Anaplan
Filament

Ask questions about your Anaplan data

Connect Anaplan 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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Anaplan gives you sophisticated planning models and budget dashboards, but comparing your forecasts to actual results means jumping between your financial system, CRM, and operational tools. Filament connects Anaplan to your other business systems and answers questions about forecast accuracy, budget variance, and planning assumptions in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Anaplan KPIs with Filament Analytics

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

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Key Anaplan metrics you can track in Filament:

Planning Models
Track budget scenarios and forecasts with module definitions, line items, dimensions, time periods, and formula calculations from your configured export definitions.
records:
module_idline_item_namedimension_valuestime_periodformula_definition
Financial Data
Track budget performance with planned amounts, actual results, variance calculations, period comparisons, and forecast revisions across your financial modules.
records:
budget_amountactual_amountvariance_percentagefiscal_periodforecast_version
Budget Allocations
Track spending plans with department budgets, cost center allocations, category breakdowns, approval status, and remaining balances.
records:
department_namecost_centerbudget_categoryallocated_amountapproval_status
Forecast Data
Track revenue and expense projections with forecast scenarios, confidence levels, assumption drivers, version history, and rolling forecasts.
records:
forecast_scenarioprojected_valueconfidence_levelassumption_driverversion_timestamp
Operational Metrics
Track supply chain and sales performance with inventory levels, production capacity, sales quotas, territory assignments, and operational kpi metrics.
records:
inventory_unitscapacity_utilizationsales_quotaterritory_idperformance_metric
Workforce Planning
Track headcount plans with position forecasts, salary budgets, hiring timelines, department allocations, and resource capacity.
records:
position_titleplanned_headcountsalary_budgethire_datedepartment_allocation
Saved Views
Track custom report configurations with view definitions, filter settings, dimension selections, aggregation rules, and user permissions.
records:
view_namefilter_criteriaselected_dimensionsaggregation_typeowner_id
Variance Analysis
Track budget performance with actual versus planned comparisons, percentage variances, trend analysis, exception flags, and commentary notes.
records:
actual_valueplanned_valuevariance_amountvariance_percentageexception_flag
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Combine Anaplan with other data sources

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

Anaplan
Xero

Anaplan + Xero

Connect Anaplan budget forecasts with Xero actual transactions to build a kpi dashboard tracking budget variance, spending patterns, and forecast accuracy across departments and cost centers.

Anaplan
Salesforce

Anaplan + Salesforce

Connect Anaplan sales quotas and revenue forecasts with Salesforce pipeline data to see how actual deal progression compares to your planning assumptions and identify forecast risks early.

Anaplan
Google Sheets

Anaplan + Google Sheets

Connect Anaplan planning models with operational data in Google Sheets to analyze how actual performance compares to your budget scenarios without rebuilding reports manually each period.

Benefits of Filament's Anaplan 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 Anaplan account

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

Step 2: Ask questions about your Anaplan data

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

Step 3: Build Anaplan 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

Anaplan integration FAQ

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