Insights

See more (and case studies) in our article here: https://www.pineapplecf.com/post/impacts-of-a-kpi-dashboard-why-they-re-more-than-just-increased-visibility More on us: https://www.pineapplecf.com/featured

For the business coach that need a dashboard to run more strategic coaching sessions! 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: → 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

We walk our consultants through a profit per x example where we show you how to track Profit Per Client using QuickBooks Online in a KPI Dashboard. Find your Profit per X: https://www.pineapplecf.com/one-kpi-profit-per-x Our Coupler link: https://www.coupler.io/?ref=nge0mtv Our featured products & services: https://www.pineapplecf.com/featured

If you want to learn more about how parameters interact with the rest of the dashboard, and all the insights to build this exact dashboard, check out our course! https://pineappleconsultingfirm.thinkific.com/courses/Advanced-Dashboard-Creation-GLS Basic dashboard course (pre-cursor to this) linked here: https://pineappleconsultingfirm.thinkific.com/courses/how-to-create-a-dashboard Feel free to reach out and learn more about us: https://www.pineapplecf.com/featured

Hubspot is great for a lot of things, but reporting can be challenging... link it up with Looker Studio and it gets a whole lot easier! Info on Sales Dashboard from us: https://www.pineapplecf.com/sales-dashboard Fractional analyst work we do: https://www.pineapplecf.com/fractional-analyst Find your One KPI to run your business here: https://www.pineapplecf.com/one-kpi-profit-per-x Learn how to build a dashboard like this here: https://pineappleconsultingfirm.thinkific.com/collections #hubspot #sales #dashboard

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