📊 Create Smarter Business Dashboards with the New Tekmatix Reporting Features

Smarter Reporting Has Arrived Inside Tekmatix ✨

Your dashboard just got a major upgrade 💜

You can now build more advanced, segmented custom metrics directly inside Tekmatix using CRM data, Meta Ads, and Google Analytics — all in one dashboard.

No spreadsheets.
No manual calculations.
No jumping between platforms.

🚀 What’s New

🎯 Filter Individual Metrics
Segment your KPIs by:
✔ Contact Tags
✔ Pipelines
✔ Owners
✔ Agents
✔ And more

📣 Meta Ads Integration
Use metrics like:
• Spend
• Impressions
• CTR
• CPC
• CPM
• Conversions
• Reach

📈 Google Analytics Integration
Combine website analytics with your CRM data inside one formula builder.

🛠️ Improved Custom Metric Builder
Custom metrics now open in a full-page experience for easier building and editing.

👷 How to Use It

Go to:
Dashboard → Edit Dashboard → Custom Metrics → Create Custom Metrics

Create Custom Metrics

Add filters over Metrics

Google Analytics

Meta Ads

✔ Build formulas using CRM, Meta Ads, or GA data
✔ Add filters directly to metric tokens
✔ Create advanced KPIs in real time
✔ Save and display them on your dashboard instantly

💡 Why It Matters

✅ Build segmented KPIs without spreadsheets
✅ Track sales rep performance in real time
✅ Calculate Cost Per Lead or Cost Per Opportunity natively inside Tekmatix
✅ Combine marketing + CRM data into one centralized reporting dashboard

Your business data is no longer scattered across tools.
Now it works together inside your AI-powered, all-in-one business platform 🚀

📝 Notes

• Supports multiple filter conditions (AND logic)
• Available on all accounts — no plan restrictions