JobNimbus
Filament

Ask questions about your JobNimbus data

Connect JobNimbus 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

JobNimbus tracks your jobs, contacts, and tasks, but connecting project outcomes to marketing spend or revenue requires juggling multiple platforms. Filament links JobNimbus to your accounting software, ad platforms, and analytics tools so you can explore which lead sources convert best, how project timelines affect profitability, or which sales activities drive the highest job values.

Metrics dashboard
Finance dashboard
SEO dashboard

Track JobNimbus KPIs with Filament Analytics

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

View documentation

Key JobNimbus metrics you can track in Filament:

Contacts
Track customer and prospect information with contact name, email, phone numbers, address, status, and source. See which lead sources generate the most jobs and analyze contact conversion rates across your sales pipeline.
records:
display_nameemailphoneaddress_line1statussource
Jobs
Track project details with job number, status, type, value, date created, and related contact. Analyze which job types are most profitable, how long projects take to close, and which sales reps generate the highest job values.
records:
numberstatusjob_typetotaldate_createdrelated_contact
Tasks
Track team assignments with task name, description, status, assigned user, due date, and related record. Monitor team productivity, task completion rates, and how workload distribution affects project timelines.
records:
namedescriptionstatusassigned_todue_daterelated_to
Activities
Track customer interactions with activity type, note, created date, user, and related contact. See which sales activities correlate with closed jobs and how communication frequency affects conversion rates.
records:
activity_typenotecreatedcreated_byrelated_contact
Companies
Track business accounts with company name, address, phone, website, and related contacts. Analyze commercial versus residential project performance and which company types generate repeat business.
records:
nameaddress_line1phonewebsiterelated_contacts
Work Orders
Track project execution with work order number, status, scheduled date, assigned crew, and related job. Monitor crew productivity, scheduling efficiency, and how work order completion affects customer satisfaction.
records:
numberstatusscheduled_dateassigned_crewrelated_job
Estimates
Track sales proposals with estimate number, total value, status, created date, and related contact. Analyze estimate-to-close rates, pricing effectiveness, and which estimate values convert best.
records:
numbertotalstatusdate_createdrelated_contact
Custom Fields
Track business-specific data with custom field name, value, field type, and related record. Segment contacts by custom tags, analyze performance by custom job attributes, and build reports using your unique business metrics.
records:
field_namefield_valuefield_typerelated_record
Filament Pixel Logo

Combine JobNimbus with other data sources

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

JobNimbus
Xero

JobNimbus + Xero

Connect JobNimbus job values with Xero invoices and payments to see which project types generate the best margins and how estimates compare to actual costs.

JobNimbus
CallRail

JobNimbus + CallRail

Connect JobNimbus contact records with CallRail call tracking to see which phone campaigns generate the most qualified leads and highest-value jobs.

JobNimbus
Google Sheets

JobNimbus + Google Sheets

Connect JobNimbus project data with Google Sheets budget tracking to build a kpi dashboard showing team productivity, job completion rates, and sales pipeline health.

Benefits of Filament's JobNimbus 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 JobNimbus account

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

Step 2: Ask questions about your JobNimbus data

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

Step 3: Build JobNimbus 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

JobNimbus integration FAQ

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