What you’ll learn
The first step in managing your business on DoorDash is to easily navigate through your account. In this course, you’ll learn where to:
Access your main dashboard: 2 min
Get insights into your business operations: 2 min
View order history details: 1 min
Utilize marketing features: 2 min
Edit your menu: 2 min
Find store info: 1 min
Input your business hours: 1 min
View your bank account information: 1 min
Check your financials: 2 min
Manage users: 1 min
Update your settings: 2 min
Why is this important?
Whether it’s finding financial statements or updating your store’s info, the Merchant Portal has everything you need in order to best showcase your store to DoorDash’s over 25 million active users.
How to Navigate the Merchant Portal
Dashboard
Once you’ve logged into the Merchant Portal, the first section you’ll see is Dashboard. In the left hand column, you can see a table of contents of all the sections within the Merchant Portal.
On the main Dashboard page, you’ll have a store overview that includes:
1. Opportunities
2. Sales
3. Total Orders
4. Average Ticket Price
When you scroll down the page, In the top-left drop-down menu, you can filter the information you see on the Dashboard by time.
Here you can view:
A graph overview or you can select to view the graph for individual products
Key Operation Quality metrics
Metrics of Customers that are purchasing your products
On the upper right blue button you can Create a Report. This feature enables you to build a report in two steps:
Choose a report type (Sales, Operations, or Financials)
Customize your report
Choose a time frame
Choose a view
Choose time granularity
Insights
Operations Quality
This section shows you how good of an experience you are providing your customers.
The first thing you’ll see is Areas requiring your attention. These metrics show areas where there is room for improvement.
By scrolling down you’ll go into Areas on track. This includes information on:
Wait time: Total amount of time Dashers wait for orders at your store.
Cancellations: Orders that were not prepared, picked up, or delivered.
Order accuracy: A measure of orders reported with missing or incorrect items.
Ratings: A measure of how you are rated by your customers on DoorDash.
Menu Performance
In this subsection, you can view your menu performance and discover opportunities to increase sales.
As you scroll down you’ll find the Product Mix, which shows your most popular items and total sales for each.
Customer Feedback
This tab enables you to have an overview of customer feedback as well as detailed individual reviews that can provide much more comprehensive insights on your store experience.
Orders
This tab enables you to track orders from every channel in real-time and has three sub-tabs that give you further insights:
Active
Scheduled
History
Marketing
Run a campaign
This section is separated into goal categories:
New customer growth: Attract new customers who have never ordered from you before
Advertise to customers
Discount for new customers
First order with $0 delivery fee
Attract all customers: Boost order frequency from new and return customers
Advertise to customers
Discount for new customers
Discount for lapsed customers
Pay customer’s delivery fee
Offer free or discounted items
Campaign reporting
When you’re running a DoorDash promotion you can view metrics on how your marketing campaign is doing.
Menu
Your menu is separated into the different categories you select. The most popular categories are:
Appetizers
Entrees
Dessert
Beverages
In this section you can select an individual product and choose to take one of the following actions:
Edit: Change the product’s name, price, item description, and tax rate
Edit modifiers & settings: Add/Edit modifiers to existing items
Deactivate: Use this option if you run out of a product you offer
Store Availability
Here you can check your store status, update store hours, or add special hours and closures.
Menu hours
You can have multiple menus in this section such as breakfast and lunch or an all-day menu and adjust the specific times for each, so customers can know what they can order and when.
Special closures/hours
This section enables you to select specific times your business will operate during holidays.
With the blue Pause button you can choose to pause your store immediately.
Bank Account
Here you will find a summary of your Banking Information. In this section, you can update key banking information such as:
Company name
Tax ID
Bank account details
Financials
Orders breakdown
This section gives you insights into the total number of orders and estimated payout during a specific period of time you can input into the fields at the top.
Payouts
This section gives you the finalized payment data for your scheduled payouts and the finalized order level detail included in the payout. This should be the data used when you are conducting your regular financial reconciliation. You can select a period of time from the drop-down menu to view your payouts.
Statements
These are your monthly statements based on your business activity. Monthly statements are available by the 5th day of each month.
Manage Users
Add or manage employees and store managers. When you add a new user you can select one of the following options:
Business Admin
Store Manager
Store Operator
Settings
Edit or input key information that will help run your store smoothly.
Account name
Contact information
Email preferences
Pickup settings
Dasher pickup instructions
Customer pickup instructions
Staff tips for pickup orders
Rates and fees
Other rates and fees
Daily payouts
