How It Works
From signed agreement to first Weekly Pulse in under a week.
Planistry is designed to be low-friction. Your active involvement is limited to providing historical data files during setup and configuring scheduled report emails going forward. Everything else is handled by Planistry.
Setup
Three steps. Then it runs.
The Real Challenge
Data isn't the problem. Knowing what worked is.
Operators make decisions constantly. The hard part is knowing which ones actually moved results — when fees, promos, refunds, and platform mix are shifting underneath you every week.
Each platform optimizes for its own growth. The tradeoffs they incentivize shape your margin — but no one connects those tradeoffs across providers. You're left logging into three dashboards that don't talk to each other, trying to answer questions none of them can answer on their own.
Most tools show you what happened. Planistry shows you what to do about it — and whether it worked.
Cross-Platform Clarity
The margin gaps hiding in your delivery mix.
No single delivery platform shows where you keep the most profit after fees, promos, and refunds across channels. Planistry does.
Money Finder identifies where you're overpaying through Loyalty Tax detection — daypart fee analysis that reveals where platform loyalty programs compress your margins — and channel-level payout comparison.
Example: UberEats lunch margins 18.2% vs DoorDash 3.1% — shifting 15% of Tuesday lunch promos recovers an estimated $43/mo in net payout.
From Insight to Outcome
Insight only matters if it changes outcomes.
Planistry doesn't stop at surfacing opportunities. You commit to a small number of actions you can realistically execute. Baselines are captured at commitment. Execution is tracked. Outcomes are measured.
Expected value is separated from realized results — so you can see what actually worked for your operation, not what was projected to work.
Every initiative moves through a complete lifecycle:
When an initiative is working, the Playbook recommends doubling down — like copying winning strategies to similar stores. Every stage is visible. Nothing disappears.
Trust & Methodology
Judgment you can verify.
Every metric in Planistry traces back to your exported platform statements — fees, refunds, promos, and mix. The math is reproducible. The recommendations include the numbers behind them.
Insights arrive through the Weekly Pulse. Most operators get 80% of their value from the email alone. You don't have to remember to log in or pull a report.
And you choose what to act on. Planistry doesn't execute on your behalf or change anything in your platforms. You keep control.
Ready to see what your delivery data reveals?
Start with Off-Prem. Expand when ready. Billing begins after your first Weekly Pulse is delivered.