AccuLynx
Filament

Ask questions about your AccuLynx data

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

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AccuLynx tracks your roofing projects from lead to completion, but understanding which marketing channels drive your most profitable jobs requires connecting lead sources to advertising spend and campaign data. Filament links AccuLynx with your marketing tools and answers questions about lead source ROI, project profitability by channel, and conversion rates in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track AccuLynx KPIs with Filament Analytics

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

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Key AccuLynx metrics you can track in Filament:

JOB
Track roofing project details from estimate to completion with job_number, status, project_type, start_date, completion_date, and total_contract_value. Analyze project timelines, win rates by project type, and revenue by completion stage.
records:
job_numberstatusproject_typestart_datecompletion_datetotal_contract_valuelead_source
ESTIMATE
Monitor proposal performance with estimate_number, estimate_date, total_amount, status, and acceptance_date. Track conversion rates from estimate to signed contract and analyze pricing patterns across project types.
records:
estimate_numberestimate_datetotal_amountstatusacceptance_datejob_id
CONTACT
Manage customer and prospect information with contact_name, email, phone, address, and contact_type. Connect customer records across marketing campaigns and completed projects to measure lifetime value.
records:
contact_idcontact_nameemailphonecontact_typecreated_date
LEAD_HISTORY
Analyze lead pipeline activity with lead_id, lead_status, status_change_date, and conversion_outcome. Track how leads move through your sales process and identify bottlenecks in your pipeline.
records:
lead_idlead_statusstatus_change_dateconversion_outcomelead_source
COMPANY_LEAD_SOURCE
Measure marketing channel performance with source_name, source_type, and associated lead counts. Compare which channels generate the most qualified leads and highest-value projects.
records:
source_idsource_namesource_typeis_active
MILESTONE_HISTORY
Track project progress stages with milestone_name, completion_date, milestone_status, and job_id. Monitor on-time completion rates and identify which project phases typically run behind schedule.
records:
milestone_idmilestone_namecompletion_datemilestone_statusjob_id
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Combine AccuLynx with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, AccuLynx 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 AccuLynx data gets even more powerful when combined with other tools:

AccuLynx
Google Ads

AccuLynx + Google Ads

Connect AccuLynx lead sources and job revenue with Google Ads campaign spend to see which keywords and ad groups generate the most profitable roofing projects. Track cost per lead by campaign and calculate true ROI from click to completed job.

AccuLynx
CallRail

AccuLynx + CallRail

Connect AccuLynx contact records and lead conversions with CallRail phone tracking to see which marketing campaigns drive the most inbound calls that convert to signed contracts. Analyze call quality by source and track phone lead conversion rates.

AccuLynx
QuickBooks

AccuLynx + QuickBooks

Connect AccuLynx job data with QuickBooks invoicing and payment records to analyze project profitability, invoice aging by project type, and cash flow timing. See which types of roofing jobs have the best margins and fastest payment cycles.

Benefits of Filament's AccuLynx 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 AccuLynx account

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

Step 2: Ask questions about your AccuLynx data

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

Step 3: Build AccuLynx dashboards in minutes

Get tailored insights instantly and share them with your team.

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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

AccuLynx integration FAQ

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