Role-Based Dashboards

Keep track of the metrics that matter most

Use Maxio’s customizable, role-based dashboards to keep an eye on just the KPIs you care about most.

All your KPIs in a Single View

From upcoming invoices and renewals to subscription momentum trends, access snapshots of your financial performance any time. Our dashboard builder pulls together every metric you need to see in one page.

Easily tackle daily finance tasks with reminders to manage renewals, billing and collections, capture account balances for journal entries, and monitor changes to metrics like ARR, churn, and CLV.

Dynamics view

Real-Time Metrics Your Executives Can Access 24/7

Board meetings and executive presentations don’t have to derail your finance team. Give your leadership custom dashboards, so they can have the information they need when they need it.

Set up custom views that show your C-level sales, marketing, and product leaders the numbers they need on-demand to inform and defend their strategic decision making.

Dashboard features

You’re never in the dark with Maxio

Shine a light on every measure of success for your financial operations.

Resolve alerts and issues

Access every item that needs attention from list views on your dashboard.

Comprehensive metrics and analytics

Your important subscription metrics and reports live in your dashboard view, updating daily.

Timely Financial Reports

Stay up-to-date on all of your revenue reporting and journal entries affected by subscriptions.

Manage Renewals

See what transactions are coming up for manual or auto-renewal in the near future.

Drag and Drop Widgets

Customize dashboards by dropping templates, reports and widgets from the dashboard builder.

Visualize Performance

Add charts and graphs built from your subscription analytics so you can monitor trends visually.

Optimize and scale your financial operations