Insights

Be data-driven in your small business - start with this method and you'll be in a better spot than you thought you could be.

Data Strategy is about goals and driving towards those goals! Dashboards are the conversation starter for a more analytical, strategic conversation.

Use Gemini in Google Sheets to instantly summarize massive data sets. It can quickly give you an overview of what the most important fields are! More on us: https://www.pineapplecf.com/ Fractional Analyst: https://www.pineapplecf.com/fractional-analyst White-label Dashboards: https://www.pineapplecf.com/white-label-dashboards Online Courses: https://pineappleconsultingfirm.thinkific.com/collections

If you're a Fractional CFO, you need white-label dashboards for your clients. We know the pain you feel with your clients QuickBooks data glazing over their eyes - here's the plan to fix it. If you're ready to stop just reporting numbers and start leading the conversation, click here: https://www.pineapplecf.com/white-label-dashboards More on us and our fractional analyst services here: https://www.pineapplecf.com/fractional-analyst DIY option: https://youtu.be/1N6apmBTNZ8

"Boring" reports vs Visual Stories: clients think boring reports are the pdfs you send them monthly, but visual stories in the form of a dashboard is what you should be showing them! If you're a Fractional CFO, you need white-label dashboards. You'll spend a lot more time advising an engaged client as opposed to explaining to a bored client. If you're ready to stop just reporting numbers and start leading the conversation, click here: https://www.pineapplecf.com/white-label-dashboards More on us and our fractional analyst services here: https://www.pineapplecf.com/fractional-analyst CFO Dashboards here: https://www.pineapplecf.com/cfo-dashboards

If you're a Fractional CFO, you need white-label dashboards for your clients. We know the pain you feel with your clients QuickBooks data glazing over their eyes - here's the plan to fix it. If you're ready to stop just reporting numbers and start leading the conversation, click here: https://www.pineapplecf.com/white-label-dashboards More on us and our fractional analyst services here: https://www.pineapplecf.com/fractional-analyst DIY option: https://youtu.be/1N6apmBTNZ8

A KPI dashboard that every business coach needs to run more strategic meetings (especially if your clients use Quickbooks and Hubspot)! Business coaches need to be able to: ✔️ 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. 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: → 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: → 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

Meet Jack! CEO of Pineapple Consulting Firm. Always helping small businesses be more data-driven! Learn more about Pineapple here: pineapplecf.com ... and specifically our main two offerings: White-label dashboards: pineapplecf.com/white-label-dashboards Fractional Analyst: pineapplecf.com/fractional-analyst