Currency Conversion allows firms to standardize revenue reporting by converting opportunity revenue into a single base currency. This feature ensures consistent, comparable reporting across opportunities, dashboards, and reports—regardless of the currency in which revenue was originally entered.
Availability and Permissions
Currency Conversion is configured by Administrators only and is available in Firm Settings > Regional Settings.
How Currency Conversion Works
Users can enter Estimated Revenue and Actual Revenue in the original transaction currency. Two additional read-only fields—Estimated Revenue [R] and Actual Revenue [R]—display the converted values in the Firm Default Currency.
The [R] designation indicates the values used for reporting. These fields are available in:
The Opportunity datagrid
The Opportunity header
Using converted revenue values provides a consistent, firm-wide view of pipeline value and performance.
Administrator Setup Requirements
The Firm Default Currency is the base currency for all firm operations and reporting.
Administrators must enter a conversion rate of 1 for the Firm Default Currency.
Conversion rates are typically configured once and reviewed annually or semi-annually, as needed.
Configure Currency Conversion (Administrators)
Administrators configure currency conversion in Firm Settings > Regional Settings.
Set the Firm Default Currency
Select the Firm Default Currency and click Save. The Firm Default Currency determines the default currency displayed throughout the application and in user regional settings. Users can override their personal currency preference, which affects the default currency displayed in Pipeline Management.-
Understand conversion behavior and effective dates
All revenue amounts are converted to the Firm Default Currency for consistent reporting and comparison. Each conversion rate requires a single currency code and applies for the full day based on UTC time (00:00–23:59) on the effective date range you specify.If a conversion rate row is removed, opportunities that open or close during that date range will no longer convert and will display blank values in reporting. This may impact opportunity reports and dashboards.
Add a new currency conversion rate
Click Add New, then select a Currency Code from the dropdown menu.Define the conversion rate and effective dates
Enter the Conversion Rate, specify the Effective From and Effective To dates, and click Update.Edit an existing conversion rate
To update a conversion rate, click Edit, make your changes, and then click Update.
Currency Conversion ensures revenue is reported consistently across the firm, even when opportunities are entered in different currencies. By standardizing Estimated and Actual Revenue into the Firm Default Currency, firms gain a clearer, more reliable view of pipeline value, performance trends, and growth over time. This consistency supports better forecasting, comparison, and decision-making across teams and leadership.