Dashboard - Quick Overview

Your Dashboard 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.

The Dashboard gives you a list of all your clients, including both active and inactive ones.
You can easily:

If you have a lot of clients, use the Search Client bar to find one quickly.
You can also use the Filter option to sort clients by:

At the top of your Dashboard, you’ll see quick stats that give you a snapshot of your business performance.
These include:

These numbers help you track overall performance without digging into individual accounts.

The Dashboard also includes built-in shortcuts to help you move faster.
You’ll find quick links to:

If there are any account connection problems, you’ll see alerts directly on your Dashboard.
These might include:

These alerts make it easy to fix issues before they impact your campaigns.

There’s also a Rebilling Section that shows which of your clients are set up with rebilling.

This helps you keep track of who’s paying for what and avoid billing surprises.

Use the All Clients tab to see every client in your account — not just the active ones.
This makes it easy to manage client history or re-engage old accounts.

You can launch a campaign directly from the Dashboard.
Just find the client you want, click their name, and start building your campaign — no need to navigate anywhere else.

The Dashboard gives you everything you need to manage your clients efficiently:

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