Loopio
Filament

Ask questions about your Loopio data

Connect Loopio 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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Loopio tracks your RFP projects and response library, but understanding which proposals drive revenue or how proposal activity correlates with sales outcomes requires connecting to your CRM and deal data. Filament links Loopio with your sales and marketing tools to answer questions about win rates, content effectiveness, and team productivity without manual reporting.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Loopio KPIs with Filament Analytics

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

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Key Loopio metrics you can track in Filament:

Projects
Track RFP and proposal projects with status, deadline, owner, project_type, submission_date, and win_probability to analyze completion rates and team workload.
records:
project_idstatusdeadlineownerproject_typesubmission_datewin_probability
Responses
Monitor response submissions with content, submission_history, approval_status, reviewer, and time_to_complete to measure team efficiency and response quality.
records:
response_idproject_idsubmission_historyapproval_statusreviewertime_to_complete
Library Entries
Analyze content library performance with entry_title, usage_count, category, tags, last_updated, and created_by to identify your most valuable reusable content.
records:
entry_identry_titleusage_countcategorytagslast_updatedcreated_by
Users
Track team member activity with user_name, role, permissions, team_assignment, last_active, and projects_assigned to understand workload distribution and collaboration patterns.
records:
user_iduser_namerolepermissionsteam_assignmentlast_activeprojects_assigned
Activity Logs
Monitor team collaboration with action_type, user_id, project_id, timestamp, and duration to see where time is spent and identify process bottlenecks.
records:
activity_idaction_typeuser_idproject_idtimestampduration
Content Usage
Measure library content effectiveness with entry_id, project_id, reuse_count, modification_history, and contributor to optimize your knowledge base.
records:
usage_identry_idproject_idreuse_countmodification_historycontributor
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Combine Loopio with other data sources

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

Loopio
Salesforce

Loopio + Salesforce

Connect Loopio projects with Salesforce opportunities to see which proposals lead to closed deals, analyze win rates by deal size or industry, and track how response time affects sales outcomes.

Loopio
HubSpot

Loopio + HubSpot

Connect Loopio response data with HubSpot deals to measure proposal effectiveness, identify which content library entries appear in winning deals, and build a kpi dashboard tracking proposal-to-close conversion rates.

Loopio
Google Sheets

Loopio + Google Sheets

Connect Loopio activity logs with Google Sheets project trackers to combine proposal metrics with budget data, resource planning, and custom business intelligence reporting in one place.

Benefits of Filament's Loopio 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 Loopio account

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

Step 2: Ask questions about your Loopio data

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

Step 3: Build Loopio 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

Loopio integration FAQ

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