Planhat
Filament

Ask questions about your Planhat data

Connect Planhat 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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Planhat tracks customer health scores and engagement metrics, but understanding which acquisition channels drive your healthiest customers or how product usage correlates with expansion revenue requires connecting to your marketing tools and product analytics. Filament links Planhat to your CRM, ad platforms, and support tools so you can explore customer success patterns, churn indicators, and revenue expansion opportunities in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Planhat KPIs with Filament Analytics

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

View documentation

Key Planhat metrics you can track in Filament:

Companies
Track customer accounts with health scores, monthly recurring revenue, renewal dates, and custom fields for segmentation and risk analysis.
records:
health_scoremrrarrrenewal_datecustom_fieldsstatus
End Users
Monitor individual user engagement with login frequency, feature adoption, activity timestamps, and user roles across your customer base.
records:
last_loginengagement_scoreuser_roleactivity_countcreated_at
Conversations
Analyze support interactions with conversation type, response times, sentiment scores, and resolution status to identify service patterns.
records:
conversation_typeresponse_timesentimentstatuscreated_atresolved_at
Tasks
Track customer success activities with task type, due dates, completion status, and assigned team members for workflow analysis.
records:
task_typedue_datestatusassigneecompleted_atpriority
NPS Scores
Measure customer satisfaction with NPS ratings, survey responses, response dates, and detractor feedback for sentiment tracking.
records:
scoreresponse_datefeedbacksurvey_typerespondent_id
Licenses
Monitor subscription details with license type, seat count, start and end dates, and product tiers for revenue forecasting.
records:
license_typeseatsstart_dateend_dateproductvalue
Sales Records
Track deal progression with opportunity value, close dates, sales stage, and win probability for pipeline analysis.
records:
valueclose_datestageprobabilitycreated_atsource
Timeline Events
Capture customer journey milestones with event type, timestamps, user actions, and touchpoint data for lifecycle analysis.
records:
event_typetimestampuser_idcompany_idmetadata
Invoices
Monitor payment history with invoice amounts, due dates, payment status, and billing cycles for revenue recognition.
records:
amountdue_datestatuspaid_atbilling_cyclecurrency
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Combine Planhat with other data sources

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

Planhat
HubSpot

Planhat + HubSpot

Connect Planhat health scores with HubSpot deal stages to see which sales processes lead to customers with higher engagement and lower churn risk.

Planhat
Stripe

Planhat + Stripe

Connect Planhat customer health data with Stripe payment history to identify which engagement patterns correlate with expansion revenue and longer subscription lifetimes.

Planhat
Mixpanel

Planhat + Mixpanel

Connect Planhat engagement scores with Mixpanel product usage to see which features drive customer health improvements and predict churn risk before it happens.

Benefits of Filament's Planhat 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 Planhat account

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

Step 2: Ask questions about your Planhat data

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

Step 3: Build Planhat 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

Planhat integration FAQ

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