How deal value and currency work in reports
Your team may log deals in several currencies. Reports turns them into one comparable set of totals by converting everything to your workspace base currency.
Set your base currency
- Go to Settings → Workspace.
- Find Workspace base currency and choose from the Base currency dropdown.
- Save the change if the page asks you to.
It does two jobs: it's the currency every reporting total is expressed in, and it's the default currency for new deals. It's a workspace-wide setting, so everyone sees the same totals.
Log a deal in another currency
Open the deal, go to the Details tab and set the deal's value and currency (see how to edit deal fields). The deal keeps its own amount and currency; Reports converts it to your base currency for the page totals. A pipeline holding euros, dollars and pounds still rolls up into one number you can act on.
Deals with no value
A deal with an empty value is left out of money totals — not counted as zero, which would quietly understate your pipeline. It still counts wherever deals are counted, so you may see a deal count that looks higher than the value suggests. Those deals are listed in the data quality bar so you can fill them in. See stale deals and the data quality bar.
Check your totals
- Click a card such as Open deals to open the deals behind the number.
- Look at each deal's value and currency.
- Fill in any empty values, then check Reports again.
Take the numbers with you
Export to Sheets at the top right of Reports sends the current view, including deal values, to Google Sheets. See how to export your data for the other ways to get data out.
If totals look different from what you expect
Remember that the totals are in your base currency, so a deal logged in another currency shows its converted amount. If a total seems too low, look for deals with no value. If you changed the base currency recently, totals will now be expressed in the new one.
New to the dashboard? Start with the Reports overview.
If anything looks off, use the chat in the bottom-right corner or the contact form — we typically respond within 4 hours on business days.