Vitally
Filament

Ask questions about your Vitally data

Connect Vitally 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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Vitally tracks customer health scores and account engagement, but understanding how customer success efforts impact retention requires connecting to your CRM, support tickets, and product usage data. Filament links Vitally to your other tools and answers questions about churn patterns, account expansion signals, and CS team performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Vitally KPIs with Filament Analytics

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

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Key Vitally metrics you can track in Filament:

Customer Accounts
Track account performance and lifecycle with account_id, health_score, lifecycle_stage, mrr, and last_activity_date. Analyze which accounts show expansion signals or churn risk.
records:
account_idhealth_scorelifecycle_stagemrrlast_activity_dateaccount_owner
Organizations
Track organization hierarchies and relationships with organization_id, parent_organization_id, account_count, and total_mrr. See how enterprise account structures affect retention patterns.
records:
organization_idparent_organization_idaccount_counttotal_mrr
Tasks
Monitor CS team workload and completion with task_id, assignee, due_date, status, and account_id. Track which task types correlate with improved health scores.
records:
task_idassigneedue_datestatusaccount_idtask_type
Projects
Track customer success initiatives with project_id, project_name, account_id, start_date, and completion_status. Analyze which project types drive the most account growth.
records:
project_idproject_nameaccount_idstart_datecompletion_status
Account Engagement Metrics
Measure customer activity levels with login_frequency, feature_adoption_rate, active_users, and engagement_trend. Identify early warning signs before health scores decline.
records:
login_frequencyfeature_adoption_rateactive_usersengagement_trend
Custom Account Fields
Access account metadata and custom properties specific to your business. Connect custom segmentation to retention outcomes and expansion opportunities.
records:
custom_field_namecustom_field_valuefield_type
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Combine Vitally with other data sources

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

Vitally
Salesforce

Vitally + Salesforce

Connect Vitally health scores with Salesforce opportunity data to see which account characteristics predict expansion revenue and which CS interventions improve close rates.

Vitally
Zendesk Support

Vitally + Zendesk Support

Connect Vitally account health with Zendesk ticket volume and resolution times to identify which support issues correlate with churn risk and declining engagement scores.

Vitally
Stripe

Vitally + Stripe

Connect Vitally customer segments with Stripe subscription changes to track how health scores predict upgrades, downgrades, and cancellations across different account tiers.

Benefits of Filament's Vitally 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 Vitally account

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

Step 2: Ask questions about your Vitally data

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

Step 3: Build Vitally 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

Vitally integration FAQ

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