Thousands or millions toggle

GoodAndFineMT
GoodAndFineMT Member Posts: 6 VERIFIED MEMBER
First Anniversary First Comment

Most of my contracts are either 10s of 1000s or millions. It would be great if I could either toggle per pipe, or even universally across PD, so every deal is listed as, for example "$1.2MM" or $1200M" instead of $1200000. Right now my shorthand is to have every deal in MM so I have deals from $.02 ($20,000) to $2.4 ($2,400,000) which overall works ok for my purposes, but obviously can't get more granular than the $10k increments.

The problem is that then when I go to use Insights everything is messed up because the dollar amount is tiny - so that affects the "Average Won Deals", "Revenue Forecast"

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,498 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers

    Hi @GoodAndFineMT , using a custom currency might help you in this case. For example, creating "$M" or million dollars as a currency and using it for those deals.

  • GoodAndFineMT
    GoodAndFineMT Member Posts: 6 VERIFIED MEMBER
    First Anniversary First Comment

    Excellent idea. Will give that a try!! Workarounds make me happy.

  • GoodAndFineMT
    GoodAndFineMT Member Posts: 6 VERIFIED MEMBER
    First Anniversary First Comment

    So I guess the final problem comes down to at the end of the day, I can't then convert these back out from either $MMUSD or $kUSD for sales statistics. Do you know of a workaround for that? Otherwise I'll just keep going with $1.160 is $1,160,000 and the sales stats will look funky.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,498 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers

    Such a conversion isn’t possible in Pipedrive. However, to get around this you can export your deal list to a spreadsheet and use a formula to convert values in $MMUSD to $kUSD.