PipelineDeals Help Center
Multi-currency and reporting
The multi-currency features are available in the Grow plan. To switch to the Grow plan, go to Accounts Settings > Payment & Billing and select the Grow plan.
Multi-currency ensures your sales team can collaborate effectively and report with confidence, no matter how many countries you sell in. With multi-currency:
- Track deals in any currency so your team can work in the currency of the country they’re based.
- Convert deals sold in multiple currencies to one currency instantly without exporting data or using expensive conversion software.
- Report your global sales team’s pipeline with confidence.
How to configure multi-currency for your account
Account administrators can configure multi-currency features in Account Settings. Navigate to the Currencies section by clicking on Account Settings > Currencies.
In the Currencies section, admin can set the Account Currency and Active Currencies for your account.
- Account Currency acts as a default currency for all users on your PipelineDeals account until they choose a user currency. The Account Currency is used for reporting and for importing purposes as well.
- Active Currencies are the currencies that are available for your team members to use in your account. The currencies you select here can be used for deals and for user currency.
How to set User Currency
Each user can set the User Currency for their user profile. User Currency is the currency that will be used by default when this user creates a new deal. Additionally, the User Currency is used for importing and for reporting.
Users can only select Active Currencies that have been enabled for their account.
How to set and change currencies for deals
When you create a new deal, the value for the deal will default to be set by your User Currency. You can change the currency for the deal in the form when you create a new deal and you can edit the deal currency as well.
To specify the currency for an existing deal on the individual profile page, select Edit Deal on the top right portion of the screen and then select the currency from the drop-down next to Amount.
Multi-currency on the Deals list
You can edit deal currencies on the Deals list and filter on deal currency as well. To edit or filter on deal currency from the Deals list, add the Currency field by clicking on the Add/Remove Columns button on the Deals list and selecting the Currency field. Once the Currency column is displayed, you can filter on Active Currencies and change the currency for individual deals.
How to import deals with multiple currencies
When you import deals into PipelineDeals, you can import deals with multiple currencies. In order to import deals with multiple currencies, you must add a currency column to the list that you import. The currencies that you import must be identical to the Active Currencies that are available for your account. For example if the amount needed to be imported as a Mexican Peso, your Currency column would need to say ‘MXN - Mex$’ for that particular deal.
If you import a list of deals and you do not include a currency column, then the currency for the imported deals will be set as your Account Currency.
Where will deal values be converted to once currency?
The Home tab, Filtered Totals, Sales Pipeline Total, and Deal reports will all report on the total amount in the Currency that has been specified for the account. The currency conversion rates are accurate as of the last thirty minutes.
NOTE - won deal reports are converted in real-time to their most up-to-date amount, not at the conversion rate from the time-of-close. If you wish to record the conversion value at the time of close, we suggest that you create a deal custom field to record this value.
Q: What currency is used for Currency custom field?
A: All deal fields are in the default Account Currency set in the Account settings, including custom fields.
Q: Where is the multi-currency value determined from?
Q: How do I add a currency option to the drop-down? I do not see the one I need listed.
A: Deals can be added in any currency as long as the currency has been marked as “active” by the account Administrator in Accounts Settings.
Q: Which plan do you need to have to get Multi Currency?
A: In order to use Multi Currency, you need to be a member of our Grow Plan.
Q: Do I need to alter my custom fields on a Multi Currency deal?
A: All deal fields are in the deal’s currency including custom fields