See Exactly Where Your Contacts Are Coming From

Understanding where your leads and contacts originate is essential for making smarter marketing decisions. That's why we've introduced a new enhancement to Tekmatix dashboards and reporting.

You can now group Contact widgets by Source, giving you a clear breakdown of where your contacts are coming from and helping you quickly identify your highest-performing lead generation channels.

Previously available for Opportunities, Source grouping is now available for Contacts too, creating a more consistent reporting experience across the platform.

What's New?

You can now:

• Group Contacts widgets by Source

• View contact totals based on their lead source

• Compare performance across different acquisition channels

• Access the same Source grouping functionality already available for Opportunities

This makes it easier to understand which marketing efforts are driving the most contacts into your business.

How It Works

Getting started is simple:

1. Open your Dashboard or Report.

2. Add a new Contacts widget or edit an existing one.

3. Open the Group By dropdown in the widget settings.

4. Select Source.

5. Your contacts will automatically be organised into source categories for easy analysis.

Why This Matters

Gain Better Channel Visibility

Quickly see which marketing channels are generating the highest number of contacts, whether that's organic search, social media, paid advertising, referrals, email campaigns, or other lead sources.

Create Consistent Reporting

Source grouping now works consistently across both Contacts and Opportunities, making it easier to analyse data without switching between different reporting methods.

Make Smarter Marketing Decisions

When you can clearly see where your contacts are coming from, you can invest more confidently in the channels that are delivering results and optimise those that are underperforming.

Turn Data Into Action

With Source grouping for Contacts, your dashboards become even more valuable for tracking lead generation performance and identifying growth opportunities.

Whether you're monitoring marketing campaigns, evaluating referral strategies, or reviewing sales funnel performance, this update gives you the visibility needed to make data-driven decisions faster.

Start using Source grouping in your Contact widgets today and gain a clearer picture of what's driving new contacts into your business.