How It Works
From signed agreement to first Weekly Pulse in under a week.
Zero IT involvement. Your active role is limited to providing historical data files and configuring scheduled report emails. Everything else — ingestion, baselines, validation — 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 tells you what to do about it — and measures whether it worked.
Total Optimization Potential
Everything on the table. Prioritized by impact.
The Overview tab opens with your total optimization potential — actionable initiatives, recovery opportunities, and for Full-Store operators, strategic channel shifts. One view. No digging.
Estimates based on representative single-location data. Actual opportunities vary by store volume, platform mix, and operational profile.
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: DoorDash lunch runs 11% margin vs 19% on Uber Eats — shifting 15% of Tuesday lunch promos recovers an estimated $43/mo in net payout.
Payout Recovery
Stop leaving money on the platform.
Delivery platforms make billing mistakes — fee overcharges, payout shortfalls, unresolved adjustments. For many operators, these add up to 2–5% of delivery revenue.
Planistry scans every order for discrepancies and builds a dispute queue organized by urgency. Each flag includes pre-written dispute language specific to the issue type and platform — copy, paste, submit.
Disputes move through three stages: Action Needed, Pending Resolution, and Resolved. Dollar amounts, deadlines, and outcomes tracked throughout. Nothing expires without notice.
From Insight to Outcome
Not just what happened. What to do — and whether it worked.
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.
Verified results are separated from projections — so you know what actually moved the number, not just what was supposed to.
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.
The Weekly Pulse delivers a verdict every Monday — Pulse Score, flagged anomalies, and recommended actions. When something needs attention, the dashboard is where you commit to initiatives, submit recovery disputes, and track outcomes.
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.