How To Create and Use Custom Dashboards in Tekmatix to Track What Matters Most

Why Custom Dashboards Matter in Tekmatix

Running a business or agency means tracking a lot of moving parts—leads, appointments, sales, revenue, and team performance. Custom Dashboards in Tekmatix give you a single, visual command center where you can monitor key metrics in real time without jumping between reports.

Instead of relying on generic analytics, Custom Dashboards allow you to:

• Focus only on KPIs that matter to your role or team

• Share performance updates automatically

• Make faster, data-driven decisions
  

Whether you’re a business owner, marketer, or agency admin, Custom Dashboards help turn raw data into clear, actionable insights.

What Are Custom Dashboards in Tekmatix?

Custom Dashboards are configurable analytics pages inside each Tekmatix sub-account where you can track performance across:

• Contacts and leads

• Appointments and calendars

• Opportunities and pipelines

• Calls and conversations

• Revenue and payments
  

You control:

• The layout

• The widgets and metrics displayed

• Dashboard permissions

• Branding and appearance

• Automated report delivery

You can also create multiple dashboards for different teams or purposes.

Key Benefits of Custom Dashboards

• Multiple Dashboards: Create dashboards for Sales, Marketing, Finance, or Operations

• Custom Widgets & Metrics: Show only the KPIs that matter most to you

• Scheduled Reports: Automatically email dashboard reports on a schedule

• Full Customization: Match dashboards to your brand using themes and colors

• Deeper Insights: View data as scorecards, charts, tables, or time series

• Universal Widgets: Reuse widgets across dashboards to maintain consistency
  
  

Step-by-Step: How To Create a Custom Dashboard in Tekmatix

Follow this SOP to build a dashboard that fits your workflow.

Step 1: Go to the Dashboard Area

1. Log in to your Tekmatix account

2. Navigate to the Dashboard section
   

Step 2: Add a New Dashboard

1. Click the Dashboard Selection Menu

2. Select + Add Dashboard

Tip: If you don’t see this option, make sure you are in dashboard view mode.

Step 3: Name Your Dashboard

1. Enter a clear, descriptive name

   • Example: Sales Performance Dashboard

   • Example: Marketing KPIs – Weekly

Step 4: Set Dashboard Permissions

1. Use the Private Dashboard toggle:

   • ON → Only visible to you

   • OFF → Accessible to team members
     

2. If public, set access levels for:

   • Agency User

   • Account Admin

   • Account User
     

Step 5: Confirm and Create

1. Click Confirm

2. Your new (blank) dashboard will open automatically
   

Step 6: Add Widgets to Your Dashboard

When a dashboard is empty, Tekmatix shows the Quick Start Widgets screen.

Option A: Use Suggested Widgets (Fastest)

• Choose widgets based on:

  • “What is your goal?”

  • “Top used widgets”
    

• Click Confirm & Add

Option B: Add Widgets Manually

1. Click + Add a widget manually

2. Configure metrics, filters, and visualization type

Option C: Add Widgets in Edit Mode

1. Click the Edit (pencil) icon

2. Click + Add Widget

Step 7: Configure the Widget

• Select the data source (contacts, opportunities, revenue, etc.)

• Choose chart type (scorecard, chart, table)

• Apply filters and date ranges
  

Step 8: Save the Widget

• Click Save inside the widget panel
  

Step 9: Save Dashboard Layout

• Click ✓ Save Changes to lock in your dashboard
  

Sample Scenario: Using Custom Dashboards for a Sales Team

Scenario: Sales Manager Tracking Weekly Performance

Goal: Monitor lead flow, pipeline value, and closed deals in one view

Dashboard Setup:

• Widget 1: New Leads (This Week)

• Widget 2: Opportunities by Pipeline Stage

• Widget 3: Revenue Closed – Last 7 Days

• Widget 4: Appointment Show Rate
  

How It’s Used:

• Sales manager checks the dashboard daily

• Weekly report is automatically emailed to leadership

• Underperforming stages are identified early

Result:
The team spots pipeline bottlenecks faster and improves close rates without digging through multiple reports.

Best Practices for Custom Dashboards

• Create role-based dashboards (Sales vs Marketing vs Finance)

• Keep dashboards focused—avoid metric overload

• Use scheduled reports to reduce manual updates

• Duplicate dashboards for faster setup across teams

• Review and refine widgets monthly as goals change