Multi-currency

A global partner program runs on many currencies. Multi-currency lets each partner see amounts in their own currency while you report in one base currency, with conversions driven by the same rates as your CRM, so the numbers always reconcile.

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What it does

Multi-currency lets you turn on currency conversion, set your company’s base currency, and assign each partner a currency. With it on, monetary values across the program, deal pipeline, commissions, payouts, KPIs, and analytics, display in both your base currency and the partner’s currency where they differ. Conversions use exchange rates synced from your CRM, so the rate behind a converted number is the same rate your finance and sales teams already trust. Partners see their earnings and pipeline in the currency they think in, and your team keeps a single base currency for consistent reporting, without anyone doing manual conversion in a spreadsheet.

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The problem it solves

Operating in one currency forces everyone else to do mental math, and mental math erodes trust:

• Partners cannot tell what they will actually earn → Commissions and pipeline display in the partner’s own currency.
• Reporting across regions mixes currencies → Your team keeps one base currency for consistent analytics.
• Manual conversion introduces errors and disputes → Conversions use CRM-synced rates, so numbers reconcile.
• Each region needs its own spreadsheet → One program shows the right currency to each side automatically.

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From problem to solution

Enable multi-currency, set your base currency, and give each partner a currency. From then on, every monetary surface shows the right amount to the right audience, converted with rates that match your CRM, so partners trust their numbers and finance trusts the rollup.

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Use cases

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Impact

• Trust and accuracy - Converted values use CRM-synced rates and reconcile to the source of truth.
• CRM-native - Currency follows the CRM, not a separate exchange-rate system.

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Who it’s for

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Works with

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Headless

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Going deeper