iLevel
Filament

Ask questions about your iLevel data

Connect iLevel 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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iLevel tracks portfolio valuations and transactions, but understanding how portfolio performance correlates with client relationships or analyzing deal flow patterns across your CRM requires connecting multiple systems. Filament links your iLevel portfolio data to your accounting software, CRM, and other business tools so you can explore performance trends, client correlations, and investment patterns in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track iLevel KPIs with Filament Analytics

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

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Key iLevel metrics you can track in Filament:

Transaction Data
Track cash movements across portfolio entities with transaction type, currency code, transaction date, entity reference, and amount fields for business analytics on investment activity.
records:
transaction_typecurrency_codetransaction_dateentity_idamount
Valuation Data
Monitor portfolio valuation changes with valuation item categories, iteration numbers, scenario models, valuation date, and current value for kpi dashboard tracking of performance trends.
records:
valuation_categoryiteration_numberscenario_idvaluation_datecurrent_value
Entity Groups
Organize portfolio structure with entity group names, segment classifications, parent entity relationships, and group hierarchy for business intelligence across investment categories.
records:
group_namesegment_typeparent_entity_idhierarchy_level
Valuation Iterations
Track valuation history with iteration timestamps, static valuation details, version numbers, and approval status for analyzing how portfolio values evolve over reporting periods.
records:
iteration_timestampversion_numberapproval_statusstatic_value
Document Folders
Access portfolio documentation with folder names, file organization paths, document types, and entity associations for connecting investment records to supporting materials.
records:
folder_namefile_pathdocument_typeentity_reference
User Accounts
Manage access patterns with user permissions, account roles, last login dates, and entity access levels for understanding team activity across portfolio management workflows.
records:
user_rolepermission_levellast_loginentity_access
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Combine iLevel with other data sources

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

iLevel
Salesforce

iLevel + Salesforce

Connect iLevel portfolio entities with Salesforce accounts to see which client relationships correlate with portfolio performance and track how deal flow patterns align with valuation trends.

iLevel
Xero

iLevel + Xero

Connect iLevel transaction data with Xero accounting records to track cash flow patterns across portfolio entities and see how investment activity aligns with financial reporting periods.

iLevel
HubSpot

iLevel + HubSpot

Connect iLevel entity groups with HubSpot contacts to analyze which client segments drive portfolio activity and understand how investor relationships correlate with transaction volume.

Benefits of Filament's iLevel 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 iLevel account

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

Step 2: Ask questions about your iLevel data

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

Step 3: Build iLevel 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

iLevel integration FAQ

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