Connect Maxio Advanced Billing
Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.
Billing & revenue integration
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
Maven keeps Maxio Advanced Billing numbers consistent across dashboards, reports, and answers so the team is not debating which spreadsheet is right.
CRM leads or contacts at lead/contact grain
CRM leads or contacts whose conformed lifecycle stage is marketing-qualified lead
CRM leads or contacts whose conformed lifecycle stage is sales-qualified lead
CRM leads or contacts marked qualified by native or inferred lifecycle evidence
CRM leads or contacts marked converted by native or inferred lifecycle evidence
CRM leads or contacts that resolve to ecommerce customer identity
Marketing-qualified CRM leads divided by all CRM leads
Sales-qualified CRM leads divided by all CRM leads
Qualified CRM leads divided by all CRM leads
Converted CRM leads divided by all CRM leads
CRM leads matched to ecommerce customers divided by all CRM leads
Orders represented by the order-level ecommerce fact
Gross revenue at order grain
Net revenue at order grain
Refund amount at order grain
Units sold at order grain
Tax amount collected on order-level ecommerce rows.
Discount amount applied on order-level ecommerce rows.
Shipping amount charged on order-level ecommerce rows.
Units sold for the product at daily grain.
Gross product revenue before line-level discounts.
Line-level product discounts.
Net product revenue after line-level discounts.
Distinct orders containing this product.
Current monthly recurring revenue from subscriptions in active-like statuses; exact status mapping varies by billing platform and some platforms exclude trials
Subscription records at subscription grain across connected billing platforms
Subscribed seat/unit quantity.
Recurring charges at charge grain across connected billing platforms
Total recurring charge amount.
Charge subtotal before tax, shipping, and discounts.
Tax charged on the recurring charge.
Shipping charged on the recurring charge.
Discount applied to the recurring charge.
Questions you can ask
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
No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.
Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.
Maven pulls your Maxio Advanced Billing data (5 objects) and models it into governed, conformed tables — no SQL, warehouse, or pipeline setup required.
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
Works well with
FAQ
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.
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.
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.
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.
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.
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.
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.

