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Data Analytics Company - Charlotte, NC

Make Data Driven Decisions

We help small businesses go from “data-frustrated” to “data-confident" by transforming your data into visual, understandable, and decision-driving dashboards.

Our Value Proposition

Be data-driven the easy way.

Confidently see the roadmap to your goals, actively track towards them, and make better, faster decisions along the way.

OUR TYPICAL CLIENT STORY

 We're on a mission to unleash the data superhero within every small business owner.  We empower clients with the tricks, tools, and resources needed to become data-driven. If you see the untapped potential of your data but lack the time or know-how to work with it - we're the perfect match!

WHY HIRE US ?

Experience the difference of visualizing your data with interactive dashboards, customized tools, and quick KPI analysis. Eliminate manual work and make performance checks a stress-free, 5-minute process, so you can focus on what truly matters.

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Cash Flow Forecasting Dashboard for CFOs | Simple Excel Model to Project Cash Like a Pro
07:19
Pineapple Consulting Firm

Cash Flow Forecasting Dashboard for CFOs | Simple Excel Model to Project Cash Like a Pro

Cash flow forecasting is crucial—but it’s often overwhelming and under-automated. We walk through a CFO-style cash flow forecast dashboard that gives small business leaders the clarity they need to plan ahead. We show you a simple, powerful Excel model with manual inputs, flexible assumptions (bull/bear scenarios), and a clean dashboard view so you can finally answer: “What will our cash position look like next month?” Perfect for CFOs, controllers, founders, or anyone handling financial operations who’s tired of flying blind on cash. What you'll see: ✔️ How to forecast cash flow with a flexible Excel model ✔️ Bull / Base / Bear scenario planning ✔️ How revenue and expenses feed into a rolling 12-month cash projection ✔️ A clean dashboard showing future cash position by scenario ✔️ Why cash flow forecasting shouldn’t just be based on your bank balance Learn more about Pineapple Consulting Firm: https://www.pineapplecf.com/featured More Information for CFOs: https://www.pineapplecf.com/cfo-dashboards Useful Links: → Free One KPI Tool: https://www.pineapplecf.com/kpi-one-big-thing → Quickbooks Dashboard: https://www.pineapplecf.com/quickbooks-online-performance-dashboard → Fractinal Analyst: https://www.pineapplecf.com/fractional-analyst Learn to Build Your Own Dashboard: → Beginner course: https://www.pineapplecf.com/online-course-build-your-own-dashboard → Advanced course: https://www.pineapplecf.com/advanced-gls-dashboard-building-course --- Related Content — * CFO Dashboard Excel Example – https://youtu.be/o62AFrQ7is8 * How to Build a QuickBooks KPI Dashboard – https://youtu.be/AboWqx0pw0U * Is a Dashboard Worth the Investment? – https://youtube.com/shorts/C_nsM7QZbNM Subscribe for more small business dashboard tips Join Our Newsletter to stay up to date on all things data - https://www.pineapplecf.com/contact #CFODashboard #FractionalAnalyst #ClientKPIs #LookerStudio #SmallBusiness
The #1 Dashboard Business Coaches NEED for Client KPIs (Google Looker Studio Example)
03:44
Pineapple Consulting Firm

The #1 Dashboard Business Coaches NEED for Client KPIs (Google Looker Studio Example)

Want to run more strategic coaching sessions? It starts with one dashboard. This video is for business coaches and fractional pros who are tired of bouncing between spreadsheets and want a smarter, more centralized way to track client performance. We’re walking through a real example of a Client Command Center Dashboard—built in Looker Studio—designed to help you: ✔️ Standardize conversations with clients ✔️ Quickly assess KPIs like Profit per Client ✔️ Spend less time reviewing numbers and more time planning strategy ✔️ Track marketing, financials, and custom metrics—per client Whether you're coaching 2 clients or 20, this tool keeps everything in one clean view. Plus, it helps you show the tangible progress you’re helping your clients achieve. Learn more about Pineapple Consulting Firm: https://www.pineapplecf.com/featured More Information for Business Coaches: https://www.pineapplecf.com/business-coaching-dashboards Useful Links: → Free One KPI Tool: https://www.pineapplecf.com/kpi-one-big-thing → Quickbooks Dashboard: https://www.pineapplecf.com/quickbooks-online-performance-dashboard → Custom Data Strategy Audit: https://www.pineapplecf.com/data-strategy-audit Learn to Build Your Own Dashboard: → Beginner course: https://www.pineapplecf.com/online-course-build-your-own-dashboard → Advanced course: https://www.pineapplecf.com/advanced-gls-dashboard-building-course --- Related Content — * How to Build a QuickBooks KPI Dashboard – https://youtu.be/AboWqx0pw0U * Is a Dashboard Worth the Investment? – https://youtube.com/shorts/C_nsM7QZbNM * CFO Dashboard Excel Example – https://youtu.be/o62AFrQ7is8 Subscribe for more small business dashboard tips Join Our Newsletter to stay up to date on all things data - https://www.pineapplecf.com/contact #BusinessCoachDashboard #FractionalAnalyst #ClientKPIs #LookerStudio #SmallBusiness
Data Dashboard Q&A (8): What to Look For When Hiring a Dashboard Expert or Analyst
01:25
Pineapple Consulting Firm

