OkoCRM report: deals, budget, and loss reasons

OkoCRM deals report for clients

OkoCRM organises work around the deal, and the deal card already holds much of what a marketing report needs: budget, pipeline, stage, owner, created and closed dates, loss reason and five tag fields — source, medium, campaign, content and term. You do not need to hunt for the custom field that stores the campaign, because it is standard. Reportkey reads deals through API v2 and shows them in the recurring report next to ad channels.

OkoCRM integration with an API token

The connection needs an API token from the OkoCRM account. It is entered once on the integrations page and, once checked, is available in every project. The report sees deals within the token owner’s rights, so if managers only see their own deals, issue the token from a team lead. When the token stops working, the connection asks for a replacement while the chosen pipelines stay in the project.

OkoCRM UTM report: new deals by source

The first block answers what advertising delivered:

• New deals by creation date per day, week or month.
• New deal budget — the sum of card budgets.
• Source and campaign — from the deal tag fields.
• Pipeline — for accounts with more than one.

Next to ad account spend this gives cost per deal for each campaign. Tags describe the first touch recorded by the form, not the full customer path.

Won and lost deals

The second block reports closing results by close date: won deals and won amount, lost deals and win rate. The OkoCRM stage type states clearly how a deal ended, so the report does not depend on stage names. All metrics are compared with the previous period.

OkoCRM loss reasons

Loss reasons in OkoCRM are defined per pipeline. The loss block shows lost deals and their budget for each reason. For an agency it is an argument: if most losses are about price, the conversation moves from ads to the offer. If managers skip the reason, the deal lands in a no-reason row, which is a signal too.

OkoCRM pipeline and managers

The owner breakdown shows new and won deals and won amount per manager. The current spread of open deals across stages can be shown too. The API returns a deal’s current stage, so this is a snapshot at build time and the path between stages is not included.

OkoCRM with Yandex Direct in one report

OkoCRM blocks usually follow advertising: Yandex Direct campaigns, VK Ads and Yandex Metrica visits and goals. Untagged calls can be covered with call tracking from Callibri or Calltouch, and Roistat calculates payback per deal.

A logo in the report and AI insights are not on every plan. Similar services are on the CRM integrations page, an example is the PPC agency demo report, and terms are under pricing.