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How To Use Dashboard Widgets in Tekmatix for Smarter Insights and Data Tracking
How To Use Dashboard Widgets in Tekmatix for Smarter Insights and Data Tracking
Overview
Dashboard Widgets in Tekmatix make it easier to track, visualize, and understand your business performance — all in one place. Whether you want to monitor sales, calls, appointments, or email performance, widgets give you real-time insights without the need for complex reports or manual calculations.
This guide will show you how to use, customize, and apply widgets effectively — plus, we’ll walk through a real-world example to help you see how it works in action.
What Are Dashboard Widgets?
Dashboard widgets are customizable data blocks that display key business metrics in a simple, visual format. They can show data like total contacts, sales revenue, calls made, or upcoming appointments — all updated automatically.
Widgets help you:
Track KPIs in real time
Visualize trends (using bar charts, line graphs, or tables)
Make data-driven decisions faster
Organize insights into one clean dashboard
Adding widgets is simple — just click “Add Widget” on your dashboard’s top-right corner.
How to Add and Customize Dashboard Widgets
Step 1: Open Your Dashboard
From the Tekmatix main menu, go to Dashboard.
Click the Edit Dashboard button on the top-right corner.
Choose from predefined widgets or create a custom one tailored to your needs.
Step 2: Select Your Widget Category
Widgets are organized into categories, making it easy to find what you need:
Contacts: Monitor total contacts, tagged leads, or engagement.
Appointments: Track bookings, no-shows, and confirmed sessions.
Opportunities: Measure deals, revenue, and conversion rates.
Visitor Data: See funnel and website visitor activity.
Emails: Review sent, opened, and clicked campaigns.
Calls: Analyze call performance and team response.
Conversations: Track messages and unread conversations.
Payments: Monitor revenue, invoices, refunds, and trends.
General: Pull reports from integrations like Google Analytics or Ads.
Widget Categories:
Step 3: Choose Your Chart Type
Select how you’d like your data displayed:
Numeric/Count: Show totals and key counts.
Donut Charts: Visual breakdowns by category.
Line Charts: See performance over time.
Bar/Horizontal Charts: Compare across users or campaigns.
Tables: Display detailed lists for deeper insights.
Step 4: Apply Metrics
Choose the data behavior you want to visualize:
Sum, Min, Max, Avg, or Count.
For example:
You could track the Average Call Duration, Total Monthly Revenue, or Count of New Contacts.
Step 5: Customize Your Widget Design
Use themes and elements to organize and personalize your dashboard:
Themes: Apply light/dark or custom color schemes.
Elements: Add headings, notes, or embed logos and charts.
This helps make your dashboard not only functional but visually aligned with your brand.
Sample Scenario: Sales Team Dashboard
Let’s say you’re managing a sales team using Tekmatix. Here’s how you can use widgets effectively:
Add Contact Widgets → to track new leads and assigned users.
Contact Count: Use this widget to quickly view the total number of contacts across your entire team—ideal for tracking overall growth.
Contact Count (Logged-in User): Focus on contacts assigned to you personally. This widget shows how many contacts you are responsible for.
Contacts by Tags: If you organize your contacts with tags (e.g., "Hot Leads," "New Prospects"), this widget displays how your contacts are grouped by these tags.
Contacts by Activity: Track contacts based on specific activities over a set period—useful for monitoring engagement levels.
Contacts by Type: Categorize your contacts by type and visualize their distribution using this widget.
Contacts by Assigned User: For teams handling multiple contacts, this widget shows how contacts are allocated to different team members.
Contacts by Company Name: Gain insights by seeing how contacts are distributed across different companies.
Contacts with Email: Quickly track how many contacts have email addresses.
Contacts without Email: Monitor the number of contacts that do not have email addresses.
Contacts with Phone Numbers: Keep track of contacts that include phone numbers.
Contacts without Phone Numbers: Stay updated on contacts missing phone numbers.
Total Contacts Count (Till Date): Get a snapshot of all contacts created up to today.
Total Contacts Count (This Month): Monitor the total number of contacts added this month.
Contacts Count (Logged-in User): Specifically track the contacts linked to the logged-in user.
Add Opportunity Widgets → to see deals in progress, wins, and total revenue.
Opened Opportunities: Track the number of opportunities that are currently active—useful for real-time monitoring.
