Store Management

Make Strategic Business Decisions Using DoorDash Reporting

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

8/11/23
10 min read
Merchant Portal - Reporting

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.

How do I view my payouts, statements, and other financial information?

If you’ve already added your banking information, check out How to Understand Your DoorDash Payout and Monthly Statement.

What are store performance reports?

Understanding how your store is performing is key to boost 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.

Merchant Portal - Email Preferences

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

  • Daily Only

  • Weekly Only

  • Daily and Weekly

If you’d like to learn more about using DoorDash marketing to help increase your sales, check out Marketing 101: How to Use Ads & Promos.

How do I use Report Builder?

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

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 channel: Marketplace, Storefront or Drive.

3. Choose your report type: Sales, Operations, Financials or Marketing, These reports include:

  • Sales Report: Sales, average ticket size, total orders, comparison across products such as DashPass, Marketplace, Pickup, and 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 How to Understand Your DoorDash Payout and Monthly Statement.

  • Marketing Report: Return on Ad Spend (ROAS), customers reached (total, new, existing, DashPass users), average order value, advertising fee, average CPA (cost per acquisition) and more for Promo or Sponsored Listing campaigns. You can learn more about your marketing options in How to Use Ads & Promos.

3. Select a timeframe 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 is ready to download.

7. Download your report.

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 incentivize 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 zip code to understand where your customers are ordering from

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

Merchant Portal - Customer Locations

How can you access DoorDash data via API?

DoorDash’s Reporting API allows you to access data directly or with select third party partners. For example, select integration partners can develop reports that include Financial, Operations, Menu and Feedback data. If you don't want to use our Reporting APIs, you can also access data via the Merchant Portal.

What is an API?

In the context of reporting, an Application Programming Interface (API) is a mechanism that enables you to request and access standardized reports either directly or via select 3rd party reporting platforms. This is an alternative to viewing or downloading data directly within the Merchant Portal.

How does DoorDash Reporting API integration work?

If you’d like API integration, fill out this interest form. Our team will get back to you within 1-2 weeks. Once approved:

  1. Request a report using the API.

  2. Once generated, make a request to retrieve the specified Report ID.

  3. The API will return a link to download your report.

Reporting API FAQ

How often will reports be updated?

All reports are refreshed once daily at 7 PM PST for the previous day ending at 11:59PM PST.

How far back can I access reporting data via the API?

The current limit for reporting data is 2 years.

What are the current Rate Limits on both endpoints?

40 queries per second.

My business is based outside of the US. Can I leverage the Reporting API?

Yes, the Reporting API supports US, Canada and Australia partners.

What if I want to access data via a Partner that is not currently listed?

We will be looking into adding other Partners in the future.

What is the difference between Marketplace Merchant Pick and Dasher Shop Reports?

Merchant Pick vs Dasher Shop are different order fulfillment models based on in-store operations.

Merchant Pick: Where the Merchant is preparing the items and then the cost of the goods are covered by Direct Deposit (standard for restaurants).

Dasher Shop: When the Dasher is in charge of selecting the items, checking out, and delivering them to the customer (overview here).

With the help of DoorDash reporting, you will gain valuable insights into your restaurant's performance. With that data, you can find areas for improvement and gauge your store’s overall health. 

Want to learn more about your earnings? Here’s How to Understand Your Payout and Monthly Statement.

Author

Merchant Learning

Merchant Learning