See client utilization, margin, and renewal risk — in one view.
Your billable hours live in one tool. Your client revenue lives in another. Your renewal pipeline lives in your CRM. Fairview connects them and shows margin by client, utilization by team, and renewal risk — all in one Monday view.
Margin per Client (avg)
42.4%
▲ 2.1 pts
Team Utilization
78.2%
▼ target 82%
At-Risk Renewals
3
$184K ARR exposure
New Business Pipeline
2.8x
▲ quarter coverage
Why the existing stack doesn't deliver operating clarity.
Pain 01
Client margin is invisible
Revenue per client is easy. Margin per client after fully-loaded delivery cost, account management time, and overhead is a spreadsheet no one keeps current.
Pain 02
Utilization ≠ profitability
High utilization without margin visibility masks under-priced retainers and scope creep.
Pain 03
Renewal risk hides in client data
Slowing ticket volume, reduced engagement, payment delays — all signal churn. None live in one operating view.
Pain 04
Monthly close is a scramble
Revenue, costs, utilization, AR — pulled from four tools every month for the leadership review.
The operating metrics Agencies operators actually need.
Client Margin by Account
Revenue minus fully-loaded delivery cost per client. Surface the accounts carrying the margin and the ones quietly losing it.
Team Utilization vs. Target
Billable vs. non-billable hours by role and team — compared to target utilization for the book.
Renewal Risk Signals
Engagement, payment, and pipeline signals rolled into a renewal-risk score 60–90 days before contract end.
New Business Pipeline
Pipeline coverage, forecast confidence, and stalled opportunities for net-new accounts and expansions.
Native OAuth integrations for Agencies operators.
CRM
- HubSpot
- Salesforce
- Pipedrive
Revenue
- Stripe
- QuickBooks
- Xero
Spend & Attribution
- Google Ads
- Meta Ads
- HubSpot Marketing
FAQ
Specific to Agencies.
Does Fairview connect to time-tracking tools?
Fairview reads CRM, billing, and accounting directly. Time-tracking integrations are on the roadmap. Most agencies feed Fairview via QuickBooks/Xero for delivery cost.
How does margin-per-client work?
Revenue per client from your invoicing/CRM, minus fully-loaded delivery cost from accounting — calculated weekly.
How do renewal risk signals work?
Fairview combines engagement, invoice status, and pipeline signals into a score. Clients dropping below thresholds surface in the Weekly Operating Report.
Does Fairview replace our project management tool?
No. Fairview is operating intelligence on top of your existing stack.
What does it cost?
Starts at $149/mo. 14-day free trial, no credit card.
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Start acting on this week.
10 minutes to connect. No SQL. Automatic dashboard. Weekly operating report every Monday.