Fix currency conversions when deals are won
Hi, when different currencies are used, reports automatically convert deal value to the default currency of the Pipedrive account. This works well and is very useful.
However, when a deal is won, it would make sense that the currency conversion would become fixed with the converted value from the date the deal was won.
It is quite confusing to report different values for the same closed deals over time.
Comments
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Hi @Mikk Märtmaa , thank you for your input!
At the moment the currency conversion continues to be updated after the deal is closed to reflect the fluctuations in exchange rates, but I can see how that can be problematic for reporting on closed deals.
I've made sure to send your suggestion internally to our team so they can take it into consideration in future developments but unfortunately can't make any promises. The hardest job is to prioritise all ideas and suggestions from all our customers. This one hasn't made the cut yet unfortunately. We do appreciate your feedback.
Stay on top of what’s coming down the line:
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Inês Batata said:
Hi @Mikk Märtmaa , thank you for your input!
At the moment the currency conversion continues to be updated after the deal is closed to reflect the fluctuations in exchange rates, but I can see how that can be problematic for reporting on closed deals.
I've made sure to send your suggestion internally to our team so they can take it into consideration in future developments but unfortunately can't make any promises. The hardest job is to prioritise all ideas and suggestions from all our customers. This one hasn't made the cut yet unfortunately. We do appreciate your feedback.
Stay on top of what’s coming down the line:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
Thanks for the feedback @Inês Batata !
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Wondering if there is any update on this issue? It is problematic when previously won deal values are changing due to fluctuating exchange rates.
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Inês Batata said:
Hi @Mikk Märtmaa , thank you for your input!
At the moment the currency conversion continues to be updated after the deal is closed to reflect the fluctuations in exchange rates, but I can see how that can be problematic for reporting on closed deals.
I've made sure to send your suggestion internally to our team so they can take it into consideration in future developments but unfortunately can't make any promises. The hardest job is to prioritise all ideas and suggestions from all our customers. This one hasn't made the cut yet unfortunately. We do appreciate your feedback.
Stay on top of what’s coming down the line:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
Hi Ines
I would love to find out if there is any update on this issue - it has been extremely problematic for our entire sales team / reporting. Is this issue under consideration for fixing as yet?
thanks so much
Kristi Herold1 -
Hello Calum and Kristi,
This change is currently on our developers' to-do list, however, it still did not reach the top of the list, but I will make sure to reinforce the request.
Thank you so much for the feedback, and we appreciate the reinforcement!
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Ines Frade said:
Hello Calum and Kristi,
This change is currently on our developers' to-do list, however, it still did not reach the top of the list, but I will make sure to reinforce the request.
Thank you so much for the feedback, and we appreciate the reinforcement!
Thank you, Ines.
Really hoping we can see this feature added in the near future!0
