See project margin, utilization, and pipeline — in one operating view.
Your billable work lives in project tools. Your revenue lives in invoicing. Your pipeline lives in CRM. Fairview connects them and shows project-level margin, team utilization, and pipeline coverage in one view.
Project Margin (avg)
38.2%
▼ 2.1 pts
Team Utilization
74.8%
▼ target 80%
Pipeline (margin-weighted)
$684K
2.4x quarter
At-Risk Accounts
4
$218K ARR exposure
Why the existing stack doesn't deliver operating clarity.
Pain 01
Project margin is a quarterly exercise
Revenue per project is easy. Fully-loaded cost per project — delivery time, overhead, subcontractors — is a spreadsheet no one updates.
Pain 02
Utilization masks under-priced work
High utilization on under-priced engagements looks great on a dashboard, bleeds margin in the P&L.
Pain 03
Pipeline coverage uses gross revenue, not margin
Forecasting new business by revenue without margin blinds teams to the economics of the pipeline.
Pain 04
Renewal and expansion decisions rely on gut
Account-level health signals — engagement, payment, pipeline — never roll up into a renewal score.
The operating metrics Professional Services operators actually need.
Project Margin
Revenue minus fully-loaded delivery cost per project or engagement — calculated weekly.
Team Utilization vs. Target
Billable hours by role and team compared to target — with alerts when a team slips.
Pipeline Coverage at Margin
Pipeline by expected contribution margin, not just gross bookings.
Account Health & Renewal Risk
Engagement, payment, and pipeline signals combined into a renewal-risk score.
Native OAuth integrations for Professional Services operators.
CRM
- HubSpot
- Salesforce
- Pipedrive
Revenue
- Stripe
- QuickBooks
- Xero
Advertising
- Google Ads
- Meta Ads
- HubSpot Marketing
FAQ
Specific to Professional Services.
Does Fairview connect to project management tools?
Project-mgmt integrations (Asana, Monday, Harvest) are on the roadmap. Today, firms feed Fairview via QuickBooks/Xero for delivery cost.
How does project margin get calculated?
Revenue per project from invoicing, minus fully-loaded delivery cost from accounting. Weekly refresh.
Can Fairview show utilization by team?
When time-tracking or payroll data flows via QuickBooks/Xero — yes. Direct integrations planned.
Is this for agencies or broader professional services?
Both. Agencies, consultancies, advisory firms, accounting/legal practices — all fit the shape.
What does it cost?
Starts at $149/mo. 14-day free trial, no credit card.
Fairview for other operating teams.
Start acting on this week.
10 minutes to connect. No SQL. Automatic dashboard. Weekly operating report every Monday.