Reporting amount in company currency on line items

Smart CRM & Sales Hub Dashboards & Reporting
1

I’m trying to create a report looking at revenue by line item in my deals.
However this isn’t pulling the total value in the company currency so the numbers are incorrect.
Is there a way to add “amount in company currency” at line item level? This appears to currently only be possible at deal level.
Thanks.

2

Interesting idea! You’re correct, value in company currency is calculated at the deal level.

You could install the DoCurrencies free plugin to enable the Currency beta API and keep portal currencies up to date each day.

Then use Operations Hub to update line items each day with values in company currency, and report on it anytime.

We created a similar custom-coded module last week for a customer in Canada, updating CAD prices based on USD.

Do you have Ops Hub to set that up?

best

Pete

3

Thanks for your reply! Unfortunately we don’t have Operations hub. is there an alternative solution within Sales Enterprise? Thanks.

4

Sales Enterprise doesn’t have the automation to modify line items - you really need automation that can write to your line items.

You could potentially install DoCurrencies free and then write the automation using Zapier but that could get expensive pretty quickly, paying for all the Zap actions.

A custom-coded workflow action could update a value in Company Currency on Line Items each day. Without Ops Hub, it would be a custom app. Let me know if you want to talk live about choices, pros and cons.

5

This would be a great addition! We need this - we have deals in multiple currencies, and are trying to track sales and bookings by SKU (line item), and currently it doesn’t work with Net Price (wrong currencies) or total (in compnay currency (double counting the total deal amount)