RevOps
Filament

Ask questions about your RevOps data

Connect RevOps 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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RevOps tracks deal desk approvals and quote workflows, but understanding how deal velocity affects revenue forecasts or which approval bottlenecks slow your pipeline requires connecting to your CRM and financial data. Filament links RevOps to your other revenue tools and answers questions about deal performance, approval times, and pipeline health in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track RevOps KPIs with Filament Analytics

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

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Key RevOps metrics you can track in Filament:

Accounts
Track customer accounts and relationships with account name, account type, parent account, and relationship status to analyze deal patterns across your customer hierarchy.
records:
account_nameaccount_typeparent_account_idrelationship_status
Deals
Monitor deal progression with deal amount, deal stage, expected close date, and deal owner to build a kpi dashboard tracking pipeline velocity and revenue forecasts.
records:
deal_amountdeal_stageexpected_close_datedeal_owner
Quotes
Analyze quote performance with quote value, quote status, created date, and expiration date to understand conversion rates and identify pricing patterns that win deals.
records:
quote_valuequote_statuscreated_dateexpiration_date
Quote Line Items
Track individual products and services with product name, quantity, unit price, and discount percentage to see which offerings drive revenue and where discounting impacts margins.
records:
product_namequantityunit_pricediscount_percentage
Approvals
Monitor approval workflows with approval status, approver name, requested date, and completed date to identify bottlenecks and measure deal desk efficiency across your business intelligence dashboard.
records:
approval_statusapprover_namerequested_datecompleted_date
Approval Workflows
Understand approval processes with workflow name, approval steps, required approvers, and escalation rules to optimize deal desk operations and reduce approval cycle times.
records:
workflow_nameapproval_stepsrequired_approversescalation_rules
Users
Track team performance with user name, user role, team assignment, and active status to analyze which deal owners and approvers drive the fastest revenue cycles.
records:
user_nameuser_roleteam_assignmentactive_status
Activity Logs
Monitor deal desk activity with activity type, timestamp, user, and record changes to conduct business analytics on process efficiency and identify where deals stall.
records:
activity_typetimestampuser_idrecord_changes
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Combine RevOps with other data sources

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

RevOps
Salesforce

RevOps + Salesforce

Connect RevOps deal stages with Salesforce opportunities to see how deal desk approvals impact close rates and identify which account types move fastest through your revenue process.

RevOps
HubSpot

RevOps + HubSpot

Connect RevOps quotes with HubSpot pipeline data to track which deal characteristics require more approvals and how quote turnaround time affects win rates across different segments.

RevOps
Xero

RevOps + Xero

Connect RevOps deal data with Xero invoices to analyze the gap between quote acceptance and payment collection, and identify which deal types have the longest revenue recognition cycles.

Benefits of Filament's RevOps 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 RevOps account

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

Step 2: Ask questions about your RevOps data

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

Step 3: Build RevOps 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

RevOps integration FAQ

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