Pipeline, forecast, and margin — in one operating view.

Scored

Pipeline coverage scored

Range

Forecast with confidence range

By Channel

Margin by channel

<10 min

Setup to first insight

CRM shows pipeline, not profit

HubSpot and Salesforce track deal stages and close dates. They do not tell you whether a closed deal is actually profitable after ad spend, COGS, and discounts.

Forecast is a single-number guess

Most teams forecast one number. No confidence range, no scenario analysis. When the quarter misses, nobody knows why until it is too late to act.

Stalled deals hide in plain sight

Deals with no activity for two weeks sit in Stage 3 looking healthy. Without automated risk alerts, they slip the close date quietly — and the forecast breaks.

Monday mornings in spreadsheets

Operators spend four to six hours each week pulling data from CRM, Stripe, and QuickBooks into a spreadsheet before the operating review even starts.

01

Operating Dashboard

Revenue, margin, pipeline, and forecast in a single screen. Anomalies flagged automatically. Changes from prior period highlighted without manual comparison.

02

Pipeline Health Monitor

Fairview connects to HubSpot, Salesforce, or Pipedrive and reads deal stage, close date, and last activity. Deals stalling with no activity are flagged before they slip. The top five at-risk deals surface in the dashboard each week.

At-Risk Deals This Week

03

Forecast Confidence Engine

Fairview generates a weekly revenue forecast based on pipeline stage, historical close rates, and deal velocity. Each forecast carries a confidence score — High, Medium, or Low — and shows the optimistic vs. conservative range, not just a single number.

Q2 Forecast

04

Next-Best Action Engine

Fairview detects anomalies and patterns across connected data, then generates a specific, named recommendation. Not a generic alert — a concrete next step: which campaign to pause, which deals to follow up, which accounts show churn signals.

This Week’s Actions

05

Margin Intelligence

Fairview pulls revenue from Stripe and cost data from QuickBooks or Xero, then calculates contribution margin by channel, campaign, and customer segment. See what is actually profitable — not just what generates the most revenue.

Margin by Channel

Connect your stack

Connect HubSpot or Salesforce for pipeline. Add Stripe for revenue. Add QuickBooks or Xero for cost data. OAuth or API key — under 10 minutes for all three.

Fairview models your revenue engine

Data is pulled, cleaned, and normalized. Fairview maps deals to revenue, revenue to cost, and cost to margin — by channel, by campaign, by customer segment. No manual mapping.

Act on pipeline risks and margin insights

Fairview surfaces pipeline health, forecast confidence, and margin by channel — then tells you what to do next. Stalled deals, margin drops, and churn signals become named actions, not noise.

HubSpot

CRM · OAuth · ~3 min

Salesforce

CRM · OAuth · ~5 min

Pipedrive

CRM · API key · ~2 min

Stripe

Payments · API key · ~2 min

QuickBooks

Finance · OAuth · ~3 min

Xero

Finance · OAuth · ~3 min

COOs & Operators

Stop spending Monday mornings reconciling data from five tools that do not talk to each other. Fairview connects CRM, finance, and marketing data into one operating view and delivers a structured weekly report to your inbox.

Replaces 4–6 hrs of manual reporting weekly

VPs of Sales

Know which deals are stalling before they slip. Fairview surfaces the top five at-risk deals each week, calculates weighted pipeline value, and generates a confidence-scored forecast with optimistic and conservative ranges.

Pipeline risk alerts before deals fall apart

RevOps Teams

Stop building reports and start running the revenue engine. Fairview normalizes data from CRM, finance, and marketing tools automatically. Field mapping is handled in setup. Duplicate records are resolved. Your RevOps team operates instead of wrangling.

Data is normalized — no manual cleanup

What data sources does Fairview Revenue connect to?

Fairview Revenue connects to HubSpot, Salesforce, and Pipedrive for pipeline data. Stripe for revenue and payment data. QuickBooks and Xero for cost data. Google Ads and Meta Ads for ad spend attribution. All connections use native OAuth or API key authentication.

How long does setup take?

First integration live in under 10 minutes. Most teams connect CRM, Stripe, and QuickBooks in a single sitting. No data warehouse, no SQL, no engineering team required.

How does the forecast confidence score work?

Fairview generates a weekly revenue forecast based on pipeline stage, historical close rates, and deal velocity. Each forecast carries a confidence score (High, Medium, or Low) based on pipeline composition. You see an optimistic vs. conservative range, not just a single number. Accuracy improves week over week as Fairview compares actual results to forecast.

Do I need a finance integration for margin data?

Yes. Margin Intelligence requires a finance integration (QuickBooks, Xero, or Stripe) to calculate contribution margin. Without it, Fairview shows revenue and pipeline data but cannot calculate full margin by channel.

What is the difference between Fairview Revenue and Fairview Commerce?

Fairview Revenue is for B2B SaaS and services companies with pipeline-based sales. It focuses on pipeline health, forecast confidence, and margin by channel. Fairview Commerce is for D2C and e-commerce brands running on Shopify, focusing on SKU-level margin and channel attribution for orders.

Is there a free trial?

Yes. 14-day free trial, no credit card required. Connect your first integration and see your operating dashboard within minutes. Plans start at $149/mo for Starter. See the pricing page for current details.