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White-Label Dashboards

Custom, automated dashboards for your clients in your brand

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"If you have any reporting needs that you're struggling to create internally, don't walk, run to have a conversation with Pineapple. ... We couldn't be happier. The project was on time and on budget with clear communication through the process."

Broc @ Pair PEO

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"Great team! Awesome products. We've been partnering with Pineapple for a couple of years now and it's been a game-changer for our business and our clients. Highly recommend!"

Brad @ Sourced

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"Pineapple created a dashboard to measure our free trial retention so we could easily understand our performance by cohort and product. We've used it to help set targets for the team in real time and stay on top of the free trial program!"

Caroline @ Compana

CFO Dashboards

Level up your financial reporting into true CFO advisory for all your clients in one spot.

Bookkeeping Dashboards

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Give your clients a way to actually understand and use their P&L.

Marketing Dashboards

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Prove your ROI to all of your clients and centralize an all-inclusive marketing report.

White-Label Dashboards for Fractional Consultants & Agencies

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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, bookkeepers, 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, QuickBooks Dashboards

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

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 are leveling up into advisory services, not just number reporting

WhiteLabelOptions

White-Label Dashboard Plans

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

Our packages are built so we only win when you win.

As a small business coach myself, I know the value of making data based decisions for the success of small businesses. Pineapple provides an incredible resource that enables small business owners to visualize and make use of all the data already in their business. I highly recommend!

- Thomas P, Strategy Coach

Single project

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

Avg single project between $5- 7k

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.

Avg Monthly cost $50/mo/client

"You win, we win" option

Impact based pricing

We work as your Fractional Analyst partner with low up front costs where we have completely aligned incentives.

See Fractional Analyst linked below for pricing structure

Go from Data-Frustrated to Data-Confident

Fill out the contact form to get the conversation started.

How did you find us?
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Talk directly with Jack - just reach out!

White label contact
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