Account overview

If you have several workspaces —one team per client, product or department—, the account overview shows how your whole account is doing without opening each one: how much gets closed, what’s in progress, what your agents are doing and what needs your attention. It updates live.

Who sees it

• It belongs to the account owner: the person who created the workspaces and pays for them. It only includes the workspaces you own; workspaces from other accounts where you’re a member don’t show up.
• It appears when you own two or more workspaces. With just one, the workspace’s Home already gives you that view.
• It’s included in the paid plans (Pro, Team and Enterprise, and during the trial). On the Free plan you’ll see the entry with a lock and a preview. See Billing and plans.

How to open it

• From the workspace switcher (top left): the first option is Account overview.
• From the command palette (Ctrl/⌘ + K): type “account overview”.

While you’re there, the sidebar stops being a workspace’s and shows your workspaces with their health light. Click one to go into it through its Home.

What it shows

• Account figures: issues closed in the last 7 days (compared with the previous week), in progress, agents working right now, the queue of agent-ready issues nobody has picked up, and stuck issues.

• Needs attention: what you should look at, most serious first:

  • issues in progress with no activity for more than 5 days;
  • issues whose last agent run failed or was cancelled;
  • milestones and cycles past their date with work pending, or due within a week with less than half done;
  • stalled active projects: open work and no movement in 14 days.

  Each row takes you to its issue, milestone or project, even if it’s in another workspace.

• Workspaces: one row per workspace with its figures, its last activity and a health light:

  • green: moving along;
  • amber: needs attention (some stuck issues, a few days without movement, or a sharp drop in closed issues);
  • red: stalled or stuck (a week without movement with open work, or most of what’s in progress stuck).

  A workspace with no pending work never shows red: it’s quiet, not stalled.

• What agents are doing now: every agent working, on which issue, in which workspace and since when. If it works over MCP, you see the key it uses (“via claude-code”).

Live

The Live feed column lists what happens in your workspaces as it happens: an agent picks up or drops an issue, one is created or changes state. Figures that change light up for a moment. At the top right, the badge tells you whether you’re live or reconnecting; while it reconnects, the view keeps updating every 30 seconds.

From your agent

Through the MCP server, your agent has the account_overview tool, which returns the same as this screen. Ask it “how is the company doing this week?” or “what’s stalled?”. It only answers if you own a workspace, and it isn’t available with a key scoped to a single project.