Ask questions about your Resource Management by Smartsheet data
Connect Resource Management by Smartsheet to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.
Resource Management by Smartsheet tracks utilization rates and project budgets, but understanding which types of projects are actually profitable after accounting for overhead, or how resource allocation affects client retention, requires connecting to your financial and CRM systems. Filament links your Resource Management data to accounting tools, project management platforms, and business systems so you can analyze workforce profitability, capacity planning accuracy, and resource efficiency across your entire operation.
Track Resource Management by Smartsheet KPIs with Filament Analytics
Connect your Resource Management by Smartsheet account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.
View documentationKey Resource Management by Smartsheet metrics you can track in Filament:
Combine Resource Management by Smartsheet with other data sources
Your business runs on more than one app, and your analytics should too. With Filament, Resource Management by Smartsheet lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.
Your Resource Management by Smartsheet data gets even more powerful when combined with other tools:
Resource Management by Smartsheet + Xero
Connect Resource Management by Smartsheet project budgets and bill rates with Xero invoices and expenses to see actual project profitability, compare budgeted versus invoiced amounts by client, and identify which project types or disciplines generate the highest margins after accounting for costs.
Resource Management by Smartsheet + Jira
Connect Resource Management by Smartsheet assignments with Jira issues and sprints to analyze whether resource allocation matches actual development work, identify bottlenecks where team capacity doesn't align with project demands, and track how staffing decisions affect delivery timelines.
Resource Management by Smartsheet + Harvest
Connect Resource Management by Smartsheet planned allocations with Harvest time tracking to compare forecasted hours against actual time logged, identify projects where estimates consistently miss the mark, and see which team members are over or under their planned capacity.
Benefits of Filament's Resource Management by Smartsheet 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.
No setup
Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.
Gets smarter over time
Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.
How it works
Step 1: Connect your Resource Management by Smartsheet account
Connect your Resource Management by Smartsheet account to Filament and get instant access to your data. No technical setup required.
Step 2: Ask questions about your Resource Management by Smartsheet data
Start asking questions like "Which campaigns drive the most qualified leads?"
Step 3: Build Resource Management by Smartsheet dashboards in minutes
Get tailored insights instantly and share them with your team.
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 securityResource Management by Smartsheet integration FAQ
Everything you need to know about connecting Resource Management by Smartsheet with Filament and getting the most out of your data.