Coheris
Filament

Ask questions about your Coheris data

Connect Coheris 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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Coheris tracks your accounts, users, and custom entities, but understanding which marketing channels drive valuable accounts or how customer interactions affect retention requires connecting CRM data to your ad platforms, analytics, and support tools. Filament links Coheris to your other systems and answers questions about attribution, account health, and pipeline performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Coheris KPIs with Filament Analytics

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

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Key Coheris metrics you can track in Filament:

TABLE_A (Accounts)
Track customer accounts and organizational relationships with account_name, account_type, creation_date, owner_id, and revenue_value. Connect to marketing platforms to see which campaigns drive high-value accounts.
records:
account_nameaccount_typecreation_dateowner_idrevenue_value
TABLE_A_STATUS (Account Statuses)
Monitor account lifecycle stages with status_code, status_label, last_updated, and transition_date. Analyze how accounts move through your pipeline and identify bottlenecks.
records:
status_codestatus_labellast_updatedtransition_date
TABLE_U (Users)
Track user activity and engagement with user_id, login_count, last_login_date, role, and department. Combine with support data to see how user behavior correlates with customer health.
records:
user_idlogin_countlast_login_dateroledepartment
TABLE_GRP (Groups)
Analyze team and organizational structures with group_name, group_type, member_count, and created_date. See how different teams interact with accounts and drive outcomes.
records:
group_namegroup_typemember_countcreated_date
LINK_GROUPS_TABLE_AU (Group Associations)
Map relationships between users, groups, and accounts with link_id, group_id, user_id, and assignment_date. Understand territory coverage and account ownership patterns.
records:
link_idgroup_iduser_idassignment_date
TABLE_1 through TABLE_11 (Custom Entities)
Access your custom business data with entity_name, entity_value, created_date, modified_date, and owner_id. Build a business intelligence dashboard tracking the metrics unique to your operations.
records:
entity_nameentity_valuecreated_datemodified_dateowner_id
TABLE_15 through TABLE_19 (Extended Custom Data)
Track additional custom workflows and processes with record_id, status, priority, assigned_to, and completion_date. Connect to project management tools to see how CRM activity affects delivery timelines.
records:
record_idstatuspriorityassigned_tocompletion_date
TABLE_21, TABLE_22, TABLE_23, TABLE_40 (Specialized Custom Tables)
Analyze specialized business processes with transaction_id, category, amount, date, and reference_code. Combine with financial tools to build kpi dashboards tracking revenue attribution.
records:
transaction_idcategoryamountdatereference_code
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Combine Coheris with other data sources

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

Coheris
Google Ads

Coheris + Google Ads

Connect Coheris account data with Google Ads campaign performance to see which keywords and ad groups drive high-value customer accounts. Build a kpi dashboard tracking cost per acquisition by account type and revenue value.

Coheris
HubSpot

Coheris + HubSpot

Connect Coheris custom entities with HubSpot marketing automation to analyze how email campaigns and content engagement affect account progression through your pipeline. Track which marketing touches correlate with status changes and deal velocity.

Coheris
Freshdesk

Coheris + Freshdesk

Connect Coheris user activity with Freshdesk support tickets to see how support volume and resolution times correlate with account health. Identify which customer segments need proactive outreach based on support patterns.

Benefits of Filament's Coheris 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 Coheris account

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

Step 2: Ask questions about your Coheris data

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

Step 3: Build Coheris 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

Coheris integration FAQ

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