Show the converted amount in report

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi,

We want to create a report that shows the deals with their related line items and their values, such as ARR, TCV, but to display the converted values, meaning to take each line item and multiply it by the exchange rate of the deal.

Now I saw that we can use the beta in HubSpot to use formula fields on reports but it only allows us to create one formula, and we need at least 2.

How can we achieve this in report to display the converted amounts? Workflow or something..

Thanks!

2

Hey @OBetzalel

To create a report that shows the deals with their related line items and their values, such as ARR, TCV, and to display the converted values by multiplying each line item by the exchange rate of the deal, you can utilize workflows in HubSpot.

You can take an example from this knowledgebase and carete a workflow with a custom formula: Format your data with workflows

3

@Shubham_Sharma Hi,

We don’t have the operations hub at all, we have the marketing & sales.

Can we use workflow to update the related line items with our license?

And do we have another way to achieve this if we don’t have the operations hub?

Thanks!