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