All Accounts: list of businesses

All Accounts is the agency’s home screen. It lists every business you manage in a single table so you can spot underperforming clients, compare KPIs across the portfolio, and jump into any account quickly. Open it from the left sidebar under Workspace → All Accounts.

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Header controls

• Date range picker — Filter every row to a specific window (default: last 7 days). KPI cells recompute against the selected range.
• Filter — Narrow the list by connection status, target state (over/on/under), or custom tags.
• Edit columns — Show, hide, and reorder columns. Useful when an agency only tracks a subset of KPIs.
• Add business — Launches the Add a business wizard to onboard a new client.
• Select Business Space — Switch between business spaces (groupings of clients) at the top of the page.
• Search here — Free-text search across business names.

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Columns

Each row represents one client business. Connection chips under the business name show which integrations are live for that account.

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KPI target states

Every numeric KPI cell can carry a target and is colour-coded against it:

• Green — On target. The value is within the acceptable band of its target (for example, $98.48 on target, target$100.00).
• Amber — Warning. The value is drifting toward the threshold (for example, $205.92 warning, target$180.00).
• Red — Over target. The value has crossed the threshold (for example, $105.55 over target, target$68.00).
• Neutral / grey. No target is configured, or the metric is zero.

Hover any cell to see its configured target and the underlying calculation.

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Connection chips

The chips under each business name reflect integration health:

• FB — Meta Ads connection. Red means the OAuth token is invalid or revoked; reconnect from the business’s settings.
• GHL — GoHighLevel location connection. Same behaviour as FB.
• $ — Billing or payment source. Amber warning indicates a missing or expiring payment method.

If a chip is red, the metrics in that row may be stale or zero — fix the connection first before reading the KPIs.

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Common workflows

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Spot underperforming clients

1. Set the date range to the period you review (for example, last 7 days).
2. Scan the CPL, CPBC, and CAC columns for red cells.
3. Click into the business to open its dashboard and drill into campaigns.

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Add a new client

Select + Add Business in the top right to launch the five-step wizard. See Add a business and connect accounts for the full walkthrough.

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Fix a broken integration

1. Find the business with a red FB or GHL chip.
2. Open the business and go to its Settings → Integrations tab.
3. Reconnect Facebook or GoHighLevel, then run a manual sync.

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Next steps