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White Label Dashboards

Custom, automated dashboards for your clients in your brand

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White-Label Dashboards for Fractional Consultants & Agencies

Effortless Reporting. Branded for You.


You’re great at advising clients. We’re great at building dashboards.


We partner with business coaches, fractional CFOs, CMOs, COOs, CROs, etc., to deliver white-label dashboards that are automated, client-ready, and custom-branded — all without adding headcount or internal dev time.

Whether you're just starting to offer reporting or already need help scaling, we're your silent partner in delivering beautiful, real-time dashboards that actually help clients make decisions.

As fractionals ourselves, we face the same value question - how can we quantify the value we're making? If you've got a dashboard to present to your clients, this is something you can actually quantify and use in conversation.

Check out some examples: Financial Dashboards, Marketing Dashboards, Sales Dashboards, All in One Dashboards

White Label Reporting - Who We Support

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We build white label reporting and analytics dashboards for lots of different consultants, but here are some of the most common ones:

  • Fractional CFOs who want to include dashboards so their clients can easily see their performance and projections

  • Business coaches who want to focus on strategy during their one on ones, not gathering data

  • Fractional CMOs who need to show an overall ROI of their efforts so their clients know how much their helping them

  • Fractional Sales leaders that need to easily hold the sales reps accountable in a clear, goal-driven, automated way

What You Get with our White Label Analytics Dashboards

We build fully custom dashboards that reflect your brand, your client’s needs, and their tech stack — and we stay behind the scenes unless you want us visible.

White-labeled dashboard delivery

  • Your logos, your colors, your client’s experience

Platforms we specialize in

  • Looker Studio

  • Tableau

  • Power BI

Dashboards for your client’s tools

  • Financial software we specialize in:

    • QuickBooks, Xero, NetSuite

  • Marketing software we specialize in

    • Hubspot, Google Analytics, Google and Meta Ads​

  • Sales software we specialize in

    • Shopify, Recharge, BigCommerce​

  • Database software we specialize in​

    • SQL, Postgres, mySQL, AWS

Automation + zero-maintenance delivery

  • No manual updates or spreadsheet wrangling, unless you want your clients to have to manually input metrics!

 

Optional: analysis, data strategy, or client call support

  • We can stay fully behind the scenes, or join as your “dashboard team”

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Why Partner with Pineapple for White Label Dashboards?

We're analysts, not just dashboard designers.

  • Every build is rooted in business questions, not just pretty charts.

 

Flexible, behind-the-scenes partnership.

  • We make you look good. You keep full client ownership.

 

We help you scale.

  • Whether you need 1 dashboard or 10/month, we grow with your capacity.

 

We help you sell

  • We've had a bookkeeping partner gain 1 new client per month simply because of their dashboard (their words, not ours)

Projection Dashboard

Common Use Cases for White Labeled Client Dashboards

  • You want all of your clients to be able to see their data in a simple way, while you see the total portfolio view

  • You want a value add for your already valuable services

  • You want a differentiator from your competitors 

  • You have clients with really specific needs that they need to be held accountable to

How Does it all Work?

Our goal is to get you and your clients data-confident, the easy way. So we do all the hard work and you present the end product!

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Step 1 - Tell us your Ideal Vision

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Step 2 - We Build the Dashboard

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Step 3 - You Present to Clients

WhiteLabelOptions

White Label Dashboard Plans

We want this to be a win-win across the board, so choose an option that fits you best!

Single project

That one client that could really benefit from a custom dashboard to keep them accountable, and show performance.

Multi-client dashboard

For all your clients in one place, with you and your team having the ability to see it all together for a "total book of business" view.

custom

Custom, defined by you. If you have a vision, we're open to hearing it and seeing if we can make it work!

Want to talk to a Fractional Analyst about your business?

Book an appointment or

reach out to us and we'll get back to you asap!

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