Rocketlane
Filament

Ask questions about your Rocketlane data

Connect Rocketlane 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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Setup in minutes

Rocketlane tracks project timelines and task completion, but understanding how onboarding performance affects customer retention or which project types consume the most resources requires connecting to your CRM and support tools. Filament links your Rocketlane data to other platforms and answers questions about delivery efficiency, resource utilization, and customer outcomes in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Rocketlane KPIs with Filament Analytics

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

View documentation

Key Rocketlane metrics you can track in Filament:

Projects
Track customer onboarding progress and professional services delivery with project status, timeline milestones, custom field values, and completion dates.
records:
project_idstatusstart_datedue_datecustom_fieldsproject_type
Tasks
Monitor task completion rates and team workload with task assignments, dependencies, completion status, and due dates.
records:
task_idassignee_idstatusdue_datedependenciescompleted_at
Time Entries
Analyze resource utilization and project profitability with logged hours, team member allocation, and time spent across projects and tasks.
records:
entry_iduser_idproject_idtask_idhours_loggedentry_date
Project Fields
Access custom field definitions and configuration to segment projects by deal size, customer segment, implementation type, and other business dimensions.
records:
field_idfield_namefield_typefield_valuesproject_id
Task Assignments
Track who owns what work with task ownership, assignment dates, and workload distribution across your team.
records:
assignment_idtask_idassignee_idassigned_atproject_id
Project Timelines
Monitor delivery performance with planned versus actual completion dates, milestone tracking, and timeline adjustments.
records:
project_idplanned_startplanned_endactual_startactual_endmilestones
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Combine Rocketlane with other data sources

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

Rocketlane
Salesforce

Rocketlane + Salesforce

Connect Rocketlane project timelines with Salesforce deal data to see which sales promises correlate with onboarding delays, or how implementation duration affects expansion revenue and customer lifetime value.

Rocketlane
Zendesk Support

Rocketlane + Zendesk Support

Connect Rocketlane task completion rates with Zendesk ticket volume to identify which onboarding phases generate the most support requests, or how project delays correlate with customer satisfaction scores.

Rocketlane
HubSpot

Rocketlane + HubSpot

Connect Rocketlane time entries with HubSpot customer data to analyze which customer segments require the most onboarding resources, or how implementation speed affects renewal rates and upsell opportunities.

Benefits of Filament's Rocketlane 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 Rocketlane account

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

Step 2: Ask questions about your Rocketlane data

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

Step 3: Build Rocketlane 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

Rocketlane integration FAQ

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