The Merchant Portal has everything you need from reviewing financial statements to updating your store's information. In this article, we’ll start with your DoorDash homepage and then walk you through all the main sections of the Portal.
If you’re having trouble accessing the Merchant Portal or want to give an employee access, check out How to Log In to the Merchant Portal.
What is the Merchant Portal?
Home
Once you’ve logged into the Merchant Portal, your homepage gives you a real-time snapshot of your business health with a quick glance of gross sales, total orders, average ticket size, customer responses, and more. These are top signals that help you identify trends, spot new opportunities, and take actions to grow your business. The homepage may vary based on your access and business.
Use the tabs under Insights and actions to filter your view further.
Underneath this section you can see Insights & Actions and sort them by:
All: See all suggestions we recommend for your store
Growth: Opportunities to grow your business
Operations: Advice to improve your operations
Announcements: New features that DoorDash has launched to help your store sales
In the left-hand column, you can see a table of contents of all the sections within the Merchant Portal.
At the top of your DoorDash dashboard is your optimization score. This is a “health tracker” that helps you understand how your store is running and ways to improve your sales on DoorDash. You can learn more about your optimization score here.
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.
For more details about your store, click the gray box that says this month to adjust the timeframe in which you can view the information below:
Sales: A graph overview of orders over time as well as average ticket size.
Operations: Your Avoidable cancellation rate, Avoidable wait time, Missing & incorrect rate, Downtime, and Ratings.
Customers: A breakdown of new, occasional, frequent, and total customers.
On the Merchant Portal homepage you can navigate to other pages using the menu on the the left-hand side of your Merchant Portal.
Insights
Under Insights, you will see Optimization score, Sales, Operations quality, and if applicable Most Loved, and Product mix.
Optimization Score
The Optimization scorepage will show you possible actions that could help increase your sales potential and visibility with customers on DoorDash.
Sales
The Sales page will show you visualizations of Sales, Total orders, Average ticket size and more.
Operations quality
The Operations page will show you details about the 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.
Depending on how you’re doing on each of the below, with the above sections, you’ll see how you’re store’s performing 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.
Downtime: A measure if the amount of time delivery is unavailable during business hours.
Ratings: How customers have ranked your store in their customer reviews.
Most Loved
Learn if you’re on track to qualify for the Most Loved program.
Reports
The Reports page page allows you to create and manage all reports applicable to your business including sales, operations, and financial data on DoorDash. Once in the Reports tab, you will see a summary of previously-run reports.
If you’re making a new report, choose Create report.
Watch the video above or head over to Make Strategic Business Decisions Using DoorDash Reporting to learn how to extract business insights from your sales data.
Customers
Under Customers you can see Customer insights, ratings & reviews.
Customer Insights
The Customer Insights page will show you an overview of your customers, including what percentage of customers are New, Occasional and Frequent. You can also see where your customers are located to get a feel for what neighborhoods are ordering from you.
Ratings & reviews
The Ratings & reviews page is where you can read reviews from customers, respond to customers, as well as see ratings during a specific time or your lifetime rating.
If you want to learn more about viewing and improving your restaurant reviews, head over to our article on customer reviews.
Orders
The orders page allows you to track orders from every channel in real-time including:
Active: Orders you are currently fulfilling.
Scheduled: Orders that haven’t occurred yet, but were requested in advance by customers.
History: A list of all your past orders.
You can learn more about viewing your orders in How to Find Customer Orders on the Merchant Portal. If you want to learn how to prevent order cancellations, head to How to Prevent Avoidable Cancellations.
Marketing
Under Marketing you will see different pages where you can set up and track marketing campaigns; check out Marketing 101: How to Use Ads & Promos for more information.
Campaigns
The campaigns page will show you metrics on active and completed campaigns. Additional information about a specific campaign can be found by clicking on or searching the name of the promotion on the Campaign page.
If you want to take advantage of DoorDash marketing, you can access advice on How to attract new customers and what types you can offer. For more marketing tips, see our article on How to Attract New Customers.
Loyalty (if applicable)
The loyalty page will show an overview of custom cohorts, sales performance, average spend and more! A loyalty program on Door Dash encourages your DoorDash customers to keep coming back.
Loyalty customers spend more and order more often
Offering rewards strengthens brand reputation and helps you stand out against your competitors
Offering a loyalty program through Door Dash gives you more data to better tailor marketing campaigns for the most high-value customers
To learn more about if a loyalty program could be right for you, check out our Build repeat business with Store Loyalty page.
Menu
This section is a central hub to manage your DoorDash menu.
Menu Manager
The menu manager page is a central hub to manage your DoorDash menu.
In this section you can make DoorDash menu updates:
Edit items and descriptions: Change the product’s name, price, item description, and tax rate
Add modifiers: Add/Edit modifiers to existing items
Add photos: Add menu photography to your menu
Mark items out of stock: Temporarily mark an item as out of stock
Menu Pricing
Review How Menu Pricing Could Impact Your Sales and your business performance. If you have an integrated menu, please connect with your Point of sale / middleware provider.
