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 Small Team Data Workshops and Keynote Speaking

I help small businesses go from “data-frustrated” to “data-confident" by transforming your data into custom visual, understandable, and decision-driving dashboards.

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Hi, I'm Jack Tompkins, a keynote speaker and entrepreneur focused on helping organizations be more data-driven.

 

Surprisingly, there are a lot of simple ways to use your company's data to grow your bottom line in a way you never thought possible.

 

I'm here to help you unlock the power of your data for big growth.

Confidently see the roadmap to your goals, actively track towards them, and make better, faster decisions along the way.

Be data-driven the easy way.

Small Team Workshops

In our workshops, we'll go through the overview of how to set up your company data structure, how to have multiple systems talk to each other, and use all the data in the most digestible way possible.

You'll walk away with actionable takeaways such as:

  • Your ideal company data map

  • A clearer vision on the actual top KPIs for your business

  • How to track and use your KPIs in the easiest way possible

Previous Speech Topics

About Jack

Data is Annoying. Let's make it fun!

P&L's are for Bookkeepers. Dashboards are for Decision-Makers.

Our Latest Youtube Videos

Cash Flow Forecasting Dashboard for CFOs | Simple Excel Model to Project Cash Like a Pro
07:19
Pineapple Consulting Firm

Cash Flow Forecasting Dashboard for CFOs | Simple Excel Model to Project Cash Like a Pro

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
The #1 Dashboard Business Coaches NEED for Client KPIs (Google Looker Studio Example)
03:44
Pineapple Consulting Firm

The #1 Dashboard Business Coaches NEED for Client KPIs (Google Looker Studio Example)

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
Data Dashboard Q&A (8): What to Look For When Hiring a Dashboard Expert or Analyst
01:25
Pineapple Consulting Firm

Data Dashboard Q&A (8): What to Look For When Hiring a Dashboard Expert or Analyst

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
Data Dashboard Q&A (7): Can Dashboards Be a One-Stop-Shop? What’s Realistic vs. Perfect
01:29
Pineapple Consulting Firm

Data Dashboard Q&A (7): Can Dashboards Be a One-Stop-Shop? What’s Realistic vs. Perfect

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
Data Dashboard Q&A (6): Are Dashboards a Subscription Service or One-Time Investment?
01:06
Pineapple Consulting Firm

Data Dashboard Q&A (6): Are Dashboards a Subscription Service or One-Time Investment?

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

WHAT AUDIENCES SAY

“Jack Tompkins speaks about data (yawn). I expected this to be a super boring topic. I WAS WRONG! Jack made data fun and approachable and meaningful. I enjoyed the conversation a ton, and I highly recommend anyone who has a podcast who serves service-based business owners to have Jack on your show.”

PHIL GERBYSHAK, GERBYCASTS

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“Jack’s presentation hit the sweet spot by presenting a common sense yet focused approach to develop and use key data points to support and drive small business decisions. Our mentors have a great variety of backgrounds but do not always recognize the importance of using data early in the process and Jack’s presentation both informed and inspired. Several mentors went out of their way to express appreciation and satisfaction with the presentation.”

PETER SAFIR, VP FOR MENTOR EDUCATION

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“Jack was awesome! Great topic, great speaker! Very relevant, simple, and effective.”

RENAISSANCE EXECUTIVE FORUMS MEMBERS

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