New Weekly Operating Report now includes SKU-level margin breakdown. See what's new
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You have five dashboards. Get one view.

Fairview connects your CRM, finance, and ad data — so you always know what's making money, what's leaking margin, and what to do next.

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Operating Dashboard

Week of Apr 7–13 · Updated 2 min ago

Revenue (WTD)

$84,200

+12% vs last week

Contribution Margin

31.4%

-2.1 pts vs prior

Forecast Confidence

High

$1.2M · 68% coverage

Open Actions

4

2 margin · 2 pipeline

Margin by Channel

Organic
42%
Meta Ads
31%
Google Ads
21%
Direct
16%

Next-Best Actions

Margin Alert

Google Ads margin dropped 18%. Review spend.

Pipeline Risk

3 deals stalled 14+ days. Assign follow-ups.

Churn Signal

2 accounts downgraded in Stripe.

Connects natively to the tools you already run

HubSpot
Salesforce
Stripe
Shopify
QuickBooks
Google Ads
Meta
Xero

What operators see after week one

20%+

Margin recovered

average leak surfaced in week 1

4–6 hrs

Saved each week

per operator, every Monday

10 min

To first insight

from OAuth connect to live view

14 days

Free trial

full access, no credit card

The operator's Monday morning

Operators spend Monday mornings
reconciling. Not deciding.

It's 9am. Six tabs open. A forecast question on Slack. No single view of what happened last week. By the time you have the answer, two hours are gone — and the data is already stale.

2.5 hrs

avg. Monday data prep

22 min

with Fairview

Monday morning. Five tabs. Still no answer.

Revenue in Stripe. Pipeline in HubSpot. COGS in QuickBooks. Orders in Shopify. None of it lines up — and the 10am review starts in 45 minutes.

  • 5+ tools per operator, on average
  • Every report starts with a manual export
  • Data is stale before you finish pulling it

2.5 hours to build a report that's already stale.

Monday mornings disappear into exports, VLOOKUPs, and rebuilding the same spreadsheet that broke last week. Again.

  • 4–6 hours per week, per operator, every week
  • Numbers stale before the review even starts
  • BI tools need a data team you don't have

Margins erode while you wait for the data.

The leak was visible in your Stripe data three weeks ago. You would have caught it Monday — if Monday wasn't already lost to reconciliation.

  • Anomalies surface weeks after they start
  • No single source of truth for the week
  • Weekly reviews run on guesswork, not a shared view

Fairview fixes all three. In under 10 minutes.

No credit card · No engineering · Cancel any time

Platform Features

Everything you need to run the numbers.

01 / 04

One view. Every revenue signal. Updated every morning.

Most operators spend Monday mornings pulling numbers from five tools that don't talk to each other. Fairview does that automatically — so you arrive at your weekly review already briefed.

  • Margin, pipeline, and forecast in a single view — updated daily
  • Anomaly flags surface changes from prior period automatically
  • Automated Weekly Operating Report lands in your inbox every Monday
  • Replaces 4–6 hours of manual reporting — without a data team
Operating Dashboard

Monthly Revenue

$342K

▲ 9.3% vs last month

Net Margin

28.7%

Target: 30%

Pipeline

$1.18M

68% quarter coverage

Open Actions

4

2 margin · 2 pipeline

Anomaly Detected

Meta Ads ROAS dropped 24% week-over-week. 3 campaigns below break-even.

02 / 04

See profit by SKU, channel, and campaign — not just total revenue.

Revenue doesn't tell you where your money is going. Fairview calculates contribution margin across every channel, campaign, and product line — so you know which parts of the business are actually making money.

  • Profit per campaign — ad spend vs. actual revenue, after COGS
  • SKU-level profitability — which products are worth selling more of
  • Pulls Stripe revenue + QuickBooks/Xero costs — no manual reconciling
  • Margin alerts fire when contribution drops — down to the campaign and SKU level
Margin Intelligence

Contribution Margin — April 2026

vs March 2026
ChannelRevenueMarginvs Prior
Organic Search $118K 42.1% +1.8%
Meta Ads $93K 24.3% -4.2%
Google Ads $74K 19.8% -2.1%
Direct / Email $57K 38.9% +0.6%

Fairview Recommendation

Meta Ads margin declined 4.2 pts. Reallocate budget toward Organic and Direct.

03 / 04

Not just reports. Specific next steps.

Every other dashboard tells you what happened. Fairview tells you what to do about it — with named actions, deal-level detail, and estimated impact. No interpretation required.

  • Detects anomalies across margin, pipeline, and churn signals
  • Names the specific deal, campaign, or account — not generic alerts
  • Includes estimated revenue impact for every recommendation
  • Actions can be assigned to team members directly from the dashboard
Next-Best Actions

Google Ads: Margin below threshold

3 campaigns below 15% margin. Pause or reduce budget. Recovery: $2,400/month.

