Planful
Filament

Ask questions about your Planful data

Connect Planful 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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Planful gives you financial performance dashboards, but understanding how budget variances relate to operational metrics or how revenue forecasts align with actual sales pipeline requires connecting to your CRM and operational tools. Filament links Planful's general ledger data, segment dimensions, and budget scenarios to your business systems and answers questions about forecast accuracy, departmental spending patterns, and revenue alignment in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Planful KPIs with Filament Analytics

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

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Key Planful metrics you can track in Filament:

GL_DATA_ACTUAL_SCENARIO
Track actual financial performance with account balances, period amounts, transaction dates, and segment allocations. Limited to current date and earlier for accurate historical analysis.
records:
account_idperiodamountsegment_1segment_2transaction_date
RULE_GL
Analyze general ledger rules and configurations with rule definitions, account mappings, calculation logic, and effective dates for understanding financial data transformations.
records:
rule_idrule_namesource_accounttarget_accountcalculation_methodeffective_date
SEGMENT_1_DATA through SEGMENT_8_DATA
Examine all eight financial categorization dimensions with segment names, hierarchies, parent relationships, and active status. Track deleted records to maintain historical accuracy.
records:
segment_idsegment_nameparent_segmenthierarchy_levelis_active
Budget Scenarios
Compare budget versions with planned amounts, scenario names, approval status, and planning periods to track budget evolution and variance analysis.
records:
scenario_idscenario_namebudget_amountplanning_periodapproval_status
Forecast Scenarios
Analyze revenue and expense forecasts with projected amounts, forecast versions, confidence levels, and time periods for business intelligence on future performance.
records:
forecast_idforecast_versionprojected_amountconfidence_levelforecast_period
Segment Hierarchies
Navigate organizational structures with department rollups, cost center groupings, product line hierarchies, and regional breakdowns across all segment dimensions.
records:
hierarchy_idparent_idchild_idhierarchy_typelevel_depth
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Combine Planful with other data sources

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

Planful
Salesforce

Planful + Salesforce

Connect Planful forecast scenarios with Salesforce pipeline data to see how revenue projections compare to actual opportunity values and close rates across segments.

Planful
NetSuite SuiteAnalytics

Planful + NetSuite SuiteAnalytics

Connect Planful budget data with NetSuite operational transactions to track actual spending against financial plans and identify variance drivers at the transaction level.

Planful
HubSpot

Planful + HubSpot

Connect Planful revenue forecasts with HubSpot deal stages to analyze how marketing pipeline generation aligns with financial targets across business segments.

Benefits of Filament's Planful 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 Planful account

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

Step 2: Ask questions about your Planful data

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

Step 3: Build Planful 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

Planful integration FAQ

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