Dashboard - Quick Overview

Updated 2 min read

On this page
  1. Accounts Overview
  2. Client List
  3. Creating Clients
  4. Key Metrics
  5. Shortcuts
  6. Account Health and Issues
  7. Launching a Campaign
  8. Summary

Accounts Overview

Your Accounts page is the central hub for managing all of your clients in UpHex. From here, you can view key metrics, check account health, and take quick actions — all in one place.

To access it, click the Dashboard icon in the left sidebar (the house icon). The page header reads Accounts.

Client List

The Accounts page gives you a list of all your clients, organized into tabs across the top:

  • Active Clients — clients with active status

  • Active Campaigns — clients currently running campaigns

  • Account Issues — clients with connection or account problems

  • Rebilling — clients with rebilling configured

  • All Clients — every client in your account, regardless of status

Use the Search clients bar to find a specific client quickly. You can also use the Filter icon to filter clients by workflow status (e.g., active, paused, canceled, etc.).

Creating Clients

Click the Create Clients button in the top-right corner of the Accounts page. If you use GoHighLevel, create clients through the GHL custom menu link instead.

There is also a Bulk Actions dropdown next to the Create Clients button, which lets you change status or delete multiple clients at once.

Key Metrics

At the top of your Accounts page, you will see quick stats that give you a snapshot of your business performance. With the V2 sidebar enabled, these show rolling 30-day data with comparison badges:

  • Total Spend

  • Total Leads

  • Avg CPA

  • Active Clients

With the classic (V1) sidebar, the stats show month-to-date (MTD) data:

  • Total Clients

  • Total Ad Spend (MTD)

  • Total Results (MTD)

  • Average CPA (MTD)

Shortcuts

The Accounts page also includes built-in shortcuts to help you move faster. You will find quick links to:

  • Create Ad With AI

  • Browse Ad Library

  • Daily Classes

Account Health and Issues

If there are any account connection problems, you will see alerts directly on your Accounts page. These might include:

  • Disconnected HighLevel (GHL) platforms

  • Facebook account issues

  • Other integration or access problems

Use the Account Issues tab to quickly see all clients with problems that need attention.

Launching a Campaign

You can launch a campaign directly from a client's dashboard. Click on a client's name to open their dashboard, then click Launch new campaign in the top-right area of their page.

Summary

The Accounts page gives you everything you need to manage your clients efficiently:

  • View performance at a glance

  • Check account health via the Account Issues tab

  • Access common tools quickly via Shortcuts

  • Launch new campaigns from any client's dashboard

It is your all-in-one control center for running your business in UpHex.