Concord
Filament

Ask questions about your Concord data

Connect Concord 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

Concord tracks contract status and approval workflows, but understanding how contract cycle times affect revenue or which agreement types correlate with customer churn requires connecting to your CRM and finance tools. Filament links Concord to your sales, payment, and customer data so you can analyze contract performance and business impact in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Concord KPIs with Filament Analytics

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

View documentation

Key Concord metrics you can track in Filament:

Agreements
Track contract details and status with agreement_id, agreement_name, status, effective_date, expiration_date, and agreement_type.
records:
agreement_idagreement_namestatuseffective_dateexpiration_dateagreement_type
Contract Parties
Track signers and stakeholders with party_id, party_name, party_email, party_role, organization_name, and signing_status.
records:
party_idparty_nameparty_emailparty_rolesigning_status
Contract Events
Track agreement actions and milestones with event_id, event_type, event_timestamp, user_id, agreement_id, and event_description.
records:
event_idevent_typeevent_timestampuser_idagreement_id
Approval Workflows
Track approval progress with workflow_id, workflow_stage, approver_id, approval_status, submitted_date, and completed_date.
records:
workflow_idworkflow_stageapprover_idapproval_statuscompleted_date
Contract Metadata
Track custom fields and categories with metadata_id, field_name, field_value, agreement_id, category, and last_updated.
records:
metadata_idfield_namefield_valueagreement_idcategory
Version History
Track agreement changes with version_id, version_number, modified_date, modified_by, agreement_id, and change_description.
records:
version_idversion_numbermodified_datemodified_byagreement_id
User Activity
Track team interactions with activity_id, user_id, action_type, activity_timestamp, agreement_id, and duration.
records:
activity_iduser_idaction_typeactivity_timestampagreement_id
Contract Milestones
Track key dates and deadlines with milestone_id, milestone_type, due_date, completion_date, agreement_id, and milestone_status.
records:
milestone_idmilestone_typedue_datecompletion_datemilestone_status
Filament Pixel Logo

Combine Concord with other data sources

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

Concord
Salesforce

Concord + Salesforce

Connect Concord agreement data with Salesforce opportunities to see how contract cycle times affect deal velocity and which agreement types close fastest.

Concord
HubSpot

Concord + HubSpot

Connect Concord contract milestones with HubSpot deal stages to track how approval bottlenecks impact sales pipeline and customer onboarding timelines.

Concord
Xero

Concord + Xero

Connect Concord agreement dates with Xero invoices to analyze how contract signing delays affect payment timing and cash flow patterns.

Benefits of Filament's Concord 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 Concord account

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

Step 2: Ask questions about your Concord data

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

Step 3: Build Concord 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

Concord integration FAQ

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