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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s multi-currency exports lack proper conversion tracking and historical exchange rate handling. You can’t track deals using exchange rates from original deal dates or handle complex multi-currency calculations effectively.
Here’s how to export multi-currency pipeline data with all currency-related fields and enable sophisticated Excel-based currency conversion analysis that HubSpot cannot provide.
Handle complex multi-currency analysis using Coefficient
CoefficientHubSpothandles multi-currencypipeline data by importing all currency-related fields and enabling sophisticated Excel-based currency conversion analysis. You get both original currency amounts and converted values with conversion rate information preserved.
This enables historical exchange rate accuracy and regional performance analysis that HubSpot’s native multi-currency exports cannot deliver.
How to make it work
Step 1. Import deal data including currency amounts and conversion rates.
Pull deal data with both original currency amounts and converted values. Include currency type fields, conversion rate information, and deal close dates to maintain historical accuracy for currency analysis.
Step 2. Create Excel lookup tables for historical exchange rates.
Build reference tables with historical exchange rates by date to ensure accurate conversions. Use VLOOKUP or INDEX/MATCH formulas to apply period-appropriate exchange rates to historical deals based on their close dates.
Step 3. Build formulas for currency normalization.
Create Excel formulas to convert all pipeline values to a single reporting currency. Use formulas like =Original_Amount*VLOOKUP(Close_Date,Exchange_Rate_Table,Currency_Column,TRUE) to apply accurate historical conversion rates.
Step 4. Set up regional performance analysis.
Use conditional formatting and pivot tables to analyze pipeline performance by currency and region. Calculate regional quota attainment and conversion rates while maintaining currency context for accurate performance measurement.
Step 5. Calculate exchange rate impact on pipeline values.
Build formulas to show how currency fluctuations affect pipeline values over time. Create variance calculations between original currency amounts and current conversion rates to understand exchange rate impact on revenue.
Master multi-currency pipeline analysis
Handle complex currenciesThis approach provides comprehensive multi-currency pipeline analysis with accurate historical conversions, capabilities that HubSpot’s standard reporting cannot effectively deliver.with the precision your global sales team needs.
