So, I set up multiple currencies for my deals. The problem is the deal forecast report in the dashboard is rendered useless with multicurrencies, since it shows the report for the deal amount, instead of the company amount. Since we have deals with different currencies in the same pipeline (USD, ARS and UYU for example), that report is no longer usable.
Shouldn't the report allow some editing to show company currency instead of the deal amount? Any ideas on this?
I will second Aletocar on this, we need reports that will reflect the converted dollar values into a company report, the deals forecast, and all stock reports, do not do the conversions, so the reports grossly under-represent our actual weighted pipelines (in our case under, others may be over).
An indication of when reporting will be updated to take currency into consideration, or if there are custom ways to work around this for accurate forecasting dashboards, i'd love to hear about them!
But have to say I'm a bit dismayed that HubSpot Product team would "commercially release" this feature without asking its customers what they need, why etc.? Product Team you have a friendly audience that is willing to devote our time and energy to show you how we want to used multiple currencies. Why not take advantage of that?
Ideally, this release would have been released with:
a) Here's Phase One of mult. currencies and it includes a, b, and c and then
b) Our Phase Two will include x, y, and z, along with an estimated time frame.
It at least lets us know if we need to work with an outside consultant or internal resources to develop a work-around due to the present gaps.
Conversion rates are updated every 60 seconds to give you near real time accuracy when you are using the calculator.
You do not pay per user, only per HubSpot portal, and it comes with a free 7-day trial. In addition, users can perform unlimited calculations at no additional cost.
The Ultimate Currency Converter was developed as part of the HubSpot App Accelerator program run by HubSpot to solve for specific customer needs.
The HubSpot Solutions Partner behind this app, Bayard Bradford, are the creators of the popular Ultimate Data Export app for HubSpot.
Conversion rates are updated every 60 seconds to give you near real time accuracy when you are using the calculator.
You do not pay per user, only per HubSpot portal, and it comes with a free 7-day trial. In addition, users can perform unlimited calculations at no additional cost.
The Ultimate Currency Converter was developed as part of the HubSpot App Accelerator program run by HubSpot to solve for specific customer needs.
The HubSpot Solutions Partner behind this app, Bayard Bradford, are the creators of the popular Ultimate Data Export app for HubSpot.
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