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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The problem it solves

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

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Impact

Nothing costs a partner’s trust faster than a number they have to convert before they believe it. Their currency, on your CRM’s rates, is how the earnings conversation stops being an argument.

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See it work

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How it works

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. 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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Run it from your AI assistant

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Going deeper

Works with