Data Dashboard Q&A (8): What to Look For When Hiring a Dashboard Expert or Analyst

Hiring someone to build your dashboard? Here’s how to avoid wasting time and money. This Q&A video walks through the 4 key things to look for when hiring a dashboard builder, data analyst, or fractional BI expert. We help you hire smarter and get a dashboard that’s built for action—not confusion. Here’s what to look for: ✔️ Business-goal focus ✔️ Tangible, visual examples ✔️ Ability to translate the technical ✔️ Clear timelines (no 14-month “in progress” dashboards!) Want to stay data-driven? Learn more below: Learn more about Pineapple Consulting Firm: https://www.pineapplecf.com/featured Useful Links: → Free One KPI Tool: https://www.pineapplecf.com/kpi-one-big-thing → Dashboard Services: https://www.pineapplecf.com/fractional-analyst → Custom Data Strategy Audit: https://www.pineapplecf.com/data-strategy-audit 📌 FREE RESOURCE Want help finding your One KPI? We’ve got you. → Grab the free tool here: https://docs.google.com/forms/d/e/1FAIpQLSc2AwXNvSW-FtzbVFSHG4iepK5XJ0VOmAxmwI3FSMhESkylNQ/viewform Want to learn to build your own dashboard? → Entry-level course: https://www.pineapplecf.com/online-course-build-your-own-dashboard → Advanced course for more complex data problems: https://www.pineapplecf.com/advanced-gls-dashboard-building-course --- Related Content — • How to Build a QuickBooks KPI Dashboard – https://youtu.be/AboWqx0pw0U • Are Dashboards a Subscription Service or One-Time Investment?– https://youtube.com/shorts/zQu5yRg1_7Q • CFO Dashboard Excel Example – https://youtu.be/o62AFrQ7is8 #FractionalAnalyst #BusinessIntelligence #DataAnalyst #DashboardExpert #SmallBusiness
Data Dashboard Q&A (7): Can Dashboards Be a One-Stop-Shop? What’s Realistic vs. Perfect
01:29
Pineapple Consulting Firm

Data Dashboard Q&A (7): Can Dashboards Be a One-Stop-Shop? What’s Realistic vs. Perfect

Can dashboards really be the one place you go for all your business decisions? The short answer: yes—but perfection isn’t the goal. This Q&A tackles a big misconception: your dashboard doesn’t have to be 100% accurate to be insanely helpful. 90% correct data that helps you move faster is way more valuable than chasing 100% accuracy and ending up in tech debt. Key takeaway: Dashboards are meant to drive decisions—not recreate every single data source perfectly. Want to stay data-driven? Learn more below: Learn more about Pineapple Consulting Firm: https://www.pineapplecf.com/featured Useful Links: → Free One KPI Tool: https://www.pineapplecf.com/kpi-one-big-thing → Dashboard Services: https://www.pineapplecf.com/fractional-analyst → Custom Data Strategy Audit: https://www.pineapplecf.com/data-strategy-audit FREE RESOURCE Want help finding your One KPI? We’ve got you. → - Grab the free tool here: https://docs.google.com/forms/d/e/1FAIpQLSc2AwXNvSW-FtzbVFSHG4iepK5XJ0VOmAxmwI3FSMhESkylNQ/viewform Want to learn to build your own dashboard? → Entry-level course: https://www.pineapplecf.com/online-course-build-your-own-dashboard → Advanced course for more complex data problems: https://www.pineapplecf.com/advanced-gls-dashboard-building-course --- Related Content — • How to Build a QuickBooks KPI Dashboard – https://youtu.be/AboWqx0pw0U • Are Dashboards a Subscription Service or One-Time Investment?– https://youtube.com/shorts/zQu5yRg1_7Q • CFO Dashboard Excel Example – https://youtu.be/o62AFrQ7is8 #BusinessDashboard #FractionalAnalyst #DataConsulting #SmallBusinessDashboard #CFODashboard
Data Dashboard Q&A (6): Are Dashboards a Subscription Service or One-Time Investment?
01:06
Pineapple Consulting Firm

Data Dashboard Q&A (6): Are Dashboards a Subscription Service or One-Time Investment?

