From fragmented data
to decisive action.
Seven features, one operating view. Revenue, margin, pipeline, and forecast — connected, reconciled, and surfaced with specific next steps. No data team required.
Week of Apr 7–13 · Updated 2 min ago
Operating Dashboard
Monthly Revenue
$342K
▲ 9.3% vs last month
Net Margin
28.7%
Target: 30% · 1.3pts gap
Pipeline (Weighted)
$1.18M
68% quarter coverage
Open Actions
4
2 margin · 2 pipeline
Anomaly Detected
Meta Ads ROAS dropped 24% week-over-week. 3 campaigns below break-even threshold.
Seven features. One operating view.
Every data source, every insight, every action — orchestrated from one place. No tool-switching. No exports.
End-to-end · under 10 minutes setup · no engineering required
Monthly Revenue
$342K
▲ 9.3% vs last month
Net Margin
28.7%
Target: 30% · 1.3pts gap
Pipeline (Weighted)
$1.18M
68% quarter coverage
Open Actions
4
2 margin · 2 pipeline
Anomaly Detected
Meta Ads ROAS dropped 24% week-over-week. 3 campaigns below break-even threshold.
Operating Dashboard
One view. Every revenue signal. Every week.
- Margin, pipeline, and forecast in a single view — updated daily
- Anomaly flags surface changes from prior period automatically
- Automated Weekly Operating Report lands in your inbox every Monday
- Replaces 4–6 hours of manual reporting — without a data team
Margin Intelligence
See profit by SKU, channel, and campaign — not just total revenue.
- Profit per campaign — ad spend vs. actual revenue, after COGS
- SKU-level profitability — which products are worth selling more of
- Pulls Stripe revenue + QuickBooks/Xero costs — no manual reconciling
- Companies recover an average of 23% of leaking margin in 90 days
Contribution Margin — April 2026
vs March 2026Fairview Recommendation
Meta Ads margin declined 4.2 pts. Consider reallocating budget toward Organic and Direct channels this month.
Pipeline at Risk — This Week
4 flaggedAcme Corp — $42K
Stage 4 · No activity 18 days · Close: Apr 30
BrightPay — $28K
Stage 4 · No activity 14 days · Close: May 7
Halo Labs — $17K
Stage 3 · Close date slipped 2× · Close: May 14
Skyline SaaS — $31K
Stage 3 · No activity 9 days · Close: May 21
Weighted pipeline value: $1.18M
68% Q2 coverage
Pipeline Health Monitor
Forecast risk alerts before deals fall apart.
- Weighted pipeline value from your CRM — no manual calculation
- Flags deals with no activity in configurable thresholds
- Surfaces the top 5 at-risk deals every week
- Close-date slippage detected before it affects your forecast
Forecast Confidence Engine
Know the number before the quarter ends.
- Confidence score: High / Medium / Low — based on pipeline composition
- Optimistic vs. conservative range — no more single-number guessing
- Tracks actual-to-forecast week over week — improves accuracy over time
- Flags at-risk deals before close dates slip — not after
Conservative
$1.04M
Base Forecast
$1.24M
HIGH confidenceOptimistic
$1.41M
Deals at risk of slipping
Acme Corp — $42K
Stage 4 · No activity 18 days · Close: Apr 30
BrightPay — $28K
Stage 4 · No activity 14 days · Close: May 7
Halo Labs — $17K
Stage 3 · Close date slipped 2× · Close: May 14
3 actions this week
2 high priorityGoogle Ads: Margin below threshold
3 campaigns have contribution margin below 15%. Pause or reduce budget before end of week. Estimated recovery: $2,400/month.
Pipeline: 3 deals stalled in Stage 4
Acme Corp, BrightPay, Halo Labs — no CRM activity in 14+ days. Combined value: $87K. Assign follow-up tasks today.
Churn signal: 2 accounts downgraded
Stripe shows 2 subscription downgrades this week. Check last HubSpot activity — no recent contact on either account.
Next-Best Action Engine
Not just reports. Specific next steps.
- Detects anomalies across margin, pipeline, and churn signals
- Names the specific deal, campaign, or account — not generic alerts
- Includes estimated revenue impact for every recommendation
- Actions can be assigned to team members directly from the dashboard
Data Connection Layer
First integration live in under 10 minutes.
- Native OAuth to CRM, finance, e-commerce, and advertising platforms
- Normalizes mismatched data — no manual field mapping required
- Handles duplicate records and inconsistent deal stages automatically
- Configurable refresh cadence — daily default, real-time on higher plans
6 sources connected
5 live · 1 syncingHubSpot
CRM
Stripe
Finance
QuickBooks
Finance
Shopify
E-commerce
Google Ads
Advertising
Meta Ads
Advertising
+ Add integration — OAuth setup takes under 10 minutes
Week of Apr 7–13, 2026
Delivered Mon 07:00 · PDF + email digest
Revenue vs Forecast
$342K / $320K
▲ 6.9% above target
Net Margin
28.7%
-1.3pts vs prior month
At-Risk Pipeline
$87K
3 deals stalled 14+ days
Actions completed
5 / 6
1 still open
Top anomalies this week
Meta Ads contribution margin dropped 4.2 pts
3 deals stalled 14+ days in Stage 4
Forecast coverage improved to 68% (was 61%)
Weekly Operating Report
Arrive at your Monday review already briefed.
- Summarizes revenue vs. forecast, margin vs. prior period, pipeline changes
- Highlights the top 3 anomalies or risks detected that week
- Lists previous week's actions — completed vs. still open
- Delivered to your inbox every Monday morning as email digest + PDF