CRM Multi-Currency Revenue | CRM Pipeline with Multi Currency Expected Revenue | CRM Lead Other Currency Expected Revenue
by Click$ 17.69
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 101 |
| Technical Name |
qt_crm_lead_currency |
| License | OPL-1 |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
This module allows applying custom currencies in CRM pipelines. It calculates the expected revenue using the exchange rates of the day, especially when the currency is different from the company's currency. It enables accurate forecasting and tracking of revenue, enhancing decision-making and pipeline management.
- ✅ Apply different currencies - Use any currency in CRM processes
- ✅ Daily exchange rate - Calculate revenue using current rates
- ✅ Automatic conversion - Convert to company currency automatically
- ✅ Multi-currency tracking - Track and forecast in various currencies
- ✅ Real-time display - See exchange rate and conversion instantly
- ✔ Community
-
✔
Enterprise
(On-premises) - ✔ Odoo.sh
- ✘ Online
Select a currency for your opportunity from CRM -> Pipeline -> [Opportunity] to tailor forecasts per customer or region.
- ✅ Dedicated Currency field embedded in the form
- ✅ Instant visibility of the Exchange Rate Display
- ✅ Works with existing lead/opportunity workflows without changes
The exchange rate is automatically displayed when you select a currency different from your company's currency.
Keep your team aligned with transparent conversions and avoid manual calculations.
Real-time Rate
Uses Odoo's currency rate of the day
Format Display
Shows: 1 USD = X.XX EUR
Enter expected or recurring revenue in the chosen currency. Odoo converts values into company currency automatically, guaranteeing consistent pipeline metrics.
💵 Expected Revenue
Updates instantly with the most recent rate.
💸 Recurring Revenue
Auto-converts recurring income for subscription deals.
📈 Continuous tracking
Prevents currency mismatches across the sales pipeline.
The converted values flow into standard CRM dashboards, charts and pivots, making cross-region comparisons effortless for analysts and sales leaders.
- ✅ Compatible with native dashboards, charts, and pivots
- ✅ Supports multi-company and multi-currency consolidations
- ✅ Ideal for closing periods and tracking sales targets
❓ Does this module modify native CRM functionality?
No. This module extends the CRM lead/opportunity form with additional currency fields. All native Odoo CRM functionality remains intact.
❓ What Odoo versions are supported?
Odoo 19 - Both Community and Enterprise editions are fully supported.
❓ How is the exchange rate calculated?
The exchange rate is automatically fetched from Odoo's currency rates. It uses the rate of the day for accurate conversion.
❓ Does it work with recurring revenue?
Yes! You can enter both expected revenue and recurring revenue in the selected currency, and both will be converted automatically.
❓ Are the converted values shown in reports?
Yes! The converted values in company currency are stored in the standard expected_revenue and recurring_revenue fields, so they appear in all native CRM reports and charts.
Need Help?
Contact us for technical support, bug reports, or feature requests.
Contact Support⏰ Response time: 24-48 hours
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