Won Opportunities: Keep a record of opportunities successfully converted into deals.
Lost Opportunities: Monitor opportunities that did not result in a deal.
Abandoned Opportunities: Identify opportunities that were left unattended or without action.
Opportunity Count: Get a snapshot of the total number of opportunities.
Opportunity Counts Over Time: Visualize how opportunities have changed or been distributed across different time periods.
Opportunity Revenue Over Time: Track the revenue generated from opportunities over a timeline.
Opportunity Counts by Status: Categorize opportunities by status, such as "In Progress" or "Closed."
Opened Opportunity Value: See the monetary value of opportunities currently in progress.
Lost Opportunity Value: Understand the value of opportunities that were lost.
Abandoned Opportunity Value: Monitor the financial impact of opportunities left unattended.
Won Opportunity Value: Track the revenue generated from opportunities that converted into deals.
Total Opportunity Value: Get an overview of the combined value of all opportunities.
Lost Opportunities by Reason: Break down lost opportunities according to the reasons they did not close.
Add Appointments Widgets → to track call volume and average call duration per rep.
Appointment Count: Use this widget to see the total number of appointments. You can group the data by status or assignee depending on your focus.
Appointment Count over a Date Range: Track appointment numbers within a specific period and group them by status or assignee for detailed insights.
Appointment Counts by Status: Visualize how appointments are distributed by their status (e.g., "Confirmed," "No Show").
Booked Appointments: Monitor the total number of appointments booked within a selected date range.
Confirmed Appointments: Keep track of appointments that have been confirmed during a specific time frame.
Showed Appointments: See how many appointments were actually attended by customers.
No Show Appointments: Identify the appointments where customers did not show up.
Cancelled Appointments: Track appointments that were cancelled or deemed invalid within a chosen period.
No Show Rate Over Time: Observe trends in "No Show" appointments over a timeline.
Upcoming Appointments (Week): Plan your week ahead by viewing all scheduled appointments.
Upcoming Appointments (Logged-in User): Focus specifically on your own upcoming appointments.
Past Month Created Appointments: Review the total appointments created in the past month.
Past Month Created Appointments (Logged-in User): Track appointments you personally created over the past month.
Upcoming Appointments for Next Week: Prepare for next week by checking all upcoming appointments, including both confirmed and unconfirmed.
Add Payments Widgets → to monitor your monthly recurring revenue (MRR) and refunds.
Total Revenue (Last Month): Track the total revenue generated during the previous month.
Total Revenue Trend: Monitor monthly trends in overall revenue.
One-Time Revenue Trend: See monthly trends for one-time payments.
Recurring Revenue Trend: Track monthly trends in recurring subscription revenue.
Paying Customer Trend: Observe the monthly trend in the number of paying customers.
Payment Success Trend: Monitor the trend of successful payments month by month.
Payment Failed Trend: Track monthly trends in failed payment attempts.
Revenue by Channels: Break down revenue by different payment channels.
Subscription Creation Trend: Follow the monthly trend of new subscription sign-ups.
Subscription Cancellation Trend: Monitor the monthly trend in canceled subscriptions.
Coupon Redemption Trend: Track how often coupons are redeemed each month.
Coupon Redemption Amount Trend: Monitor the total discount amounts applied via coupons each month.
Invoice Sent Trend: Track the number of invoices sent month by month.
Invoice Paid Trend: Monitor monthly trends in invoices that have been paid.
Refund Trend: Observe the monthly trend in issued refunds.
Refund Amount Trend: Track the total value of refunds issued each month.
Now, every morning your team can log into Tekmatix and see — at a glance — how they’re performing against goals without running any manual reports.
Other Widget You Can Add:
Conversation Widget:
Total Unread Conversations: Displays the number of conversations that haven’t been read yet.
Total Unread Conversations Today: Shows the unread conversations where the latest message was received today.
Total Unread Conversations by Channel: Breaks down unread conversations by the channel of the customer’s last message (e.g., email, SMS).
Unread Conversations by Assignee: Indicates how many unread conversations are assigned to each team member.
Unread Conversations (Logged-in User): Shows the number of unread conversations specifically for the logged-in user.
Conversations Distribution by Assignee: Displays how conversations are distributed across team members.
Assigned Conversations (Logged-in User): Tracks the number of conversations assigned to the logged-in user.
