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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.
ColumnWhat it shows
Business NameClient name plus connection chips: FB (Meta Ads), GHL (GoHighLevel), and $ (billing/payment source). Green = connected, red = disconnected, amber warning = attention needed.
LeadsTotal leads captured in the selected date range.
CPLCost per lead. Computed as spend ÷ leads.
CallsNumber of booked or completed calls.
CPBCCost per booked call. Spend ÷ calls.
ClosesDeals won in the period.
CACCustomer acquisition cost. Spend ÷ closes.
SpendTotal ad spend pulled from Meta Ads.
Cash CollectedRevenue collected from closed deals.
Contract ValueTotal contract value of deals won.
CPQLCost per qualified lead.
CPQBCCost per qualified booked call.
Use Edit columns to hide metrics your agency doesn’t report on. The setting is per-user, so account managers and owners can each pick their own view.

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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, 98.48ontarget,target98.48 on target, target 100.00).
  • Amber — Warning. The value is drifting toward the threshold (for example, 205.92warning,target205.92 warning, target 180.00).
  • Red — Over target. The value has crossed the threshold (for example, 105.55overtarget,target105.55 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.
Targets are set per business and per KPI in the business’s settings. KPIs without a target are still displayed but never trigger a colour state.

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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

Add a business

Onboard a new client with Meta Ads and GHL connections.

Dashboard

Drill into a single business’s KPI dashboard.