Frequently Asked Questions

Net payout rate is the percentage of gross delivery revenue an operator actually receives after platform commissions, fees, refunds, and adjustments. Most operators running DoorDash, Uber Eats, or Grubhub don't know this number — and it varies significantly by platform, daypart, and location. Planistry calculates it automatically from existing platform reports.

The loyalty tax refers to margin compression caused by platform loyalty programs like DashPass, Uber One, and Grubhub+. These programs reduce consumer fees, and some of that discount flows through to operator payouts. The effect is often concentrated in specific dayparts — like lunch — where subscriber volume is highest. Planistry's Money Finder identifies exactly where it hits and how much.

No single delivery platform shows how it compares to the others. Planistry puts DoorDash, Uber Eats, and Grubhub side by side with net payout rates, fee structures, error rates, and quality metrics per platform, per store, per daypart. This cross-platform view reveals which channel actually performs best at each location.

For Off-Prem, you need four weeks of transaction reports from each active delivery platform — DoorDash, Uber Eats, and/or Grubhub. These are standard reports from each platform's merchant portal. No software to install, no API keys, no POS changes. Full-Store operators also provide two months of P&L statements and four weeks of POS data.

Most operators are fully onboarded within 3 to 5 business days. You provide historical reports and Planistry handles data ingestion and baseline capture. You then configure each platform to auto-email weekly reports going forward. Your first Weekly Pulse arrives the following Monday at 10 AM CST.

DoorDash: Operations Report and Error Charges Report from the Merchant Portal. Uber Eats: Order Details and Order Issues from Uber Eats Manager. Grubhub: Transaction Detail from Grubhub for Restaurants. Planistry walks you through exactly which reports to pull during onboarding.

No. Planistry works with the reports your platforms and POS already generate. There is no software to install, no API keys to configure, and no changes to your existing systems. For Full-Store, we accept CSV exports from any POS — Qu, Aloha, Toast, Square, Clover, or any system that exports transaction-level data.

Planistry supports DoorDash, Uber Eats, and Grubhub. If you only use one or two of these, Planistry analyzes whatever platforms are active for your stores. After a one-time setup, each platform emails its reports directly to Planistry weekly — no manual downloads required going forward.

No. During setup, you configure each delivery platform to auto-email weekly reports to Planistry. Data flows in automatically from that point. You do not need to download, upload, or send anything going forward. For Full-Store operators, the only ongoing manual step is submitting your monthly P&L when each period closes.

The Weekly Pulse is a concise email summary delivered every Monday at 10 AM CST. It covers revenue, order volume, net payout rate, quality indicators, and anomaly flags with week-over-week comparisons. It also tracks your active Playbook initiatives and Pulse Score. The Pulse tells you what needs attention — the dashboard is where you act on it.

Planistry uses a weekly cadence because delivery platform data arrives in weekly batches and meaningful operational patterns require at least a full week to measure reliably. Daily fluctuations create noise that leads to reactive decisions. The Weekly Pulse gives you a clear signal with enough data to act on confidently.

Yes. During onboarding, you specify the primary recipient and any additional recipients — area directors, GMs, or shift leads. Everyone receives the same Weekly Pulse. For portfolios of five or more locations, the Pulse automatically shifts to a portfolio-level summary highlighting top and bottom performers.

The Pulse Score is a composite health score from 0 to 100 that grades your store's operational performance each week. Off-Prem evaluates three pillars: Platform Economics (35%), Order Quality (35%), and Operational Rhythm (30%). Each pillar receives a letter grade so you know exactly where to focus. The score updates every Monday.

A score drop means something measurable shifted — higher error rates, payout compression, or volume inconsistencies. Check the pillar grades in your Weekly Pulse to identify which area changed. The Playbook will surface relevant initiatives if the change is actionable. Scores reflect real operational data, not estimates.

Platform Economics (35%) measures net payout rate, fee trends, and platform mix efficiency. Order Quality (35%) tracks error rates, cancellations, and refund frequency across platforms. Operational Rhythm (30%) evaluates order consistency, daypart coverage, and fulfillment reliability. Each pillar receives a letter grade for quick orientation.

The Playbook is where Planistry surfaces its highest-leverage recommended actions based on your data. Each initiative has a projected dollar impact and measurement window. You choose which to commit to — up to three at a time. The system captures a baseline at commitment and measures actual results against it.

No. Verified savings reflect measured outcomes from initiatives you have committed to and completed their measurement window. If you have not committed to any Playbook initiatives yet, or committed initiatives are still being measured, verified savings will show $0. Planistry only reports what it can confirm with data, not projections.

Projected ROI is the estimated impact when an initiative is first suggested, based on your current data patterns. Verified ROI is what Planistry actually measures after you commit and the measurement window completes. Separating these prevents confusing hopeful estimates with confirmed results. The Weekly Pulse reports both.

When you commit to an initiative, Planistry captures a performance baseline at that moment. As weeks pass, the system measures actual results against that baseline and calculates realized impact. You see which initiatives delivered results and which did not — clearly separated from original projections. Every initiative stays visible through its full lifecycle.

The Recovery Queue scans your order data for billing discrepancies — overcharges, fee anomalies, and payout shortfalls — and flags them for dispute. Each flag includes a dollar amount, urgency level, and submission deadline. For operators losing 2–5% of delivery revenue to billing issues, the Recovery Queue often pays for the subscription.

Planistry analyzes every order against expected fee structures, commission rates, and payout calculations for each platform. When charges do not match the expected pattern — such as a commission exceeding the agreed rate or a refund charged entirely to the merchant — the system flags it with evidence and a recommended dispute path.

Planistry is priced per location with separate tiers for Off-Prem Optimizer and Full-Store FBC. Pricing is discussed during onboarding and tailored to your portfolio. Billing begins after your first Weekly Pulse has been delivered — you never pay for a system that has not started working for you.

Billing begins after onboarding is complete and your first Weekly Pulse has been delivered. You never pay for a system that has not started working for you. Planistry validates your data, confirms dashboard accuracy, and sends a test Weekly Pulse before the subscription activates.

Yes. Off-Prem is a complete product, not a trial. Many operators start with delivery analytics and expand to Full-Store when ready to bring in POS data, labor analysis, and full P&L profitability. The platform does not change — the scope does. Historical Off-Prem data carries forward into Full-Store.

Yes. Planistry operates on read-only data and never writes back to your platforms or POS systems. No customer personal information is stored — no customer names, emails, addresses, or payment details. The only data processed is operational and financial: order IDs, transaction amounts, timestamps, and fees.

Planistry handles multi-unit portfolios natively. Each store's data is tracked independently with its own Pulse Score and Playbook. For portfolios of five or more locations, the Weekly Pulse shifts to a portfolio-level summary highlighting top and bottom performers. You can drill into individual store detail in the dashboard anytime.