How To Customize Your Dashboard with Widgets in Tekmatix

A well-organized dashboard can give your business a clear edge. Whether you need to track sales performance, lead conversions, or campaign activity, custom dashboard widgets in Tekmatix help you visualize what matters most—at a glance.

In this guide, we’ll walk you through the step-by-step process of creating and customizing widgets, including a real-world example to show how you can apply this in your business.

Why This Feature Matters

Your dashboard is your command center. Tekmatix’s dashboard widgets let you:

• Track critical KPIs in real time
  

• Visualize data with charts and tables
  

• Build dashboards for individual users or full teams
  

• Filter and group data for deeper insights
  

This makes it easier to manage performance and make decisions without having to run multiple reports.

Step-by-Step: How to Add Widgets to Your Tekmatix Dashboard

Step 1: Go to the Dashboard Tab

Log in to Tekmatix and select the Dashboard tab from the left-hand menu. This opens your default sub-account dashboard.

Step 2: (Optional) Create a New Dashboard

Want to keep things separate? Click Add Dashboard > Select a Blank Dashboard

• Name it (e.g., Marketing Dashboard)
  

• Set visibility:

  • Private: only you can see it
    

  • For Everyone: shared with your team
    

• Assign permission levels (View/Edit/Full/None) to users
  Click Confirm to create your new blank dashboard.
  

Step 3: Open the Widget Menu

Click Add Widget (or the pencil icon in the upper-right corner if editing an existing dashboard). This opens the widget selection panel.

Step 4: Choose Your Widget

1. Select a Chart Type:

   • Numeric
     

   • Donut
     

   • Line
     

   • Bar / Horizontal Bar
     

   • Table
     

2. Choose Widget Category:
   Select based on what you want to track (e.g., Appointments, Opportunities, Payments).

Step 5: Customize Your Widget

Within the Widget Settings:

• Add a Title and optional Description
  

• Choose how your data should be displayed
  

• Configure filters using Conditions

Pro Tip: Use logical groups:

• AND = All conditions must be true
  

• OR = At least one condition must be true
  

Note on Attribution Fields:
If you're using "Session Source" or "Session Medium":

• Only 1 filter group is allowed
  

• You must include either First Touch or Last Touch as a filter
  

Step 6: Save Your Widget

Once customized, click Save. Your widget will now appear on the dashboard.

Step 7: Add More Widgets

Repeat the steps to create more widgets and build a well-rounded view of your performance.

Step 8: Organize Your Layout

Drag and drop widgets where you want them. Resize each widget to highlight what’s important.

Step 9: Save Dashboard Changes

Click Save Changes at the top of your dashboard to lock in your setup.

Sample Use Case: Sales Manager's Dashboard

Scenario: Sarah, a Sales Manager, wants a dashboard to track her team’s performance.

She creates a new dashboard titled “Sales Overview” with the following widgets:

• Bar Chart showing new opportunities created this week
  

• Numeric Widget showing total closed deals this month
  

• Donut Chart breaking down deal stages (Proposal Sent, Negotiation, Won)
  

• Line Chart tracking revenue trends over the past 30 days
  

With filters applied to show only deals assigned to her team, Sarah now has a real-time dashboard that helps her make decisions fast—without digging into reports.

Best Practices

• Keep dashboards clean and focused
  

• Use filters to narrow results to what matters most
  

• Regularly review and adjust widgets as your strategy evolves

Wrapping Up

Using custom widgets in Tekmatix puts essential business insights right at your fingertips. Whether you manage sales, marketing, or operations, a well-built dashboard keeps your team focused and informed.