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. 

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    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:

  • Mikk Märtmaa
    Mikk Märtmaa Posts: 29
    edited October 2020 #3

    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:

    Thanks for the feedback @Inês Batata

  • Calum McCullough
    Calum McCullough Posts: 2
    edited April 2021 #4

    Wondering if there is any update on this issue? It is problematic when previously won deal values are changing due to fluctuating exchange rates.

  • Kristi Herold
    Kristi Herold Posts: 2
    edited April 2021 #5

    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:

    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 Herold

  • Inês Frade
    Inês Frade Moderator Posts: 7 PIPEDRIVE CUSTOMER SUPPORT
    Second Anniversary Photogenic Pipedrive Employee
    edited February 25 #6

    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!
     

  • Calum McCullough
    Calum McCullough Posts: 2
    edited April 2021 #7

    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!