How To Customize Dashboard Widgets in Tekmatix for Better Business Insights

In Tekmatix, your dashboard isn’t just a collection of numbers — it’s a living, dynamic control panel that puts your business performance front and center. With powerful, fully customizable widgets, Tekmatix empowers you to visualize the metrics that matter most, from lead generation and appointment bookings to revenue tracking and funnel performance. Whether you're a coach, agency, or service provider, optimizing your dashboard setup helps you stay focused, make faster decisions, and deliver better results. In this post, we’ll walk you through how to fine-tune your Tekmatix widgets to transform your dashboard into a true performance powerhouse.

Why This Update Matters

In today’s fast-paced business environment, making data-driven decisions quickly is key. Tekmatix's dashboard widgets help simplify your data into easy-to-read visuals like charts, graphs, and tables. But even more powerful is the ability to customize these widgets—so they work for you, showing only what’s most relevant to your business.

Customizing your dashboard widgets ensures:

• You track only the most important KPIs

• You get clear, visual insights

• You can compare data efficiently over time or across different sources

• You save time by avoiding irrelevant information

Step-by-Step: How to Set These Permissions in Tekmatix

1. Open Your Dashboard

• Go to the Dashboard tab from the main menu.

• Either select an existing dashboard or click Add Dashboard to create a new one.

• For a new dashboard, you’ll be taken straight into edit mode.

3. Add a Widget

• Click Add Widget.

• This opens the Widget Menu, where you choose what type of data to display.

4. Choose Widget Type

• Select the data source (e.g., Appointments, Opportunities, Payments, Contacts).

• Pick a visualization type:

  • Numeric

  • Bar

  • Line

  • Donut

  • Table

5. Configure Your Widget

• Select metrics/fields you want to track.

• Apply filters using conditions (AND / OR). Examples:

  • Leads by source

  • Appointments by status

  • Revenue by month

7. Save Your Work

• Click Save Widget when finished.

• When all widgets are arranged, click Save Dashboard.

Example Scenario

Sales Manager Tracking Weekly Revenue

You are a Sales Manager who wants to quickly see weekly revenue trends and compare them to last month.

What You Do:

Goes to your Tekmatix dashboard.

Selects the "Revenue" widget.

Changes the chart type to a line graph for trend visibility.

Applies a weekly filter and a comparison to the previous month.

Renames the widget title to: “Weekly Revenue Trends vs Last Month”.

Saves the changes.

Result: You now sees a clear, visual comparison of your weekly revenue performance, helping you make faster decisions on sales strategies.

Key Benefits Benefits of Customizing Widgets

• Personalized Insights – Show metrics that directly reflect your goals

• Enhanced Clarity – Rename titles and adjust filters for easier understanding

• Better Comparisons – Use filters to compare periods, products, or campaigns

• Improved Efficiency – See your most important data instantly

Final Thoughts

Customizing your dashboard widgets in Tekmatix is a simple but powerful way to keep your data aligned with your business goals. Instead of getting lost in reports, you’ll get actionable insights at a glance—all tailored to how you work.