The Account Centre is the main dashboard in Opteo where you can monitor all your connected ad accounts. It shows key performance metrics, goal progress, budget pacing, and alerts in one central view.
You can group accounts by client, region, or business unit, and see who's responsible for managing each one.
Where to find the Account Centre
You'll land in the Account Centre by default when you log into Opteo.
To return to it at any time, click the Opteo logo in the top-left corner.
Switching between views
There are two ways to view accounts:
Account Groups
Use this view to see related accounts grouped together — for example by brand, website, region, business vertical etc.
Team Members
Use this view to see a portfolio of accounts, grouped by the primary team member responsible for them. Helpful if you’re managing a team.
Use the toggle at the top of the Account Centre to switch between these two views.
What you’ll see for each account
Each account in the dashboard shows:
Performance metrics
Pick two to display: spend, conversions, ROAS, CPA, or conversion value.
Goal progress
A progress bar showing how close the account is to hitting its monthly target.
Budget pacing
A traffic-light icon that shows if the account is on track to meet budget:
🟢 Green = on track
🟡 Amber = borderline
🔴 Red = off track
Improvements count
The number of active optimisation suggestions available.
Issues count
The number of important problems detected in the account.
Last active
When the account was last opened in Opteo.
Customise your dashboard
At the top-right of the page, click Settings to:
Change which two metrics are displayed
Pin your most important account group or yourself (in Team Member view) to the top
Collapse other groups to keep the dashboard tidy
Sort and filter your view
Within each group, you can sort accounts by:
Spend
Conversions
Budget status
Goal status
Last active
Account name
You can also choose your date range (e.g. last 30 days, 90 days, or month-to-date).
Assign account ownership
To change the owner of an account:
Hover over the profile picture or gradient circle on the far right of the row.
Click to open the team list.
Choose the team member who should be responsible for that account.
Each account can only have one assigned owner. This should be the primary team member responsible for that account.
Quickly find an account
Use the search bar at the bottom of the page to find any account by name.
💡 Tips
Pin yourself in the Team Member view to keep your accounts at the top.
Pin your biggest client or region in the Account Group view for quick access.
Use "Last active" to catch accounts that might have been forgotten.