แดชบอร์ดจัดการหลายลูกค้า 2026: เครื่องมือสำหรับ Agency โซเชียลมีเดียไทย
ถ้าคุณเป็น Agency When managing multiple clients simultaneously, you are likely to encounter these issues.Multi-Client Management Dashboard A centralized place to access all your data.
What can you gain from reading this?
- เข้าใจว่า Agency Dashboard ต้องมีอะไรบ้าง
- Compare 5 Popular Tools: Sprout Social, Ho
- How to Set Up a Free Multi-Client Dashboard with Lark Ba
- The template dashboard is ready to use.
- Techniques for Creating White-Label Reports for Clients
Suitable for: Digital Agency, Social Media Agency, Marketing Consultancy
The Thai Agency Market in 2025: Why Dashboards Are Important
ตามข้อมูลจาก StatistaEN: {' '} ตลาด Social Media Advertising ในไทยม... $800 million In 2025, it is projected to grow by 8% annually. Measure and report effectively. will have a competitive advantage.
73%
The client requires a real-time report.
45%
Agencies spend over 5 hours per week on reporting.
2.5x
Retention improves with a clear dashboard.
จากการสำรวจของ HubSpot State of Marketing 2024EN: {' '} พบว่า Agency ที่มี Dashboard รายงานผ...
The most common issues faced by Thai agencies.
ข้อมูลกระจัดกระจาย
- Facebook Insights for Client A
- Google Analytics for Client B
- TikTok Analytics for Client C
- Excel reports with multiple files per week.
เสียเวลารวมข้อมูล
- Spend 2-3 hours per customer each month.
- Copy-paste data from multiple sources.
- Generate the report every month.
- Non-real-time information when customers inquire.
Let's do the calculations:
ถ้าคุณมีลูกค้า 10 items and takes time 3 hours Reporting on a monthly basis:
= 30 hours/month = Almost 4 working days. หายไปกับการรวมข้อมูล!
What should a good Agency Dashboard include?
| Feature | ทำไมต้องมี | ระดับความสำคัญ |
|---|---|---|
| Multi-Account View | ดูข้อมูลลูกค้าหลายรายในที่เดียว | Very important. |
| White-Label Report | ส่งรายงานในชื่อ Agency ได้ | Very important. |
| Auto Data Sync | ดึงข้อมูลอัตโนมัติจาก Social Platforms | Important |
| Client Access Control | ให้ลูกค้าดูได้เฉพาะข้อมูลตัวเอง | Important |
| Scheduled Reports | ส่งรายงานอัตโนมัติทุกสัปดาห์/เดือน | It would be great to have. |
| Cross-Platform Data | รวม FB, IG, TikTok, Google ในที่เดียว | It would be great to have. |
Comparison of 5 Popular Tools for Agencies
| เครื่องมือ | ราคา/เดือน | Multi-Account | Auto Sync | White-Label | เหมาะกับ |
|---|---|---|---|---|---|
| Sprout Social | $249+ | 5+ profiles | Agency ใหญ่ | ||
| Hootsuite | $99+ | 10 profiles | Enterprise only | Agency กลาง | |
| Metricool | $18+ | 5 brands | Agency เล็ก | ||
| Google Looker Studio | Free | ไม่จำกัด | Need to set up. | ทุกขนาด | |
| Lark Base | Free | ไม่จำกัด | Manual/API | SME Agency |
Recommendations from Hypelive:
- Small Agency (1-5 clients): Start with Lark Base or Metricool.
- Mid-sized agency (5-15 clients): Hootsuite + Google Data Studio
- Large agency (15+ clients): Sprout Social or Custom Solution
How to Create a Free Multi-Client Dashboard with Lark Base
เราจะใช้ Lark BaseEN: {' '} เพราะฟรีและยืดหยุ่นมาก ทำตามขั้นตอนน...
Step 1: Create the data structure.
Create a new database and add these tables:
- Clients: All customer information (Name, Package, Contract Start Date)
- Social Metrics: Weekly KPI Data (Reach, Engagement, Followers)
- Content Log: Posts that engage each customer.
- Ad Spend: Advertising Budget and Results
Step 2: Set up Key Fields
| Table | Field | Type | หมายเหตุ |
|---|---|---|---|
| Clients | Client Name | Text | Primary Key |
| Clients | Package | Single Select | Basic/Pro/Enterprise |
| Social Metrics | Client | Link | เชื่อมกับ Clients |
| Social Metrics | Week | Date | สัปดาห์ที่บันทึก |
| Social Metrics | Platform | Single Select | FB/IG/TikTok/YouTube |
Step 3: Create a Dashboard View
- Enhance Dashboard View: Click + next to the Table name and select Dashboard.
