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Multi-Currency Deals

I've seen the response to this query is that it is currently unavailable but being able to have deals in a range of currencies would be very useful.  

HubSpot updates
Multi-Currency DealsCommunity-Manager
changed to: New
03-31-2017

Multi-Currency DealsHubSpot Produkt-Team
changed to: Investigating
04-03-2017

Allowing for deals in different currencies is on our roadmap. Thank you for the feedback and examples.

Multi-Currency DealsCommunity-Manager
04-20-2017

Hey @Simpleselling time stamps to come shortly to all Idea interfaces, apologies for the current inconvenience. 

Andy's own post was recent, you will be notified by email when this Idea is subject to updates or is 'Delivered'.

Multi-Currency DealsHubSpot Produkt-Team
04-06-2017

@TomPerry, we don't have a set date right now, there are a number of other priorities that we are working on first. Our current goal is to start working on multiple currencies in the second half of the year.

Multi-Currency DealsHubSpot Produkt-Team
changed to: Delivered
09-11-2018

Multiple currencies is now live to Marketing Enterprise, Sales Professional and Enterprise, and Service Enterprise customers. Please see this Knowledge article (https://knowledge.hubspot.com/articles/kcs_article/settings/add-and-edit-your-account-currencies) for more information!

110 Comentários
EchoBarrier
Mitwirkender

Hi

 

I have changed the currencies on the deals, but this does not seem to update the sales deals leader board.  Or Have I done something worng?

 

Also what would be great is to be able to set a defuclt currency to each sales pipline. Is this possible?

 

Thanks for your help

 

Regards

 

aletocar
Berater

Hi!

 

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?

KatieMarr
Sachkundiger

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! 

 

Thanks,

Katie 

aletocar
Berater

@KatieMarr I've created a new Idea for this issue.

Can you please upvote? Since the multi currency idea has already been deployed, i was advised to open a new one to get attention faster.

 

It's been posted here: https://community.hubspot.com/t5/HubSpot-Ideas/Deals-forecast-report-should-use-company-currency-in-...

 

 

KatieMarr
Sachkundiger

@aletocar upvote done! 

 

aletocar
Berater

awesome!

 

Workaround in the meantime is creating a custom report that takes company currency into account, though this is not a solution... 

 

glaurain
Berater

Agreed.  I also upvoted.  

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.

johnigoe
Stammgast

Where Deals are synced with SalesForce, and work in multiple currencies, this would be really useful!

StampMe
Berater

Our business operates worldwide. It would be good to have the option to save deals in the local currency. ie. USD, AUD, GBP, EUR etc

CJenson
Berater

This is now available.  We are using Multi-currency in Hubspot now.

 

Here is an article telling you how to set it up:

https://knowledge.hubspot.com/articles/kcs_article/settings/add-and-edit-your-account-currencies?KBO...