Otter Dashboard Applications

Kurt De La Rosa
Kurt De La Rosa
  • Updated

Table of Contents


 

Summary

Otter Dashboard (formerly Business Manager) aggregates and displays a complete picture of restaurant health, empowering YOU to review your current standing and take your business to the next level.

With your Otter Dashboard, you can:

  • Review performance and make decisions to drive increased profitability. 

  • See live data to quickly make changes.

  • Manage your menu across delivery platforms and locations from one spot.

  • Connect your POS for streamlined operations.

  • Run promotions to grow your business.

  • Easily manage or connect new delivery partners or POS integrations.

  • Create new virtual brands to make the most of your time & ingredients.

  • Gain visibility into payouts and taxes from delivery partners.

  • Increase sales with Direct Orders.

  • Find and recruit staff who can work at your CloudKitchens location.

  • Review kitchen footage alongside the operational data of your CloudKitchens location.


 

Getting Started with Otter Dashboard

Step Process Image
1 Log into your Otter Dashboard.

Screenshot 2023-09-20 at 3.52.08 PM.png

download - 2023-09-20T155333.919.png

2 Connect your delivery partners. download - 2023-09-20T155732.468.png
3

Review Order Manager.

Note: Login is the credentials you set up for your Otter Dashboard or those given to you by our team - reach out through the Support button within Otter if you need help.
4 Check out report data, build your menu & set up promotions.  

 

Otter Dashboard Applications

Availability of these applications varies by region

  • Live Monitoring Homepage

  • Analytics

  • Financials

  • Virtual Brands

  • Staff Application

  • Cloud Kitchens

  • Direct Orders

  • Orders

  • Menus

  • Marketing


 

Otter Dashboard Homepage Features

The homepage displays a LIVE high-level summary of top business metrics. Some of the features include:

  • Live monitoring Dashboard

  • Command Center Widgets

Example Image:

Homepage.png


 

Connect your Delivery Partners

Step Process Image
1 Navigate to your Account Settings page.  
2 Select the Integrations tab.  
3 Click the Explore option. download - 2023-09-20T173722.649.png
4 Review options for integration.  
5 Click Connect under the delivery option you want to connect.  
6 Enter your credentials for the delivery partner & click Sign In. download - 2023-09-20T173849.345.png
7 Enter and confirm your store information.  

Note the following:

  • Your login credentials for your delivery partners are not your Otter login credentials, they're the username and password used to log into that delivery app.
  • You can view your current connections under the "Connected" tab on the Integrations page.
  • To manage other integrations, please reach out to hello@tryotter.com

Repair Broken Integrations 

Within the Otter Dashboard, a pop-up notification will appear to inform you when there are broken integrations that need your attention. This functionality allows you to self-repair disconnected integrations for the delivery partners below: 

  • UberEats

  • DoorDash 

  • GrubHub 

Here is an overview of how to self-repair broken storelinks from the Otter Dashboard: 

Step Process Additional Information
1 This message will appear when a self-serve integration is broken and needs to be repaired Screenshot 2024-04-17 at 4.41.30 PM.png
2 Clicking on the message will open a window which allows you to repair the integration  Screenshot 2024-04-17 at 4.41.41 PM.png
3 In the pop-up window, all accounts requiring reconnection will be displayed. Select Reconnect and complete the process for each account. Screenshot 2024-03-06 at 12.22.08 PM.png
4 Input your delivery platform admin credentials and click Continue  
5 When prompted for a two-factor authentication code, input the security code sent to your designated email or phone number configured for two-factor authentication on the delivery platform. Click Continue  
6 Click Done  
7 Refresh the screen to see the integration move back to a healthy state.  

