Insights

QuickBooks Dashboard to get all of your clients into one spot! This is how to get multiple clients into a single Looker Studio dashboard. Related video for Row Level Security (so clients can only see their info): https://www.youtube.com/watch?v=UqJCoGJ75Q0 QuickBooks dashboards white-labeled by us for you: https://www.pineapplecf.com/white-label-dashboards Online Dashboard Course: https://www.pineapplecf.com/online-course-build-your-own-dashboard About us: https://www.pineapplecf.com/featured Data Automation: Coupler Link: https://www.coupler.io/?ref=nge0mtv --- Related Content — - Financial dashboard in excel video: https://youtu.be/FBnHTPb9EnE - Sales KPI Dashboard - Google Looker studio example : https://youtu.be/57A8PbOsT0w - Operations KPI Dashboard - Google Looker studio example: https://youtu.be/GzjXKSQnyFY - CFO dashboard Excel example : https://youtu.be/o62AFrQ7is8 #GoogleLookerStudioQuickbooksDashboard , #GoogleLookerStuidioFinancialDashboardexamples , #QuickbooksDashboardTemplate , #bookkeepers, #CPA , #cforcat #fractionalanalyst #fractionalcfo

Looker Studio: Change multiple colors of visuals AND theme of your dashboard all at the same time. This shows how to get a default color palette (theme) and updating multiple visuals at once all the same time. More tips and expertise in this course: https://www.pineapplecf.com/advanced-gls-dashboard-building-course More on us: https://www.pineapplecf.com/featured

Gemini is in Looker Studio and it creates some slides and commentary for you! Lots more coming, but this is a pretty interesting start! More tips and expertise in this course: https://www.pineapplecf.com/advanced-gls-dashboard-building-course More on us: https://www.pineapplecf.com/featured

If your financial data—from any database, QuickBooks, Excel, or any source—comes in a messy horizontal format, this tutorial shows you how to quickly convert it into a clean, vertical database layout for easier automation, analysis, and dashboard integration. You’ll learn: → Why horizontal data formats are hard to update and dashboard → How to restructure financial data exports into a database-friendly layout → Step-by-step formulas: INDEX, MATCH, IFERROR, and more → How to make your data easily updatable for future months This method will save you hours of manual work and help you unlock the real power of your financial data. Useful Links: → Advanced Dashboard course: https://www.pineapplecf.com/advanced-gls-dashboard-building-course → Free Data Strategy Snapshot: https://www.pineapplecf.com/data-strategy-audit → Fractional Analyst service: https://www.pineapplecf.com/fractional-analyst → More about us: https://www.pineapplecf.com/featured #datacleaning #datapreparation #cleandata #dataanalysis #tutorial #datatransformation #smallbusiness #financialdata #database

If your financial data—from any database, QuickBooks, Excel, or any source—comes in a messy horizontal format, this tutorial shows you how to quickly convert it into a clean, vertical database layout for easier automation, analysis, and dashboard integration. You’ll learn: → Why horizontal data formats are hard to update and dashboard → How to restructure financial data exports into a database-friendly layout → Step-by-step formulas: INDEX, MATCH, IFERROR, and more → How to make your data easily updatable for future months This method will save you hours of manual work and help you unlock the real power of your financial data. Useful Links: → Advanced Dashboard course: https://www.pineapplecf.com/advanced-gls-dashboard-building-course → Free Data Strategy Snapshot: https://www.pineapplecf.com/data-strategy-audit → Fractional Analyst service: https://www.pineapplecf.com/fractional-analyst → More about us: https://www.pineapplecf.com/featured #datacleaning #datapreparation #cleandata #dataanalysis #tutorial #datatransformation #smallbusiness #financialdata #database

The funnel visual in Looker Studio! Great for marketing lead/pipeline/conversion funnels and Sales funnels. More tips and expertise in this course: https://www.pineapplecf.com/advanced-gls-dashboard-building-course More on us: https://www.pineapplecf.com/featured

Maximum user flexibility - have them select their own metrics in Looker studio! Cool new features from Looker Studio. More tips and expertise in this course: https://www.pineapplecf.com/advanced-gls-dashboard-building-course More on us: https://www.pineapplecf.com/featured

Drill downs that actually get used! Have a user friendly drill down in Looker studio that allows for flexibility and self-service (and make the drill down options always showing)! More tips and expertise in this course: https://www.pineapplecf.com/advanced-gls-dashboard-building-course More on us: https://www.pineapplecf.com/featured