Industry · Wholesale

See customer margin, order economics, and AR health — in one view.

Your orders live in your ERP or e-com. Your customer health lives in CRM. Your AR lives in QuickBooks or Xero. Fairview ties them together into customer-level margin, order economics, and collection risk.

Operating view · Wholesale Live

Customer Margin (avg)

32.8%

▲ 1.4 pts

AR 60+ days

$128K

14.2% of AR

Top-5 Customer Concentration

38%

Watch concentration risk

At-Risk Accounts

6

$212K ARR exposure

Operator reality · Wholesale

Why the existing stack doesn't deliver operating clarity.

Pain 01

Customer margin is invisible

Revenue per wholesale customer is easy. Contribution margin after shipping, payment terms, and concessions by customer is a spreadsheet nobody maintains.

Pain 02

Order economics vary by channel

Direct wholesale orders, EDI integrations, and marketplace wholesale each carry different margin profiles.

Pain 03

AR aging hides cash risk

Revenue looks great. AR aging 60+, 90+ days ties up cash and signals collection risk.

Pain 04

Churn at the customer level is a quarterly exercise

Wholesale customers decline slowly. Engagement and order-frequency signals never surface in real time.

What Fairview shows

The operating metrics Wholesale operators actually need.

01

Customer Margin

Contribution margin per wholesale customer — revenue minus fulfilment, concessions, and allocated overhead.

02

Order Economics by Channel

Direct, EDI, and marketplace wholesale margin profiles compared.

03

AR Aging & Collection Risk

AR by age bucket with flagged accounts past terms — tied to customer concentration.

04

Customer Health & Repeat Rate

Order-frequency, volume, and engagement signals rolled into a churn-risk score.

Works with your stack

Native OAuth integrations for Wholesale operators.

Revenue

  • Stripe

E-commerce

  • Shopify
  • WooCommerce (planned)

CRM

  • HubSpot
  • Salesforce
  • Pipedrive

Accounting

  • QuickBooks
  • Xero
Questions operators ask

FAQ

Specific to Wholesale.

Does Fairview connect to ERPs?

ERP connectors (NetSuite, SAP) are on the roadmap. Today, wholesale data flows via QuickBooks/Xero.

Can Fairview show AR aging?

Yes — via QuickBooks or Xero integration.

How does customer margin get calculated?

Revenue per customer from invoicing, minus allocated fulfilment and concession cost.

Does this work for EDI wholesale orders?

EDI orders feed through accounting. Direct EDI integration is on the roadmap.

What does it cost?

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

Stop reporting on last week.

Start acting on this week.

10 minutes to connect. No SQL. Automatic dashboard. Weekly operating report every Monday.