Inventory Manager (only available for applicable businesses)
Note: The Inventory Manager is only used by New Verticals Merchants, such as those selling primarily convenience, grocery, alcohol, or retail items.
The inventory manager page allows you to update prices for SKUs, set items status in-stock / out of stock, and add select Consumer packaged good SKUs. If your business is integrated with DoorDash, Inventory Manager will be locked as the integration controls all stock availability and pricing updates.
Store availability
The Store availability page allows you to check your store status, update store hours, or add special hours and closures.
Regular 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 hours and closures
You can also set specific times your business will operate during holidays or special events. Click add new to add a closure date, or view history to see when you have closed in the past.
If you need to immediately stop new orders from coming in, click the red Pause all ordering channels button at the top of the page.
If you want to learn more, head over to our article on store essentials, where you can learn more about adding all necessary details to your store.
Financials
Under Financials you can see Transactions, Payouts and Statements.
Transactions
The Transactions page gives you insights into the total number of orders and estimated payout during a specific period of time.
Note: These are estimates to provide a snapshot of your business during a specific period of time.
Payouts
The Payouts page 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
The Statement page shows you monthly statements and other important forms based on your business’s location and activity.
Monthly statements are available by the 5th day of each month. To learn more about your Financial Statement, check out How to Understand Your DoorDash Payout and Monthly Statement.
Tax Invoices are based on your monthly DoorDash fees and available 10 days after the month ends. For more information log into your merchant portal. How to Understand Your Tax Invoice.
Tax Forms are your annual tax forms that show earnings and other business activity for the year and are available by January 31 for the previous year. For more information log into your merchant portal.
Monthly Subtotal tax breakdown
Settings
Under Settings, you can change your Account settings, Store settings, Manage users, Store communications, Bank account, review Integrations and more. Your access type may impact your visibility into settings.
Account Settings
Enable auto-generated menu descriptions
Create or manage a PIN for Tablet access
Add Dasher pickup instructions that all Dashers can see when picking up orders or dynamic instructions for different times of the day or certain days of the week. You can also add Customer pickup instructions.
Opt into daily payouts
Set menu pickup and delivery rate (if applicable)
Add a store tax rate (if applicable)
Pricing Plans
Here you can see your DoorDash plan and the associated costs. This could vary depending on your plan, but could include:
Delivery commission rate
Pickup commission rate
DashPass subscription
DashPass commission rate
If you are receiving 20 or more orders per month
Under Your Plan you can see specifics on DoorDash and Caviar Marketplace including Delivery Commission Rate, Pickup Commission Rate, if you have DashPass.
Store settings
On the Store settings page you can add your store name, address, phone number, website, a description of your store and your store logo and header images. Menus with header images and logos often get more monthly sales than restaurants without images. They also qualify for the Most Loved program, which can help you gain visibility.
Here you can find out more about setting up your store.
Manage Users
On the Manage Users page, you can set up your staff with access by clicking on “Add User”, or you can edit any existing users’ roles or permissions by clicking on their name. Read our article on logging into the Merchant Portal to find out more.
Store communications
Here you can manage your preferences around emails about your store, such as:
Important alerts: If you will receive alerts on store deactivations and who will receive the alerts.
Performance reporting: if you would like to receive alerts on your store's performance and operational efficiency, as well as the frequency you receive these alerts and who will receive them.
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:
In the Merchant Portal, navigate to Settings.
Select the subheader Store communications.
From there, you can toggle “on” to be subscribed and regularly receive these reports via email.
Once you toggle this button, you will be able to see which emails are subscribed to receive email notifications (if toggle button is black), how many subscribers are listed, and how often you will 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.
Bank account
On the Bank account page you will find a summary of your banking information. In this section, you can update key banking information such as:
Company name
Bank account details
Representative
Note: banking information will vary depending on your region.
You can also see if you’re verified to receive orders and payments from DoorDash. You can also see if you’re verified to receive orders and payments from DoorDash. To learn how to add and manage your payout information, read How to Set Up Your Restaurant’s Banking Information.
Integrations
On the Integrations page you can view how to connect the apps and software that are essential for the operation of your business.
Add solutions
On the Add solutions page you can learn about all the ways that DoorDash can help you increase your sales as well as grow your business. This section showcases all the products available to small and medium-sized businesses in a simple self-serve fashion.
The suite puts restaurants’ needs first, and was built as a direct result of listening to partner feedback. Whether you want to Grow Online, Attract New Customers, Increase Order Size & Volume, and more – you can easily identify and access the unique set of DoorDash tools that can help you achieve your goals and succeed off-premise.
To learn more about specific options, head over to How to grow with the Merchant Suite.
Request a delivery
On the request a delivery page (if you have Drive on demand enabled) you can schedule a Dasher to deliver an order. On this page you can enter the customer details as well as any order details your Dasher may need to accurately pick up an order. This is also where your staff can enter orders that have been taken over the phone or catering orders.
Help
On this page you can reach out to support.
Point of sale
If you have a point of sale integration, you can configure it or add your menu on this page. To see if we integrate with your POS system or technology provider, head over to our page on integrations and learn how to connect your POS system.
Log in to the PortalAs a next step, here’s how to add your team to the Merchant Portal.
