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Reportkey
Aspro.Cloud
CRM in Aspro.Cloud

Aspro.Cloud report: deals, sources, and stages

Aspro.Cloud combines CRM, projects and finance, and Reportkey takes from its CRM module what a marketing report needs: new deals by source, won and lost deals with budget, the open pipeline by stage and manager results.

Sign up, add your Aspro.Cloud address and API key and pick pipelines in a project. Your first report in 5 minutes.
  • An Aspro.Cloud server API key or OAuth, set up once for all projects.
  • New deals and their budget by source from the account's source list.
  • Won and lost deals, average deal and the open pipeline by stage.
Sample Reportkey client report
Sample Reportkey client report
Aspro.Cloud Deals by source, won amount, and pipeline
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TL;DR

Aspro.Cloud integration: the account address and a server API key with CRM module access are entered once, the project picks pipelines, and deals by source, won amount, average deal, stages and managers go into a recurring report next to Yandex Direct and Yandex Metrica.

Aspro.Cloud CRM analytics in a client report

Aspro.Cloud is a cloud system for service companies, where CRM, projects, tasks, time tracking and finance live side by side. Sales run in the CRM module: a deal with a budget and source moves through pipeline stages and has an owner, a creation date and a close date. Reportkey reads that module through the open API and builds recurring report blocks from deals, placed next to advertising and web analytics.

Projects, tasks and invoices stay out of the report: the block answers marketing and commercial questions about how much came in, how much was sold, from where and by whom.

Aspro.Cloud integration: API key or OAuth

There are two ways to connect. The first is a server API key with CRM module access: an administrator creates it in settings, and you enter the account address and key on the integrations page. The second is OAuth sign-in, where access follows the user’s rights. Either way the connection is stored centrally and chosen in the relevant projects. If the key is revoked, the connection asks for re-authorisation without losing settings.

Aspro.Cloud deals by source

The first block splits the period’s new deals by source from the account list:

  • New deals — by creation date per day, week or month.
  • New deal amount — budgets from the cards.
  • Source — the value selected on the deal.

Sources are filled by managers or forms, so block quality depends on team discipline. Deals without a source get their own row so the total matches the CRM.

Won deals and amount

The second block reports closing results by close date. The Aspro.Cloud state flag splits closed deals cleanly into won and lost:

  • Won deals and won amount;
  • Average deal for won deals;
  • Lost deals and win rate.

Several pipelines are shown separately, each with a previous-period comparison.

Aspro.Cloud sales pipeline

The third block shows open deals across the stages of the chosen pipeline: how many deals and how much budget sit at each step when the report is built. The sales head sees where volume piles up, and an agency sees how many ad-driven deals are still undecided. Past stage transitions are not guaranteed by the API, so this is a snapshot rather than a history.

Sales by manager

The owner breakdown gives new and won deals and won amount per employee. With a previous-period comparison it is a ready basis for the weekly sales meeting.

Aspro.Cloud with Yandex Direct

CRM blocks usually follow Yandex Direct spend, VK Ads campaigns and Yandex Metrica goals. Calls can come from CoMagic or Calltouch, and revenue per ad campaign from Roistat.

Agency-branded design and AI insights are not on every plan. Other sales systems are under CRM, a sample document is the in-house team demo report, and trial terms are on the pricing page.

Metrics

What goes into the Aspro.Cloud report

These are the metrics that the Aspro.Cloud integration already brings into Reportkey reports.

New deals
Won deals
Won amount
Open pipeline
Win rate
What this integration adds to the report
Deals by source, won amount, and pipeline
Pricing

Aspro.Cloud reporting: plans and free trial

14 days free, no card required. Prices and plan limits are on the pricing page.

Use cases

Why teams connect Aspro.Cloud to Reportkey

Real reporting jobs, typical pain points, and the outcomes teams get from Aspro.Cloud in client reports.

Pain points
  • A studio runs deals, projects and invoices in Aspro.Cloud, yet the client ad report is still assembled from ad accounts separately.
  • Managers pick a deal source in the card, but seeing deals and revenue per source for the month takes manual work.
  • Open deals sit at intermediate stages, and the sales head cannot see how much budget is currently in progress.
Aspro.Cloud
A web studio or agency working in Aspro.Cloud itself

Incoming development and advertising inquiries become deals with a source. A monthly internal report shows, next to spend on the studio's own promotion, how many deals and how much budget each channel produced.

Aspro.Cloud
A service company with a separate renewal pipeline

New clients and renewals run in different pipelines. The report shows them apart: new deals by source for marketing, won deals and average deal for management.

Aspro.Cloud
A sales head

A weekly summary shows open deals and budget by pipeline stage and each owner's results for the week compared with the previous one.

Report preview

How Aspro.Cloud appears inside the report

The report keeps the familiar Reportkey layout: source sections and period comparison.

Sample Reportkey client report
Sample Reportkey client report
Aspro.Cloud block: deals by source

A source table with new deals and new deal amount, tiles for won deals, won amount, average deal and open pipeline, and a bar chart of pipeline stages.

How to connect

Three steps to the first report

Connect the account once, choose the reporting scope, and save the setup for recurring client reports.

01
Connect the account
Save the Aspro.Cloud connection once so the same datasource can be reused across recurring client reports.
02
Choose the reporting scope
Choose the Aspro.Cloud account and pipelines that should supply leads, deals, and sales to the report.
03
Save the setup and generate the report
Keep the selected scope in the project and reuse the same report setup next time instead of connecting the source again.
FAQ

Frequently asked questions

Short answers about how the integration works in Reportkey today.

How is an Aspro.Cloud account connected?
The account address, like company.aspro.cloud, and a server API key with access to the CRM module; alternatively, Reportkey can sign in over OAuth with a user's rights. Values are entered once on the integrations page and the connection is then available in all projects.
How is a won deal identified?
Each Aspro.Cloud deal has a state flag: in progress, lost or closed as won. The report counts won and lost deals by that flag and the close date, and open deals by their current stage. Stage names do not affect the calculation.
Is the deal budget a received payment?
No. The budget is the planned amount from the deal card. Invoices and payments live in the finance module and may differ from the budget, so the report labels the figure as deal amount. Deals have no currency field, so amounts appear in the account's single currency.
Will UTM tags appear in the report?
The standard breakdown uses the deal source field and the account's source list. Campaign tags reach the report only if the account stores them in its own deal fields. The source shows where a customer came from according to the CRM and does not replace ad attribution.
How often is data refreshed, and why do large accounts load longer?
Deals are read on every report build in pages of up to 100. Aspro.Cloud request limits depend on the account plan and are lowest during a trial, so a large deal base loads sequentially. Stage transition history is not guaranteed by the API, so the pipeline view is a snapshot at build time.

Aspro.Cloud report: deals, sources, and stages

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