 


 

Analytics Application Features

Analytics empowers restaurant owners to make data-driven decisions that will increase their overall performance. Some of the features include:

  • Business Performance

  • Operational excellence

  • Menu performance

  • Staff

  • Ratings and Reviews

Example Image: 

Screenshot 2023-07-21 at 4.05.00 PM.png

Screenshot 2023-07-21 at 4.06.24 PM.png
 

 

Financials Application Features

Financials helps provide restaurant operators with more visibility into their payouts from delivery platforms, taxes paid, and spending for their business. Some of the features include:

  • Spending

  • Taxes

  • Payouts

Example Images: 

 

financials.png Taxes.png
 

 

Virtual Brands Application Features

Virtual Brands allows restaurant operators the opportunity to supplement their revenue by selling additional menu items from our virtual brand catalogue. Some of the features include:

  • Menu Management

  • Payment Tracking

  • Aggregated Customer Feedback

Example Images: 

VB.png
 

 

Staff Application Features

Staff, available for all CloudKitchens operators, helps provide operators with more visibility into operations in their kitchens, and additional information around staffing in their area. Some of the features include:

  • Timeline

  • Find Staff

Example Images: 

Staff_Timeline.png Staff.png
Timeline Feature                                                              Find Staff Feature

 

Cloud Kitchens Application Features

Cloud Kitchens application, available for all CloudKitchens operators, helps restaurateurs set up and manage their Cloud Kitchens location/s, guiding them through onboarding and providing them reports.

Example Images: 

CK-Onboarding.png CK_app.png

 


 

Direct Orders Application Features

The Direct Orders app helps restaurant operators quickly set up a virtual storefronts to sell their brands directly to customers. Some of the features include:

  • Menu Management

  • Delivery Ordering

  • Dine-in Ordering

Example Images: 

Direct_Orders.png
 

 

Orders Application Features

Orders allows restaurant operators to monitor their orders as they come in, and dive deeper into the details of each individual order. Some of the features include:

  • Order information

Example Images: 

Orders.png

 

Menus Application Features

The Menu Management application allows menu managers/ restaurant operators to create, edit, manage and publish menus across different delivery services from one place. Some of the features include:

  • Menu Overview

  • Menu Publishing (Across Platforms)

Example Images: 

Menus_1.pngMenus_2.png
menuapp.png

 

Marketing Application Features

The marketing app allows restaurant operators to set up new promotions, monitor return on investment and campaign performance. Helping owners make smarter decisions on their marketing spend. Some of the features include:

  • Promotions

  • Coupons

Example Images: 

Marketing.gif

Resources

FAQ

Where can I find my login for the Otter Dashboard?

You should have received your login details when you first joined Otter. Alternatively, reach out to Support to find or reset your credentials.

 

Is the Otter Dashboard different from Order Manager?

Yes! Whereas order manager is the application that is installed in each of your locations' Otter tablet and is used to manage incoming orders, your Otter Dashboard is your central administrative tool to manage your entire business.

 

Where can I find more information about the Otter Dashboard?

Refer to the Otter Dashboard Getting Started guide for more information on how to make the most of your apps. Each app also has a walkthrough video to help you get up to speed quickly.

 

How can I sign up for the Otter Dashboard?

[USCAN] Head to https://www.tryotter.com/start to schedule your free demo of the Otter Dashboard and other products today!

[Other Regions] Visit the local Otter / Hubster site to sign up!

 

How much does it cost to avail of the Otter Dashboard?

Refer to the pricing page of each country’s Otter / Hubster website.


 

Glossary

All the terms you need to know:

Term

Definition

Menu Management:

Tool that lets you manage your menus from end-to-end across all your platforms.

Import:

The ability to import a menu from an existing delivery partner.

POS:

Your Point of Sale system.

86ing:

Marking an item as out-of-stock, for the day or indefinitely.

Payout:

Payments delivery marketplaces like Uber Eats transfer to your designated bank account.

Adjustments:

Additions or deductions to your payouts due to order issues, etc.

Delivery app/Partner:

Delivery services, e.g. Uber Eats and DoorDash.

Order Issues:

Amount of orders with issues such as missing items, wrong order, and other complaints. 

Missed Orders:

Orders that time out from being accepted by staff.

Canceled Orders:

Orders that were canceled by customers for various reasons.

Downtime:

Hours or rate when your store(s) were unavailable vs. scheduled operating hours.

Tax Withheld:

Taxes withheld by a delivery partner in states that mandates locations withhold taxes.


If you need additional help or information, you can contact support via the following:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
  • Telephone or SMS/text - Call or text us anytime at 1-888-681-8837 for prompt service from our support experts.
  • Email - Fill out this form and our support team will respond via email within 24 hours.

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