Are dashboards a one-time cost or yet another monthly subscription? This Q&A video tackles a big misconception: "Will I have to pay for my dashboard forever?" (Spoiler: not necessarily!) Think of dashboards like tools: if they're still bringing you value every month, the cost makes sense. If not? You don’t need to stay subscribed. It’s that simple. Want to stay data-driven? Learn more below: Learn more about Pineapple Consulting Firm: https://www.pineapplecf.com/featured Useful Links: → Free One KPI Tool: https://www.pineapplecf.com/kpi-one-big-thing → Dashboard Services: https://www.pineapplecf.com/fractional-analyst → Custom Data Strategy Audit: https://www.pineapplecf.com/data-strategy-audit FREE RESOURCE Want help finding your One KPI? We’ve got you. - Grab the free tool here: https://docs.google.com/forms/d/e/1FAIpQLSc2AwXNvSW-FtzbVFSHG4iepK5XJ0VOmAxmwI3FSMhESkylNQ/viewform Want to learn to build your own dashboard? Check out our online courses: → Entry level course: https://www.pineapplecf.com/online-course-build-your-own-dashboard → Advanced course for more complex data problems: https://www.pineapplecf.com/advanced-gls-dashboard-building-course --- Related Content — • How to Build a QuickBooks KPI Dashboard – https://youtu.be/AboWqx0pw0U • Is a Dashboard Worth the Investment? – [https://youtu.be/YourLinkHere] • CFO Dashboard Excel Example – https://youtu.be/o62AFrQ7is8 #BusinessDashboard #FractionalAnalyst #DataConsulting #SmallBusinessDashboard #CFODashboard

Not Your Average Data Analytics Company

We’re more than just numbers nerds and data visualization experts. We embrace a hospitality-oriented, customer-focused approach to taking care of our clients, with some fun mixed in. That is what the pineapple in Pineapple Consulting Firm represents.

HOW WE HELP YOU SUCCEED

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We'll automate data flow from various sources such as QuickBooks, Google Analytics, CRM systems, and more, allowing you to focus on the results, not updates.

We create custom data dashboards for you and your team that help you understand, process, present, and act on your data more efficiently.

We run the necessary calculations, formulas, and models to optimize your decision-making and seamlessly integrate them into your dashboard.

We aren't going to tell you how to run your company...

We just want to help you run it better.

WHAT CLIENTS SAY

Checking Laptop

Jeneva L, Owner

Jack is incredibly knowledgeable about all things Data! If you are running a small business, get in touch with him to see how he might be able to help you better utilize the data you are already collecting to make better strategic business discussions. Highly recommend work with Jack for all data analysis needs!

Business Owner

Brian W, Advisor

I wanted to give an endorsement for Jack Tompkins for his expertise and professionalism in helping my team design a client onboarding and service dashboard. He has helped us customize the right tools for our use and I would recommend anyone needing help to get organized and efficient to seek his services.

Executive Making a Phone Call

Kristi K, Owner

I have found your dashboard to be invaluable to me in even more ways that I could have imagined! I have never gone over budget in my projects since we started working together!

Businessman Using Laptop

Thomas P, Owner

As a small business coach myself, I know the value of making data based decisions for the success of small businesses. Pineapple provides an incredible resource that enables small business owners to visualize and make use of all the data already in their business. I highly recommend!

Small Business Owner

Megan S, Owner

I am so grateful to Jack and the Pineapple Consulting Firm for developing their dashboard course. As a Founder/CEO, I know a holistic perspective of my business is critical - especially during times of growth. Their course helped me better understand how to create that holistic perspective for myself in a way that fit my visual learning style. I feel equipped to explore, share, and keep learning about data for my business, and I have their course to thank for that. 

Ironed Blue Shirts

2U Laundry

Working with Pineapple was great! Our entire team enjoyed the seamless collaboration, and we were very aligned in our goals. They did a great job executing on the work and keeping everything organized with a project management tracker - it was a big win-win for both sides! Happy to refer them in the future.

Testimonials
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