Product

Operating Dashboard

One screen. Every signal.

Start free trialSee a demo

Overview

What Operating Dashboard does and why it matters

The central view in Fairview. A single screen that surfaces the metrics that matter to operators: margin by channel, pipeline health, forecast confidence, and anomaly alerts — updated in real time. Aggregates data from connected CRM, finance, e-commerce, and marketing sources into one decisive view.

Most operators spend hours each week collecting data from disconnected tools, building ad-hoc spreadsheets, and trying to reconcile conflicting numbers. Operating Dashboard eliminates that loop by pulling live data from your connected sources and surfacing the insights that drive decisions.

Whether you are a COO managing cross-functional operations, a founder wearing multiple hats, or a revenue leader tracking pipeline health, Operating Dashboard gives you one place to see what is making money, what is leaking margin, and what to do next.

What it does

The central view in Fairview. A single screen that surfaces the metrics that matter to operators: margin by channel, pipeline health, forecast confidence, and anomaly alerts — updated in real time. Aggregates data from connected CRM, finance, e-commerce, and marketing sources into one decisive view.

01

Replaces 4-6 hours of weekly manual reporting

02

Shows margin at the level that matters: by channel, by SKU, by campaign, by team

03

Flags changes from prior period automatically — no manual comparison required

04

Updates on a configurable cadence (daily default; real-time on Scale plan)

How it compares

Why operators choose this over alternatives

vs

Spreadsheets

Their approach

Manual data collection, stale by the time you finish

Fairview

Live data from every connected source, always current

vs

BI tools

Their approach

Powerful but require analysts, SQL, and weeks of setup

Fairview

Pre-built operating intelligence, ready in minutes

vs

Manual process

Their approach

Cobbling together updates from Slack, email, and meetings

Fairview

One unified view with next-best-action recommendations

How it works

Three steps to clarity

01

Connect

Link your CRM, finance, e-commerce, and ad platforms via OAuth or API key. First integration live in under 10 minutes.

02

Model

Fairview normalizes inconsistent data across sources and builds your operating view — margin by channel, pipeline by stage, forecast by confidence.

03

Surface

Open one screen and see every metric that matters. Anomalies are flagged automatically. No manual assembly required.

Who it's for

Built for operators

COOs & Operators

Stop assembling Monday reports from five tools. Arrive at your weekly review already briefed on margin, pipeline, and forecast changes.

Founders

See the full operating picture without asking your team to pull numbers. Know what is making money and what is leaking margin.

Finance Teams

Get revenue and cost data in one view without building a data warehouse. Compare actual-to-forecast without spreadsheets.

Pricing

Included in all plans

Operating Dashboard is available on all plans. All plans include a 14-day free trial with no credit card required.

Starter

$149/mo

Growth

$349/mo

Scale

$699/mo

See full pricing details

Explore more

Related features

Margin Intelligence Next-Best Action Engine Weekly Operating Report

FAQ

Frequently asked questions

Fairview connects to CRM (HubSpot, Salesforce, Pipedrive), finance (QuickBooks, Xero, Stripe), e-commerce (Shopify), and marketing platforms (Google Ads, Meta Ads). Each source feeds into a single operating view.
The first integration is live in under 10 minutes. Most teams have their full operating view within an hour of signing up.
Yes. You choose which dimensions matter — margin by channel, by SKU, by campaign, or by team — and Fairview builds your view around those choices.
Daily by default on Starter and Growth plans. Real-time refresh is available on the Scale plan for connected sources that support it.
Fairview is not a generic BI tool. It is purpose-built for operators who need margin, pipeline, and forecast in one view. If you need ad-hoc SQL queries or custom data modeling, keep your BI tool. If you need a decisive operating view, Fairview replaces the 4-6 hours you spend assembling that view manually.
The Operating Dashboard is your real-time view — open it any time to see current state. The Weekly Operating Report is an automated email digest sent every Monday morning summarizing the prior week's changes, anomalies, and open action items.

Ready to see your data clearly?

Stop reporting on last week.
Start acting on this week.

10 minutes to connect. No SQL. No engineering team. Your first dashboard is built automatically.

See your data in Fairview Start 14-day free trial

No credit card required · Cancel anytime · Setup in under 10 minutes