Option to choose default currency per pipeline

Christopher Turner
Christopher Turner Member Posts: 1 VERIFIED MEMBER

We use more than one pipeline and the option to have a different default currency per pipeline would be very beneficial.  

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Comments

  • Inês Batata
    Inês Batata Posts: 2,034 VERIFIED MEMBER
    25 Likes Third Anniversary Photogenic Community Manager
    edited June 2020 #2

    Thank you for your feedback @Christopher Turner ! I've made sure it reaches our teams for consideration.

  • Annalisa
    Annalisa Member Posts: 11 VERIFIED MEMBER
    edited June 2020 #3

    Agree - we would really appreciate this function too!

  • Jake Nicholson
    Jake Nicholson Member Posts: 9 VERIFIED MEMBER
    First Comment 5 Up Votes
    edited August 2020 #4

    Yes, this would be helpful.

  • Mette Høyer_37541
    Mette Høyer_37541 Member Posts: 1 VERIFIED MEMBER
    edited April 2021 #5

    Yes please!! Have anything happened on this? We would really appreciate it too :-)

  • Rodrigo Rojas
    Rodrigo Rojas Member Posts: 55 VERIFIED MEMBER
    Fourth Anniversary Photogenic First Comment Name Dropper
    edited July 2022 #6

    Sometimes there are products that are sold in different currency, and for that each time I add a new deal would be great to have the specific currency in that pipeline. At this moment you have to change manually each time the currency.

  • Steven Dudley
    Steven Dudley Member Posts: 5 VERIFIED MEMBER
    Third Anniversary Photogenic First Comment
    edited April 22 #7

    Yes, we need this too. It seems to me that when you add your own currencies, it won't convert. So, either they increase the amount of supported currencies, or we can put in our own default exchange rate vs default currency.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,592 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic
    edited April 22 #8

    You can set up a Pipedrive automation to take care of changing the currency for deals in a specific pipeline.

  • Steven Dudley
    Steven Dudley Member Posts: 5 VERIFIED MEMBER
    Third Anniversary Photogenic First Comment
    edited April 22 #9

    Thanks Amit. I'm not sure if that would be a solution, as we're not trying to use automation to change the currency in the deals, but rather the reporting isn't showing up as being correct if deals have a currency that I've created.

    i.e. Deal 1 - AUD 5000

    Deal 2 - AUD5000

    Deal 3 - EUR5000 (or other self-created currency)

    reporting will show AUD10000 only

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,592 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic
    edited April 22 #10

    In the reports, Pipedrive will convert all values to the default currency you have selected. Unfortunately, there is no way to overcome this limitation and I wouldn't hold my breath for it.

    You can however set up a data pipeline using Coupler and visualize these in Tableau.

    I wrote a detailed post about this process here:


  • Gastondussa
    Gastondussa Member Posts: 1 VERIFIED MEMBER
    First Anniversary Photogenic Combo Breaker First Comment

    Hello yes it would be very useful to have this feature. Any updates @Pipedriveadmin ?