TL;DR: Portfolio shows every workspace you belong to on one screen — one card per account, each with its headline KPIs. It’s the multi-account overview: instead of switching into each workspace one at a time, you get revenue, ad spend, and efficiency metrics for all of them at a glance, then click into whichever account needs your attention.
Portfolio shows every workspace you belong to on one screen — one card per account, each with its headline KPIs. It’s the multi-account overview: instead of switching into each workspace one at a time, you get revenue, ad spend, and efficiency metrics for all of them at a glance, then click into whichever account needs your attention.
Open it from the dashboard sidebar. Every workspace you're a member of — owned, invited, or admin-added — appears as its own card with its headline KPIs for the selected date range.
Every account displays in its own store currency, and the portfolio intentionally does not mix totals across currencies. Adding US dollars to euros to pounds would produce a meaningless figure, so there is no grand-total row — the portfolio is a side-by-side comparison, not a single consolidated ledger.
Click any account card to open that workspace and drop straight into its dashboard. The portfolio is your jumping-off point: scan everything, then go deep on whichever account needs attention.
Each card shows a role badge — the role you hold in that workspace (for example Owner, Admin, or Member). It's a quick reminder of what you can do in each account: owners and admins manage settings and members, while members have view and day-to-day access.
A Billing lapsed chip flags an account whose subscription is no longer active — for example a failed payment or a cancelled plan. The account still appears so it doesn't drop off your radar; the chip is a prompt to restore billing for that one workspace. It affects only the flagged account, not your others.
Ad-spend KPIs — ad spend, MER, and ROAS — only apply when an account runs ads. For accounts that don't, such as a SaaS workspace with no ad spend, those cells show "—", meaning not applicable here — not zero. We deliberately do not blend ecommerce and SaaS metrics or invent a number where there's nothing to divide, so each account's KPIs always match what it actually does. A dash on MER or ROAS tells you the account doesn't run ads (or hasn't connected an ad platform); it is never a stand-in for a real zero.
Pick a date range once and it applies to every account on the screen, so you're always comparing the same window across your portfolio. Each card's revenue, spend, and efficiency metrics recalculate for that period in the account's own currency. Change the range and all cards update together.
Here’s how three accounts might read for one person who belongs to all of them, with the date range set to the last 30 days. Notice that nothing is summed across the cards, each uses its own currency, and the SaaS account shows a dash where ad-spend KPIs don’t apply.
| Account | Revenue | Ad spend | MER | Your role |
|---|---|---|---|---|
| Northwind Goods (ecommerce, USD) | $182,400 | $38,900 | 4.69 | Owner |
| Atelier Lumière (ecommerce, EUR) | €74,210 | €21,050 | 3.53 | Admin |
| Flowstate App (SaaS, USD) | $26,300 | — | — | Member |
There is no grand total row: USD and EUR aren’t added together, and Flowstate App shows "—" for ad spend and MER because it doesn’t run ads — the two verticals are deliberately not blended.
Illustrative numbers — your portfolio shows your own accounts and your own roles.
Every workspace you’re a member of — whether you own it, were invited to it, or were added by an admin. Each one appears as its own card. Accounts you don’t belong to never appear; the portfolio is scoped entirely to your own memberships.
Because accounts can be in different currencies, and adding, say, US dollars to euros to pounds would produce a meaningless number. Each account is shown in its own currency and totals are intentionally never mixed across currencies. The portfolio is a side-by-side comparison, not a single consolidated ledger.
Each card shows your role in that workspace — for example Owner, Admin, or Member. The badge tells you at a glance what you can do in that account: owners and admins can manage settings and members, while members have view and day-to-day access. It’s the same role you hold inside the workspace itself.
It flags an account whose subscription is no longer active — for example a payment failed or the plan was cancelled. The account still appears so you don’t lose sight of it, but the chip is a prompt to restore billing for that workspace so its data and features stay available. It only affects the flagged account, not your others.
Those KPIs only apply when an account runs ads. A dash ("—") means the metric isn’t applicable for that account — commonly a SaaS workspace with no ad spend, or an account that hasn’t connected an ad platform yet. We deliberately don’t blend ecommerce and SaaS metrics or invent a number where there’s nothing to divide, so a dash means "not applicable here," not "zero."
Pick a date range once and it applies to every account on the screen, so you’re always comparing the same window across your portfolio. Each card’s revenue, spend, and efficiency metrics recalculate for that period in the account’s own currency. Changing the range updates all cards together.
Automated reports · Dashboard customization · Metric glossary · Team & roles