Industry

Fairview for Wholesale

Channel profitability and order margin, visible.

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Overview

Why Wholesale teams need operating intelligence

Channel profitability and order margin, visible. Wholesale brands manage large orders with thin margins, and profitability varies dramatically by channel and customer. But margin is tracked in aggregate — not by individual account or channel — so unprofitable relationships persist for months before anyone notices.

Wholesale operators face a specific version of a universal problem: the data they need to make decisions lives in multiple disconnected tools. Revenue in one place, costs in another, pipeline in a third. By the time the numbers are assembled, the window for action has closed.

Fairview connects the tools Wholesale teams already use and surfaces the operating metrics that drive decisions — margin by channel, pipeline risk, forecast confidence, and specific next-best actions.

The problem

What Wholesale operators deal with

Wholesale margin varies by channel and customer but is tracked in aggregate

Large orders look profitable at the top line but shipping and fulfillment costs eat margin

Reorder patterns are tracked manually — no automated cohort or retention analysis

Pipeline visibility depends on spreadsheets that are always out of date

The cost of the status quo

What happens without operating intelligence

12-18%

of wholesale accounts typically unprofitable after shipping and fulfillment costs

4+ hrs/wk

spent manually tracking pipeline in spreadsheets that are outdated within days

8-12 wks

before margin erosion on a large account is detected at standard monthly reviews

How Fairview helps

Features that matter

Contribution Margin Tracker

SKU Profitability

Pipeline Health Monitor

Weekly Operating Report

How it works

Three steps to operating clarity for Wholesale

01

Connect your wholesale tools

Link your CRM (HubSpot, Salesforce), Shopify, and QuickBooks or Xero. Fairview reads pipeline, order, and cost data.

02

See margin by channel and customer

Contribution Margin Tracker shows profit per channel and account. SKU Profitability surfaces which products earn margin at wholesale pricing.

03

Track pipeline in real time

Pipeline Health Monitor replaces spreadsheet tracking. Weekly Operating Report automates the leadership review with margin and pipeline data.

Integrations

Connects to the tools you already use

ShopifyQuickBooksXeroHubSpotSalesforce

What operators say

"Our largest wholesale account looked great on the top line but was our second-least profitable after shipping and fulfillment. Fairview surfaced that in week one. We renegotiated terms and recovered $90K annually."

Tom Bradley

VP of Sales, Summit Provisions (wholesale food distributor)

Pricing

Plans for Wholesale teams

Starts at $149/mo. 14-day free trial, no credit card required.

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Explore more

Operating intelligence for other industries

Consumer Brands Ecommerce Marketplace Sellers

Get started

Ready to see what Fairview does for Wholesale?

Connect your Wholesale tools in under 10 minutes. See your operating view by Monday.

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FAQ

Frequently asked questions

Yes. Fairview connects to Shopify (D2C) and your CRM (wholesale) and shows margin by channel across both.
When connected to your accounting tool (QuickBooks, Xero), Fairview allocates costs to orders for margin analysis.
Fairview calculates margin at the channel and product level. Customer-level margin is available when orders are tracked in your CRM.
Yes. Connect your CRM for pipeline health monitoring and forecast confidence on wholesale deals.

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