For founders & operating teams

Stop building reports.
Start making decisions.

Fairview connects HubSpot, Stripe, QuickBooks, and Shopify into one operating view — showing what's making money, what's leaking margin, and exactly what to do next.

Weekly operating reviews Margin by channel Pipeline risk alerts
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Operating Dashboard

Week of Apr 7-13 · Updated 2 min ago

Live

Revenue (WTD)

$84,200

+12% vs last week

Contribution Margin

31.4%

-2.1 pts vs prior

Forecast Confidence

High

$1.2M · 68% coverage

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 Ads Xero

20%+

Margin recovery potential

typical leak surfaced in ad spend + channel mix

4–6

Hours saved per week

replaces manual reporting across 5+ tools

<10

Min to first insight

from first OAuth integration

10

Native integrations

HubSpot, Stripe, Shopify, and more

"The Monday morning report alone replaces a few hours of reconciling HubSpot, Stripe, and Sheets."

Head of Ops — early-access B2B SaaS operator

"I used to toggle between five tools before the weekly review. Now I arrive already briefed."

Founder — early-access DTC e-commerce operator

Paraphrased from early-access conversations. Named case studies coming soon.

The operator's reality

You don't have a data problem. You have a clarity problem.

Your revenue, margin, and pipeline numbers all exist — just scattered across five tools that don't talk to each other. By the time you've reconciled them, the week is gone.

Your data is everywhere

Revenue in Stripe. Pipeline in HubSpot. COGS in QuickBooks. Orders in Shopify. None of it lines up.

  • ·5+ tools per operator, on average
  • ·No shared customer or product model
  • ·Every report starts with an export

Reports are slow and manual

Monday mornings disappear into exports, VLOOKUPs, and rebuilding the same spreadsheet your predecessor built.

  • ·4–6 hours per week, per operator
  • ·Numbers stale by the time you present them
  • ·BI tools need a data team to maintain

Decisions get delayed

Margin leaks, stalled deals, churn signals — all visible in your data, none surfaced until someone goes looking.

  • ·No single source of truth for the week
  • ·Anomalies caught weeks after they start
  • ·Monday standups run on vibes, not numbers
Operating Dashboard

Monthly Revenue

$342K

▲ 9.3% vs last month

Net Margin

28.7%

Target: 30% · 1.3pts gap

Pipeline (Weighted)

$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 threshold.

Operating Dashboard

One view. Every revenue signal. Every week.

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
See how the dashboard works

Built for

$2M–$30M

ARR — typical company using Fairview

Adoption

3.5×

Data sources connected per account by Month 6

Setup

10 min

To first insight from your first integration

Free trial

14 days

No credit card required. Cancel anytime.

Margin Intelligence

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
  • Companies recover an average of 23% of leaking margin in 90 days
See margin by channel in action
Margin Intelligence

Contribution Margin — April 2026

vs March 2026
Channel Revenue Margin vs 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. Consider reallocating budget toward Organic and Direct channels this month.

Next-Best Actions · This Week

4 actions this week

2 high priority

Google Ads: Margin below threshold

3 campaigns have contribution margin below 15%. Pause or reduce budget before end of week. Estimated recovery: $2,400/month.

High

Pipeline: 3 deals stalled in Stage 4

Acme Corp, BrightPay, Halo Labs — no CRM activity in 14+ days. Combined value: $87K. Assign follow-up tasks today.

High

Churn signal: 2 accounts downgraded

Stripe shows 2 subscription downgrades this week. Check last HubSpot activity — no recent contact on either account.

Med

Next-Best Action Engine

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
See how actions are generated

Forecast Confidence Engine

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
See how forecasts are scored
Forecast Confidence — Q2 2026

Conservative

$1.04M

Base Forecast

$1.24M

HIGH confidence

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

Halo Labs — $17K

Stage 3 · Close date slipped 2× · Close: May 14

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.

See your data in Fairview
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.

HubSpot Stripe QuickBooks +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.

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
View all integrations

Why Fairview

Not a BI tool. Not a CRM. Something different.

Other tools show you what happened. Fairview shows you what to do about it.

Generic BI / CRM

Fairview

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.

Who it's for

Built for the people running the business.

Whether you own the business, the operations, or the numbers — Fairview gives you one view to run from.

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
For founders

For COOs & Heads of Ops

Track performance across pipeline, margin, and spend without chasing the team for reports every Monday.

  • Pipeline Health Monitor with risk flags
  • Anomaly alerts on margin and spend
  • Assignable Next-Best Actions
For operators

For finance teams

Monitor contribution margin, forecast confidence, and cash position — reconciled daily from Stripe, QuickBooks, and Xero.

