Live demo · 25 minutes

See your operating view live.

25 minutes. Live. Tailored to your stack. We connect to your CRM, finance tool, and ad platforms — and show you exactly what Fairview would surface in your operating model.

What you'll see

  • Operating Dashboard live with your connected stack
  • Margin Intelligence calculating contribution margin by channel
  • Pipeline Health Monitor flagging your stalled deals
  • Forecast Confidence score — with a range you can defend
  • Next-Best Actions with estimated revenue impact
  • Pricing and rollout plan for your team

"The demo showed me contribution margin by channel in minutes. We killed two under-performing ad campaigns the same week."

— Founder, D2C brand

Prefer to explore on your own? Start the 14-day free trial →

Book your demo

We'll reach out within 1 business day to schedule.

We'll ask about your stack on the call — no prep needed.

25 min

live walkthrough

Your stack

tailored to you

< 1 day

response time

The 25-minute agenda

What happens in the demo.

0–5 min

Your stack walkthrough

Tell us what you use — CRM, billing, ads. We prep the demo to match.

5–18 min

Live product demo

Operating Dashboard, Margin Intelligence, Pipeline Health, Forecast, and Next-Best Actions — live in your data context.

18–25 min

Your questions + pricing

We walk through the plan that fits your team and answer any questions you have.

We'll demo live with these tools

HubSpotSalesforcePipedriveStripeQuickBooksXeroShopifyGoogle AdsMeta Ads
Before the demo

Optional prep (2 min).

You do not need to prepare anything — the demo is tailored live. But if you want to see the most relevant output, it helps to know:

  • Which CRM you use (HubSpot, Salesforce, or Pipedrive)
  • Whether you use Stripe, QuickBooks, or Xero for billing/finance
  • Which ad platforms you run (Google, Meta, or both)
  • How many entities or brands you operate
After the demo

What happens next.

No pressure. No hard close. After the demo:

  • You get a follow-up with the demo recording and plan recommendation
  • We activate your 14-day trial if you want to test with your data
  • First data source goes live — typically in under 10 minutes
  • Operating Dashboard live before your next Monday review

Prefer to explore first? No problem.

Start the 14-day free trial and connect your first data source in under 10 minutes. No credit card required.

14-day free trial · No credit card required