> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theagencyengineer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# All Accounts: list of businesses

> Monitor every client business in one table with leads, CPL, CPBC, CAC, spend, and contract value at a glance.

**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**.

## 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](/getting-started/add-business) 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.

## Columns

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

| Column         | What it shows                                                                                                                                                                              |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Business Name  | Client name plus connection chips: **FB** (Meta Ads), **GHL** (GoHighLevel), and **\$** (billing/payment source). Green = connected, red = disconnected, amber warning = attention needed. |
| Leads          | Total leads captured in the selected date range.                                                                                                                                           |
| CPL            | Cost per lead. Computed as spend ÷ leads.                                                                                                                                                  |
| Calls          | Number of booked or completed calls.                                                                                                                                                       |
| CPBC           | Cost per booked call. Spend ÷ calls.                                                                                                                                                       |
| Closes         | Deals won in the period.                                                                                                                                                                   |
| CAC            | Customer acquisition cost. Spend ÷ closes.                                                                                                                                                 |
| Spend          | Total ad spend pulled from Meta Ads.                                                                                                                                                       |
| Cash Collected | Revenue collected from closed deals.                                                                                                                                                       |
| Contract Value | Total contract value of deals won.                                                                                                                                                         |
| CPQL           | Cost per qualified lead.                                                                                                                                                                   |
| CPQBC          | Cost per qualified booked call.                                                                                                                                                            |

<Tip>
  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.
</Tip>

## 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.

<Note>
  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.
</Note>

## 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.

## Common workflows

### 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.

### Add a new client

Select **+ Add Business** in the top right to launch the five-step wizard. See [Add a business and connect accounts](/getting-started/add-business) for the full walkthrough.

### 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.

## Next steps

<CardGroup cols={2}>
  <Card title="Add a business" icon="plus" href="/getting-started/add-business">
    Onboard a new client with Meta Ads and GHL connections.
  </Card>

  <Card title="Dashboard" icon="chart-line" href="/product/interface-overview">
    Drill into a single business's KPI dashboard.
  </Card>
</CardGroup>