Dashboards & Reporting

TCoppen1
Participant

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

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

0 Upvotes
3 Replies 3
oskareeden
Member

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

@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. 

0 Upvotes
TCoppen1
Participant

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

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

 

TCoppen1_0-1692658456400.png

 

0 Upvotes
PamCotton
Community Manager
Community Manager

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

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


Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success.
Don't miss this opportunity to connect and grow—reserve your spot today!

0 Upvotes