Reliable subscription analytics and insights
Your source of truth
Because Maxio is the system of record for all recurring revenue transactions, we are uniquely positioned to better understand when, what, and why charges happen more accurately than third-party reporting tools.
As your product catalog becomes more sophisticated, so do your reporting needs. Use offer-lever filtering to better understand adoption, retention, price elasticity, and much more across your portfolio.
Understand every part of recurring revenue
MRR and usage analytics provide management, product, marketing, and sales teams a comprehensive view into the movements that drive MRR and metered usage growth.
Constant change requires dynamic views
Understand both MRR and usage growth trends over time and organized by customer—drill down to see individual movements for each subscription.
Filter your catalog to see how products and components drive growth over time. Isolate and analyze how revenue switches between offers through plan changes.
Extract the underlying transactional data to automate ASC-606/IFRS-15 compliant revenue recognition. Your finance team will thank you.
Daily email snapshot
Get daily summaries of revenue movements that include week and month-to-date performance for convenient, constant updates.
Keep a close eye on the health of your customer base, a.k.a. your “subscribers.” See movements of paying subscribers that convert (New Business), cancel (Churn), and return (Reactivate), and switch between offers. A visual snapshot shows breakdowns and historical trends for any given period of time.
Quickly access and analyze:
Customer/Subscriber Churn: Churn Count / Start of Period Count
MRR Churn: Churn MRR / Start of Period MRR
Gross MRR Churn: Churn MRR + Contraction MRR
Net MRR Churn: Retention overtime grouped by signup date
Retention Cohorts: (Churn MRR + Contraction MRR) / Start of Period MRR
Monitor subscription changes and revenue movements
With Revenue Alerts, you can define thresholds for revenue changes that trigger real-time emails and in-app notifications, allowing you to keep closer tabs on high-value conversions, expansion/contraction revenue, and potential churn risks.
Revenue retention analysis
Get insights into the effectiveness of your revenue recovery strategy (a.k.a “dunning”). Constantly optimize your efforts to maximize results. Get visibility into:
At-risk subscriptions that have entered dunning
Revenue successfully recovered
Automate sales commission calculations
Associate revenue to reps for real-time, error-free insights that automate the most labor-intensive step of calculating sales commission programs where revenue events are rewarded.
Eliminate the need for time-intensive ad hoc reporting to consolidate total revenue, define the subcategories of revenue, and reconcile all transactions at the end of the month. Your finance and accounting team will love the granular view into:
Total Revenue: All the subcategories of sales, discounts, and credits/voids that make up total revenue
Total Billed: Total Revenue plus applicable taxes
Payments: Understand all payments collected vs. expected vs. uncollected
Net Revenue: Total Revenue minus any refunds towards previously received payments
Tax History Reporting
Access the subcomponents of tax collections by each tax type, jurisdiction, rate, and amount. Take the pain out of filing taxes.
Filter and sort customer, subscription, and transactional data. Export any view in a CSV format for further analysis or record keeping.