  • Margin Intelligence by channel & SKU
  • Forecast Confidence Engine
  • Reconciled against CRM + payment data
For finance

The operating intelligence primer

What is operating intelligence?

A short primer on the category, why traditional BI misses it, and how operators use it to run a faster weekly cadence.

Operating intelligence vs. business intelligence

Business intelligence (BI) is about explaining what happened — historical reporting, dashboards, quarterly analysis. Operating intelligence is about deciding what to do this week. It unifies CRM, finance, and e-commerce data into one live view, surfaces what changed, and recommends the next action. BI tools like Tableau or Power BI answer "why did revenue dip?" three weeks later. Operating intelligence flags it on Monday and tells you which campaign to pause.

Why dashboards fail founders

Most dashboards are read-only summaries built for analysts, not operators. They show charts without context, aggregate without attribution, and need a data team to maintain. Founders end up in the same pattern every week — exporting from five tools into a spreadsheet, reconciling definitions, then making a decision from stale numbers. The problem isn't missing data. It's missing a model that connects revenue to cost to pipeline automatically.

How to track margins in real time

Tracking margin in real time requires three things the spreadsheet model can't deliver: (1) a unified customer and product model across Stripe, QuickBooks/Xero, and your CRM; (2) channel-level cost attribution from Google Ads, Meta Ads, and HubSpot Marketing Hub; (3) an anomaly layer that flags margin drops against a rolling baseline. When those three connect, contribution margin by channel and SKU updates daily — not quarterly.

Why spreadsheets break at $2M ARR

Spreadsheets work fine when one person owns the numbers and the data fits in a single tab. They break somewhere between $2M and $10M ARR — when the business has enough channels, SKUs, and team members that definitions drift, exports fall out of sync, and no one trusts the Monday review. The fix isn't a bigger spreadsheet or a BI migration. It's a purpose-built operating layer that consumes your source systems directly and renders a single weekly truth.

Read more on operating intelligence use cases

Pricing

One price. Full clarity.

14-day free trial on every plan. No credit card required.

Monthly Annual Save 20%

Starter

Solo operators and founding teams

$149

per month

Start free trial
  • Operating Dashboard
  • Pipeline Health Monitor
  • Basic Forecast Confidence
  • Weekly Operating Report
  • 2 data connections
  • 3 users
Most Popular

Growth

Operating teams at growth-stage

$349

per month

Book a demo

Everything in Starter, plus:

  • Margin Intelligence
  • Next-Best Action Engine
  • Full Forecast Confidence
  • 5 data connections
  • 10 users
  • HubSpot Marketing Hub data

Scale

Full operating intelligence for larger teams

$699

per month

Talk to us

Everything in Growth, plus:

  • Unlimited data connections
  • Real-time data refresh
  • Unlimited users
  • Priority onboarding + support
  • Custom onboarding
14-day free trial
No credit card required
Cancel anytime
SOC 2 compliant

Full pricing details and plan comparison

FAQ

Common questions

Looker and Tableau show you what happened. Fairview shows you what's happening and tells you what to do next. BI tools require someone to build the dashboards, write the queries, and interpret the results. Fairview is opinionated — it connects your data, surfaces the decisions that matter, and generates specific next-best actions. No SQL required.
HubSpot shows you what's in your CRM. Fairview connects your CRM data to your finance data (Stripe, QuickBooks) and your ad spend (Google Ads, Meta) — then shows you which channels and campaigns are actually profitable, not just which ones drive the most deals. Different question, different tool.
Yes. Fairview handles messy data. You'll get value from your first integration even before all sources are connected. Fairview normalizes inconsistent data — duplicate records, mismatched field names, revenue recognized in different tools — at the connection layer. Messy data also becomes less messy when it's all in one place and you can see the inconsistencies clearly.
Your first integration is live in under 10 minutes via native OAuth — no engineering team required. Most customers have their first meaningful insight the same day they sign up. Full setup with 3–4 integrations typically takes under an hour.
Fairview is built for B2B operators and founders at companies with $2M–$30M ARR — typically 20 to 200 employees. You're big enough to have data in multiple systems, but you don't have a data team to make sense of it. Enterprise analytics tools are overkill; spreadsheets don't scale. That's exactly where Fairview fits.
No. Fairview connects directly to your existing tools via OAuth or API key — HubSpot, Stripe, Shopify, QuickBooks, and others. There's no data warehouse to build, no SQL to write, and no data engineering required. If you can log in to your tools, you can connect them to Fairview.
Yes. Cancel anytime — no penalty, no credit card required for the trial. If you decide Fairview isn't the right fit, you can cancel from your account settings in 60 seconds.

Ready to see your data clearly?

Stop reporting on last week.
Start acting on this week.

10 minutes to connect. No SQL. No engineering team. Your first dashboard is built automatically.

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