- Select Filter: Use Client Name as the primary filter to view customers one at a time.
- Add Charts:
- Line Chart: Followers Growth ตลอดเวลา
- Bar Chart: Engagement Comparison by Platform
- Number Cards: Total Reach, Total Posts, Avg Engagement Rate
- Layout Design: Drag the chart to prioritize.
Step 4: Share with customers.
- Share Link: Create a specific view for each customer and share it.
- Permission: Set to View Only.
- Embed: Can be embedded in a website or client portal.
KPIs that the agency needs to monitor for clients.
Growth Metrics
- Follower Growth Rate: % Increase per month
- Reach Growth: How much has accessibility increased?
- Impression Trend: Display Trends
Engagement Metrics
- Engagement Rate: (Likes+Comments+Shares)/Reach
- Comment Sentiment: Positive/Negative ratio
- Share Rate: % of people who share
Content Metrics
- Post Frequency: Number of posts per week
- Best Performing Content: The most effective post.
- Content Mix: Video/Image/Carousel Ratio
ROI Metrics
- Cost per Engagement: Budget/Engagement
- ROAS: Return on Ad Spend
- Cost per Lead: Cost per Lead
Free Dashboard Template for Agencies
Download these templates for free:
- Client Overview Dashboard:View all customer summaries on a single page.
- Social Media Performance Report:Monthly report for client submission.
- Content Calendar + Analytics:Content calendar with tracking capabilities.
Real Tips from an Agency.
1. Establish a clear naming convention.
ใช้รูปแบบ [ClientCode]_[Platform]_[Metric] For example, ABC_FB_Reach, XYZ_IG_Engagement.
2. Create a Weekly Snapshot
Record data every Monday for Week-over-Week comparison. Clients prefer to see percentage changes rather than raw numbers.
3. Prepare Benchmark
Store the Industry Benchmark in a separate table to show clients how the performance compares to the market.
4. Utilize Automation for assistance.
Connect Lark Base with n8n or Zapier to automatically extract data from social platforms, saving a significant amount of time.
Case Study: Thai Agency Utilizes Dashboard to Increase Retention by 40%
An 8-person digital agency manages 12 clients.
Before using the Dashboard:
- Spend 4 hours per customer to create monthly reports.
- Customers inquire about information, and it needs to be provided within 1-2 days.
- Client Retention Rate: 60% per year
- Data distribution in 20+ Excel files
After using the Lark Base Dashboard:
- Spend 30 minutes per client to update weekly information.
- Customers can view the Dashboard at any time.
- Client Retention Rate: 84% annually (+40%)
- Consolidated information in a single base that can be shared by the team.
Results: Save 42 hours per month and improve customer retention by 40% within 6 months.
สิ่งสำคัญที่ Agency นี้ทำคือ Allow customers to access the dashboard anytime.Instead of waiting for the monthly report, clients can view the KPIs directly.
Frequently Asked Questions (FAQ) by Agencies
Should customers have access to view the dashboard themselves?
Recommended Actions It helps build trust and reduces the burden of redundant inquiries.Lark BaseEN: {' '} สามารถสร้าง Filtered View สำหร...
What should be done if the customer does not understand the dashboard?
ใน Meeting แรกควร Walk-through Show customers what each section represents. Glossary Technical terms explained: Engagement Rate: A metric that measures the level of interaction (likes, shares, comments) that content receives relative to its audience size, indicating how well the content resonates with viewers. ROAS (Return on Ad Spend): A marketing metric that calculates the revenue generated for every dollar spent on advertising, helping to assess the effectiveness and profitability of ad campaigns.
Will the customers compare this data with other agencies?
อาจเกิดขึ้นได้ แต่ If the results are good, transparency will be a strength.Agencies that are willing to present complete information appear more trustworthy.
What is the best option on a limited budget?
เริ่มต้นด้วย Lark Base (Free) or Google Looker Studio (Free)Both devices support unlimited multi-client connectivity, just require a setup.
Summary: Get started today.
การมี Multi-Client Dashboard ไม่ใช่แค่เรื่องของเทคโนโลยี แต่เป็นการ Create a competitive advantage.That helps your agency appear professional and retain clients.
- Step 1: Assess what KPIs each client needs to track.
- Step 2: Choose tools that suit your budget and the number of customers.
- Step 3: Create data structure and Dashboard View.
- Step 4: Conduct tests with 1-2 clients first, then proceed with a full rollout.
- Step 5: Set a weekly schedule for updates and reviews.
