Maxio SaaSOptics
Filament

Ask questions about your Maxio SaaSOptics data

Connect Maxio SaaSOptics to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

Sign up freeBook a demo
Free 14-day trial
No credit card required
Setup in minutes

Maxio SaaSOptics tracks your revenue recognition, billing cycles, and subscription metrics, but understanding which marketing channels drive your highest lifetime value customers or how product usage affects renewal rates requires connecting to your CRM, analytics, and product data. Filament links Maxio SaaSOptics to your other tools and answers questions about customer acquisition costs, cohort performance, and revenue attribution in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Maxio SaaSOptics KPIs with Filament Analytics

Connect your Maxio SaaSOptics account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Maxio SaaSOptics metrics you can track in Filament:

Accounts
Track customer account details and subscription status with account_id, account_name, account_status, billing_contact_email, and parent_account_id for business intelligence on customer hierarchies and account health.
records:
account_idaccount_nameaccount_statusbilling_contact_emailparent_account_id
Billing Methods
Analyze payment method distribution and billing preferences with billing_method_id, payment_type, card_type, expiration_date, and is_default to understand payment trends and reduce failed transactions.
records:
billing_method_idpayment_typecard_typeexpiration_dateis_default
Revenue Recognition
Track revenue recognition schedules and deferred revenue with recognition_schedule_id, recognized_amount, deferred_amount, recognition_date, and revenue_period for accurate business analytics on financial performance.
records:
recognition_schedule_idrecognized_amountdeferred_amountrecognition_daterevenue_period
Subscriptions
Monitor subscription lifecycle and recurring revenue with subscription_id, mrr_amount, subscription_start_date, renewal_date, and subscription_status to build kpi dashboards tracking growth and retention.
records:
subscription_idmrr_amountsubscription_start_daterenewal_datesubscription_status
Auto Renewal Profiles
Analyze renewal behavior and churn risk with auto_renewal_profile_id, renewal_enabled, renewal_term_length, cancellation_date, and renewal_notification_sent for kpi metrics on customer retention.
records:
auto_renewal_profile_idrenewal_enabledrenewal_term_lengthcancellation_daterenewal_notification_sent
Billing Descriptions
Examine invoice line items and product mix with billing_description_id, product_name, quantity, unit_price, and billing_period to understand which offerings drive revenue across customer segments.
records:
billing_description_idproduct_namequantityunit_pricebilling_period
Currency and Country Codes
Track international operations and multi-currency billing with currency_code, country_code, exchange_rate, and billing_country for reporting dashboards on global revenue distribution.
records:
currency_codecountry_codeexchange_ratebilling_country
Filament Pixel Logo

Combine Maxio SaaSOptics with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Maxio SaaSOptics lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Maxio SaaSOptics data gets even more powerful when combined with other tools:

Maxio SaaSOptics
HubSpot

Maxio SaaSOptics + HubSpot

Connect Maxio SaaSOptics revenue data with HubSpot deal stages and campaign sources to see which marketing channels and sales activities drive the most monthly recurring revenue and lowest churn rates.

Maxio SaaSOptics
Mixpanel

Maxio SaaSOptics + Mixpanel

Connect Maxio SaaSOptics subscription and billing data with Mixpanel product events to understand how feature adoption affects expansion revenue, downgrades, and renewal likelihood across customer segments.

Maxio SaaSOptics
Google Ads

Maxio SaaSOptics + Google Ads

Connect Maxio SaaSOptics customer lifetime value and revenue recognition with Google Ads campaign performance to calculate true ROI by comparing ad spend to actual recognized revenue, not just initial conversions.

Benefits of Filament's Maxio SaaSOptics Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Maxio SaaSOptics account

Connect your Maxio SaaSOptics account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Maxio SaaSOptics data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Maxio SaaSOptics dashboards in minutes

Get tailored insights instantly and share them with your team.

Filament Pixel Logo

Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Maxio SaaSOptics integration FAQ

Everything you need to know about connecting Maxio SaaSOptics with Filament and getting the most out of your data.