Having pipelines in different currency

Rodrigo Rojas
Rodrigo Rojas Member Posts: 54
Third Anniversary 10 Comments 5 Up Votes Name Dropper

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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  • Steven Dudley
    Steven Dudley Member Posts: 3
    Second Anniversary First Comment Photogenic

    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: 1,357
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT

    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
    Second Anniversary First Comment Photogenic

    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: 1,357
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT

    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: