscribed to receive email notifications (if toggle button is blue), how many subscribers are listed, and what frequency is set for receiving the emails:

  • Daily Only

  • Weekly Only

  • Daily and Weekly

How do I use Report Builder?

By accessing Report Builder, you can download customized Operations, Sales and Financials Reports:

1. On the Merchant Portal's Dashboard, tap the blue Build a Report button on the top right to launch Report Builder.

Merchant Portal - Report Builder

2. Once you launch Report Builder, choose your report type: Sales, Operations or Financials. These reports include:

  • Sales Report: Marketplace and Storefront sales, average ticket size, total orders, comparison across products such as DashPass, Marketplace and Pickup; it can also help you analyze sales between new and returning customers.

  • Operations Report: Order accuracy, cancellations, wait time, downtime, ratings and product mix.

  • Financials Report: transactions, error charges/adjustments and payouts. You can learn more in the Financials lesson.

3. Select a time frame within the last 2 years, as well as a view by either time, store or order.

4. You can adjust the report to include product and customer type, if you want extra granularity.

5. Pick a one-time report, or schedule it for a weekly or monthly frequency.

6. Request your report: you’ll receive an email confirming it’s in progress and a second one letting you know when it's ready to download.

7. Download your report.

Merchant Portal - Report Builder

What is the Insights Hub?

The Insights Hub helps you access data to better understand your restaurant’s performance, meet customer needs and potentially increase your sales. With this knowledge, you can focus on adjusting menus, operations, staffing, and more in order to reach new customers and, ultimately, grow your business.

How do I access the Insights Hub?

1. On the Merchant Portal, navigate to Insights on the left-hand menu bar.

Merchant Portal - Customer Insights

2. Within the Insights Hub, you have access to 4 tabs:

  • Operations Quality: see ways to improve your day-to-day operations and your ratings

  • Menu Performance: find opportunities to improve your menu and increase sales

  • Customer Insights: better understand your customer to drive repeat sales

  • Customer Reviews: view what customers are saying and respond. Learn more in the Customer Reviews lesson

How do I hit Operations Quality Goals?

The Operations Quality Tab enables you to review the experience you are delivering to your customers, and identify opportunities to continually improve. Each Operations Quality goal is based on the average yearly performance of the top 20% of merchants. Meeting metrics goals ensures you’re performing at the level of other top merchants on the platform. This can increase your sales and improve your visibility in the DoorDash App.

1. In the Merchant Portal, under the Insights Hub section, tap Operations Quality.

2. In this window, you will be able to assess both the Areas on track and Areas requiring your attention.

Merchant Portal - Ops Quality

How do I find key metrics to drive menu performance?

Your menu showcases your offerings, helps you stand out and incentivizes customers to add more to their order.

1. In the Merchant Portal, under the Insights Hub section, click Menu Performance.

2. Under the Menu Performance tab, you will be able to see various suggestions on how you can improve your menu.

3. You can also see how each of your products is performing, to inspire ideas of new products to add or others you might want to replace.

Merchant Portal - Menu Performance

How can I use Customer Insights to grow my business?

The new Customer Insights tab shows unique insights and ways to help grow and retain your DoorDash customers.

1. In the Merchant Portal, under the Insights Hub, tap Customer Insights.

Merchant Portal - Customer Insights

2. In this tab, you will be able to:

  • View a breakdown of new, occasional and frequent customers

  • Evaluate delivery locations by postal code to understand where your customers are ordering from

  • See custom recommendations of which customers to target with sponsored listings and promotions

Merchant Portal - Customer Locations

Author

Merchant Learning

Merchant Learning