Clari
Filament

Ask questions about your Clari data

Connect Clari 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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Clari tracks revenue forecasts and team projections, but understanding which pipeline activities actually drive accurate forecasts or how forecast changes correlate with deal outcomes requires connecting to your CRM and sales activity data. Filament links Clari forecasts to your sales tools and answers questions about forecast accuracy, pipeline velocity, and team performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Clari KPIs with Filament Analytics

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

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Key Clari metrics you can track in Filament:

Forecasts
Track revenue projections and forecast accuracy with forecast_amount, time_period_id, forecast_type, submission_date, and rollup_hierarchy. Compare predicted versus actual outcomes across quarters and teams.
records:
forecast_amounttime_period_idforecast_typesubmission_daterollup_hierarchy
Forecast Snapshots
Monitor how forecasts change over time with snapshot_date, previous_amount, updated_amount, change_reason, and user_id. Analyze forecast volatility and identify patterns in projection adjustments.
records:
snapshot_dateprevious_amountupdated_amountchange_reasonuser_id
Forecast Rollups
Aggregate forecast data by team, region, and time period with team_id, region_id, rollup_amount, time_period, and hierarchy_level. Build a kpi dashboard tracking performance across organizational structures.
records:
team_idregion_idrollup_amounttime_periodhierarchy_level
Actor Events
Track user activity and engagement with event_type, actor_id, timestamp, action_performed, and target_object. Available for the last 30 days to monitor recent team behavior and system usage.
records:
event_typeactor_idtimestampaction_performedtarget_object
Item Changes
Monitor updates to forecast items and records with item_id, field_changed, old_value, new_value, and modified_date. Understand what drives forecast adjustments and track data quality.
records:
item_idfield_changedold_valuenew_valuemodified_date
Users and Teams
Manage organizational hierarchies and permissions with user_id, team_id, role, manager_id, and region. Connect team structure to forecast performance for business analytics across your revenue organization.
records:
user_idteam_idrolemanager_idregion
Account Configurations
Access system settings and administrative data with account_id, configuration_type, setting_value, enabled_features, and last_updated. Track how account setup affects forecast accuracy and team adoption.
records:
account_idconfiguration_typesetting_valueenabled_featureslast_updated
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Combine Clari with other data sources

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

Clari
Salesforce

Clari + Salesforce

Connect Clari forecasts with Salesforce opportunities to compare projected revenue against actual pipeline movement. See which forecast adjustments correlate with deal stage changes and identify teams with the most accurate predictions.

Clari
HubSpot

Clari + HubSpot

Connect Clari forecast data with HubSpot deals and activities to analyze how sales engagement affects forecast accuracy. Track which pipeline activities lead to forecast increases and build a kpi dashboard showing prediction reliability by team.

Clari
Gong

Clari + Gong

Connect Clari forecasts with Gong conversation data to see how call quality and deal sentiment relate to forecast changes. Understand which conversation topics appear before forecast adjustments and identify early warning signs in pipeline health.

Benefits of Filament's Clari 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 Clari account

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

Step 2: Ask questions about your Clari data

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

Step 3: Build Clari 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.

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Clari integration FAQ

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