Insights

Upgrade from a Bookkeeper (viewed as a cost) to CFO-level Advisory (value creator) with a custom dashboard & analysis for your clients. Done with you: Comment "ADVISORY" and I'll show you how Done for you: https://www.pineapplecf.com/white-label-dashboards

We're fractional analysts at Pineapple Consulting Firm - we help you be data-driven, the easy way. We help 1) small businesses that want to grow and be data-driven about it, but don't have the resources internally, and 2) consultants that want to be true advisors, not just numbers reporters for their clients. More on us here: pineapplecf.com

Two date filters impacting one visual is a little tricky in Looker Studio, but it's doable! This is how we do it. The course I mention to build the initial dashboard shown: https://pineappleconsultingfirm.thinkific.com/courses/Advanced-Dashboard-Creation-GLS More on us: pineapplecf.com Book a consultation: https://www.pineapplecf.com/contact

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