Total Unassigned Conversations: Shows how many conversations have not been assigned to any team member.
Unassigned Conversations by Channel: Breaks down unassigned conversations by the customer’s channel for the last message.
New Conversations Started (This Week): Tracks the number of conversations initiated during the current week.
Calls Widget
Incoming Calls by Status: Counts of incoming calls categorized by their status.
Outgoing Calls by Status: Counts of outgoing calls categorized by their status.
Incoming Calls Total Duration: Total duration of all incoming calls.
Outgoing Calls Total Duration: Total duration of all outgoing calls.
Incoming Calls Avg. Duration: Average length of incoming calls.
Outgoing Calls Avg. Duration: Average length of outgoing calls.
Total Calls by Attendee: Total outgoing calls grouped by the team member who made the call.
Incoming Calls Avg. Duration by Attendee: Average duration of incoming calls per team member who attended the call.
Outgoing Calls Avg. Duration by Attendee: Average duration of outgoing calls per team member who made the call.
First-Time Calls by Status: Counts of incoming calls received for the first time, grouped by status.
First-Time Call Avg. Duration: Average duration of first-time incoming calls.
First-Time Call Avg. Duration by Attendee: Average duration of first-time incoming calls per team member who attended the call.
First-Time Call Total Duration: Total duration of all first-time incoming calls.
Note: “Call attendee” refers to the team member who participated in the call, whether making or receiving it.
Email Widgets:
Funnels Widgets:
Total Funnel Views: Tracks all funnel page views, customizable by funnel or page type.
Unique Funnel Views: Counts the number of unique visitors across your funnels.
Total Website Views: Tracks total views across all websites.
Unique Website Views: Shows unique visitors across all websites.
Funnel Views Trend: Line chart displaying funnel views over time.
Website Views Trend: Line chart showing website view trends over time.
Top Funnels by Unique Views: Top 5 funnels based on unique visitor count.
Top Websites by Unique Views: Top 5 websites based on unique visitors.
Total Funnel Page Views (Last Week): Funnel views recorded over the past week.
Unique Funnel Views (Last Week): Unique visitors to funnels in the past week.
Total Funnel Page Views (Last Month): Funnel views recorded during the last month.
Unique Funnel Views (Last Month): Unique funnel visitors in the last month.
Total Opt-ins (All Funnels): Total number of opt-ins collected across all funnels.
General Widgets:
Opportunity Status: Visualize the current status of your opportunities.
Opportunity Value: Understand the total value of opportunities, organized by status.
Conversion Rate: Track the conversion rate and revenue generated from won opportunities.
Funnel: Get a detailed view of your sales funnel and conversion rates at each stage.
Stages Distribution: See how opportunities are spread across different stages.
Tasks: Monitor all tasks and see which team member each task is assigned to.
Manual Actions: Track manual actions like SMS messages or phone calls in your campaigns.
Lead Source Report: Get an overview of total leads based on their sources.
Google Analytics Count: Track total website views from your Google Analytics report.
Google Analytics Chart: Gain insights into total views and user interactions on your website.
Google Business Profile: Monitor metrics related to your Google Business Profile.
Facebook Ads Report: Track clicks, spend, CTR, and CPC for your Facebook ad campaigns.
Google Ads Report: Monitor clicks, spend, CTR, and CPC for your Google ad campaigns.
Sales Efficiency: Review the efficiency of your sales efforts for opportunities.
Why Dashboard Widgets Matter
Dashboard widgets are more than just visual add-ons — they’re performance tools that empower decision-making.
Here’s why they’re important:
Centralized Tracking: See every critical business metric in one view.
Real-Time Data: No more waiting for end-of-month reports.
Team Accountability: Each user can view their own personalized stats.
Better Planning: Spot patterns early and adjust strategies quickly.
Pro Tips
Use “Logged in User” widgets to give each team member their own performance view.
Combine Funnel Views with Conversion Rate Widgets for marketing ROI tracking.
Schedule a weekly dashboard review to keep everyone aligned and informed.
Final Thoughts
Dashboard Widgets in Tekmatix transform the way you visualize your business. They bring real-time clarity, simplify data tracking, and let you focus on what really matters — growth and efficiency.
By customizing widgets for your goals, you turn your dashboard into a command center for smarter decisions.
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