WHO WE WORK WITH
Just some of our top industries below. If you know the value of your data, but don't have the resources to work with it - you jump to the top of our list.
Client Success Stories
Seeing your numbers for the first time!
As a successful Maine-based architect with a few contractors that work with her regularly, she is a true business professional. In her own words though, she is "certainly not a financial or numbers person".
She charges an hourly rate for her work, but works on 20+ projects at any given time. They all have fluctuating hours worked, revenue generated, budgeted hours, margins, etc. Without a solid system of tracking these ever changing KPI's, she found herself over budget and inadvertently leaving earned revenue on the table.
She had never seen the full picture of her operation (even while running close to a half million dollar business!)
After implementing Pineapple's Excel dashboard that put everything in one place for her (revenue, gross margin, billable hours, hours worked vs hours budgeted, financial performance, effective hourly rates, etc.) she was able to see everything she needed in a single view with pinpoint accuracy.
Going from just an overall sense of how business was doing to tracking her exact metrics at any given time was a game changer! She hasn't gone over budget since choosing to work with Pineapple!
Saving 8 hours a month!
Our first ever client is a family insurance agency business based in in Connecticut. The owner would spend a whole day manually typing info from one spreadsheet to another. He was trying to create a summary view of what his month looked like financially.
A full day!!!
Pineapple took the existing spreadsheet, revamped it, and built a dashboard based off of it.
Now the same process takes 10 minutes instead of 8 hours, and Mike has a fully functional, beautiful dashboard that allows him to actually see his numbers
Standing your ground!
A VA based transportation company and a long time fractional analyst client, runs a ~25 person company delivering packages for a large corporation as a contractor.
Every quarter, the corporation would come in and bully him and other contractors to fit their new rates or new thoughts on how small businesses should be run. Sometimes they were wrong about their ideas and even their own data!
For a while, it was just their data (sometimes flawed) vs his word.
That changed when he decided he wanted some dashboards and brought on Pineapple!
With an in depth financial dashboard and accompanying operations dashboard, he now knew every piece of data imaginable in his business. From then on, when he went to the negotiation table with the large corporation, he was able to fully back up his argument, prove their numbers wrong when he needed to, and show them exactly what's happening.
Who knew data could level the playing field between a family run shop vs an international behemoth!
FAQs About Hiring a Data Analytics Company
What is an Excel Consultant?
You know how all data and reports come into Excel but are really difficult to deal with and analyze? An Excel consultant helps transform everything you do in Excel from annoying to analytical - putting data into dashboards, automating parts, and saving you hours and hours of time and frustration!
What industries can a Data Analytics Company Help?
We've worked in a lot of different industries... from e-commerce to business coaches and logistics companies to CFOs, Bookkeepers, and CPAs.
To an extent, data is data. Our clients are sharp business owners so if they've got a vision, we can make it happen with data.
What type of businesses does Pineapple help?
We love helping small businesses! Even very small businesses from solopreneurs to 75 or so employees.
We have found good ways to help clients from a quick Excel tool for a solopreneur to ongoing analytics for $10M companies.
We work with business coaches, Transportation and Logistics companies, Marketing Agencies, Fractional CFOs, Solopreneurs, CPAs and other types of small businesses like yours! We also can create digital marketing agency client dashboards, dashboards for your business coaching clients, and dashboards for Fractional CFOs' clients.
Do you have examples you can share?
Of course! There are screenshot examples throughout our site, a live Google Data (Looker) Studio dashboard on the Financial Dashboard page, and plenty of video examples on our YouTube page.
What software does Pineapple use to create dashboards and reports?
We use Excel and Google Data Studio (now called Google Looker Studio) predominantly! However, we're savvy in others, such as Tableau, Microsoft Power BI and have partners that are experts in almost any data visualization software out there.
Why do I need a Dashboard consultant?
Dashboard consultants are becoming more and more vital in small business because they give access to a unique expertise, allow you to become more data-driven, and save you a whole lot of time! Data is everywhere which means dashboards need to be everywhere in order to understand the data. It's very difficult to become an expert dashboard analyst without a lot of experience, so a dashboard consultant is your easy, time-saving solution!
What is a Fractional Analyst?
If you ever worked in the corporate world, you probably had a team of analysts that dug into the data, made Excel or web-based tools and dashboards, did financial analysis, and handled all of the "annoying" work that helped the decision-makers get the info they needed.
This is the exact same situation, but for helping small businesses instead!
Why should I hire a Data Analytics Company?
To save you time and become more data-driven! Making dashboards and doing the analysis for you is awesome, but it really comes down to saving business owners time (since they wouldn't have to deal with the data) and getting them better insights into all aspects of their business (helping them grow and be more profitable).
Can you work outside of Charlotte, NC?
Absolutely! Charlotte is certainly home, but even with local companies, a lot of our work is done remotely and that model has always made sense for our clients (even before the pandemic).
What client programs do you work with?
If it can be exported to a CSV, we can work with it! That's pretty much everything from QuickBooks to your favorite CRM. A lot of web-based programs have the ability to transfer data automatically to places where we can analyze it, too.
What is Dashboard Consulting?
Dashboard Consulting is just like any other consulting - an expertise in a specific field. Dashboard consulting happens to be in creating, implementing, and analyzing dashboards (visual representations of data) for your business performance, your team's performance, or any other data you have! We are experts in helping your business utilize all the benefits of a dashboard.
What data sources do you work with?
A few of the common data sources we work with are listed below. However, we work with new programs and sources all the time. If you don't see yours listed, reach out! Chances are, we can make yours work too.
- QuickBooks, Odoo, or just about any accounting software
- HubSpot or just about any CRM
- Google Analytics
- Google Ads
- YouTube
- Clockify or other time tracking softwares
- SQL or cloud databases
CONTACT US
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