Sales Hub Tools

MHusøy
Member

Update historical currency exchange rate for the closed deals

SOLVE

Back in the days, we had written the wrong currency exchange rate, leading all our closed deals to show 100x higher amount in company currency. There is currently no fix to this, unless changing the close date to today, which would lead to wrong reports.

 

I therefore really need a feature that let me update the exchange rate for closed deals.  I mean, it would be ideal to have the ability to decide whether you want to apply the current currency exchange rate to closed deals or not in case something changes. 

 

Another option would be to give us the option to manually edit 'Amount in company currency' on closed deals. I just really need to fix this.

1 Accepted solution
Jonno_Price
Solution
Guide | Platinum Partner
Guide | Platinum Partner

Update historical currency exchange rate for the closed deals

SOLVE

FYI I believe this is now possible. I've just edited a historical exchange rate setting and it worked. 


Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner

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4 Replies 4
Jonno_Price
Solution
Guide | Platinum Partner
Guide | Platinum Partner

Update historical currency exchange rate for the closed deals

SOLVE

FYI I believe this is now possible. I've just edited a historical exchange rate setting and it worked. 


Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner

Did my post help answer your query? Please help the community by marking it as a solution.

SRobbestad
Participant

Update historical currency exchange rate for the closed deals

SOLVE

Hi @Jonno_Price, would you mind telling us how?

0 Upvotes
MiaSrebrnjak
Community Manager
Community Manager

Update historical currency exchange rate for the closed deals

SOLVE

Hi @SRobbestad, in case you still need help with this, I believe that this section of the Knowledge base article on exchange rate properties on deals contains the information that you're looking for. 

 

Cheers
Mia, Community Team




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0 Upvotes
MiaSrebrnjak
Community Manager
Community Manager

Update historical currency exchange rate for the closed deals

SOLVE

Hi @MHusøy,

 

Thank you for reaching out to the Community!

You're right, it isn't possible to update the exchange rate for closed deals for audit purposes. I, however, understand your use case and I have found this feature request in our Ideas forum where other users are also requesting this functionality. I recommend giving it an upvote and sharing details about this feature request in the comments. Thank you!

The HubSpot Ideas Forum is a place for HubSpot enthusiasts to discuss feature improvements - the Product team actively monitors this area for product requests and feedback. You can check the Ideas Forum Users' Guide here.

 

Currently, the only workaround is to change the close date or to move the closed deals back a couple stages and then back into Closed Won, which also kicks over the adjusted exchange rate.

 

Cheers
Mia, Community Team

 




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