Maxio Advanced Billing logo

Billing & revenue integration

Maxio Advanced Billing reporting & revenue

Turn customers, subscriptions, products, invoices, revenue, refunds, and recurring billing into 33 governed metrics for dashboards, agent answers, and cross-channel reporting.

What you can do with Maxio Advanced Billing in Maven

Maven models Maxio Advanced Billing into 33 governed metrics from the semantic layer. Track Lead Count, MQL Leads, SQL Leads, Qualified Leads and Converted Leads, break results down by Converted Date, Company, Job Title and Lifecycle Stage, and report Maxio Advanced Billing alongside HubSpot CRM, Shopify and Google Analytics 4 without rebuilding exports or metric logic for every report.

What you can measure

33 Maxio Advanced Billing metrics you can use consistently

Maven keeps Maxio Advanced Billing numbers consistent across dashboards, reports, and answers so the team is not debating which spreadsheet is right.

Lead Count

CRM leads or contacts at lead/contact grain

MQL Leads

CRM leads or contacts whose conformed lifecycle stage is marketing-qualified lead

SQL Leads

CRM leads or contacts whose conformed lifecycle stage is sales-qualified lead

Qualified Leads

CRM leads or contacts marked qualified by native or inferred lifecycle evidence

Converted Leads

CRM leads or contacts marked converted by native or inferred lifecycle evidence

Customer-Matched Leads

CRM leads or contacts that resolve to ecommerce customer identity

MQL Rate

Marketing-qualified CRM leads divided by all CRM leads

SQL Rate

Sales-qualified CRM leads divided by all CRM leads

Lead Qualification Rate

Qualified CRM leads divided by all CRM leads

Show all 33 metrics

Lead Conversion Rate

Converted CRM leads divided by all CRM leads

Lead Customer Match Rate

CRM leads matched to ecommerce customers divided by all CRM leads

Order Count

Orders represented by the order-level ecommerce fact

Order Gross Revenue

Gross revenue at order grain

Order Net Revenue

Net revenue at order grain

Order Refunds

Refund amount at order grain

Order Units

Units sold at order grain

Order Tax

Tax amount collected on order-level ecommerce rows.

Order Discounts

Discount amount applied on order-level ecommerce rows.

Order Shipping

Shipping amount charged on order-level ecommerce rows.

Ecommerce Product Units Sold

Units sold for the product at daily grain.

Ecommerce Product Revenue

Gross product revenue before line-level discounts.

Ecommerce Product Discounts

Line-level product discounts.

Ecommerce Product Net Revenue

Net product revenue after line-level discounts.

Ecommerce Product Orders

Distinct orders containing this product.

MRR

Current monthly recurring revenue from subscriptions in active-like statuses; exact status mapping varies by billing platform and some platforms exclude trials

Subscription Count

Subscription records at subscription grain across connected billing platforms

Subscription Quantity

Subscribed seat/unit quantity.

Subscription Charge Count

Recurring charges at charge grain across connected billing platforms

Subscription Charge Revenue

Total recurring charge amount.

Subscription Charge Subtotal

Charge subtotal before tax, shipping, and discounts.

Subscription Charge Tax

Tax charged on the recurring charge.

Subscription Charge Shipping

Shipping charged on the recurring charge.

Subscription Charge Discount

Discount applied to the recurring charge.

Questions you can ask

Just ask Maven about Maxio Advanced Billing

Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.

Show cancelled orders by financial status

Show order discounts by customer type

How it works

Connect Maxio Advanced Billing, then map the first workflow

No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.

Step 1

Connect Maxio Advanced Billing

Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.

Step 2

Maven syncs and models the data

Maven pulls your Maxio Advanced Billing data (5 objects) and models it into governed, conformed tables — no SQL, warehouse, or pipeline setup required.

Step 3

Report, ask, and automate

Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.

What Maven syncs from Maxio Advanced Billing

Billing customers and contact identitySubscription lifecycle, pricing, and recurring periodsProduct catalog and recurring price intervalsInvoices, payments, credits, and refundsInvoice product and component line items

Works well with

Report Maxio Advanced Billing alongside the rest of your stack

FAQ

Maxio Advanced Billing reporting questions

What Maxio Advanced Billing metrics can I report on in Maven?

Maven exposes 33 governed Maxio Advanced Billing metrics, including Lead Count, MQL Leads, SQL Leads, Qualified Leads, Converted Leads and Customer-Matched Leads — each defined once so it means the same thing in every report.

What can I break Maxio Advanced Billing performance down by?

You can break Maxio Advanced Billing metrics down by Converted Date, Company, Job Title, Lifecycle Stage, Lifecycle Stage Raw, Lead Status Raw, Lead Source and Crm Owner Name, and more.

Can I combine Maxio Advanced Billing with other data sources?

Yes. Maxio Advanced Billing reports alongside sources like HubSpot, Shopify, Google Analytics 4 and Google Ads. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.

What Maxio Advanced Billing data does Maven sync?

Maven syncs billing customers and contact identity, subscription lifecycle, pricing, and recurring periods, product catalog and recurring price intervals, invoices, payments, credits, and refunds and invoice product and component line items from Maxio Advanced Billing.

How often does Maxio Advanced Billing data sync to Maven?

Maven keeps Maxio Advanced Billing data on scheduled refreshes after the source is connected, with sync status visible in the workspace before reports are shared.

Is my Maxio Advanced Billing data secure with Maven?

Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.

Ready to see the first report your team can trust?

Bring one report where the numbers do not match. We'll map the sources, identify what can be trusted now, and show the first Maven workflow.

We'll map your first trusted reporting workflow

You'll see what Maven handles now: sources, definitions, refreshes, and outputs

No pitch deck. No pressure. 20 minutes.

Map Your First Workflow