High

Pipeline: 3 deals stalled in Stage 4

Acme Corp, BrightPay, Halo Labs — no CRM activity 14+ days. Combined: $87K.

High

Churn signal: 2 accounts downgraded

Stripe shows 2 subscription downgrades. Check last HubSpot activity.

Med
04 / 04

Know the number before the quarter ends.

Your pipeline is only as good as your confidence in it. Fairview generates a confidence-weighted forecast — showing the optimistic and conservative range, not just a single number you have to defend.

  • Confidence score: High / Medium / Low — based on pipeline composition
  • Optimistic vs. conservative range — no more single-number guessing
  • Tracks actual-to-forecast week over week — improves accuracy over time
  • Flags at-risk deals before close dates slip — not after
Forecast Confidence

Conservative

$1.04M

Base Forecast

$1.24M

HIGH

Optimistic

$1.41M

Pipeline at Risk

Acme Corp — $42K

Stage 4 · No activity 18 days · Close: Apr 30

At Risk

BrightPay — $28K

Stage 4 · No activity 14 days · Close: May 7

Watch
How it works

From scattered data to decisive action in 4 steps.

Fairview is opinionated by design. It knows what operators need to see — and builds the view for you automatically.

Start free trial
01

Connect your stack

OAuth in 2–5 minutes per integration. HubSpot, Stripe, QuickBooks, Shopify, Google Ads, Meta Ads — all native connections. No data warehouse, no engineering team.

HubSpotStripeQuickBooks+7 more
02

Fairview models your business

Revenue, costs, margin, pipeline, and forecast are calculated automatically from your connected data. No SQL. No custom dashboards to build. Your operating model is live in under 10 minutes.

03

Surface what matters

Fairview detects anomalies — margin drops, stalled deals, churn signals, forecast gaps — and raises them before they become problems. You see the week's most important signals in one place, not buried in a chart library.

04

Act — with specific next steps

Every alert comes with a named action: which campaign to pause, which deal to follow up, which account to check. Revenue impact is estimated. Actions can be assigned to team members directly from the dashboard.

Starting at $149/month

Per account, not per seat · 14-day free trial on every plan · No credit card

Why Fairview

Most tools show you what happened. Fairview tells you what to do next.

Cross-tool data model

Manual build required. Weeks of setup with a data team.

Cross-tool data model

Built automatically from your connected tools. Live in minutes.

Contribution margin by channel

Not available. Revenue only, no cost-side visibility.

Contribution margin by channel

Calculated from day 1, by channel, campaign, and SKU.

Specific next-best actions

Dashboards only. You interpret the charts yourself.

Specific next-best actions

Named actions with estimated revenue impact and assignees.

Setup time

Weeks to months. Requires data engineering and scoping.

Setup time

Under 10 minutes. OAuth connect, no code, no engineering.

SQL or engineering required

Yes. Every insight requires a query or custom build.

SQL or engineering required

No. None. If you can log in, you can connect.

Forecast confidence scoring

Manual estimate. One number, no range, no confidence.

Forecast confidence scoring

Calculated from pipeline data with optimistic/conservative range.

Ready to replace the reconciliation spreadsheet?

Your operating view is 10 minutes away. First data source live before your next Monday review.

No credit card · Read-only OAuth · Cancel any time

Operator stories

What week one actually looks like.

From operators who connected their stack and saw results before the trial ended.

Paraphrased from early-access conversations · recordings available upon request

Integrations

Connects to the stack you already run.

Native OAuth connections to your CRM, finance, e-commerce, and ad platforms. No data warehouse. No engineering team. First integration live in under 10 minutes.

CRM

HubSpot
Salesforce
Pipedrive

Finance

Stripe
QuickBooks
Xero

E-commerce

Shopify
WooCommerce (soon)

Advertising

Google Ads
Meta Ads
HubSpot Marketing
Who it's for

Built for the people running the business.

For founders

Know exactly where the business stands — without waiting for Monday, or chasing your ops lead for an update.

  • Weekly Operating Report, automated
  • Revenue, margin, and cash in one view
  • Replaces 5 tools and a spreadsheet
See founder use cases

For COOs

Surface the margin leaks and pipeline risks your team hasn't found yet. Run your weekly review from one screen.

  • Anomaly detection across all data sources
  • Forecast confidence scoring
  • Assign next-best actions to team members
See COO use cases

For operators

Stop rebuilding the same spreadsheet every week. Get a live operating view without a data team or BI tool.

  • No SQL, no engineering, no setup
  • Live data — always current, never stale
  • One place for the whole team to align
See operator use cases

Know what's making money. Every week.

Connect your CRM, finance, and ad data. See your operating view in under 10 minutes. No credit card required.

14-day free trial · No credit card · Cancel any time

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