Multi-Currency Deals

HubSpot Ideas
87

Hi Everyone,

We have been battling with the multi-currency for over a year now on our HubSpot instance.

We have now managed to solve this by implementing ZOHO reports connector. (It must be said having to purchase another reporting tool over and above the Hubspot reporting Add-on has not pleased our FD).

For reference, here is what we did:

  1. We have a custom deal property called “Deal Currency”
  2. We have multiple deal pipelines configured (each region want to report in a different main currency)
  3. When doing import into Zoho we included these custom fields (from Deal)
  4. We created a new Forex table (in ZOHO) which contains a currency and date conversion table, this converts a deal into the pipeline currency
  5. We created a new “Query Table” in ZOHO and joined the Deals with the Forex calculation that was created in 4 above
  6. We then had to recreate all the ZOHO reports using the new query table as the base (we created new reports for all of our regions and their associated pipeline currencies).

So our problem is “solved”, we now need direct sales execs away from HubSpot dashboards to a new destination for their deal and pipeline reporting.

Hope this helps others in the community.

Warren