ChargeDesk
Filament

Ask questions about your ChargeDesk data

Connect ChargeDesk 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

ChargeDesk tracks payment transactions and subscriptions, but understanding which marketing channels drive customers with the lowest refund rates or highest lifetime value requires connecting payment data to your ad platforms and analytics tools. Filament links ChargeDesk to your marketing stack and answers questions about payment performance, subscription churn, and revenue attribution in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track ChargeDesk KPIs with Filament Analytics

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

View documentation

Key ChargeDesk metrics you can track in Filament:

Charges
Track payment transactions with amount, currency, status, payment_method, customer_id, and created_at. Analyze payment success rates, declined transactions, and payment method preferences across customer segments.
records:
amountcurrencystatuspayment_methodcustomer_idcreated_at
Refunds
Monitor refund activity with refund_amount, reason, charge_id, status, and refund_date. Identify refund patterns by product, customer segment, or time period to reduce churn.
records:
refund_amountreasoncharge_idstatusrefund_date
Subscriptions
Track recurring revenue with subscription_id, plan_id, status, current_period_start, current_period_end, and cancel_at. Calculate churn rates, monitor subscription health, and forecast monthly recurring revenue.
records:
subscription_idplan_idstatuscurrent_period_startcurrent_period_endcancel_at
Plans
Analyze pricing tiers with plan_name, amount, interval, currency, and trial_period_days. Compare plan performance, track upgrades and downgrades, and optimize pricing strategy.
records:
plan_nameamountintervalcurrencytrial_period_days
Products
Review product catalog with product_name, sku, price, metadata, and active status. Connect product performance to payment success and customer acquisition channels.
records:
product_nameskupricemetadataactive
Customers
Understand customer payment behavior with customer_id, email, created_at, total_spent, and subscription_count. Segment customers by lifetime value and payment history for targeted campaigns.
records:
customer_idemailcreated_attotal_spentsubscription_count
Filament Pixel Logo

Combine ChargeDesk with other data sources

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

ChargeDesk
Google Ads

ChargeDesk + Google Ads

Connect ChargeDesk payment data with Google Ads campaign performance to see which keywords and ad groups drive customers with the highest payment success rates and lowest refund rates. Track revenue per campaign and optimize ad spend based on actual payment outcomes, not just conversions.

ChargeDesk
HubSpot

ChargeDesk + HubSpot

Connect ChargeDesk subscription data with HubSpot contact records to see how payment behavior correlates with marketing engagement. Identify which email campaigns drive upgrades, which customer segments have the highest churn risk, and how support interactions affect subscription retention.

ChargeDesk
Google Analytics 4

ChargeDesk + Google Analytics 4

Connect ChargeDesk revenue with Google Analytics 4 traffic sources to trace successful payments back to specific channels, landing pages, and user journeys. See which traffic sources generate customers with the longest subscription lifetimes and highest transaction values.

Benefits of Filament's ChargeDesk 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 ChargeDesk account

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

Step 2: Ask questions about your ChargeDesk data

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

Step 3: Build ChargeDesk 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

ChargeDesk integration FAQ

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