What's new in Fairview

Apr 10, 2026

Weekly Operating Report redesign and Margin Intelligence alerts

• Redesigned the Weekly Operating Report with a new summary layout — revenue, margin, and pipeline changes are now visible in the first scroll.
• Added configurable margin alerts: set thresholds on any product line and get notified when gross margin drops below your target.
• Introduced report scheduling — choose delivery day (Monday or Friday) and time zone for automated weekly emails.
• Improved export formatting for PDF and CSV downloads across all report types.
• Fixed an issue where archived data sources appeared in the connection health overview.

Mar 27, 2026

Pipeline Health Monitor: deal risk scoring

• Added deal risk scoring to Pipeline Health Monitor — each open deal now shows a risk grade (Low, Medium, High) based on activity recency, stage duration, and engagement signals.
• New pipeline trend chart: visualize deal movement across stages over the past 30, 60, or 90 days.
• Improved Salesforce sync performance — incremental updates now process 3x faster for accounts with 10,000+ contacts.
• Added support for custom deal stages in Pipedrive and HubSpot pipelines.
• Fixed timezone handling for Google Ads spend data in multi-region accounts.

Mar 12, 2026

Forecast Confidence Engine: scenario modeling

• Launched scenario modeling in the Forecast Confidence Engine — create best-case, base-case, and conservative scenarios and compare them side by side.
• Added historical accuracy tracking: see how your past forecasts compared to actual results over the last 6 months.
• New forecast variance alerts notify you when actuals deviate from your forecast by more than a configurable percentage.
• Improved confidence scoring algorithm to weight recent deal velocity more heavily than older patterns.

Feb 26, 2026

Next-Best Action Engine launch

• Launched Next-Best Action Engine on Growth and Scale plans — surfaces the three highest-impact actions each morning based on your operating data.
• Actions are prioritized by estimated revenue impact and time sensitivity, with direct links to the relevant dashboard or integration.
• Added recommended actions to Pipeline Health Monitor alerts so you can act on deal risk without switching contexts.
• New onboarding flow for first-time data source connections — guided setup with real-time validation.
• Fixed an edge case where Stripe webhook retries created duplicate revenue entries.

Feb 13, 2026

Meta Ads, HubSpot Marketing Hub, and dashboard performance

• Added Meta Ads integration — pull ad spend, ROAS, and campaign performance into your Operating Dashboard.
• Added HubSpot Marketing Hub integration — connect email, landing page, and form conversion data.
• Dashboard initial load time improved by 40% through query optimization and edge caching.
• New data freshness indicators on each widget show the last sync time for every connected source.
• Fixed margin calculation edge case for multi-currency accounts using Xero.

Feb 3, 2026

Weekly Operating Report and Shopify integration

• Introduced the automated Weekly Operating Report — a single-page summary of revenue, margin, pipeline, and forecast changes delivered every Monday at 8am.
• Added Shopify integration — sync order revenue, refund rates, and product-level margin data into Fairview.
• New quick-connect flow: connect HubSpot, Salesforce, or Stripe in under 60 seconds with OAuth.
• Improved Operating Dashboard grid layout — widgets are now draggable and resizable on Growth and Scale plans.