Upbuild
Written by Uptimal, the team that builds and operates Upbuild and runs marketing analytics for multinational clients across the globe. Everything below reflects how the product actually works, including the parts that are deliberately boring.
Client reporting has a last-mile problem. The analysis is done, the numbers are right, and then the delivery mechanism is a PDF that was stale at export time, or worse, a platform login shared "temporarily" in 2024 that still works. Sharing is where reporting stacks leak, so Upbuild treats it as a design question rather than a feature checkbox.
One dashboard, one private link
Every Upbuild dashboard has its own private link, a separate address that carries exactly one page and nothing else. You share it with named people or with your whole organisation, and a viewer sees that page alone. The worst case of "this link got forwarded" is one page of numbers that were going to be in the client deck anyway, not a foothold in your reporting app, and never a platform login.
The page itself is live: the same self-refreshing dashboard your team sees, with real charts and yesterday-ending windows, not an export frozen at send time. When a refresh fails upstream, the client sees the last good data and a clear state, never a broken chart.
Grants follow accounts, not logins
The quiet unlock is where access control lives. An agency connection is one sign-in that can legitimately reach hundreds of ad accounts across platforms; sharing "the connection" would share the roster. So grants attach to individual ad accounts: this person, or this link, sees dashboards built on these accounts and nothing else. One connection serves many clients without a spreadsheet of who may see what, and a departing teammate takes no access with them because connections belong to the organisation, not the person.
Dashboards, exports and alerts, built by asking.
Upbuild is an AI platform for marketing data: AI Dashboards, AI Insights, AI Data Exports and AI Alerts, with a read-only MCP server as part of its toolset that brings your accounts into Claude, ChatGPT, Copilot Studio and Gemini Enterprise. Every tool, live data. Free for 14 days on the connector and 7 days on the platform.
Get a demo Start free →What the client experiences
A URL that always shows this week. A normal sign-in for the people you named, never a platform login; view and edit are different rights, so a client contact can watch without being able to bend the page. Versions mean the Monday review can scroll back to last month’s state instead of relitigating it from memory. And when they ask for a change, the answer is a sentence to Upbuild AI, checked and published, not a redesign sprint.
The comparison agencies actually run
Against portal products, the difference is that the dashboards are born from prompts and maintained by conversation, so the cost of a bespoke view per client collapses. Against BI-tool public links, it is the sharing model: a private link per dashboard and per-account access rather than one workspace with carefully crossed fingers. Against PDFs: it is Tuesday, and the page already knows.
Frequently asked questions
How do I share a live marketing dashboard with a client?
In Upbuild every dashboard has its own private link that you share with named people or your whole organisation, and the client opens an always-current page. No platform logins change hands and nothing on the page is writable.
Is a shared dashboard a security risk for our ad accounts?
The shared page cannot reach your accounts at all: it shows one dashboard and nothing else, only the people you named can open it, and the underlying data access is read-only by construction.
Can clients see accounts they should not?
Access is granted per ad account, not per login. A connection that reaches hundreds of accounts shares only the ones explicitly granted, so one agency sign-in can serve many clients without cross-contamination.