topic Link Deal Pipeline Insights to the Boards (Pipelines) Chosen Preferred Currency in Dashboards & Reporting

Link Deal Pipeline Insights to the Boards (Pipelines) Chosen Preferred Currency

TCoppen1 — Tue, 22 Aug 2023 23:12:09 GMT

As a interational company we have different deal pipelines for each country. We have chosen preferred currency for each pipeline under the in pipeline tab Board Action > Edit Board > Preferred currency.

Unfortunatly all insights show in the accounts home currency. This is causing tones of confusion for our team

Re: Link Deal Pipeline Insights to the Pipelines Chosen Preferred Currency

PamCotton — Wed, 16 Aug 2023 20:25:51 GMT

Hello, @TCoppen1 thank you for posting in our Community!

Since it will pull the account's default currency, I would recommend creating custom properties that refer to each deal's currency rather than the company currency.

More information here.

To our top experts @jolle @Anton any recommendations to @TCoppen1?

Thank you,

Pam

Re: Link Deal Pipeline Insights to the Pipelines Chosen Preferred Currency

TCoppen1 — Mon, 21 Aug 2023 22:54:20 GMT

Hi @PamCotton, we already have custom card properties. This is in relation to the new insights beta that is being roled out

Re: Link Deal Pipeline Insights to the Boards (Pipelines) Chosen Preferred Currency

oskareeden — Tue, 08 Oct 2024 18:13:39 GMT

@PamCotton (or @jolle , @Anton 😞 I'd like to do the same as @TCoppen1 and create a single multi-currency funnel, where I control display currency for the "Insights"-header above the board/deal stage list and prevent creating multiple funnels for each currency.