Insights

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

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

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

This is your Command Center—the place where your One KPI (like Profit per Client) meets everything else you care about in one clean, clickable dashboard. 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 a Command Center built for your business? We offer dashboard builds and self-serve options. Learn more at: https://www.pineapplecf.com/featured In This Video: 00:00 – Why You Need a Business Command Center 01:15 – The Power of One KPI: Profit per X 02:45 – Dashboard Walkthrough (Finance, Clients, Marketing) 06:00 – Tracking Goals vs. Actuals 08:30 – Conversion Metrics & Source Insights 10:00 – Build Your Own or Have Us Do It 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 #BusinessDashboard #FractionalAnalyst #OneKPI #ProfitPerX #SmallBusinessData

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

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

Start our FREE One KPI Audit here: https://docs.google.com/forms/d/e/1FAIpQLSc2AwXNvSW-FtzbVFSHG4iepK5XJ0VOmAxmwI3FSMhESkylNQ/viewform Answer a few quick questions and we’ll send you back custom analysis, KPI recommendations, and tracking tips. Want dashboards that make tracking your KPI automatic? We help businesses build simple, powerful dashboards that actually make data useful. Learn more at: https://www.pineapplecf.com/featured Timestamps 00:00 – Intro: Why One KPI Matters 00:45 – Profit per X Explained 01:35 – Walking Through the Tool 03:20 – Real Client Example (Bookkeeper) 05:10 – How to Track Your One KPI 06:00 – What to Do With Your Results More Resources: → Fractional Analyst Services: https://www.pineapplecf.com/fractional-analyst → Data Strategy Audit (aka your roadmap to being data-driven): https://www.pineapplecf.com/data-strategy-audit #OneKPI #SmallBusinessDashboard #FractionalAnalyst #CFODashboard #LookerStudioExpert

What's the real ROI of a data dashboard? We break down the tangible and subjective benefits of investing in data visualization! This short Q&A answers the question: "Are Dashboards worth the investment?" **Key Takeaways:** * See the direct comparison (minutes vs. seconds!). * Why a fast dashboard means more informed decisions, more often. * How better, data-driven decisions can significantly impact your bottom line, especially customer lifetime value (LTV). Don't let your data tools hold you back! Learn how to build dashboards that scale with your business. Want to learn more? check out Pineapple Consulting Firm at www.PineappleCF.com! Check out our Data Strategy Audit Service where we analyze your current data setup and develop a roadmap to guide your company toward becoming truly data-driven. https://www.pineapplecf.com/data-strategy-audit Want to learn how to build your own dashboards from start to finish? Check out our courses! Beginner Course: https://www.pineapplecf.com/online-course-build-your-own-dashboard We also have a faster-paced course that goes a bit more in-depth into complex problem-solving: https://www.pineapplecf.com/advanced-gls-dashboard-building-course Fractional Analyst Services Page: https://www.pineapplecf.com/fractional-analyst Book a consultation: https://www.pineapplecf.com/contact --- Related Content — CFO Dashboard Excel Example 2.0: Step-by-Step Guide to Creating a Powerful CFO-Level Dashboard - https://youtu.be/K40tJhG6mz0 QuickBooks KPI Dashboard for Financial Planning: https://youtu.be/AboWqx0pw0U CFO Dashboard Excel example : https://youtu.be/o62AFrQ7is8 #DashboardROI #DataAnalytics #BusinessIntelligence #fractionalanalyst #fractionaldataanalyst