Option to choose default currency per pipeline

Options
Christopher Turner
Christopher Turner Member Posts: 1
edited July 2022 in Ideas and Product Feedback #1

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

Tagged:

Comments

  • Inês Batata
    Inês Batata Posts: 2,069 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited June 2020 #2
    Options

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

  • Annalisa
    Annalisa Member Posts: 11
    edited June 2020 #3
    Options

    Agree - we would really appreciate this function too!

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

    Yes, this would be helpful.

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

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

  • Rodrigo Rojas
    Rodrigo Rojas Member Posts: 57
    5 Up Votes Name Dropper First Anniversary First Comment
    edited July 2022 #6
    Options

    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: 3
    First Comment Photogenic First Anniversary
    edited April 22 #7
    Options

    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: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited April 22 #8
    Options

    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: 3
    First Comment Photogenic First Anniversary
    edited April 22 #9
    Options

    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: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited April 22 #10
    Options

    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:

    https://www.amitsarda.xyz/post/export-pipedrive-data-to-google-sheets


  • Gastondussa
    Gastondussa Member Posts: 1
    Name Dropper Combo Breaker First Comment Photogenic
    #11
    Options

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

Categories